Steward Partners Investment Advisory, LLC portfolio
Managed by . 4,416 reported positions worth $19.6B as of 2026-03-31, filed with the SEC on 2026-05-08. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 38 days old on 2026-05-08, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| LNGX | GLOBAL X FDS | $14.4M | 307,952 | 0.07% |
| CORO | BLACKROCK ETF TRUST | $10.4M | 322,924 | 0.05% |
| FXF | INVESCO CURRENCYSHARES SWISS | $7.6M | 69,126 | 0.04% |
| AZN | ASTRAZENECA PLC | $6.0M | 30,674 | 0.03% |
| BFLB | EA SERIES TRUST | $5.8M | 116,038 | 0.03% |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $5.1M | 261,384 | 0.03% |
| SEPI | SCM TRUST | $4.8M | 189,723 | 0.02% |
| AMRZ | AMRIZE LTD | $4.3M | 77,341 | 0.02% |
| PSDM | PGIM ETF TR | $4.2M | 82,727 | 0.02% |
| LMUB | ISHARES TR | $3.8M | 76,654 | 0.02% |
| PAB | PGIM ETF TR | $3.5M | 82,698 | 0.02% |
| BLCR | BLACKROCK ETF TRUST | $3.4M | 81,674 | 0.02% |
| CMDT | PIMCO ETF TR | $2.7M | 83,463 | 0.01% |
| IDEF | BLACKROCK ETF TRUST | $2.7M | 81,982 | 0.01% |
| IBAT | ISHARES TR | $2.6M | 75,507 | 0.01% |
| BRHY | BLACKROCK ETF TRUST II | $1.9M | 37,641 | 0.01% |
| SMMD | ISHARES TR | $1.7M | 22,390 | 0.01% |
| PNFP | PINNACLE FINL PARTNERS INC | $1.0M | 12,125 | 0.01% |
| TITN | TITAN MACHY INC | $1.0M | 61,626 | 0.01% |
| NFEB | INNOVATOR ETFS TRUST | $963,592 | 35,179 | 0.00% |
| IWMI | NEOS ETF TRUST | $754,703 | 15,922 | 0.00% |
| IBRN | ISHARES TR | $707,267 | 21,459 | 0.00% |
| IDNA | ISHARES TR | $685,377 | 23,593 | 0.00% |
| BKUI | BNY MELLON ETF TRUST | $683,498 | 13,729 | 0.00% |
| MADE | ISHARES TR | $681,194 | 20,444 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $5.1M | 55,073 | 0.00% |
| TALK | TALKSPACE INC | $1.4M | 393,223 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $1.1M | 22,314 | 0.00% |
| PRCT | PROCEPT BIOROBOTICS CORP | $1.0M | 31,814 | 0.00% |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $791,273 | 33,380 | 0.00% |
| XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $774,804 | 52,707 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $550,063 | 7,626 | 0.00% |
| FLCH | FRANKLIN TEMPLETON ETF TR | $466,385 | 19,596 | 0.00% |
| STKL | SUNOPTA INC | $401,052 | 105,540 | 0.00% |
| BELFB | BEL FUSE INC | $251,829 | 1,485 | 0.00% |
| REYN | REYNOLDS CONSUMER PRODS INC | $247,536 | 10,800 | 0.00% |
| BLACKROCK MUN INCOME TR | BLACKROCK MUN INCOME TR | $237,741 | 23,703 | 0.00% |
| EXK | EXACT SCIENCES CORP | $210,230 | 2,070 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $167,719 | 376 | 0.00% |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $161,888 | 5,625 | 0.00% |
| XBFZX | BLACKROCK CALIF MUN INCOME T | $154,925 | 14,425 | 0.00% |
| SGDM | SPROTT ETF TRUST | $139,260 | 2,000 | 0.00% |
| CMA | COMERICA INC | $131,003 | 1,507 | 0.00% |
| EQX | EQUINOX GOLD CORP | $124,128 | 8,841 | 0.00% |
