§ 13F · FUND PROFILE
Steward Partners Investment Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $12799.0T (13F)Positions · 4117Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$106.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 2.23M | $605.8T | 3.3% | +1% |
| 2 | NVDA | NVIDIA CORPORATION | 2.96M | $552.8T | 3.0% | −5% |
| 3 | GOOGL | ALPHABET INC | 1.42M | $445.0T | 2.4% | −3% |
| 4 | MSFT | MICROSOFT CORP | 903K | $436.6T | 2.4% | +10% |
| 5 | META | META PLATFORMS INC | 651K | $429.8T | 2.4% | +5% |
| 6 | IVV | ISHARES TR | 623K | $426.4T | 2.3% | ±0% |
| 7 | AMZN | AMAZON COM INC | 1.78M | $410.8T | 2.3% | +4% |
| 8 | AGG | ISHARES TR | 3.98M | $397.7T | 2.2% | +9% |
| 9 | VOO | VANGUARD INDEX FDS | 489K | $306.8T | 1.7% | +4% |
| 10 | JPM | JPMORGAN CHASE & CO. | 930K | $299.7T | 1.6% | ±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 $12799019.6 trillion in assets. The fund runs a massive portfolio of 4,117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed