AI Analysis · 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.

#HoldingValueSharesWeight

Filing history

2026Q1Mar 31

$19.6B▲ 7.5%

4,416 positionsView →2025Q4Dec 31

$18.2B▲ 4.5%

4,309 positionsView →2025Q3Sep 30

$17.4B▲ 36.3%

4,261 positionsView →2025Q2Jun 30

$12.8B▲ 13.1%

4,117 positionsLocked 2025Q1Mar 31

$11.3B▲ 0.4%

4,018 positionsLocked 2024Q4Dec 31

$11.3B▲ 4.2%

3,968 positionsLocked 2024Q3Sep 30

$10.8B▲ 14.0%

3,753 positionsLocked 2024Q2Jun 30

$9.5B▲ 4.7%

3,609 positionsLocked 2024Q1Mar 31

$9.1B▲ 22.6%

3,564 positionsLocked 2023Q4Dec 31

$7.4B▲ 13.7%

3,491 positionsLocked 2023Q3Sep 30

$6.5B▼ 2.5%

3,378 positionsLocked 2023Q2Jun 30

$6.7B▲ 6.7%

3,319 positionsLocked

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