Funds › Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC
13F for Q3 2026, filed Nov 13, 2026. 4,753 positions worth $21.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$21.5B
+$1.9B (9.7%) vs Q2 2026
Positions
4,753
4,621 in Q2 2026
Top 10 share
21.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 2.42M | $805.3M | 3.7% | +6.4% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 3.21M | $734.1M | 3.4% | +5.5% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 1.12M | $576.6M | 2.7% | +12.4% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 1.72M | $428.7M | 2.0% | +9.7% | 13F ↗ |
| 5 | iShares Tr Core S&P500 Etf | 545,574 | $417.8M | 1.9% | -0.6% | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 1.18M | $405.5M | 1.9% | +2.6% | 13F ↗ |
| 7 | Vanguard Index Fds S&P 500 Etf Shs | 471,650 | $330.6M | 1.5% | -0.7% | 13F ↗ |
| 8 | AVGO Broadcom Inc. | 917,992 | $322.4M | 1.5% | +13.1% | 13F ↗ |
| 9 | JPM JPMorgan Chase & Co. | 945,735 | $312.9M | 1.5% | +10.8% | 13F ↗ |
| 10 | Invesco Qqq Tr | 421,781 | $312.0M | 1.5% | +23.9% | 13F ↗ |
| 11 | META Meta Platforms, Inc. | 383,414 | $278.0M | 1.3% | +0.7% | 13F ↗ |
| 12 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 322,196 | $245.7M | 1.1% | -1.5% | 13F ↗ |
| 13 | iShares Tr Core Us Aggbd Et | 2.30M | $217.7M | 1.0% | -8.8% | 13F ↗ |
| 14 | GOOG Alphabet Inc. Class C | 589,574 | $200.9M | 0.9% | +9.2% | 13F ↗ |
| 15 | LLY Eli Lilly and Company | 167,881 | $194.3M | 0.9% | +44.0% | 13F ↗ |
| 16 | BRK-B Berkshire Hathaway Inc. Class B | 311,603 | $155.2M | 0.7% | +41.4% | 13F ↗ |
| 17 | AMD Advanced Micro Devices, Inc. | 253,501 | $155.1M | 0.7% | +11.8% | 13F ↗ |
| 18 | Vanguard Specialized Funds Div App Etf | 643,634 | $150.2M | 0.7% | +29.7% | 13F ↗ |
| 19 | iShares Tr Core Msci Eafe | 1.52M | $147.2M | 0.7% | +1.6% | 13F ↗ |
| 20 | iShares Tr Core S&P Scp Etf | 1.05M | $143.3M | 0.7% | +15.8% | 13F ↗ |
| 21 | ABBV AbbVie Inc. | 547,089 | $143.1M | 0.7% | +15.1% | 13F ↗ |
| 22 | GLD SPDR Gold Shares · Gold Shs | 375,147 | $142.9M | 0.7% | +3.5% | 13F ↗ |
| 23 | JNJ Johnson & Johnson | 536,648 | $142.1M | 0.7% | +16.3% | 13F ↗ |
| 24 | V Visa Inc. | 384,966 | $138.3M | 0.6% | +3.9% | 13F ↗ |
| 25 | WMT Walmart Inc. | 1.30M | $135.5M | 0.6% | +15.2% | 13F ↗ |
| 26 | Vanguard Index Fds Mrngstr Grwt Etf | 1.44M | $129.8M | 0.6% | +0.4% | 13F ↗ |
| 27 | iShares Tr Rus 1000 Grw Etf | 998,631 | $125.1M | 0.6% | +1.2% | 13F ↗ |
| 28 | Wisdomtree Tr Us Qtly Div Grt | 1.19M | $115.6M | 0.5% | +3.9% | 13F ↗ |
| 29 | iShares Tr Core S&P Mcp Etf | 1.47M | $105.6M | 0.5% | +6.0% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Mid Cap | 1.32M | $103.4M | 0.5% | +53.0% | 13F ↗ |
| 31 | iShares Inc Core Msci Emkt | 1.27M | $103.0M | 0.5% | +1.0% | 13F ↗ |
| 32 | Schwab Strategic Tr Us Dividend Eq | 3.14M | $102.3M | 0.5% | +82.8% | 13F ↗ |
| 33 | Franklin Templeton ETF Tr Us Lrg Cp Mltfct | 1.25M | $97.7M | 0.5% | +4.6% | 13F ↗ |
| 34 | iShares Tr S&P 500 Grwt Etf | 683,945 | $97.3M | 0.5% | -14.0% | 13F ↗ |
| 35 | Vanguard Index Fds Mrngstr Val Etf | 446,608 | $96.5M | 0.4% | +2.7% | 13F ↗ |
| 36 | LRCX Lam Research Corporation | 293,600 | $96.5M | 0.4% | +69.7% | 13F ↗ |
| 37 | iShares Tr Rus 1000 Val Etf | 388,656 | $96.4M | 0.4% | +1.7% | 13F ↗ |
| 38 | XOM ExxonMobil Holdings Corporation | 585,840 | $95.3M | 0.4% | New | 13F ↗ |
| 39 | CSCO Cisco Systems, Inc. | 854,129 | $91.9M | 0.4% | +20.8% | 13F ↗ |
| 40 | Vanguard Index Fds Mrngstr Ttl Stk | 243,644 | $91.2M | 0.4% | +10.4% | 13F ↗ |
| 41 | CRWD CrowdStrike Holdings, Inc. | 331,115 | $87.7M | 0.4% | +3.5% | 13F ↗ |
| 42 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 414,568 | $86.2M | 0.4% | -6.8% | 13F ↗ |
| 43 | COST Costco Wholesale Corporation | 94,422 | $86.0M | 0.4% | +3.7% | 13F ↗ |
| 44 | ETN Eaton Corporation, PLC | 198,437 | $85.3M | 0.4% | +11.5% | 13F ↗ |
| 45 | PANW Palo Alto Networks, Inc. | 208,142 | $82.7M | 0.4% | -6.5% | 13F ↗ |
| 46 | MPC Marathon Petroleum Corporation | 206,325 | $81.6M | 0.4% | +4.2% | 13F ↗ |
| 47 | CAT Caterpillar, Inc. | 97,805 | $79.3M | 0.4% | +13.7% | 13F ↗ |
| 48 | Vanguard Whitehall Fds High Div Yld | 510,758 | $79.3M | 0.4% | -1.2% | 13F ↗ |
| 49 | MU Micron Technology, Inc. | 73,083 | $77.8M | 0.4% | +31.6% | 13F ↗ |
| 50 | iShares Tr Expnd Tec Sc Etf | 456,497 | $77.2M | 0.4% | +2.3% | 13F ↗ |
Showing the top 50 of 4,753 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
409 new, 2,142 added to, 1,243 trimmed, 277 exited, 966 unchanged. By estimated dollars.
