Steward Partners Investment Advisory, LLC

13F filer · CIK 0001723397

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$19.6BU.S. long equity reported on 13F

Positions2,908350 new · 195 closed

Net flow last quarter-$1.05BBuys minus sells

Top 10 positions weight19.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 20262,908 positions
AAPLApple Inc.	$658M	3.36%	0.02%	-7.5%	Q4 2016
NVDANvidia Corp	$610M	3.11%	0.01%	-19.9%	Q1 2017
GOOGLAlphabet Inc.	$410M	2.09%	0.01%	-26.7%	Q4 2016
AMZNAmazon Com Inc	$374M	1.91%	0.01%	-21.8%	Q4 2016
MSFTMicrosoft Corp	$373M	1.90%	0.01%	-6.3%	Q4 2016
AVGOBroadcom Inc.	$307M	1.57%	0.02%	+11.3%	Q1 2018
JPMJPMorgan Chase & Co	$279M	1.43%	0.03%	-14.4%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$251M	1.28%	Not reported	-0.3%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$244M	1.25%	Not reported	-1.0%	Q4 2016
METAMeta Platforms, Inc.	$215M	1.10%	Not reported	-43.4%	Q4 2016
GOOGAlphabet Inc.	$191M	0.97%	Not reported	-9.7%	Q4 2016
LLYELI LILLY & Co	$140M	0.71%	0.01%	+26.8%	Q4 2016
GLDSPDR Gold Trust	$134M	0.68%	0.10%	-42.0%	Q4 2016
AMDAdvanced Micro Devices Inc	$132M	0.67%	0.01%	+15.6%	Q1 2017
WMTWalmart Inc.	$128M	0.65%	0.01%	+2.2%	Q4 2016
VVisa Inc.	$127M	0.65%	0.02%	-30.5%	Q1 2017
ABBVAbbVie Inc.	$120M	0.61%	0.03%	+8.8%	Q4 2016
JNJJohnson & Johnson	$117M	0.60%	0.02%	-26.7%	Q4 2016
BRK.BBerkshire Hathaway Inc	$110M	0.56%	Not reported	-22.6%	Q4 2016
CATCaterpillar Inc	$91.6M	0.47%	0.02%	-10.6%	Q1 2017
GEVGE Vernova Inc.	$88.6M	0.45%	0.03%	-2.1%	Q2 2024
COSTCostco Wholesale Corp	$85.2M	0.43%	0.02%	-43.5%	Q4 2016
HDHome Depot, Inc.	$84.5M	0.43%	0.02%	-6.4%	Q1 2017
CSCOCisco Systems, Inc.	$83M	0.42%	0.02%	+12.5%	Q1 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$81.7M	0.42%	Not reported	+0.1%	Q1 2017
AMATApplied Materials Inc	$79.2M	0.40%	0.01%	-11.0%	Q1 2017
PANWPalo Alto Networks Inc	$75.9M	0.39%	0.03%	-47.7%	Q1 2017
ETNEaton Corp plc	$75.8M	0.39%	0.05%	+7.5%	Q1 2018
XOMExxonMobil Holdings Corp	$75.3M	0.38%	0.01%	-4.3%	Q4 2016
LRCXLam Research Corp	$75M	0.38%	0.01%	+108.4%	Q4 2016
SNDKSandisk Corp	$73.4M	0.37%	0.02%	+1.5%	Q1 2025
MUMicron Technology Inc	$64.1M	0.33%	0.00%	-13.9%	Q1 2017
CRWDCrowdStrike Holdings, Inc.	$61M	0.31%	0.03%	-51.6%	Q1 2020
TSLATesla, Inc.	$60.5M	0.31%	0.00%	-33.7%	Q4 2016
ADIAnalog Devices Inc	$60.2M	0.31%	0.03%	+3.5%	Q4 2016
CVXChevron Corp	$53.7M	0.27%	0.02%	-37.4%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$53.5M	0.27%	0.00%	+5.3%	Q4 2016
MPCMarathon Petroleum Corp	$50.6M	0.26%	0.07%	-0.3%	Q4 2016
NEENextera Energy Inc	$49.9M	0.25%	0.03%	+19.4%	Q4 2016
RTXRTX Corp	$48.4M	0.25%	0.02%	+22.1%	Q2 2020
TTTrane Technologies plc	$46.3M	0.24%	0.04%	+6.2%	Q1 2020
MCDMcdonalds Corp	$43.9M	0.22%	0.02%	-42.7%	Q4 2016
VZVerizon Communications Inc	$43.8M	0.22%	0.02%	-29.7%	Q1 2017
GSGoldman Sachs Group Inc	$43.6M	0.22%	0.01%	-10.8%	Q4 2016
GLWCorning Inc	$42.5M	0.22%	0.02%	+37.6%	Q1 2017
UNHUnitedhealth Group Inc	$42.4M	0.22%	0.01%	+6.2%	Q4 2016
NFLXNetflix Inc	$42.2M	0.22%	0.01%	+11.8%	Q4 2016
PGPROCTER & GAMBLE Co	$42.1M	0.22%	0.01%	-3.9%	Q4 2016
IBMInternational Business Machines Corp	$41.5M	0.21%	0.02%	+11.7%	Q1 2017
CBChubb Ltd	$41.4M	0.21%	0.03%	-6.0%	Q1 2018

