§ 13F · FUND PROFILE
Steward Partners Investment Advisory, LLC.
AUM · $19.6B (13F)Positions · 4656Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$134M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 2.27M | $658M | 3.4% | −7% |
| 2 | NVDA | NVIDIA CORPORATION | 3.05M | $610M | 3.1% | −20% |
| 3 | IVV | ISHARES TR | 549K | $411M | 2.1% | −22% |
| 4 | GOOGL | ALPHABET INC | 1.15M | $410M | 2.1% | −27% |
| 5 | AMZN | AMAZON COM INC | 1.57M | $374M | 1.9% | −22% |
| 6 | MSFT | MICROSOFT CORP | 1000K | $373M | 1.9% | −6% |
| 7 | VOO | VANGUARD INDEX FDS | 475K | $326M | 1.7% | +6% |
| 8 | AVGO | BROADCOM INC | 812K | $307M | 1.6% | +11% |
| 9 | JPM | JPMORGAN CHASE & CO | 853K | $279M | 1.4% | −14% |
| 10 | QQQ | INVESCO QQQ TR | 341K | $251M | 1.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEWARD SIGNAL
AC read
Steward Partners Investment Advisory, LLC is a Other fund managing $19.6 billion in assets. The fund runs a massive portfolio of 4,656 positions.
Read the full dossier →