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13F holdings

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.

$19.6B
Book value
4,416
Positions
22%
Top 10 weight
+324
New this quarter
-217
Exited
134 days
Age today
How old this actually is

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.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (324)
TickerIssuerValueShares% of book
LNGXGLOBAL X FDS$14.4M307,9520.07%
COROBLACKROCK ETF TRUST$10.4M322,9240.05%
FXFINVESCO CURRENCYSHARES SWISS$7.6M69,1260.04%
AZNASTRAZENECA PLC$6.0M30,6740.03%
BFLBEA SERIES TRUST$5.8M116,0380.03%
LQTIFIRST TR EXCHANGE-TRADED FD$5.1M261,3840.03%
SEPISCM TRUST$4.8M189,7230.02%
AMRZAMRIZE LTD$4.3M77,3410.02%
PSDMPGIM ETF TR$4.2M82,7270.02%
LMUBISHARES TR$3.8M76,6540.02%
PABPGIM ETF TR$3.5M82,6980.02%
BLCRBLACKROCK ETF TRUST$3.4M81,6740.02%
CMDTPIMCO ETF TR$2.7M83,4630.01%
IDEFBLACKROCK ETF TRUST$2.7M81,9820.01%
IBATISHARES TR$2.6M75,5070.01%
BRHYBLACKROCK ETF TRUST II$1.9M37,6410.01%
SMMDISHARES TR$1.7M22,3900.01%
PNFPPINNACLE FINL PARTNERS INC$1.0M12,1250.01%
TITNTITAN MACHY INC$1.0M61,6260.01%
NFEBINNOVATOR ETFS TRUST$963,59235,1790.00%
IWMINEOS ETF TRUST$754,70315,9220.00%
IBRNISHARES TR$707,26721,4590.00%
IDNAISHARES TR$685,37723,5930.00%
BKUIBNY MELLON ETF TRUST$683,49813,7290.00%
MADEISHARES TR$681,19420,4440.00%
Closed out (217)
TickerIssuerWas worthShares% of book
AZNNASTRAZENECA PLC$5.1M55,0730.00%
TALKTALKSPACE INC$1.4M393,2230.00%
SYU1SYNOVUS FINL CORP$1.1M22,3140.00%
PRCTPROCEPT BIOROBOTICS CORP$1.0M31,8140.00%
BUCKSIMPLIFY EXCHANGE TRADED FUN$791,27333,3800.00%
XBXMXNUVEEN S&P 500 BUY-WRITE INC$774,80452,7070.00%
RNAGBPAVIDITY BIOSCIENCES INC$550,0637,6260.00%
FLCHFRANKLIN TEMPLETON ETF TR$466,38519,5960.00%
STKLSUNOPTA INC$401,052105,5400.00%
BELFBBEL FUSE INC$251,8291,4850.00%
REYNREYNOLDS CONSUMER PRODS INC$247,53610,8000.00%
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR$237,74123,7030.00%
EXKEXACT SCIENCES CORP$210,2302,0700.00%
CYBRCYBERARK SOFTWARE LTD$167,7193760.00%
AMSCAMERICAN SUPERCONDUCTOR CORP$161,8885,6250.00%
XBFZXBLACKROCK CALIF MUN INCOME T$154,92514,4250.00%
SGDMSPROTT ETF TRUST$139,2602,0000.00%
CMACOMERICA INC$131,0031,5070.00%
EQXEQUINOX GOLD CORP$124,1288,8410.00%
BROOKFIELD BUSINESS PARTBROOKFIELD BUSINESS PARTNERS$123,2003,5000.00%
SMASMARTSTOP SELF STORAG REIT I$112,3743,6320.00%
QTOPISHARES TR$109,4953,4260.00%
XBNYXBLACKROCK N Y MUN INCOME TRU$107,91010,6420.00%
BINV2023 ETF SERIES TRUST$107,7762,6850.00%
CADECADENCE BANK$98,2772,2940.00%
Added to (1711)
TickerIssuerValueShares% of bookShares Δ
NVDANVIDIA CORPORATION$663.3M3,803,4313.38%+28%
AAPLAPPLE INC$623.7M2,457,4063.18%+10%
IVVISHARES TR$459.1M702,8762.34%+13%
GOOGLALPHABET INC$450.3M1,565,8362.30%+10%
AMZNAMAZON COM INC$417.7M2,005,8072.13%+13%
MSFTMICROSOFT CORP$395.1M1,067,4742.02%+18%
METAMETA PLATFORMS INC$384.8M672,5551.96%+3%
IEMGISHARES INC$314.6M4,509,9971.60%+37%
JPMJPMORGAN CHASE & CO$293.3M996,9611.50%+7%
GLDSPDR GOLD TR$269.0M625,2731.37%+6%
IEFAISHARES TR$262.1M2,895,2691.34%+2%
AVGOBROADCOM INC$225.8M729,5211.15%+31%
IJRISHARES TR$199.3M1,603,2651.02%+1%
QQQINVESCO QQQ TR$197.0M341,3911.00%+7%
GOOGALPHABET INC$171.5M598,0210.87%+12%
Trimmed (1044)
TickerIssuerValueShares% of bookShares Δ
APLSUSDAPELLIS PHARMACEUTICALS INC$925230.00%-100%
EXTREXTREME NETWORKS INC$3020.00%-100%
UMACUNUSUAL MACHS INC$1,2401000.00%-100%
MGNIMAGNITE INC$475400.00%-99%
RSPRINVESCO EXCHANGE TRADED FD T$23270.00%-99%
TXG10X GENOMICS INC$2,9511390.00%-99%
TQQQPROSHARES TR$2,167520.00%-99%
FLYFIREFLY AEROSPACE INC$8530.00%-99%
HRHEALTHCARE RLTY TR$14180.00%-99%
UDNINVESCO DB US DLR INDEX TR$4,3382410.00%-99%
FLQSFRANKLIN TEMPLETON ETF TR$8,6212020.00%-99%
MFUSPIMCO EQUITY SER$5,548950.00%-99%
CEWWISDOMTREE TR$5,2182750.00%-99%
EPOLISHARES TR$23,9776590.00%-98%
CNNECANNAE HLDGS INC$1,9781740.00%-98%
The book

