Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Steward Partners Investment Advisory, LLC (CIK 1723397) reported $19.61B across 4,310 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($663.3M, 3.38%), AAPL ($623.7M, 3.18%), IVV ($459.1M, 2.34%), GOOGL ($450.3M, 2.30%), AMZN ($417.7M, 2.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $663.3M | 3.38% | 3.8M | Added |
| 2 | AAPL | APPLE INC | $623.7M | 3.18% | 2.5M | Added |
| 3 | IVV | ISHARES TR | $459.1M | 2.34% | 702,876 | Added |
| 4 | GOOGL | ALPHABET INC | $450.3M | 2.30% | 1.6M | Added |
| 5 | AMZN | AMAZON COM INC | $417.7M | 2.13% | 2.0M | Added |
| 6 | MSFT | MICROSOFT CORP | $395.1M | 2.02% | 1.1M | Added |
| 7 | META | META PLATFORMS INC | $384.8M | 1.96% | 672,555 | Added |
| 8 | AGG | ISHARES TR | $372.4M | 1.90% | 3.8M | Trimmed |
| 9 | IEMG | ISHARES INC | $314.6M | 1.60% | 4.5M | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $293.3M | 1.50% | 996,961 | Added |
| 11 | GLD | SPDR GOLD TR | $269.0M | 1.37% | 625,273 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $267.6M | 1.36% | 447,787 | Trimmed |
| 13 | IEFA | ISHARES TR | $262.1M | 1.34% | 2.9M | Added |
| 14 | AVGO | BROADCOM INC | $225.8M | 1.15% | 729,521 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $214.8M | 1.10% | 330,317 | Trimmed |
| 16 | IJH | ISHARES TR | $206.1M | 1.05% | 3.1M | Trimmed |
| 17 | IJR | ISHARES TR | $199.3M | 1.02% | 1.6M | Added |
| 18 | QQQ | INVESCO QQQ TR | $197.0M | 1.00% | 341,391 | Added |
| 19 | GOOG | ALPHABET INC | $171.5M | 0.87% | 598,021 | Added |
| 20 | V | VISA INC | $161.1M | 0.82% | 533,180 | Added |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $160.6M | 0.82% | 161,140 | Added |
| 22 | IVW | ISHARES TR | $154.1M | 0.79% | 1.4M | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $153.8M | 0.78% | 629,201 | Added |
| 24 | IWF | ISHARES TR | $138.3M | 0.71% | 324,255 | Added |
| 25 | WMT | WALMART INC | $137.7M | 0.70% | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-03-31