Steward Partners Investment Advisory, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$19.61B
Q ending 2026-03-31
Prior quarter
$18.24B
Q ending 2025-12-31
Change
+7.5% QoQ · +73.3% YoY
Positions
4,416
reported holdings
Largest positions
Top 100 of 4,416 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $663.3M | 3.8M |
| Apple Inc | AAPL | Shares | $623.7M | 2.5M |
| Ishares Tr | IVV | Shares | $459.1M | 703K |
| Alphabet Inc | GOOGL | Shares | $450.3M | 1.6M |
| Amazon Com Inc | AMZN | Shares | $417.7M | 2.0M |
| Microsoft Corp | MSFT | Shares | $395.1M | 1.1M |
| Meta Platforms Inc | META | Shares | $384.8M | 673K |
| Ishares Tr | AGG | Shares | $372.4M | 3.8M |
| Ishares Inc | IEMG | Shares | $314.6M | 4.5M |
| Jpmorgan Chase & Co | JPM | Shares | $293.3M | 997K |
| Spdr Gold Tr | GLD | Shares | $269.0M | 625K |
| Vanguard Index Fds | VOO | Shares | $267.6M | 448K |
| Ishares Tr | IEFA | Shares | $262.1M | 2.9M |
| Broadcom Inc | AVGO | Shares | $225.8M | 730K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $214.8M | 330K |
| Ishares Tr | IJH | Shares | $206.1M | 3.1M |
| Ishares Tr | IJR | Shares | $199.3M | 1.6M |
| Invesco Qqq Tr | QQQ | Shares | $197.0M | 341K |
| Alphabet Inc | GOOG | Shares | $171.5M | 598K |
| Visa Inc | V | Shares | $161.1M | 533K |
| Costco Wholesale Corporation | COST | Shares | $160.6M | 161K |
| Ishares Tr | IVW | Shares | $154.1M | 1.4M |
| Johnson & Johnson | JNJ | Shares | $153.8M | 629K |
| Ishares Tr | IWF | Shares | $138.3M | 324K |
| Walmart Inc | WMT | Shares | $137.7M | 1.1M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $136.4M | 285K |
| Chevron Corporation | CVX | Shares | $107.0M | 517K |
| Vanguard Specialized Funds | VIG | Shares | $106.0M | 493K |
| Innovator Etfs Trust | PJAN | Shares | $104.6M | 2.3M |
| Stryker Corporation | SYK | Shares | $103.9M | 316K |
| Vanguard Index Fds | VUG | Shares | $102.3M | 234K |
| Wisdomtree Tr | DGRW | Shares | $100.9M | 1.1M |
| Exxon Mobil Corp | XOM | Shares | $97.6M | 575K |
| Ishares Tr | IGM | Shares | $96.2M | 812K |
| Abbvie Inc | ABBV | Shares | $95.0M | 437K |
| Select Sector Spdr Tr | XLE | Shares | $93.3M | 1.5M |
| Ishares Tr | SHY | Shares | $88.6M | 1.1M |
| Mcdonalds Corp | MCD | Shares | $88.1M | 284K |
| Eli Lilly & Co | LLY | Shares | $84.6M | 92K |
| Home Depot Inc | HD | Shares | $84.2M | 256K |
| Vanguard Index Fds | VTV | Shares | $84.1M | 429K |
| Franklin Templeton Etf Tr | FLQL | Shares | $83.1M | 1.2M |
| Uber Technologies Inc | UBER | Shares | $82.8M | 1.2M |
| Invesco Exchange Traded Fd T | RSP | Shares | $82.3M | 429K |
| Ishares Tr | IWD | Shares | $81.3M | 381K |
| Tesla Inc | TSLA | Shares | $80.6M | 217K |
| Vanguard Whitehall Fds | VYM | Shares | $76.5M | 517K |
| Verizon Communications Inc | VZ | Shares | $73.8M | 1.5M |
