§ 13F · FUND PROFILE
Steward Partners Investment Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $17.4B (13F)Positions · 4261Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$107M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 3.80M | $663M | 3.4% | +28% |
| 2 | AAPL | APPLE INC | 2.46M | $624M | 3.2% | +10% |
| 3 | IVV | ISHARES TR | 703K | $459M | 2.3% | +13% |
| 4 | GOOGL | ALPHABET INC | 1.57M | $450M | 2.3% | +10% |
| 5 | AMZN | AMAZON COM INC | 2.01M | $418M | 2.1% | +13% |
| 6 | MSFT | MICROSOFT CORP | 1.07M | $395M | 2.0% | +18% |
| 7 | META | META PLATFORMS INC | 673K | $385M | 2.0% | +3% |
| 8 | AGG | ISHARES TR | 3.75M | $372M | 1.9% | −6% |
| 9 | IEMG | ISHARES INC | 4.51M | $315M | 1.6% | +37% |
| 10 | JPM | JPMORGAN CHASE & CO | 997K | $293M | 1.5% | +7% |
§ 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 $17.4 billion in assets. The fund runs a massive portfolio of 4,261 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed