SP

Steward Partners Investment Advisory, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$19.6B

Reporting period: 2026-03-31 · Number of holdings: 4416

Steward Partners Investment Advisory, LLC disclosed 4416 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $19.6B and a quarterly turnover rate of 18.2%.

Personality snowflake

Concentration
3.21
Portfolio Stability
18.16
Momentum/Contrarian
88.49
Sector conviction
47.61
Diversification
100
Sizing Uniformity
41.35

Recent moves

  • Trim META

    +3.3%　-$45.0M

  • Add IEMG

    +37.3%　$93.7M

  • Trim MSFT

    +18.2%　-$41.5M

  • Add NVDA

    +28.3%　$110.5M

  • Trim VOO

    -8.5%　-$39.2M

  • Trim AGG

    -5.8%　-$25.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech3.38%+0.35%+28.32%
2AAPLApple INCStock-Tech3.18%-0.14%+10.28%
3IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.34%—+12.90%
4GOOGLAlphabet Inc-cl AStock-Comm Services2.30%—+10.13%
5AMZNAmazon.com INCStock-Consumer Disc2.13%—+12.70%
6MSFTMicrosoft CORPStock-Tech2.02%-0.37%+18.24%
7METAMeta Platforms Inc-class AStock-Comm Services1.96%-0.40%+3.29%
8AGGIshares Core U.s. AggregateETF-Other1.90%-0.28%-5.79%
9IEMGIshares Core Msci EmergingETF-Emerging Markets1.60%+0.39%+37.27%
10JPMJpmorgan Chase & CoStock-Financials1.50%—+7.19%
11GLDSpdr Gold SharesETF-Commodities1.37%+0.09%+5.82%
12VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.36%-0.32%-8.46%
13IEFAIshares Core Msci Eafe ETFETF-Other1.34%—+2.12%
14AVGOBroadcom INCStock-Tech1.15%+0.09%+30.59%
15SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.10%-0.22%-6.21%
16IJHIshares Core S&p Midcap ETFETF-Other1.05%—-0.89%
17IJRIshares Core S&p Small-cap EETF-Small Cap1.02%—+1.00%
18QQQInvesco Qqq Trust Series 1ETF-Tech1.00%—+6.96%
19GOOGAlphabet Inc-cl CStock-Comm Services0.87%—+11.60%
20VVisa Inc-class A SharesStock-Financials0.82%—+16.54%
21COSTCostco Wholesale CORPStock-Consumer Staples0.82%+0.16%+15.72%
22IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.79%—+1.59%
23JNJJohnson & JohnsonStock-Healthcare0.78%+0.16%+15.75%
24IWFIshares Russell 1000 GrowthETF-Other0.71%—+3.11%
25WMTWalmart INCStock-Consumer Staples0.70%+0.12%+16.56%
26BRK-BBerkshire Hathaway Inc-cl BStock-Other0.70%—+4.71%
27CVXChevron CORPStock-Energy0.55%+0.14%+4.57%
28VIGVanguard Dividend Apprec ETFETF-Other0.54%—+4.50%
29PJANInnovator U.s. Equity PowerETF-Other0.53%+0.11%+39.75%
30SYKStryker CORPStock-Healthcare0.53%+0.06%+30.02%
31VUGVanguard Growth ETFETF-Other0.52%—+3.06%
32DGRWWisdomtree U.s. Quality DiviETF-Other0.51%—+5.95%
33XOMExxon Mobil CORPStock-Energy0.50%+0.14%+6.65%
34IGMIshares Expanded Tech SectorETF-Tech0.49%—+3.46%
35ABBVAbbvie INCStock-Healthcare0.48%—+7.86%
36XLESs Energy Select SectorETF-Other0.48%+0.20%+34.43%
37SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.45%-0.22%-27.14%
38MCDMcdonald's CORPStock-Consumer Disc0.45%+0.04%+17.01%
39LLYEli Lilly & CoStock-Healthcare0.43%—+16.57%
40HDHome Depot INCStock-Consumer Disc0.43%—+14.88%
41VTVVanguard Value ETFETF-Other0.43%—+3.00%
42FLQLFranklin U.s. Large Cap MultETF-Large Cap & Growth0.42%—+5.32%
43UBERUber Technologies INCStock-Industrials0.42%—+5.79%
44RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.42%+0.16%+74.46%
45IWDIshares Russell 1000 Value EETF-Other0.41%+0.05%+22.84%
46TSLATesla INCStock-Consumer Disc0.41%—+12.69%
47VYMVanguard High Dvd Yield ETFETF-Other0.39%—+7.59%
48VZVerizon Communications INCStock-Comm Services0.38%+0.06%+2.36%
49SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.37%+0.14%+74.71%
50EMBIshares Jp Morgan Usd EmergiETF-Other0.37%—-3.45%
1–50 of 4,416

Holding changes this quarter

Steward Partners Investment Advisory, LLC's most significant position changes for 2026-03-31: New buy: Global X US Ntrl Gas ETF (LNGX); Add: Meta Platforms Inc-class A (META) — shares +3.29%; Add: Ishares Core Msci Emerging (IEMG) — shares +37.27%; Add: Microsoft CORP (MSFT) — shares +18.24%; Add: Nvidia CORP (NVDA) — shares +28.32%.

