Steward Partners Investment Advisory, LLC 13F Holdings · Q2 2026
Steward Partners Investment Advisory, LLC reported 4,626 securities worth $19.59B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (3.36%), NVDA (3.11%), IVV (2.10%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $657.8M | 3.36% | 2.3M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $609.8M | 3.11% | 3.0M | Trimmed |
| 3 | IVV | ISHARES TR | $411.1M | 2.10% | 548,973 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $410.4M | 2.09% | 1.1M | Trimmed |
| 5 | AMZN | AMAZON COM INC | $373.9M | 1.91% | 1.6M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $372.9M | 1.90% | 999,760 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $326.2M | 1.67% | 474,935 | Added |
| 8 | AVGO | BROADCOM INC | $306.6M | 1.57% | 811,617 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $279.3M | 1.43% | 853,322 | Trimmed |
| 10 | AGG | ISHARES TR | $249.9M | 1.28% | 2.5M | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $250.7M | 1.28% | 340,503 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $244.2M | 1.25% | 327,041 | Trimmed |
| 13 | META | META PLATFORMS INC | $214.5M | 1.10% | 380,818 | Trimmed |
| 14 | GOOG | ALPHABET INC | $190.8M | 0.97% | 539,897 | Trimmed |
| 15 | IEFA | ISHARES TR | $144.5M | 0.74% | 1.5M | Trimmed |
| 16 | LLY | ELI LILLY & CO | $139.8M | 0.71% | 116,568 | Added |
| 17 | IJR | ISHARES TR | $134.9M | 0.69% | 909,263 | Trimmed |
| 18 | GLD | SPDR GOLD TR | $133.5M | 0.68% | 362,426 | Trimmed |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $131.8M | 0.67% | 226,806 | Added |
| 20 | V | VISA INC | $127.1M | 0.65% | 370,512 | Trimmed |
| 21 | WMT | WALMART INC | $128.2M | 0.65% | 1.1M | Added |
| 22 | IWF | ISHARES TR | $122.5M | 0.63% | 986,551 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $123.6M | 0.63% | 1.4M | Added |
| 24 | ABBV | ABBVIE INC | $119.6M | 0.61% | 475,389 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $117.2M | 0.60% | 461,457 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR