Steward Partners Investment Advisory, LLC

CIK 0001723397 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Steward Partners Investment Advisory, LLC reported 4,656 positions worth $19.59B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AAPL (3.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$19.59B
2026 Q2
Positions
4,656
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
20.4%
Est. Net Flow (Q)
2026 Q2
10 / 4656 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$657.8M3.36%2,273,278
2NVDANVIDIA CORPORATIONSH$609.8M3.11%3,047,639
3IVVISHARES TRSH$411.1M2.10%548,973
4GOOGLALPHABET INCSH$410.4M2.10%1,148,261
5AMZNAMAZON COM INCSH$373.9M1.91%1,568,850
6MSFTMICROSOFT CORPSH$372.9M1.90%999,760
7VOOVANGUARD INDEX FDSSH$326.2M1.67%474,935
8AVGOBROADCOM INCSH$306.6M1.56%811,617
9JPMJPMORGAN CHASE & COSH$279.3M1.43%853,322
10QQQINVESCO QQQ TRSH$250.7M1.28%340,503

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Steward Partners Investment Advisory, LLC hold as of Q2 2026?

Steward Partners Investment Advisory, LLC reported 4656 positions worth $19.59B in its Q2 2026 13F filing. Largest positions: AAPL (3.4%), NVDA (3.1%), IVV (2.1%), GOOGL (2.1%) and AMZN (1.9%).

What did Steward Partners Investment Advisory, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Steward Partners Investment Advisory, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.