| BROOKFIELD BUSINESS PART | BROOKFIELD BUSINESS PARTNERS | $123,200 | 3,500 | 0.00% |
| SMA | SMARTSTOP SELF STORAG REIT I | $112,374 | 3,632 | 0.00% |
| QTOP | ISHARES TR | $109,495 | 3,426 | 0.00% |
| XBNYX | BLACKROCK N Y MUN INCOME TRU | $107,910 | 10,642 | 0.00% |
| BINV | 2023 ETF SERIES TRUST | $107,776 | 2,685 | 0.00% |
| CADE | CADENCE BANK | $98,277 | 2,294 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $663.3M | 3,803,431 | 3.38% | +28% |
| AAPL | APPLE INC | $623.7M | 2,457,406 | 3.18% | +10% |
| IVV | ISHARES TR | $459.1M | 702,876 | 2.34% | +13% |
| GOOGL | ALPHABET INC | $450.3M | 1,565,836 | 2.30% | +10% |
| AMZN | AMAZON COM INC | $417.7M | 2,005,807 | 2.13% | +13% |
| MSFT | MICROSOFT CORP | $395.1M | 1,067,474 | 2.02% | +18% |
| META | META PLATFORMS INC | $384.8M | 672,555 | 1.96% | +3% |
| IEMG | ISHARES INC | $314.6M | 4,509,997 | 1.60% | +37% |
| JPM | JPMORGAN CHASE & CO | $293.3M | 996,961 | 1.50% | +7% |
| GLD | SPDR GOLD TR | $269.0M | 625,273 | 1.37% | +6% |
| IEFA | ISHARES TR | $262.1M | 2,895,269 | 1.34% | +2% |
| AVGO | BROADCOM INC | $225.8M | 729,521 | 1.15% | +31% |
| IJR | ISHARES TR | $199.3M | 1,603,265 | 1.02% | +1% |
| QQQ | INVESCO QQQ TR | $197.0M | 341,391 | 1.00% | +7% |
| GOOG | ALPHABET INC | $171.5M | 598,021 | 0.87% | +12% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| APLSUSD | APELLIS PHARMACEUTICALS INC | $925 | 23 | 0.00% | -100% |
| EXTR | EXTREME NETWORKS INC | $30 | 2 | 0.00% | -100% |
| UMAC | UNUSUAL MACHS INC | $1,240 | 100 | 0.00% | -100% |
| MGNI | MAGNITE INC | $475 | 40 | 0.00% | -99% |
| RSPR | INVESCO EXCHANGE TRADED FD T | $232 | 7 | 0.00% | -99% |
| TXG | 10X GENOMICS INC | $2,951 | 139 | 0.00% | -99% |
| TQQQ | PROSHARES TR | $2,167 | 52 | 0.00% | -99% |
| FLY | FIREFLY AEROSPACE INC | $85 | 3 | 0.00% | -99% |
| HR | HEALTHCARE RLTY TR | $141 | 8 | 0.00% | -99% |
| UDN | INVESCO DB US DLR INDEX TR | $4,338 | 241 | 0.00% | -99% |
| FLQS | FRANKLIN TEMPLETON ETF TR | $8,621 | 202 | 0.00% | -99% |
| MFUS | PIMCO EQUITY SER | $5,548 | 95 | 0.00% | -99% |
| CEW | WISDOMTREE TR | $5,218 | 275 | 0.00% | -99% |
| EPOL | ISHARES TR | $23,977 | 659 | 0.00% | -98% |
| CNNE | CANNAE HLDGS INC | $1,978 | 174 | 0.00% | -98% |
Largest 150 of 4,416 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $663.3M | 3,803,431 | 3.38% | — |
| AAPL | APPLE INC | $623.7M | 2,457,406 | 3.18% | — |
| IVV | ISHARES TR | $459.1M | 702,876 | 2.34% | — |
| GOOGL | ALPHABET INC | $450.3M | 1,565,836 | 2.30% | — |
| AMZN | AMAZON COM INC | $417.7M | 2,005,807 | 2.13% | — |
| MSFT | MICROSOFT CORP | $395.1M | 1,067,474 | 2.02% | — |
| META | META PLATFORMS INC | $384.8M | 672,555 | 1.96% | — |
| AGG | ISHARES TR | $372.4M | 3,751,130 | 1.90% | — |
| IEMG | ISHARES INC | $314.6M | 4,509,997 | 1.60% | — |
| JPM | JPMORGAN CHASE & CO | $293.3M | 996,961 | 1.50% | — |
| GLD | SPDR GOLD TR | $269.0M | 625,273 | 1.37% | — |
| VOO | VANGUARD INDEX FDS | $267.6M | 447,787 | 1.36% | — |
| IEFA | ISHARES TR | $262.1M | 2,895,269 | 1.34% | — |
| AVGO | BROADCOM INC | $225.8M | 729,521 | 1.15% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $214.8M | 330,317 | 1.10% | — |
| IJH | ISHARES TR | $206.1M | 3,052,163 | 1.05% | — |
| IJR | ISHARES TR | $199.3M | 1,603,265 | 1.02% | — |
| QQQ | INVESCO QQQ TR | $197.0M | 341,391 | 1.00% | — |
| GOOG | ALPHABET INC | $171.5M | 598,021 | 0.87% | — |
| V | VISA INC | $161.1M | 533,180 | 0.82% | — |
| COST | COSTCO WHOLESALE CORPORATION | $160.6M | 161,140 | 0.82% | — |
| IVW | ISHARES TR | $154.1M | 1,362,101 | 0.79% | — |
| JNJ | JOHNSON & JOHNSON | $153.8M | 629,201 | 0.78% | — |
| IWF | ISHARES TR | $138.3M | 324,255 | 0.71% | — |
| WMT | WALMART INC | $137.7M | 1,108,365 | 0.70% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $136.4M | 284,657 | 0.70% | — |
| CVX | CHEVRON CORPORATION | $107.0M | 517,057 | 0.55% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.0M | 492,749 | 0.54% | — |
| PJAN | INNOVATOR ETFS TRUST | $104.6M | 2,268,319 | 0.53% | — |
| SYK | STRYKER CORPORATION | $103.9M | 316,245 | 0.53% | — |
| VUG | VANGUARD INDEX FDS | $102.3M | 234,307 | 0.52% | — |
| DGRW | WISDOMTREE TR | $100.9M | 1,149,149 | 0.51% | — |
| EXMOC | EXXON MOBIL CORP | $97.6M | 575,463 | 0.50% | — |
| IGM | ISHARES TR | $96.2M | 811,567 | 0.49% | — |
| ABBV | ABBVIE INC | $95.0M | 436,916 | 0.48% | — |
| XLE | SELECT SECTOR SPDR TR | $93.3M | 1,522,713 | 0.48% | — |
| SHY | ISHARES TR | $88.6M | 1,073,029 | 0.45% | — |
| MCD | MCDONALDS CORP | $88.1M | 283,542 | 0.45% | — |
| LLY | ELI LILLY & CO | $84.6M | 91,946 | 0.43% | — |
| HD | HOME DEPOT INC | $84.2M | 256,040 | 0.43% | — |
| VTV | VANGUARD INDEX FDS | $84.1M | 428,813 | 0.43% | — |
| FLQL | FRANKLIN TEMPLETON ETF TR | $83.1M | 1,228,488 | 0.42% | — |
| UBER | UBER TECHNOLOGIES INC | $82.8M | 1,151,543 | 0.42% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $82.3M | 428,972 | 0.42% | — |
| IWD | ISHARES TR | $81.3M | 380,721 | 0.41% | — |
| TSLA | TESLA INC | $80.6M | 216,798 | 0.41% | — |
| VYM | VANGUARD WHITEHALL FDS | $76.5M | 516,733 | 0.39% | — |
| VZ | VERIZON COMMUNICATIONS INC | $73.8M | 1,469,917 | 0.38% | — |
| SGOV | ISHARES TR | $73.4M | 729,229 | 0.37% | — |
| EMB | ISHARES TR | $72.8M | 774,583 | 0.37% | — |
| VTI | VANGUARD INDEX FDS | $68.6M | 213,792 | 0.35% | — |
| PANW | PALO ALTO NETWORKS INC | $68.2M | 425,478 | 0.35% | — |
| CAT | CATERPILLAR INC | $68.2M | 96,200 | 0.35% | — |
| GEV | GE VERNOVA INC | $67.3M | 77,056 | 0.34% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $64.5M | 165,254 | 0.33% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $60.1M | 938,479 | 0.31% | — |
| ETN | EATON CORP PLC | $59.2M | 165,592 | 0.30% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $58.8M | 1,038,077 | 0.30% | — |
| USMV | ISHARES TR | $58.8M | 634,361 | 0.30% | — |
