Steward Partners Investment Advisory, Llc Portfolio Stock Holdings
Steward Partners Investment Advisory, Llc disclosed 4416 stock positions valued at approximately $19.6 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 4416
- Portfolio Value
- $19.6B
Holdings by Sector
Steward Partners Investment Advisory, Llc Portfolio Holdings in Q1 2026
3785 holdings in the latest reporting period.
Page 1 of 38
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 3.38% | 3,803,431 | +839,481 | +28.32% | $663,318,248 |
| APPLE INC | AAPL | Technology | 3.18% | 2,457,406 | +229,134 | +10.28% | $623,665,237 |
| ISHARES TR | IVV | Other | 2.34% | 702,876 | +80,291 | +12.90% | $459,125,371 |
| ALPHABET INC | GOOGL | Communication Services | 2.30% | 1,565,836 | +144,079 | +10.13% | $450,271,594 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.13% | 2,005,807 | +225,975 | +12.70% | $417,749,368 |
| MICROSOFT CORP | MSFT | Technology | 2.02% | 1,067,474 | +164,650 | +18.24% | $395,146,563 |
| META PLATFORMS INC | META | Communication Services | 1.96% | 672,555 | +21,432 | +3.29% | $384,789,284 |
| ISHARES TR | AGG | Other | 1.90% | 3,751,130 | -230,418 | -5.79% | $372,374,582 |
| ISHARES INC | IEMG | Other | 1.60% | 4,509,997 | +1,224,563 | +37.27% | $314,572,327 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.50% | 996,961 | +66,875 | +7.19% | $293,266,209 |
| SPDR GOLD TR | GLD | Other | 1.37% | 625,273 | +34,384 | +5.82% | $269,048,365 |
| VANGUARD INDEX FDS | VOO | Other | 1.36% | 447,787 | -41,383 | -8.46% | $267,575,239 |
| ISHARES TR | IEFA | Other | 1.34% | 2,895,269 | +60,038 | +2.12% | $262,108,665 |
| BROADCOM INC | AVGO | Technology | 1.15% | 729,521 | +170,884 | +30.59% | $225,793,865 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.10% | 330,317 | -21,865 | -6.21% | $214,818,294 |
| ISHARES TR | IJH | Other | 1.05% | 3,052,163 | -27,358 | -0.89% | $206,112,565 |
| ISHARES TR | IJR | Other | 1.02% | 1,603,265 | +15,906 | +1.00% | $199,301,910 |
| INVESCO QQQ TR | QQQ | Other | 1.00% | 341,391 | +22,225 | +6.96% | $197,044,340 |
| ALPHABET INC | GOOG | Communication Services | 0.87% | 598,021 | +62,166 | +11.60% | $171,548,244 |
| VISA INC | V | Financial Services | 0.82% | 533,180 | +75,688 | +16.54% | $161,148,318 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.82% | 161,140 | +21,888 | +15.72% | $160,564,760 |
| ISHARES TR | IVW | Other | 0.79% | 1,362,101 | +21,364 | +1.59% | $154,067,261 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.78% | 629,201 | +85,603 | +15.75% | $153,801,765 |
| ISHARES TR | IWF | Other | 0.71% | 324,255 | +9,790 | +3.11% | $138,262,235 |
| WALMART INC | WMT | Consumer Defensive | 0.70% | 1,108,365 | +157,444 | +16.56% | $137,747,498 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.70% | 284,657 | +12,805 | +4.71% | $136,407,726 |
| CHEVRON CORPORATION | CVX | Energy | 0.55% | 517,057 | +22,575 | +4.57% | $106,979,317 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.54% | 492,749 | +21,211 | +4.50% | $105,970,504 |
| INNOVATOR ETFS TRUST | PJAN | Other | 0.53% | 2,268,319 | +645,234 | +39.75% | $104,637,556 |
| STRYKER CORPORATION | SYK | Healthcare | 0.53% | 316,245 | +73,012 | +30.02% | $103,914,988 |