Largest 150 of 4,416 holdings

TickerIssuerValueShares% of bookShares Δ
NVDANVIDIA CORPORATION$663.3M3,803,4313.38%
AAPLAPPLE INC$623.7M2,457,4063.18%
IVVISHARES TR$459.1M702,8762.34%
GOOGLALPHABET INC$450.3M1,565,8362.30%
AMZNAMAZON COM INC$417.7M2,005,8072.13%
MSFTMICROSOFT CORP$395.1M1,067,4742.02%
METAMETA PLATFORMS INC$384.8M672,5551.96%
AGGISHARES TR$372.4M3,751,1301.90%
IEMGISHARES INC$314.6M4,509,9971.60%
JPMJPMORGAN CHASE & CO$293.3M996,9611.50%
GLDSPDR GOLD TR$269.0M625,2731.37%
VOOVANGUARD INDEX FDS$267.6M447,7871.36%
IEFAISHARES TR$262.1M2,895,2691.34%
AVGOBROADCOM INC$225.8M729,5211.15%
SPYSTATE STR SPDR S&P 500 ETF T$214.8M330,3171.10%
IJHISHARES TR$206.1M3,052,1631.05%
IJRISHARES TR$199.3M1,603,2651.02%
QQQINVESCO QQQ TR$197.0M341,3911.00%
GOOGALPHABET INC$171.5M598,0210.87%
VVISA INC$161.1M533,1800.82%
COSTCOSTCO WHOLESALE CORPORATION$160.6M161,1400.82%
IVWISHARES TR$154.1M1,362,1010.79%
JNJJOHNSON & JOHNSON$153.8M629,2010.78%
IWFISHARES TR$138.3M324,2550.71%
WMTWALMART INC$137.7M1,108,3650.70%
BRK/BBERKSHIRE HATHAWAY INC DEL$136.4M284,6570.70%
CVXCHEVRON CORPORATION$107.0M517,0570.55%
VIGVANGUARD SPECIALIZED FUNDS$106.0M492,7490.54%
PJANINNOVATOR ETFS TRUST$104.6M2,268,3190.53%
SYKSTRYKER CORPORATION$103.9M316,2450.53%
VUGVANGUARD INDEX FDS$102.3M234,3070.52%
DGRWWISDOMTREE TR$100.9M1,149,1490.51%
EXMOCEXXON MOBIL CORP$97.6M575,4630.50%
IGMISHARES TR$96.2M811,5670.49%
ABBVABBVIE INC$95.0M436,9160.48%
XLESELECT SECTOR SPDR TR$93.3M1,522,7130.48%
SHYISHARES TR$88.6M1,073,0290.45%
MCDMCDONALDS CORP$88.1M283,5420.45%
LLYELI LILLY & CO$84.6M91,9460.43%
HDHOME DEPOT INC$84.2M256,0400.43%
VTVVANGUARD INDEX FDS$84.1M428,8130.43%
FLQLFRANKLIN TEMPLETON ETF TR$83.1M1,228,4880.42%
UBERUBER TECHNOLOGIES INC$82.8M1,151,5430.42%
RSPINVESCO EXCHANGE TRADED FD T$82.3M428,9720.42%
IWDISHARES TR$81.3M380,7210.41%
TSLATESLA INC$80.6M216,7980.41%
VYMVANGUARD WHITEHALL FDS$76.5M516,7330.39%
VZVERIZON COMMUNICATIONS INC$73.8M1,469,9170.38%
SGOVISHARES TR$73.4M729,2290.37%
EMBISHARES TR$72.8M774,5830.37%
VTIVANGUARD INDEX FDS$68.6M213,7920.35%
