Steward Partners Investment Advisory, LLC

Est. AUM

$19.44B

13F long equity, this entity only

Positions

4,355

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$663.3M	3803431	3.41%	SOLE
2	APPLE INC	COM	$623.7M	2457406	3.21%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$459.1M	702876	2.36%	SOLE
4	ALPHABET INC	CAP STK CL A	$450.3M	1565836	2.32%	SOLE
5	AMAZON COM INC	COM	$417.7M	2005807	2.15%	SOLE
6	MICROSOFT CORP	COM	$395.1M	1067474	2.03%	SOLE
7	META PLATFORMS INC	CL A	$384.8M	672555	1.98%	SOLE
8	ISHARES TR	CORE US AGGBD ET	$372.4M	3751130	1.92%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$314.6M	4509997	1.62%	SOLE
10	JPMORGAN CHASE & CO	COM	$293.3M	996961	1.51%	SOLE
11	SPDR GOLD TR	GOLD SHS	$269.0M	625273	1.38%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$267.6M	447787	1.38%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$262.1M	2895269	1.35%	SOLE
14	BROADCOM INC	COM	$225.8M	729521	1.16%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$214.8M	330317	1.10%	SOLE
16	ISHARES TR	CORE S&P MCP ETF	$206.1M	3052163	1.06%	SOLE
17	ISHARES TR	CORE S&P SCP ETF	$199.3M	1603265	1.02%	SOLE
18	INVESCO QQQ TR	UNIT SER 1	$197.0M	341391	1.01%	SOLE
19	ALPHABET INC	CAP STK CL C	$171.5M	598021	0.88%	SOLE
20	VISA INC	COM CL A	$161.1M	533180	0.83%	SOLE
21	COSTCO WHOLESALE CORPORATION	COM	$160.6M	161140	0.83%	SOLE
22	ISHARES TR	S&P 500 GRWT ETF	$154.1M	1362101	0.79%	SOLE
23	JOHNSON & JOHNSON	COM	$153.8M	629201	0.79%	SOLE
24	ISHARES TR	RUS 1000 GRW ETF	$138.3M	324255	0.71%	SOLE
25	WALMART INC	COM	$137.7M	1108365	0.71%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$136.4M	284657	0.70%	SOLE
27	CHEVRON CORPORATION	COM	$107.0M	517057	0.55%	SOLE
28	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$106.0M	492749	0.54%	SOLE
29	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$104.6M	2268319	0.54%	SOLE
30	STRYKER CORPORATION	COM	$103.9M	316245	0.53%	SOLE
31	VANGUARD INDEX FDS	GROWTH ETF	$102.3M	234307	0.53%	SOLE
32	WISDOMTREE TR	US QTLY DIV GRT	$100.9M	1149149	0.52%	SOLE
33	EXXON MOBIL CORP	COM	$97.6M	575463	0.50%	SOLE
34	ISHARES TR	EXPND TEC SC ETF	$96.2M	811567	0.49%	SOLE
35	ABBVIE INC	COM	$95.0M	436916	0.49%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET ENE	$93.3M	1522713	0.48%	SOLE
37	ISHARES TR	1 3 YR TREAS BD	$88.6M	1073029	0.46%	SOLE
38	MCDONALDS CORP	COM	$88.1M	283542	0.45%	SOLE
39	ELI LILLY & CO	COM	$84.6M	91946	0.43%	SOLE
40	HOME DEPOT INC	COM	$84.2M	256040	0.43%	SOLE
41	VANGUARD INDEX FDS	VALUE ETF	$84.1M	428813	0.43%	SOLE
42	FRANKLIN TEMPLETON ETF TR	US LRG CP MLTFCT	$83.1M	1228488	0.43%	SOLE
43	UBER TECHNOLOGIES INC	COM	$82.8M	1151543	0.43%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$82.3M	428972	0.42%	SOLE
45	ISHARES TR	RUS 1000 VAL ETF	$81.3M	380721	0.42%	SOLE
46	TESLA INC	COM	$80.6M	216798	0.41%	SOLE
47	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$76.5M	516733	0.39%	SOLE
48	VERIZON COMMUNICATIONS INC	COM	$73.8M	1469917	0.38%	SOLE
49	ISHARES TR	JPMORGAN USD EMG	$72.8M	774583	0.37%	SOLE
50	VANGUARD INDEX FDS	TOTAL STK MKT	$68.6M	213792	0.35%	SOLE

1–50 of 4,355

1 / 88

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.