| VNQ | VANGUARD INDEX FDS | $56.6M | 637,628 | 0.29% | — |
| FLOT | ISHARES TR | $56.5M | 1,109,611 | 0.29% | — |
| VHT | VANGUARD WORLD FD | $56.5M | 207,505 | 0.29% | — |
| IAU | ISHARES GOLD TR | $56.4M | 639,925 | 0.29% | — |
| QUAL | ISHARES TR | $55.5M | 289,121 | 0.28% | — |
| VO | VANGUARD INDEX FDS | $55.1M | 191,884 | 0.28% | — |
| IWR | ISHARES TR | $53.9M | 554,250 | 0.27% | — |
| PFF | ISHARES TR | $50.8M | 1,675,635 | 0.26% | — |
| NFLX | NETFLIX INC. | $50.8M | 527,862 | 0.26% | — |
| IDU | ISHARES TR | $49.3M | 424,713 | 0.25% | — |
| SCHD | SCHWAB STRATEGIC TR | $49.1M | 1,601,572 | 0.25% | — |
| DGRO | ISHARES TR | $48.8M | 695,460 | 0.25% | — |
| CSCO | CISCO SYS INC | $48.8M | 628,369 | 0.25% | — |
| MPC | MARATHON PETE CORP | $48.5M | 198,565 | 0.25% | — |
| USFR | WISDOMTREE TR | $48.4M | 961,440 | 0.25% | — |
| APLU | ALLSPRING EXCHANGE TRADED FU | $47.8M | 1,937,933 | 0.24% | — |
| ADI | ANALOG DEVICES INC | $46.6M | 146,395 | 0.24% | — |
| XLK | SELECT SECTOR SPDR TR | $46.2M | 347,291 | 0.24% | — |
| BABA | ALIBABA GROUP HLDG LTD | $46.0M | 366,283 | 0.23% | — |
| DYNF | BLACKROCK ETF TRUST | $45.7M | 785,796 | 0.23% | — |
| NEE | NEXTERA ENERGY INC | $44.2M | 476,271 | 0.23% | — |
| PG | PROCTER & GAMBLE CO | $43.2M | 298,971 | 0.22% | — |
| GSLC | GOLDMAN SACHS ETF TR | $43.1M | 344,254 | 0.22% | — |
| CB | CHUBB LTD SWITZ | $42.1M | 129,303 | 0.21% | — |
| HDV | ISHARES TR | $42.1M | 310,300 | 0.21% | — |
| AMAT | APPLIED MATLS INC | $42.1M | 123,139 | 0.21% | — |
| DIVB | ISHARES TR | $41.5M | 768,556 | 0.21% | — |
| GS | GOLDMAN SACHS GROUP INC | $40.9M | 48,326 | 0.21% | — |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $40.8M | 1,361,254 | 0.21% | — |
| TJX | TJX COS INC NEW | $40.7M | 254,777 | 0.21% | — |
| DIS | DISNEY WALT CO | $40.3M | 418,085 | 0.21% | — |
| RTX | RTX CORPORATION | $40.3M | 208,779 | 0.21% | — |
| AMD | ADVANCED MICRO DEVICES INC | $39.9M | 196,129 | 0.20% | — |
| BIL | SPDR SERIES TRUST | $39.4M | 429,662 | 0.20% | — |
| IYK | ISHARES TR | $38.9M | 555,676 | 0.20% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $38.9M | 569,198 | 0.20% | — |
| COWZ | PACER FDS TR | $38.5M | 614,789 | 0.20% | — |
| IYF | ISHARES TR | $38.1M | 324,033 | 0.19% | — |
| VGT | VANGUARD WORLD FD | $38.0M | 54,392 | 0.19% | — |
| MSI | MOTOROLA SOLUTIONS INC | $37.8M | 87,171 | 0.19% | — |
| IXUS | ISHARES TR | $37.5M | 432,583 | 0.19% | — |
| MA | MASTERCARD INCORPORATED | $37.2M | 74,416 | 0.19% | — |
| TT | TRANE TECHNOLOGIES PLC | $37.0M | 88,859 | 0.19% | — |
| MRK | MERCK & CO INC | $36.7M | 305,398 | 0.19% | — |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $36.1M | 649,835 | 0.18% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.9M | 106,356 | 0.18% | — |
| CRM | SALESFORCE INC | $35.7M | 191,446 | 0.18% | — |
| ORCL | ORACLE CORP | $35.5M | 241,434 | 0.18% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.7M | 641,165 | 0.18% | — |