PANWPALO ALTO NETWORKS INC$68.2M425,4780.35%
CATCATERPILLAR INC$68.2M96,2000.35%
GEVGE VERNOVA INC$67.3M77,0560.34%
CRWDCROWDSTRIKE HLDGS INC$64.5M165,2540.33%
VEAVANGUARD TAX-MANAGED FDS$60.1M938,4790.31%
ETNEATON CORP PLC$59.2M165,5920.30%
JEPIJ P MORGAN EXCHANGE TRADED F$58.8M1,038,0770.30%
USMVISHARES TR$58.8M634,3610.30%
VNQVANGUARD INDEX FDS$56.6M637,6280.29%
FLOTISHARES TR$56.5M1,109,6110.29%
VHTVANGUARD WORLD FD$56.5M207,5050.29%
IAUISHARES GOLD TR$56.4M639,9250.29%
QUALISHARES TR$55.5M289,1210.28%
VOVANGUARD INDEX FDS$55.1M191,8840.28%
IWRISHARES TR$53.9M554,2500.27%
PFFISHARES TR$50.8M1,675,6350.26%
NFLXNETFLIX INC.$50.8M527,8620.26%
IDUISHARES TR$49.3M424,7130.25%
SCHDSCHWAB STRATEGIC TR$49.1M1,601,5720.25%
DGROISHARES TR$48.8M695,4600.25%
CSCOCISCO SYS INC$48.8M628,3690.25%
MPCMARATHON PETE CORP$48.5M198,5650.25%
USFRWISDOMTREE TR$48.4M961,4400.25%
APLUALLSPRING EXCHANGE TRADED FU$47.8M1,937,9330.24%
ADIANALOG DEVICES INC$46.6M146,3950.24%
XLKSELECT SECTOR SPDR TR$46.2M347,2910.24%
BABAALIBABA GROUP HLDG LTD$46.0M366,2830.23%
DYNFBLACKROCK ETF TRUST$45.7M785,7960.23%
NEENEXTERA ENERGY INC$44.2M476,2710.23%
PGPROCTER & GAMBLE CO$43.2M298,9710.22%
GSLCGOLDMAN SACHS ETF TR$43.1M344,2540.22%
CBCHUBB LTD SWITZ$42.1M129,3030.21%
HDVISHARES TR$42.1M310,3000.21%
AMATAPPLIED MATLS INC$42.1M123,1390.21%
DIVBISHARES TR$41.5M768,5560.21%
GSGOLDMAN SACHS GROUP INC$40.9M48,3260.21%
BTCGRAYSCALE BITCOIN MINI TR ET$40.8M1,361,2540.21%
TJXTJX COS INC NEW$40.7M254,7770.21%
DISDISNEY WALT CO$40.3M418,0850.21%
RTXRTX CORPORATION$40.3M208,7790.21%
AMDADVANCED MICRO DEVICES INC$39.9M196,1290.20%
BILSPDR SERIES TRUST$39.4M429,6620.20%
IYKISHARES TR$38.9M555,6760.20%
RDVYFIRST TR EXCHANGE TRADED FD$38.9M569,1980.20%
COWZPACER FDS TR$38.5M614,7890.20%
IYFISHARES TR$38.1M324,0330.19%
VGTVANGUARD WORLD FD$38.0M54,3920.19%
MSIMOTOROLA SOLUTIONS INC$37.8M87,1710.19%
IXUSISHARES TR$37.5M432,5830.19%
MAMASTERCARD INCORPORATED$37.2M74,4160.19%
TTTRANE TECHNOLOGIES PLC$37.0M88,8590.19%
MRKMERCK & CO INC$36.7M305,3980.19%
JEPQJ P MORGAN EXCHANGE TRADED F$36.1M649,8350.18%