Q1 2026Reported May 8, 20262,752 positions
NVDANvidia Corp	$663M	3.38%	0.02%	+28.3%	Q1 2017
AAPLApple Inc.	$624M	3.18%	0.02%	+10.3%	Q4 2016
GOOGLAlphabet Inc.	$450M	2.30%	0.01%	+10.1%	Q4 2016
AMZNAmazon Com Inc	$418M	2.13%	0.02%	+12.7%	Q4 2016
MSFTMicrosoft Corp	$395M	2.02%	0.01%	+18.2%	Q4 2016
METAMeta Platforms, Inc.	$385M	1.96%	Not reported	+3.3%	Q4 2016
JPMJPMorgan Chase & Co	$293M	1.50%	0.04%	+7.2%	Q4 2016
GLDSPDR Gold Trust	$269M	1.37%	0.17%	+5.8%	Q4 2016
AVGOBroadcom Inc.	$226M	1.15%	0.02%	+30.6%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$215M	1.10%	Not reported	-6.2%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$197M	1.00%	Not reported	+7.0%	Q3 2018
GOOGAlphabet Inc.	$172M	0.87%	Not reported	+11.6%	Q4 2016
VVisa Inc.	$161M	0.82%	0.03%	+16.5%	Q1 2017
COSTCostco Wholesale Corp	$161M	0.82%	0.04%	+15.7%	Q4 2016
JNJJohnson & Johnson	$154M	0.78%	0.03%	+15.8%	Q4 2016
WMTWalmart Inc.	$138M	0.70%	0.01%	+16.6%	Q4 2016
BRK.BBerkshire Hathaway Inc	$136M	0.70%	Not reported	+4.7%	Q4 2016
CVXChevron Corp	$107M	0.55%	0.03%	+4.6%	Q4 2016
SYKStryker Corp	$104M	0.53%	0.08%	+30.0%	Q4 2016
XOMExxonMobil Holdings Corp	$97.6M	0.50%	0.01%	+6.7%	Q4 2016
ABBVAbbVie Inc.	$95M	0.48%	0.02%	+7.9%	Q4 2016
MCDMcdonalds Corp	$88.1M	0.45%	0.04%	+17.0%	Q4 2016
LLYELI LILLY & Co	$84.6M	0.43%	0.01%	+16.6%	Q4 2016
HDHome Depot, Inc.	$84.2M	0.43%	0.03%	+14.9%	Q1 2017
UBERUber Technologies, Inc	$82.8M	0.42%	0.06%	+5.8%	Q2 2019
TSLATesla, Inc.	$80.6M	0.41%	0.01%	+12.7%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$76.5M	0.39%	Not reported	+7.6%	Q1 2017
VZVerizon Communications Inc	$73.8M	0.38%	0.04%	+2.4%	Q1 2017
PANWPalo Alto Networks Inc	$68.2M	0.35%	0.05%	+3.9%	Q1 2017
CATCaterpillar Inc	$68.2M	0.35%	0.02%	-7.3%	Q1 2017
GEVGE Vernova Inc.	$67.3M	0.34%	0.03%	+15.6%	Q2 2024
CRWDCrowdStrike Holdings, Inc.	$64.5M	0.33%	0.07%	+37.7%	Q1 2020
ETNEaton Corp plc	$59.2M	0.30%	0.04%	+41.2%	Q1 2018
IAUIshares Gold Trust	$56.4M	0.29%	0.08%	-12.7%	Q1 2017
NFLXNetflix Inc	$50.8M	0.26%	0.01%	-8.6%	Q4 2016
CSCOCisco Systems, Inc.	$48.8M	0.25%	0.02%	+9.1%	Q1 2017
MPCMarathon Petroleum Corp	$48.5M	0.25%	0.07%	+32.1%	Q4 2016
ADIAnalog Devices Inc	$46.6M	0.24%	0.03%	+16.4%	Q4 2016
BABAAlibaba Group Holding Ltd	$46M	0.23%	0.02%	+6.8%	Q4 2016
NEENextera Energy Inc	$44.2M	0.23%	0.02%	+33.0%	Q4 2016
PGPROCTER & GAMBLE Co	$43.2M	0.22%	0.01%	+6.4%	Q4 2016
CBChubb Ltd	$42.1M	0.21%	0.03%	+23.3%	Q1 2018
AMATApplied Materials Inc	$42.1M	0.21%	0.02%	-6.1%	Q1 2017
GSGoldman Sachs Group Inc	$40.9M	0.21%	0.02%	+5.9%	Q4 2016
BTCGrayscale Bitcoin Mini Trust ETF	$40.8M	0.21%	1.20%	+4.9%	Q3 2024
TJXTJX Companies Inc	$40.7M	0.21%	0.02%	+8.8%	Q4 2016
DISWalt Disney Co	$40.3M	0.21%	0.02%	+7.0%	Q4 2016
RTXRTX Corp	$40.3M	0.21%	0.02%	+9.4%	Q2 2020
AMDAdvanced Micro Devices Inc	$39.9M	0.20%	0.01%	+26.0%	Q1 2017
MSIMotorola Solutions, Inc.	$37.8M	0.19%	0.05%	+31.9%	Q1 2017

