DOSSIER · 13F-HR · Q1 2026
Steward Partners Investment Advisory, LLC
Steward Investment Advisory's holding co. based in Greenwich, CT — $19.6B in tracked AUM across 4,416 positions as of Q1 2026.
SI
Steward Investment Advisory·Greenwich, CT·Holding Co.
CIK 0001723397 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Steward Partners Investment Advisory, LLC filed Q1 2026 13F-HR with $19.6B in disclosed U.S. equity holdings The portfolio is led by ETF exposure, with top positions including NVDA (3.4%), AAPL (3.2%), IVV (2.3%). Quarter-over-quarter activity shows 5 new entries and 5 exits, with a net additive posture across 55 changed positions. Notable reduction: VOO (8.5% reduction) (VANGUARD INDEX FDS).
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…