13F Insight
DOSSIER · 13F-HR · Q2 2026

Steward Partners Investment Advisory, LLC

$19.6B in tracked AUM across 4,656 positions as of Q2 2026.

SP
CIK 0001723397 · last filed Jun 30, 2026
Total AUM
$19.6B
as of Q2 2026
Holdings
4,656
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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).

Steward Partners Investment Advisory, LLC reports $19.6B in U.S. equity holdings for Q1 2026, anchored by a ETF-centric allocation. The top five positions by value span NVDA + AAPL + IVV + GOOGL + AMZN, collectively representing a meaningful concentration within the disclosed book.

Core Holdings

  • NVDA (NVIDIA CORPORATION) — $0.7B (3.4%)
  • AAPL (APPLE INC) — $0.6B (3.2%)
  • IVV (ISHARES TR) — $0.5B (2.3%)
  • GOOGL (ALPHABET INC) — $0.5B (2.3%)
  • AMZN (AMAZON COM INC) — $0.4B (2.1%)
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$658M2.3M3.4%02
NVDA
NVIDIA CORPORATION
$610M3.0M3.1%03
IVV
ISHARES TR
$411M549K2.1%04
GOOGL
ALPHABET INC
$410M1.1M2.1%05
AMZN
AMAZON COM INC
$374M1.6M1.9%06
MSFT
MICROSOFT CORP
$373M1000K1.9%07
VOO
VANGUARD INDEX FDS
$326M475K1.7%08
AVGO
BROADCOM INC
$307M812K1.6%09
JPM
JPMORGAN CHASE & CO
$279M853K1.4%10
QQQ
INVESCO QQQ TR
$251M341K1.3%

Filing history

2026Q2Jun 30
$19.6B▼ 0.1%
4,656 positionsView →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 positionsLocked2025Q1Mar 31
$11.3B▲ 0.4%
4,018 positionsLocked2024Q4Dec 31
$11.3B▲ 4.2%
3,968 positionsLocked2024Q3Sep 30
$10.8B▲ 14.0%
3,753 positionsLocked2024Q2Jun 30
$9.5B▲ 4.7%
3,609 positionsLocked2024Q1Mar 31
$9.1B▲ 22.6%
3,564 positionsLocked2023Q4Dec 31
$7.4B▲ 13.7%
3,491 positionsLocked2023Q3Sep 30
$6.5B▼ 2.5%
3,378 positionsLocked
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