| VANGUARD INDEX FDS | VUG | Other | 0.52% | 234,307 | +6,965 | +3.06% | $102,343,044 |
| WISDOMTREE TR | DGRW | Other | 0.51% | 1,149,149 | +64,511 | +5.95% | $100,941,232 |
| EXXON MOBIL CORP | XOM | Energy | 0.50% | 575,463 | +35,888 | +6.65% | $97,633,031 |
| ISHARES TR | IGM | Other | 0.49% | 811,567 | +27,153 | +3.46% | $96,178,685 |
| ABBVIE INC | ABBV | Healthcare | 0.48% | 436,916 | +31,840 | +7.86% | $95,024,893 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.48% | 1,522,713 | +389,997 | +34.43% | $93,281,390 |
| ISHARES TR | SHY | Other | 0.45% | 1,073,029 | -399,695 | -27.14% | $88,599,983 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.45% | 283,542 | +41,225 | +17.01% | $88,122,002 |
| ELI LILLY & CO | LLY | Healthcare | 0.43% | 91,946 | +13,067 | +16.57% | $84,568,956 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.43% | 256,040 | +33,171 | +14.88% | $84,209,079 |
| VANGUARD INDEX FDS | VTV | Other | 0.43% | 428,813 | +12,471 | +3.00% | $84,133,099 |
| FRANKLIN TEMPLETON ETF TR | FLQL | Other | 0.42% | 1,228,488 | +62,095 | +5.32% | $83,094,928 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.42% | 1,151,543 | +63,055 | +5.79% | $82,830,460 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.42% | 428,972 | +183,082 | +74.46% | $82,328,396 |
| ISHARES TR | IWD | Other | 0.41% | 380,721 | +70,782 | +22.84% | $81,348,544 |
| TESLA INC | TSLA | Consumer Cyclical | 0.41% | 216,798 | +24,417 | +12.69% | $80,594,770 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.39% | 516,733 | +36,452 | +7.59% | $76,528,081 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.38% | 1,469,917 | +33,925 | +2.36% | $73,789,833 |
| ISHARES TR | SGOV | Other | 0.37% | 729,229 | +311,827 | +74.71% | $73,404,179 |
| ISHARES TR | EMB | Other | 0.37% | 774,583 | -27,642 | -3.45% | $72,756,513 |
| VANGUARD INDEX FDS | VTI | Other | 0.35% | 213,792 | +19,569 | +10.08% | $68,586,725 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.35% | 425,478 | +16,087 | +3.93% | $68,212,580 |
| CATERPILLAR INC | CAT | Industrials | 0.35% | 96,200 | -7,573 | -7.30% | $68,153,390 |
| GE VERNOVA INC | GEV | Utilities | 0.34% | 77,056 | +10,369 | +15.55% | $67,262,097 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.33% | 165,254 | +45,225 | +37.68% | $64,516,815 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.31% | 938,479 | +83,975 | +9.83% | $60,137,737 |
| EATON CORP PLC | ETN | Other | 0.30% | 165,592 | +48,290 | +41.17% | $59,227,348 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.30% | 1,038,077 | +28,708 | +2.84% | $58,838,195 |
| ISHARES TR | USMV | Other | 0.30% | 634,361 | -31,947 | -4.79% | $58,830,568 |
| VANGUARD INDEX FDS | VNQ | Other | 0.29% | 637,628 | +17,291 | +2.79% | $56,557,600 |
| ISHARES TR | FLOT | Other | 0.29% | 1,109,611 | +4,126 | +0.37% | $56,534,678 |
| VANGUARD WORLD FD | VHT | Other | 0.29% | 207,505 | +5,623 | +2.79% | $56,509,889 |
| ISHARES GOLD TR | IAU | Other | 0.29% | 639,925 | -92,678 | -12.65% | $56,415,721 |
| ISHARES TR | QUAL | Other | 0.28% | 289,121 | +291 | +0.10% | $55,456,227 |
| VANGUARD INDEX FDS | VO | Other | 0.28% | 191,884 | +16,805 | +9.60% | $55,104,971 |