TSMTAIWAN SEMICONDUCTOR MANUFAC$35.9M106,3560.18%
CRMSALESFORCE INC$35.7M191,4460.18%
ORCLORACLE CORP$35.5M241,4340.18%
VWOVANGUARD INTL EQUITY INDEX F$34.7M641,1650.18%
LMTLOCKHEED MARTIN CORP$34.4M56,9550.18%
QQQMINVESCO EXCH TRADED FD TR II$33.9M142,7180.17%
KOCOCA COLA CO$33.2M436,8210.17%
TAT&T INC$33.1M1,142,0350.17%
AXPAMERICAN EXPRESS CO$32.9M108,7800.17%
IBMINTERNATIONAL BUSINESS MACHS$32.1M132,2420.16%
SDYSPDR SERIES TRUST$31.6M216,2080.16%
HMOPHARTFORD FDS EXCHANGE TRADED$31.5M812,9540.16%
DDWMWISDOMTREE TR$30.9M700,7390.16%
IJKISHARES TR$30.8M306,2860.16%
FTSMFIRST TR EXCHANGE-TRADED FD$30.7M513,6990.16%
OEFISHARES TR$30.6M96,1880.16%
UNPUNION PAC CORP$29.7M122,4700.15%
VRTVERTIV HOLDINGS CO$29.3M116,9220.15%
FSLRFIRST SOLAR INC$29.3M148,3620.15%
GEGE AEROSPACE$29.2M102,7530.15%
DIASTATE STR SPDR DOW JONES IND$28.8M62,1780.15%
TLHISHARES TR$28.8M285,5880.15%
PLTRPALANTIR TECHNOLOGIES INC$28.3M193,4290.14%
TBILRBB FD INC$27.9M559,4970.14%
DIVOAMPLIFY ETF TR$27.5M613,3110.14%
ALLALLSTATE CORP$27.3M131,7700.14%
AMGNAMGEN INC$27.1M76,9050.14%
VBKVANGUARD INDEX FDS$26.8M88,5090.14%
APDAIR PRODUCTS AND CHEMICALS I$26.7M91,9490.14%
BACBANK AMERICA CORP$26.7M547,7160.14%
MUBISHARES TR$26.4M248,7870.13%
LITGLOBAL X FDS$26.2M353,0530.13%
SDVDFIRST TR EXCH TRADED FD III$26.2M1,208,8430.13%
DUKDUKE ENERGY CORP NEW$26.1M199,4310.13%
PAAAPGIM ETF TR$26.0M507,8860.13%
UNHUNITEDHEALTH GROUP INC$26.0M95,9620.13%
JCIJOHNSON CONTROLS INTERNATION$25.9M197,6990.13%
PSXPHILLIPS 66$25.4M139,6460.13%
CMECME GROUP INC$25.3M85,7040.13%
PEPPEPSICO INC$24.8M159,9890.13%
VBVANGUARD INDEX FDS$24.7M94,3880.13%
PMPHILIP MORRIS INTL INC$24.6M148,9240.13%
ABTABBOTT LABORATORIES$24.5M238,1800.12%
IWPISHARES TR$24.4M190,7960.12%
SCHWSCHWAB CHARLES CORP$24.2M257,2190.12%
VCITVANGUARD SCOTTSDALE FDS$24.1M291,4060.12%

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.

Read the original

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

What a 13F cannot show you

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.

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