New positions (409)
| XOM ExxonMobil Holdings Corporation | 585,840 | New | $95.3M |
| SKHY SK hynix Inc. · American Deposit | 193,087 | New | $35.6M |
| Innovator Etfs Trust Etf | 727,368 | New | $16.2M |
| Tidal Trust III Fund Gra Mid Etf | 366,908 | New | $10.8M |
| OKE ONEOK, Inc. | 117,413 | New | $10.0M |
| Carillon Ser Tr Rj Clarivest Cap | 30,662 | New | $2.3M |
| ABCL AbCellera Biologics Inc. | 141,100 | New | $2.1M |
| Arbitrage Fds Altshares Merger | 66,508 | New | $2.0M |
| Direxion Shares ETF Trust Da 500 Be 3X Etf | 73,245 | New | $1.8M |
| First Tr Exchange-Traded Fd Vest Lad Aut Etf | 55,681 | New | $1.1M |
Added to (2,142)
| Innovator Etfs Trust Us Eqty Pwr Buf | 1.40M | +5258% | $64.4M |
| MSFT Microsoft Corporation | 1.12M | +12.4% | $63.8M |
| Invesco Qqq Tr | 421,781 | +23.9% | $60.1M |
| LLY Eli Lilly and Company | 167,881 | +44.0% | $59.4M |
| AAPL Apple Inc. | 2.42M | +6.4% | $48.3M |
| Schwab Strategic Tr Us Dividend Eq | 3.14M | +82.8% | $46.3M |
| BRK-B Berkshire Hathaway Inc. Class B | 311,603 | +41.4% | $45.4M |
| iShares Tr Rus 1000 Etf | 108,826 | +1303% | $42.1M |
| Select Sector Spdr Tr St Str Care Etf | 370,894 | +198% | $41.5M |
| Vanguard Whitehall Fds Etf | 564,183 | +340% | $41.2M |
Trimmed (1,243)
| Innovator Etfs Trust Us Eqty Pwr Buf | 2,122 | -99.9% | -$62.3M |
| SNDK Sandisk Corporation | 15,933 | -50.6% | -$28.4M |
| Fidelity Covington Trust Msci Info Tech I | 2,018 | -97.9% | -$28.3M |
| iShares Tr Core Us Aggbd Et | 2.30M | -8.8% | -$20.9M |
| Spdr Series Trust St Inter Etf | 6,157 | -99.2% | -$19.8M |
| COHR Coherent Corp. | 3,128 | -95.6% | -$19.5M |
| AAOI Applied Optoelectronics, Inc. | 78,420 | -71.0% | -$19.1M |
| First Tr Exchng Traded Fd Vi Smith Opport Fxd | 65,229 | -87.0% | -$18.0M |
| APLD Applied Digital Corporation | 22,494 | -96.9% | -$17.3M |
| Spdr Series Trust St Port High Etf | 29,980 | -96.0% | -$16.1M |
Exited (277)
| Exxon Mobil Corp | 550,566 | Exited | -$75.3M |
| Oneok Inc | 114,333 | Exited | -$9.9M |
| Spdr Series Trust St Str R1K Yld | 56,492 | Exited | -$7.2M |
| Altshares Trust Merger Arbitrage | 73,196 | Exited | -$2.2M |
| Proshares Tr | 52,263 | Exited | -$1.9M |
| Avalonbay Communities Inc Reit | 8,135 | Exited | -$1.5M |
| Webster Financial Corp | 15,110 | Exited | -$1.2M |
| Electronic Arts Inc | 4,512 | Exited | -$925.1K |
| BURL Burlington Stores, Inc. | 2,579 | Exited | -$817.0K |
| VIK Viking Holdings Ltd | 7,197 | Exited | -$753.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 4,786 | $21.5B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 4,656 | $19.6B | Current | SEC ↗ |
| Q1 2026 | May 8, 2026 | 13F-HR | 4,416 | $19.6B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 4,309 | $18.2B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 4,261 | $17.4B | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 4,117 | $12.8B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 4,017 | $11.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer