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Steward Partners Investment Advisory, LLC

Q2 2026 13F filing

Updated 28 days ago

4,656 disclosed positions worth $19.6B

Portfolio value
$19.6B
Total holdings
4,656
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$657.8M
Shares
2.27M
% Port
3.36%
N

NVIDIA CORPORATION

Value
$609.8M
Shares
3.05M
% Port
3.11%
E

ISHARES TR

Value
$411.1M
Shares
549.0K
% Port
2.10%
G

ALPHABET INC

Value
$410.4M
Shares
1.15M
% Port
2.09%
A

AMAZON COM INC

Value
$373.9M
Shares
1.57M
% Port
1.91%
M

MICROSOFT CORP

Value
$372.9M
Shares
999.8K
% Port
1.90%
V

VANGUARD INDEX FDS

Value
$326.2M
Shares
474.9K
% Port
1.67%
A

BROADCOM INC

Value
$306.6M
Shares
811.6K
% Port
1.57%
J

JPMORGAN CHASE & CO

Value
$279.3M
Shares
853.3K
% Port
1.43%
Q
10.QQQ

INVESCO QQQ TR

Value
$250.7M
Shares
340.5K
% Port
1.28%
E
11.ETHA

ISHARES TR

Value
$249.9M
Shares
2.52M
% Port
1.28%
S
12.SPY

STATE STR SPDR S&P 500 ETF T

Value
$244.2M
Shares
327.0K
% Port
1.25%
M
13.META

META PLATFORMS INC

Value
$214.5M
Shares
380.8K
% Port
1.10%
G

ALPHABET INC

Value
$190.8M
Shares
539.9K
% Port
0.97%
E
15.ETHA

ISHARES TR

Value
$144.5M
Shares
1.50M
% Port
0.74%
L
16.LLY

ELI LILLY & CO

Value
$139.8M
Shares
116.6K
% Port
0.71%
E
17.ETHA

ISHARES TR

Value
$134.9M
Shares
909.3K
% Port
0.69%
G
18.GLD

SPDR GOLD TR

Value
$133.5M
Shares
362.4K
% Port
0.68%
A
19.AMD

ADVANCED MICRO DEVICES INC

Value
$131.8M
Shares
226.8K
% Port
0.67%
W
20.WMT

WALMART INC

Value
$128.2M
Shares
1.13M
% Port
0.65%
V
21.V

VISA INC

Value
$127.1M
Shares
370.5K
% Port
0.65%
V
22.VGES

VANGUARD INDEX FDS

Value
$123.6M
Shares
1.44M
% Port
0.63%
E
23.ETHA

ISHARES TR

Value
$122.5M
Shares
986.6K
% Port
0.63%
A
24.ABBV

ABBVIE INC

Value
$119.6M
Shares
475.4K
% Port
0.61%
B
25.BX

VANGUARD SPECIALIZED FUNDS

Value
$117.4M
Shares
496.2K
% Port
0.60%
J
26.JNJ

JOHNSON & JOHNSON

Value
$117.2M
Shares
461.5K
% Port
0.60%
B

BERKSHIRE HATHAWAY INC DEL

Value
$110.3M
Shares
220.3K
% Port
0.56%
B
28.BTCW

WISDOMTREE TR

Value
$109.4M
Shares
1.14M
% Port
0.56%
E
29.ETHA

ISHARES TR

Value
$109.4M
Shares
795.1K
% Port
0.56%
E
30.ETHA

ISHARES TR

Value
$106.9M
Shares
1.39M
% Port
0.55%
E
31.ETHA

ISHARES INC

Value
$104.1M
Shares
1.26M
% Port
0.53%
V
32.VGES

VANGUARD INDEX FDS

Value
$94.8M
Shares
434.9K
% Port
0.48%
I
33.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$94.6M
Shares
444.7K
% Port
0.48%
E
34.EZBC

FRANKLIN TEMPLETON ETF TR

Value
$93.2M
Shares
1.19M
% Port
0.48%
E
35.ETHA

ISHARES TR

Value
$92.6M
Shares
382.0K
% Port
0.47%
C
36.CAT

CATERPILLAR INC

Value
$91.6M
Shares
86.0K
% Port
0.47%
G
37.GEV

GE VERNOVA INC

Value
$88.6M
Shares
75.4K
% Port
0.45%
C
38.COST

COSTCO WHOLESALE CORPORATION

Value
$85.2M
Shares
91.0K
% Port
0.43%
H
39.HD

HOME DEPOT INC

Value
$84.5M
Shares
239.7K
% Port
0.43%
C
40.CSCO

CISCO SYS INC

Value
$83M
Shares
706.9K
% Port
0.42%
V
41.VGES

VANGUARD WHITEHALL FDS

Value
$81.7M
Shares
517.1K
% Port
0.42%
V
42.VGES

VANGUARD INDEX FDS

Value
$81.7M
Shares
220.8K
% Port
0.42%
A
43.AMAT

APPLIED MATLS INC

Value
$79.2M
Shares
109.6K
% Port
0.40%
P
44.PANW

PALO ALTO NETWORKS INC

Value
$75.9M
Shares
222.7K
% Port
0.39%
E
45.ETN

EATON CORP PLC

Value
$75.8M
Shares
177.9K
% Port
0.39%
X
46.XOM

EXXON MOBIL CORP

Value
$75.3M
Shares
550.6K
% Port
0.38%
L
47.LRCX

LAM RESEARCH CORP

Value
$75M
Shares
173.0K
% Port
0.38%
V
48.VGES

VANGUARD TAX-MANAGED FDS

Value
$73.5M
Shares
1.03M
% Port
0.38%
S
49.SNDK

SANDISK CORP

Value
$73.4M
Shares
32.3K
% Port
0.37%
?
50.N/A

ISHARES TR

Value
$73M
Shares
446.2K
% Port
0.37%