Steward Partners Investment Advisory, LLC: 13F holdings

CIK 17233972026Q2

Positions4,656
Reported value$19.6bn
Filed2026-08-13

Change since last quarter

Positions4,656 (+240 vs prior quarter)
Reported value$19.6bn (-0.1%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC2,273,278$657.8m3.4%
NVDA NVIDIA CORPORATION3,047,639$609.8m3.1%
IVV ISHARES TR548,973$411.1m2.1%
GOOGL ALPHABET INC1,148,261$410.4m2.1%
AMZN AMAZON COM INC1,568,850$373.9m1.9%
MSFT MICROSOFT CORP999,760$372.9m1.9%
VOO VANGUARD INDEX FDS474,935$326.2m1.7%
AVGO BROADCOM INC811,617$306.6m1.6%
JPM JPMORGAN CHASE & CO853,322$279.3m1.4%
QQQ INVESCO QQQ TR340,503$250.7m1.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1723397")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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