| ISHARES TR | IWR | Other | 0.27% | 554,250 | +25,377 | +4.80% | $53,889,708 |
| ISHARES TR | PFF | Other | 0.26% | 1,675,635 | +29,919 | +1.82% | $50,805,235 |
| NETFLIX INC. | NFLX | Communication Services | 0.26% | 527,862 | -49,452 | -8.57% | $50,753,905 |
| ISHARES TR | IDU | Other | 0.25% | 424,713 | +20,062 | +4.96% | $49,313,426 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.25% | 1,601,572 | +40,424 | +2.59% | $49,136,217 |
| ISHARES TR | DGRO | Other | 0.25% | 695,460 | +27,603 | +4.13% | $48,807,418 |
| CISCO SYS INC | CSCO | Technology | 0.25% | 628,369 | +52,280 | +9.07% | $48,755,108 |
| MARATHON PETE CORP | MPC | Energy | 0.25% | 198,565 | +48,218 | +32.07% | $48,485,756 |
| WISDOMTREE TR | USFR | Other | 0.25% | 961,440 | +130,615 | +15.72% | $48,398,869 |
| ANALOG DEVICES INC | ADI | Technology | 0.24% | 146,395 | +20,600 | +16.38% | $46,574,207 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.24% | 347,291 | -14,499 | -4.01% | $46,154,938 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.23% | 366,283 | +23,185 | +6.76% | $45,953,803 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.23% | 785,796 | +55,803 | +7.64% | $45,717,608 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.23% | 476,271 | +118,178 | +33.00% | $44,236,122 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.22% | 298,971 | +17,840 | +6.35% | $43,183,411 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.22% | 344,254 | -2,767 | -0.80% | $43,076,456 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.21% | 129,303 | +24,434 | +23.30% | $42,143,625 |
| ISHARES TR | HDV | Other | 0.21% | 310,300 | +14,186 | +4.79% | $42,113,994 |
| APPLIED MATLS INC | AMAT | Technology | 0.21% | 123,139 | -7,924 | -6.05% | $42,087,413 |
| ISHARES TR | DIVB | Other | 0.21% | 768,556 | +84,726 | +12.39% | $41,463,597 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.21% | 48,326 | +2,675 | +5.86% | $40,882,796 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.21% | 1,361,254 | +63,861 | +4.92% | $40,824,007 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.21% | 254,777 | +20,489 | +8.75% | $40,687,910 |
| DISNEY WALT CO | DIS | Communication Services | 0.21% | 418,085 | +27,210 | +6.96% | $40,294,975 |
| RTX CORPORATION | RTX | Industrials | 0.21% | 208,779 | +17,973 | +9.42% | $40,273,455 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.20% | 196,129 | +40,482 | +26.01% | $39,898,415 |
| SPDR SERIES TRUST | BIL | Other | 0.20% | 429,662 | -88,359 | -17.06% | $39,374,221 |
| ISHARES TR | IYK | Other | 0.20% | 555,676 | +17,556 | +3.26% | $38,913,939 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.20% | 569,198 | +33,295 | +6.21% | $38,864,823 |
| PACER FDS TR | COWZ | Other | 0.20% | 614,789 | +9,130 | +1.51% | $38,461,216 |
| ISHARES TR | IYF | Other | 0.19% | 324,033 | -94,841 | -22.64% | $38,125,754 |
| VANGUARD WORLD FD | VGT | Other | 0.19% | 54,392 | -1,601 | -2.86% | $37,950,585 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.19% | 87,171 | +21,073 | +31.88% | $37,829,406 |
| ISHARES TR | IXUS | Other | 0.19% | 432,583 | +386,503 | +838.77% | $37,479,020 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.19% | 74,416 | -5,991 | -7.45% | $37,182,763 |