Steward Partners Investment Advisory, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Steward Partners Investment Advisory, Llc disclosed 3902 stock positions valued at approximately $19.59B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 3902
- Portfolio Value
- $19.59B
Holdings by Sector
Steward Partners Investment Advisory, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.36% | 2,273,278 | -184,128 | -7.49% | $657,795,718 |
| NVIDIA CORPORATION | NVDA | Technology | 3.11% | 3,047,639 | -755,792 | -19.87% | $609,802,116 |
| ISHARES TR | IVV | Other | 2.10% | 548,973 | -153,903 | -21.90% | $411,120,414 |
| ALPHABET INC | GOOGL | Communication Services | 2.09% | 1,148,261 | -417,575 | -26.67% | $410,353,991 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.91% | 1,568,850 | -436,957 | -21.78% | $373,919,776 |
| MICROSOFT CORP | MSFT | Technology | 1.90% | 999,760 | -67,714 | -6.34% | $372,930,434 |
| VANGUARD INDEX FDS | VOO | Other | 1.67% | 474,935 | +27,148 | +6.06% | $326,189,923 |
| BROADCOM INC | AVGO | Technology | 1.57% | 811,617 | +82,096 | +11.25% | $306,588,280 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.43% | 853,322 | -143,639 | -14.41% | $279,317,940 |
| INVESCO QQQ TR | QQQ | Other | 1.28% | 340,503 | -888 | -0.26% | $250,746,447 |
| ISHARES TR | AGG | Other | 1.28% | 2,524,310 | -1,226,820 | -32.71% | $249,856,211 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.25% | 327,041 | -3,276 | -0.99% | $244,224,720 |
| META PLATFORMS INC | META | Communication Services | 1.10% | 380,818 | -291,737 | -43.38% | $214,511,232 |
| ALPHABET INC | GOOG | Communication Services | 0.97% | 539,897 | -58,124 | -9.72% | $190,761,832 |
| ISHARES TR | IEFA | Other | 0.74% | 1,496,403 | -1,398,866 | -48.32% | $144,522,578 |
| ELI LILLY & CO | LLY | Healthcare | 0.71% | 116,568 | +24,622 | +26.78% | $139,814,814 |
| ISHARES TR | IJR | Other | 0.69% | 909,263 | -694,002 | -43.29% | $134,852,857 |
| SPDR GOLD TR | GLD | Other | 0.68% | 362,426 | -262,847 | -42.04% | $133,510,625 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.67% | 226,806 | +30,677 | +15.64% | $131,753,689 |
| WALMART INC | WMT | Consumer Defensive | 0.65% | 1,132,289 | +23,924 | +2.16% | $128,243,063 |
| VISA INC | V | Financial Services | 0.65% | 370,512 | -162,668 | -30.51% | $127,118,951 |
| VANGUARD INDEX FDS | VUG | Other | 0.63% | 1,435,072 | +1,200,765 | +512.48% | $123,617,105 |
| ISHARES TR | IWF | Other | 0.63% | 986,551 | +662,296 | +204.25% | $122,500,088 |
| ABBVIE INC | ABBV | Healthcare | 0.61% | 475,389 | +38,473 | +8.81% | $119,626,844 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.60% | 496,181 | +3,432 | +0.70% | $117,406,354 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.60% | 461,457 | -167,744 | -26.66% | $117,196,355 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.56% | 220,339 | -64,318 | -22.59% | $110,255,340 |
| WISDOMTREE TR | DGRW | Other | 0.56% | 1,143,793 | -5,356 | -0.47% | $109,369,465 |
| ISHARES TR | IVW | Other | 0.56% | 795,103 | -566,998 | -41.63% | $109,350,464 |
| ISHARES TR | IJH | Other | 0.55% | 1,385,892 | -1,666,271 | -54.59% | $106,866,153 |
Showing 30 of 3,902 holdings in the latest reporting period.