Q4 2025Reported Feb 12, 20262,721 positions
AAPLApple Inc.	$606M	3.32%	0.02%	+1.3%	Q4 2016
NVDANvidia Corp	$553M	3.03%	0.01%	-4.8%	Q1 2017
GOOGLAlphabet Inc.	$445M	2.44%	0.01%	-2.6%	Q4 2016
MSFTMicrosoft Corp	$437M	2.39%	0.01%	+10.0%	Q4 2016
METAMeta Platforms, Inc.	$430M	2.36%	Not reported	+4.8%	Q4 2016
AMZNAmazon Com Inc	$411M	2.25%	0.02%	+3.6%	Q4 2016
JPMJPMorgan Chase & Co	$300M	1.64%	0.03%	0.0%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$240M	1.32%	Not reported	+12.3%	Q4 2016
GLDSPDR Gold Trust	$234M	1.28%	0.16%	-5.2%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$196M	1.08%	Not reported	+3.8%	Q3 2018
AVGOBroadcom Inc.	$193M	1.06%	0.01%	+3.5%	Q1 2018
GOOGAlphabet Inc.	$168M	0.92%	Not reported	+2.0%	Q4 2016
VVisa Inc.	$160M	0.88%	0.02%	+2.2%	Q1 2017
BRK.BBerkshire Hathaway Inc	$137M	0.75%	Not reported	+13.2%	Q4 2016
COSTCostco Wholesale Corp	$120M	0.66%	0.03%	+5.0%	Q4 2016
JNJJohnson & Johnson	$112M	0.62%	0.02%	+0.8%	Q4 2016
WMTWalmart Inc.	$106M	0.58%	0.01%	+2.1%	Q4 2016
ABBVAbbVie Inc.	$92.6M	0.51%	0.02%	+14.0%	Q4 2016
UBERUber Technologies, Inc	$88.9M	0.49%	0.05%	+2.9%	Q2 2019
TSLATesla, Inc.	$86.5M	0.47%	0.01%	+2.6%	Q4 2016
SYKStryker Corp	$85.5M	0.47%	0.06%	+6.1%	Q4 2016
LLYELI LILLY & Co	$84.8M	0.46%	0.01%	+4.5%	Q4 2016
HDHome Depot, Inc.	$76.7M	0.42%	0.02%	-15.6%	Q1 2017
PANWPalo Alto Networks Inc	$75.4M	0.41%	0.06%	-8.2%	Q1 2017
CVXChevron Corp	$75.4M	0.41%	0.02%	+4.5%	Q4 2016
MCDMcdonalds Corp	$74.1M	0.41%	0.03%	+5.0%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$68.9M	0.38%	Not reported	+1.1%	Q1 2017
XOMExxonMobil Holdings Corp	$64.9M	0.36%	0.01%	-0.4%	Q4 2016
IAUIshares Gold Trust	$59.5M	0.33%	0.09%	+3.7%	Q1 2017
CATCaterpillar Inc	$59.4M	0.33%	0.02%	+2.8%	Q1 2017
VZVerizon Communications Inc	$58.5M	0.32%	0.03%	+7.2%	Q1 2017
CRWDCrowdStrike Holdings, Inc.	$56.3M	0.31%	0.05%	-1.7%	Q1 2020
PLTRPalantir Technologies Inc.	$54.9M	0.30%	0.01%	-1.5%	Q3 2020
NFLXNetflix Inc	$54.1M	0.30%	0.01%	+13.0%	Q4 2016
BABAAlibaba Group Holding Ltd	$50.3M	0.28%	0.00%	-7.8%	Q4 2016
BTCGrayscale Bitcoin Mini Trust ETF	$50.2M	0.28%	1.19%	+20.4%	Q3 2024
ORCLOracle Corp	$49.3M	0.27%	0.01%	+5.6%	Q4 2016
MAMastercard Inc	$45.9M	0.25%	0.01%	+2.0%	Q4 2016
IBMInternational Business Machines Corp	$44.7M	0.24%	0.02%	-2.9%	Q1 2017
DISWalt Disney Co	$44.5M	0.24%	0.02%	+22.1%	Q4 2016
CSCOCisco Systems, Inc.	$44.4M	0.24%	0.01%	+1.6%	Q1 2017
GEVGE Vernova Inc.	$43.6M	0.24%	0.02%	+5.8%	Q2 2024
BACBank of America Corp	$42.1M	0.23%	0.01%	-1.1%	Q4 2016
CRMSalesforce, Inc.	$40.7M	0.22%	0.02%	+5.5%	Q4 2016
PGPROCTER & GAMBLE Co	$40.3M	0.22%	0.01%	+5.2%	Q4 2016
GSGoldman Sachs Group Inc	$40.1M	0.22%	0.02%	+11.9%	Q4 2016
FSLRFirst Solar, Inc.	$38.7M	0.21%	0.14%	+3.1%	Q2 2017
ETNEaton Corp plc	$37.4M	0.20%	0.03%	-1.4%	Q1 2018
TJXTJX Companies Inc	$36M	0.20%	0.02%	+8.5%	Q4 2016
RTXRTX Corp	$35M	0.19%	0.01%	+10.0%	Q2 2020

