Q2 2026 13F · SEC CIK 1723397

Steward Partners Investment Advisory, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $19.6B
Reported positions: 4,625
Top holdings a year, 3 yrs: +22.8%
Assets under management: $36.7B

Steward Partners Investment Advisory, LLC is a wealth manager that reported 4,625 positions worth $19.6B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Apple Inc (AAPL, 3.4%), Nvidia Corporation Com (NVDA, 3.1%), Ishares Core S&p 500 ETF (IVV, 2.1%). A portfolio copying its top holdings returned 22.8% a year over the last 3 years, against 20.4% for the S&P 500.

Steward Partners Investment Advisory, LLC holdings largest 50 of 4,625 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Steward Partners Investment Advisory, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.4%	3.2%	2,273,278	-7.5%	$657.8M
NVDANvidia Corporation Com	3.1%	3.4%	3,047,639	-19.9%	$609.8M
IVVIshares Core S&p 500 ETF	2.1%	2.3%	548,973	-21.9%	$411.1M
GOOGLAlphabet Inc	2.1%	2.3%	1,148,261	-26.7%	$410.4M
AMZNAmazon Com Inc Com	1.9%	2.1%	1,568,850	-21.8%	$373.9M
MSFTMicrosoft Corp	1.9%	2.0%	999,760	-6.3%	$372.9M
VOOVanguard S&p 500 ETF	1.7%	1.4%	474,935	+6.1%	$326.2M
AVGOBroadcom Inc	1.6%	1.2%	811,617	+11.3%	$306.6M
JPMJpmorgan Chase & Co	1.4%	1.5%	853,322	-14.4%	$279.3M
QQQInvesco Qqq Tr	1.3%	1.0%	340,503	-0.3%	$250.7M
AGGIshares Tr	1.3%	1.9%	2,524,310	-32.7%	$249.9M
SPYSpdr S&p 500 ETF Tr	1.2%	1.1%	327,041	-1.0%	$244.2M
METAMeta Platforms Inc Class A	1.1%	2.0%	380,818	-43.4%	$214.5M
GOOGAlphabet Inc	1.0%	0.9%	539,897	-9.7%	$190.8M
IEFAIshares Core Msci Eafe ETF	0.7%	1.3%	1,496,403	-48.3%	$144.5M
LLYLilly Eli & Co	0.7%	0.4%	116,568	+26.8%	$139.8M
IJRIshares Core S&p Small Cap ETF	0.7%	1.0%	909,263	-43.3%	$134.9M
GLDSpdr Gold Shares	0.7%	1.4%	362,426	-42.0%	$133.5M
AMDAdvanced Micro Devices Inc	0.7%	—	226,806	—	$131.8M
WMTWalmart Inc	0.7%	0.7%	1,132,289	+2.2%	$128.2M
VVisa Inc Com Cl A	0.6%	0.8%	370,512	-30.5%	$127.1M
VUGVanguard Indx Fd	0.6%	0.5%	1,435,072	+512.5%	$123.6M
IWFIshares Russell 1000 Growth ETF	0.6%	0.7%	986,551	+204.3%	$122.5M
ABBVAbbvie Inc	0.6%	0.5%	475,389	+8.8%	$119.6M
VIGVanguard Dividend Appreciation ETF	0.6%	0.5%	496,181	+0.7%	$117.4M
JNJJohnson & Johnson	0.6%	0.8%	461,457	-26.7%	$117.2M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	220,339	-22.6%	$110.3M
DGRWWisdomTree US Quality Dividend Gr ETF To	0.6%	0.5%	1,143,793	-0.5%	$109.4M
IVWIshares	0.6%	0.8%	795,103	-41.6%	$109.4M
IJHIshares Tr	0.5%	1.1%	1,385,892	-54.6%	$106.9M
IEMGIshares	0.5%	1.6%	1,256,713	-72.1%	$104.1M
VTVVanguard Value ETF	0.5%	0.4%	434,881	+1.4%	$94.8M
RSPInvesco S&p 500 Equal Weight ETF	0.5%	0.4%	444,688	+3.7%	$94.6M
FLQLFranklin Templeton ETF Tr	0.5%	0.4%	1,190,339	-3.1%	$93.2M
IWDIshares Russell 1000 Value ETF	0.5%	0.4%	382,011	+0.3%	$92.6M
CATCaterpillar Inc Com	0.5%	—	86,006	—	$91.6M
GEVGe Vernova Inc	0.5%	—	75,411	—	$88.6M
COSTCostco Whsl Corp New	0.4%	0.8%	91,045	-43.5%	$85.2M
HDHome Depot Inc Com	0.4%	0.4%	239,676	-6.4%	$84.5M
CSCOCisco Sys Inc	0.4%	—	706,859	—	$83.0M
VYMVym	0.4%	0.4%	517,115	+0.1%	$81.7M
VTIVanguard Index Fds	0.4%	—	220,768	—	$81.7M
AMATApplied Matls Inc	0.4%	—	109,577	—	$79.2M
PANWPalo Alto Networks Inc	0.4%	—	222,654	—	$75.9M
ETNEaton Corp PLC	0.4%	—	177,949	—	$75.8M
XOMExxon Mobil Corp	0.4%	0.5%	550,566	-4.3%	$75.3M
LRCXLam Research Corp	0.4%	—	172,964	—	$75.0M
VEAVanguard Tax-Managed Fds	0.4%	—	1,031,472	—	$73.5M
SNDKSandisk Corp	0.4%	—	32,276	—	$73.4M
IGMIshares Tr	0.4%	0.5%	446,206	-45.0%	$73.0M