| LMT | LOCKHEED MARTIN CORP | $34.4M | 56,955 | 0.18% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $33.9M | 142,718 | 0.17% | — |
| KO | COCA COLA CO | $33.2M | 436,821 | 0.17% | — |
| T | AT&T INC | $33.1M | 1,142,035 | 0.17% | — |
| AXP | AMERICAN EXPRESS CO | $32.9M | 108,780 | 0.17% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.1M | 132,242 | 0.16% | — |
| SDY | SPDR SERIES TRUST | $31.6M | 216,208 | 0.16% | — |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $31.5M | 812,954 | 0.16% | — |
| DDWM | WISDOMTREE TR | $30.9M | 700,739 | 0.16% | — |
| IJK | ISHARES TR | $30.8M | 306,286 | 0.16% | — |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $30.7M | 513,699 | 0.16% | — |
| OEF | ISHARES TR | $30.6M | 96,188 | 0.16% | — |
| UNP | UNION PAC CORP | $29.7M | 122,470 | 0.15% | — |
| VRT | VERTIV HOLDINGS CO | $29.3M | 116,922 | 0.15% | — |
| FSLR | FIRST SOLAR INC | $29.3M | 148,362 | 0.15% | — |
| GE | GE AEROSPACE | $29.2M | 102,753 | 0.15% | — |
| DIA | STATE STR SPDR DOW JONES IND | $28.8M | 62,178 | 0.15% | — |
| TLH | ISHARES TR | $28.8M | 285,588 | 0.15% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.3M | 193,429 | 0.14% | — |
| TBIL | RBB FD INC | $27.9M | 559,497 | 0.14% | — |
| DIVO | AMPLIFY ETF TR | $27.5M | 613,311 | 0.14% | — |
| ALL | ALLSTATE CORP | $27.3M | 131,770 | 0.14% | — |
| AMGN | AMGEN INC | $27.1M | 76,905 | 0.14% | — |
| VBK | VANGUARD INDEX FDS | $26.8M | 88,509 | 0.14% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.7M | 91,949 | 0.14% | — |
| BAC | BANK AMERICA CORP | $26.7M | 547,716 | 0.14% | — |
| MUB | ISHARES TR | $26.4M | 248,787 | 0.13% | — |
| LIT | GLOBAL X FDS | $26.2M | 353,053 | 0.13% | — |
| SDVD | FIRST TR EXCH TRADED FD III | $26.2M | 1,208,843 | 0.13% | — |
| DUK | DUKE ENERGY CORP NEW | $26.1M | 199,431 | 0.13% | — |
| PAAA | PGIM ETF TR | $26.0M | 507,886 | 0.13% | — |
| UNH | UNITEDHEALTH GROUP INC | $26.0M | 95,962 | 0.13% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $25.9M | 197,699 | 0.13% | — |
| PSX | PHILLIPS 66 | $25.4M | 139,646 | 0.13% | — |
| CME | CME GROUP INC | $25.3M | 85,704 | 0.13% | — |
| PEP | PEPSICO INC | $24.8M | 159,989 | 0.13% | — |
| VB | VANGUARD INDEX FDS | $24.7M | 94,388 | 0.13% | — |
| PM | PHILIP MORRIS INTL INC | $24.6M | 148,924 | 0.13% | — |
| ABT | ABBOTT LABORATORIES | $24.5M | 238,180 | 0.12% | — |
| IWP | ISHARES TR | $24.4M | 190,796 | 0.12% | — |
| SCHW | SCHWAB CHARLES CORP | $24.2M | 257,219 | 0.12% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.1M | 291,406 | 0.12% | — |
This table is the 150 largest positions by value, out of 4,416 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Steward Partners Investment Advisory, LLC (CIK 1723397, accession 0001723397-26-000003). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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