Q3 2025Reported Nov 12, 20252,737 positions
NVDANvidia Corp	$581M	3.33%	0.01%	+25.4%	Q1 2017
AAPLApple Inc.	$560M	3.21%	0.01%	+5.2%	Q4 2016
METAMeta Platforms, Inc.	$456M	2.62%	Not reported	+148.4%	Q4 2016
MSFTMicrosoft Corp	$425M	2.44%	0.01%	+4.1%	Q4 2016
AMZNAmazon Com Inc	$377M	2.16%	0.02%	+44.0%	Q4 2016
GOOGLAlphabet Inc.	$355M	2.03%	0.01%	+48.3%	Q4 2016
JPMJPMorgan Chase & Co	$293M	1.68%	0.03%	+35.6%	Q4 2016
GLDSPDR Gold Trust	$222M	1.27%	0.19%	+247.4%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$209M	1.20%	Not reported	+7.3%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$185M	1.06%	Not reported	+8.2%	Q3 2018
AVGOBroadcom Inc.	$178M	1.02%	0.01%	-13.0%	Q1 2018
VVisa Inc.	$153M	0.88%	0.02%	+60.3%	Q1 2017
GOOGAlphabet Inc.	$128M	0.73%	Not reported	+26.0%	Q4 2016
COSTCostco Wholesale Corp	$123M	0.70%	0.03%	+95.2%	Q4 2016
BRK.BBerkshire Hathaway Inc	$121M	0.69%	Not reported	+32.7%	Q4 2016
HDHome Depot, Inc.	$107M	0.61%	0.03%	+0.6%	Q1 2017
UBERUber Technologies, Inc	$104M	0.59%	0.05%	+186.7%	Q2 2019
JNJJohnson & Johnson	$100M	0.57%	0.02%	+48.0%	Q4 2016
WMTWalmart Inc.	$96M	0.55%	0.01%	-4.7%	Q4 2016
PANWPalo Alto Networks Inc	$90.8M	0.52%	0.07%	+168.2%	Q1 2017
SYKStryker Corp	$84.8M	0.49%	0.06%	+597.9%	Q4 2016
TSLATesla, Inc.	$83.4M	0.48%	0.01%	+63.6%	Q4 2016
ABBVAbbVie Inc.	$82.2M	0.47%	0.02%	+3.8%	Q4 2016
CVXChevron Corp	$73.5M	0.42%	0.02%	+90.3%	Q4 2016
MCDMcdonalds Corp	$70.2M	0.40%	0.03%	+87.3%	Q4 2016
ORCLOracle Corp	$67.3M	0.39%	0.01%	-7.3%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$67M	0.38%	Not reported	+0.4%	Q1 2017
BABAAlibaba Group Holding Ltd	$66.5M	0.38%	0.00%	+665.9%	Q4 2016
NFLXNetflix Inc	$61.3M	0.35%	0.01%	+7.3%	Q4 2016
XOMExxonMobil Holdings Corp	$61.1M	0.35%	0.01%	-20.3%	Q4 2016
CRWDCrowdStrike Holdings, Inc.	$59.9M	0.34%	0.05%	+198.0%	Q1 2020
VZVerizon Communications Inc	$58.9M	0.34%	0.03%	+58.0%	Q1 2017
LLYELI LILLY & Co	$57.6M	0.33%	0.01%	-3.1%	Q4 2016
PLTRPalantir Technologies Inc.	$57.2M	0.33%	0.01%	-27.2%	Q3 2020
BTCGrayscale Bitcoin Mini Trust ETF	$54.5M	0.31%	1.04%	+3225.9%	Q3 2024
IAUIshares Gold Trust	$51.4M	0.29%	0.09%	+35.7%	Q1 2017
CATCaterpillar Inc	$48.2M	0.28%	0.02%	-0.1%	Q1 2017
MAMastercard Inc	$44.8M	0.26%	0.01%	+6.9%	Q4 2016
ETNEaton Corp plc	$44.5M	0.26%	0.03%	-22.4%	Q1 2018
IBMInternational Business Machines Corp	$43.8M	0.25%	0.02%	+5.5%	Q1 2017
PGPROCTER & GAMBLE Co	$41.1M	0.24%	0.01%	-9.2%	Q4 2016
BACBank of America Corp	$39.9M	0.23%	0.01%	+9.2%	Q4 2016
CSCOCisco Systems, Inc.	$38.8M	0.22%	0.01%	+12.9%	Q1 2017
GEVGE Vernova Inc.	$38.8M	0.22%	0.02%	+66.7%	Q2 2024
UNHUnitedhealth Group Inc	$38.5M	0.22%	0.01%	+2.9%	Q4 2016
DISWalt Disney Co	$36.6M	0.21%	0.02%	+190.2%	Q4 2016
TAt&T Inc.	$34.8M	0.20%	0.02%	+4.7%	Q4 2016
CRMSalesforce, Inc.	$34.6M	0.20%	0.02%	+10.2%	Q4 2016
CBChubb Ltd	$32.8M	0.19%	0.03%	-20.9%	Q1 2018
GSGoldman Sachs Group Inc	$32.5M	0.19%	0.01%	+9.5%	Q4 2016

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