What Steward Partners Investment Advisory, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.3% /yr; S&P 500 +20.1%
3 years: +22.8% /yr; S&P 500 +20.4%
5 years: +13.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$19.6B	4,625
Q1 2026	$19.6B	4,381
Q4 2025	$18.2B	4,259
Q3 2025	$17.4B	4,211
Q2 2025	$12.8B	4,068
Q1 2025	$11.3B	3,954
Q4 2024	$11.3B	3,901
Q3 2024	$10.8B	3,737
Q2 2024	$9.5B	3,602
Q1 2024	$9.1B	3,555
Q4 2023	$7.4B	3,483
Q3 2023	$6.5B	3,370

Questions about Steward Partners Investment Advisory, LLC's portfolio

What stocks does Steward Partners Investment Advisory, LLC own?

Steward Partners Investment Advisory, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 4,625 positions worth $19.6B. The largest are Apple Inc (AAPL) at 3.4%, Nvidia Corporation Com (NVDA) at 3.1%, Ishares Core S&p 500 ETF (IVV) at 2.1%, Alphabet Inc (GOOGL) at 2.1% and Amazon Com Inc Com (AMZN) at 1.9%.

What did Steward Partners Investment Advisory, LLC buy last quarter?

In Q2 2026, Steward Partners Investment Advisory, LLC added Vanguard Indx Fd (VUG) (+512.5% shares), Ishares Russell 1000 Growth ETF (IWF) (+204.3% shares) and Lilly Eli & Co (LLY) (+26.8% shares), compared with its Q1 2026 filing.

What did Steward Partners Investment Advisory, LLC sell last quarter?

In Q2 2026, Steward Partners Investment Advisory, LLC cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Innovator Etfs Trust (PJAN), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 State Street Energy Select Sector Spdr E (XLE), cut from its top 50 iShs Lehman 1-3Tsy (SHY), Ishares (IEMG) (-72.1% shares), Ishares Tr (IJH) (-54.6% shares) and Ishares Core Msci Eafe ETF (IEFA) (-48.3% shares), compared with its Q1 2026 filing.

How has Steward Partners Investment Advisory, LLC's portfolio performed?

A portfolio copying Steward Partners Investment Advisory, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.3% against +20.1%. Over 5 years: +13.5% a year against +11.6%.

When is Steward Partners Investment Advisory, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Steward Partners Investment Advisory, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Steward Partners Investment Advisory, LLC manage?

Steward Partners Investment Advisory, LLC reported $36.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $19.6B.