| Ishares Tr | SGOV | Shares | $73.4M | 729K |
| Ishares Tr | EMB | Shares | $72.8M | 775K |
| Vanguard Index Fds | VTI | Shares | $68.6M | 214K |
| Palo Alto Networks Inc | PANW | Shares | $68.2M | 425K |
| Caterpillar Inc | CAT | Shares | $68.2M | 96K |
| Ge Vernova Inc | GEV | Shares | $67.3M | 77K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $64.5M | 165K |
| Vanguard Tax-Managed Fds | VEA | Shares | $60.1M | 938K |
| Eaton Corp Plc | Shares | $59.2M | 166K | |
| J P Morgan Exchange Traded F | JEPI | Shares | $58.8M | 1.0M |
| Ishares Tr | USMV | Shares | $58.8M | 634K |
| Vanguard Index Fds | VNQ | Shares | $56.6M | 638K |
| Ishares Tr | FLOT | Shares | $56.5M | 1.1M |
| Vanguard World Fd | VHT | Shares | $56.5M | 208K |
| Ishares Gold Tr | IAU | Shares | $56.4M | 640K |
| Ishares Tr | QUAL | Shares | $55.5M | 289K |
| Vanguard Index Fds | VO | Shares | $55.1M | 192K |
| Ishares Tr | IWR | Shares | $53.9M | 554K |
| Ishares Tr | PFF | Shares | $50.8M | 1.7M |
| Netflix Inc. | NFLX | Shares | $50.8M | 528K |
| Ishares Tr | IDU | Shares | $49.3M | 425K |
| Schwab Strategic Tr | SCHD | Shares | $49.1M | 1.6M |
| Ishares Tr | DGRO | Shares | $48.8M | 695K |
| Cisco Sys Inc | CSCO | Shares | $48.8M | 628K |
| Marathon Pete Corp | MPC | Shares | $48.5M | 199K |
| Wisdomtree Tr | USFR | Shares | $48.4M | 961K |
| Allspring Exchange Traded Fu | APLU | Shares | $47.8M | 1.9M |
| Analog Devices Inc | ADI | Shares | $46.6M | 146K |
| Select Sector Spdr Tr | XLK | Shares | $46.2M | 347K |
| Alibaba Group Hldg Ltd | BABA | Shares | $46.0M | 366K |
| Blackrock Etf Trust | DYNF | Shares | $45.7M | 786K |
| Nextera Energy Inc | NEE | Shares | $44.2M | 476K |
| Procter & Gamble Co | PG | Shares | $43.2M | 299K |
| Goldman Sachs Etf Tr | GSLC | Shares | $43.1M | 344K |
| Chubb Ltd Switz | Shares | $42.1M | 129K | |
| Ishares Tr | HDV | Shares | $42.1M | 310K |
| Applied Matls Inc | AMAT | Shares | $42.1M | 123K |
| Ishares Tr | DIVB | Shares | $41.5M | 769K |
| Goldman Sachs Group Inc | GS | Shares | $40.9M | 48K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $40.8M | 1.4M |
| Tjx Cos Inc New | TJX | Shares | $40.7M | 255K |
| Disney Walt Co | DIS | Shares | $40.3M | 418K |
| Rtx Corporation | RTX | Shares | $40.3M | 209K |
| Advanced Micro Devices Inc | AMD | Shares | $39.9M | 196K |
| Spdr Series Trust | BIL | Shares | $39.4M | 430K |
| Ishares Tr | IYK | Shares | $38.9M | 556K |
| First Tr Exchange Traded Fd | RDVY | Shares | $38.9M | 569K |
| Pacer Fds Tr | COWZ | Shares | $38.5M | 615K |
| Ishares Tr | IYF | Shares | $38.1M | 324K |
| Vanguard World Fd | VGT | Shares | $38.0M | 54K |
| Motorola Solutions Inc | MSI | Shares | $37.8M | 87K |
| Ishares Tr | IXUS | Shares | $37.5M | 433K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.