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CIK: 0001723397
Total reported value
$19.6B
$19.6B
4416 檔
13.3%
At the close of Q1 2026, Steward Partners Investment Advisory, LLC disclosed equity holdings valued at approximately $19.6B, spread across 4416 reported holdings.
In Q1 2026, Steward Partners Investment Advisory, LLC displayed an active expansion posture, initiating 10 new positions and adding to 144 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4416 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | -0.27% | +28.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.18% | +10.28% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.34% | -0.24% | +12.90% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | -0.21% | +10.13% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | -0.22% | +12.70% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.12% | +18.24% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.86% | +3.29% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.90% | -0.62% | -5.79% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.60% | -1.07% | +37.27% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | -0.07% | +7.19% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.37% | -0.69% | +5.82% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.31% | -8.46% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.34% | -0.60% | +2.12% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +0.42% | +30.59% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | +0.15% | -6.21% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.05% | -0.50% | -0.89% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | -0.33% | +1.00% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.28% | +6.96% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.10% | +11.60% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.17% | +16.54% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.39% | +15.72% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | -0.23% | +1.59% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.18% | +15.75% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.71% | -0.08% | +3.11% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.05% | +16.56% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.14% | +4.71% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.28% | +4.57% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | +0.06% | +4.50% | |
| 29 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.50% | +39.75% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.53% | -0.36% | +30.02% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | +0.11% | +3.06% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.51% | +0.05% | +5.95% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.12% | +6.65% | |
| 34 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.49% | -0.12% | +3.46% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.13% | +7.86% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.29% | +34.43% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.28% | -27.14% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.23% | +17.01% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.28% | +16.57% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | — | +14.88% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | +0.05% | +3.00% | |
| 42 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.42% | +0.06% | +5.32% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.42% | -0.25% | +5.79% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | +0.06% | +74.46% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | +0.06% | +22.84% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.10% | +12.69% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.39% | +0.03% | +7.59% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.16% | +2.36% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.37% | -0.15% | +74.71% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.37% | -0.16% | -3.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.4% | +37.27% | Add |
| 2 | NVDA | Nvidia CORP | +0.4% | +28.32% | Add |
| 3 | XLE | Ss Energy Select Sector | +0.2% | +34.43% | Add |
| 4 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +838.77% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | +15.75% | Add |
| 6 | COST | Costco Wholesale CORP | +0.2% | +15.72% | Add |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +74.46% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +6.65% | Add |
| 9 | CVX | Chevron CORP | +0.1% | +4.57% | Add |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +74.71% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +16.56% | Add |
| 12 | MPC | Marathon Petroleum CORP | +0.1% | +32.07% | Add |
| 13 | PJAN | Innovator U.s. Equity Power | +0.1% | +39.75% | Add |
| 14 | APA | Apa CORP | +0.1% | +3126.08% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | +15.55% | Add |
| 16 | ETN | Eaton Corporation plc | +0.1% | +41.17% | Add |
| 17 | SNDK | Sandisk CORP | +0.1% | +2530.11% | Add |
| 18 | GLD | Spdr Gold Shares | +0.1% | +5.82% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +30.59% | Add |
| 20 | TAFM | AB Tax Aware Inter Muni | +0.1% | +69607.70% | Add |
| 21 | EOG | Eog Resources Inc | +0.1% | +440.09% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | +33.00% | Add |
| 23 | WIX | Wix.com Ltd. | +0.1% | +62117.44% | Add |
| 24 | SM | Sm Energy Co | +0.1% | +227428.86% | Add |
| 25 | DBMF | Imgp Dbi Managed Futures Str | +0.1% | +2404.20% | Add |
| 26 | SYK | Stryker CORP | +0.1% | +30.02% | Add |
| 27 | VZ | Verizon Communications Inc | +0.1% | +2.36% | Add |
| 28 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +1426.48% | Add |
| 29 | IWD | Ishares Russell 1000 Value E | +0.1% | +22.84% | Add |
| 30 | MSI | Motorola Solutions Inc | +0.1% | +31.88% | Add |
| 31 | ADI | Analog Devices Inc | +0.1% | +16.38% | Add |
| 32 | PSX | Phillips 66 | +0.1% | +28.02% | Add |
| 33 | NRG | Nrg Energy Inc | +0.1% | +130.93% | Add |
| 34 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +67.25% | Add |
| 35 | VRT | Vertiv Holdings Co-a | +0.1% | +0.55% | Add |
| 36 | WMB | Williams Cos Inc | +0.1% | +85.17% | Add |
| 37 | AAOI | Applied Optoelectronics Inc | +0.1% | -25.77% | Trim |
| 38 | UITB | Victoryshares Core Intermedi | +0.1% | +107356.50% | Add |
| 39 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +14090.54% | Add |
| 40 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +303.33% | Add |
| 41 | SPYI | Neos S&p 500 High Income ETF | +0.1% | +8508.80% | Add |
| 42 | PWR | Quanta Services Inc | +0.1% | +65.15% | Add |
| 43 | FCG | First Trust Natural Gas ETF | +0.1% | +807.52% | Add |
| 44 | MCD | Mcdonald's CORP | 0% | +17.01% | Add |
| 45 | TT | Trane Technologies plc | 0% | +30.58% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +41.77% | Add |
| 47 | CME | Cme Group Inc | 0% | +44.85% | Add |
| 48 | PAVE | Global X US Infrastructure | 0% | +93.73% | Add |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +95.81% | Add |
| 50 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | +132.02% | Add |
According to official SEC Form 13F filings, Steward Partners Investment Advisory, LLC reported a total U.S. public equity portfolio value of $19.6B across 4416 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IVV) accounted for 13.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
LNGX
市值: $14.4M
Top Position Liquidated / Trimmed
AZNN
前期市值: $5.1M
During Q1 2026, Steward Partners Investment Advisory, LLC's top holdings by market value included NVDA (3.4%)、AAPL (3.2%)、IVV (2.3%). The largest single position, NVDA, represented 3.4% of total portfolio value.
In Q1 2026, Steward Partners Investment Advisory, LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 144 positions, trimming 45 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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