Position changes disclosed by Steward Partners Investment Advisory, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IEMGIshares Core Msci Emerging+0.4%+37.27%Add
2NVDANvidia CORP+0.4%+28.32%Add
3XLESs Energy Select Sector+0.2%+34.43%Add
4IXUSIshares Core Intl Stock ETF+0.2%+838.77%Add
5JNJJohnson & Johnson+0.2%+15.75%Add
6COSTCostco Wholesale CORP+0.2%+15.72%Add
7RSPInvesco S&p 500 Equal Weight+0.2%+74.46%Add
8XOMExxon Mobil CORP+0.1%+6.65%Add
9CVXChevron CORP+0.1%+4.57%Add
10SGOVIshares 0-3 Month Treasury B+0.1%+74.71%Add
11WMTWalmart INC+0.1%+16.56%Add
12MPCMarathon Petroleum CORP+0.1%+32.07%Add
13PJANInnovator U.s. Equity Power+0.1%+39.75%Add
14APAApa CORP+0.1%+3126.08%Add
15GEVGE Vernova INC+0.1%+15.55%Add
16ETNEaton Corporation plc+0.1%+41.17%Add
17SNDKSandisk CORP+0.1%+2530.11%Add
18GLDSpdr Gold Shares+0.1%+5.82%Add
19AVGOBroadcom INC+0.1%+30.59%Add
20TAFMAB Tax Aware Inter Muni+0.1%+69607.70%Add
21EOGEog Resources INC+0.1%+440.09%Add
22NEENextera Energy INC+0.1%+33.00%Add
23WIXWix.com Ltd.+0.1%+62117.44%Add
24SMSm Energy Co+0.1%+227428.86%Add
25SYKStryker CORP+0.1%+30.02%Add
26VZVerizon Communications INC+0.1%+2.36%Add
27IWDIshares Russell 1000 Value E+0.1%+22.84%Add
28MCDMcdonald's CORP0%+17.01%Add
29IVVIshares Core S&p 500 ETF—+12.90%Add
30ONEQFidelity Nasdaq Comp Indx-0.1%-79.74%Trim
31AVAVAerovironment INC-0.1%-95.51%Trim
32AXONAxon Enterprise INC-0.1%-46.23%Trim
33IBMIntl Business Machines CORP-0.1%-12.29%Trim
34BACBank Of America CORP-0.1%-28.41%Trim
35ORCLOracle CORP-0.1%-4.54%Trim
36KTOSKratos Defense & Security-0.1%-70.52%Trim
37IYFIshares US Financials ETF-0.1%-22.64%Trim
38✓ Nebius Group NV-0.1%-79.18%Trim
39OEFIshares S&p 100 ETF-0.1%-35.99%Trim
40XLVSs Health Care Select Sector-0.1%-50.46%Trim
41AAPLApple INC-0.1%+10.28%Add
42PNOVInnovator U.s. Equity Power-0.2%-97.29%Trim
43PLTRPalantir Technologies Inc-a-0.2%-37.32%Trim
44SHYIshares 1-3 Year Treasury Bo-0.2%-27.14%Trim
45SPYSs Spdr S&p 500 ETF Trust-us-0.2%-6.21%Trim
46AGGIshares Core U.s. Aggregate-0.3%-5.79%Trim
47VOOVanguard S&p 500 ETF-0.3%-8.46%Trim
48MSFTMicrosoft CORP-0.4%+18.24%Add
49METAMeta Platforms Inc-class A-0.4%+3.29%Add
50LNGXGlobal X US Ntrl Gas ETF—NEWNew buy

FAQ

What is Steward Partners Investment Advisory, LLC and what type of investor is it?
Steward Partners Investment Advisory, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $19.6B, spread across 4416 disclosed positions.
What are Steward Partners Investment Advisory, LLC's largest equity positions?
Based on the latest 13F filing, Steward Partners Investment Advisory, LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $663.3M (3.4%) 2. Apple INC (AAPL) — $623.7M (3.2%) 3. Ishares Core S&p 500 ETF (IVV) — $459.1M (2.3%) 4. Alphabet Inc-cl A (GOOGL) — $450.3M (2.3%) 5. Amazon.com INC (AMZN) — $417.7M (2.1%)
What changes did Steward Partners Investment Advisory, LLC make in its most recent portfolio filing?
In the latest reported quarter, Steward Partners Investment Advisory, LLC made 50 notable position adjustments: 1 new positions were initiated, 32 existing holdings were added to, 17 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Global X US Ntrl Gas ETF (LNGX); Add: Meta Platforms Inc-class A (META) — shares +3.29%; Add: Ishares Core Msci Emerging (IEMG) — shares +37.27%; Add: Microsoft CORP (MSFT) — shares +18.24%; Add: Nvidia CORP (NVDA) — shares +28.32%
What sectors does Steward Partners Investment Advisory, LLC focus on?
Steward Partners Investment Advisory, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.3% • Communication Services: 13.1% • Financials: 12.6% • Consumer Discretionary: 10.2% • Industrials: 9.3% • Health Care: 8.9%