EdgeMarket › What Steward Partners Investment Advisory, Llc reported owning
What Steward Partners Investment Advisory, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
19.6BPositions
4,416Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 663.3M | 3.4% | 3.8M | 214.72 | +22.4% |
| AAPL Apple Inc. | 623.7M | 3.2% | 2.5M | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 459.1M | 2.3% | 702.9K | 769.31 | +20.0% |
| GOOGL Alphabet Inc. | 450.3M | 2.3% | 1.6M | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 417.7M | 2.1% | 2.0M | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 395.1M | 2.0% | 1.1M | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 384.8M | 2.0% | 672.6K | 549.90 | -26.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 372.4M | 1.9% | 3.8M | 97.35 | -1.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 314.6M | 1.6% | 4.5M | 81.57 | +31.9% |
| JPM JPMORGAN CHASE & CO | 293.3M | 1.5% | 997.0K | 351.58 | +20.3% |
| GLD SPDR GOLD TRUST | 269.0M | 1.4% | 625.3K | 423.36 | +37.3% |
| VOO Vanguard S&P 500 ETF | 267.6M | 1.4% | 447.8K | 703.71 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 262.1M | 1.3% | 2.9M | 100.85 | +16.8% |
| AVGO Broadcom Inc. | 225.8M | 1.2% | 729.5K | 368.45 | +26.5% |
| SPY SPDR S&P 500 ETF TRUST | 214.8M | 1.1% | 330.3K | 765.72 | +20.0% |
| IJH iShares Core S&P Mid-Cap ETF | 206.1M | 1.1% | 3.1M | 76.77 | +20.8% |
| IJR iShares Core S&P Small-Cap ETF | 199.3M | 1.0% | 1.6M | 147.31 | +29.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 197.0M | 1.0% | 341.4K | 713.44 | +26.1% |
| GOOG Alphabet Inc. | 171.5M | 0.9% | 598.0K | 341.75 | +70.7% |
| V VISA INC. | 161.1M | 0.8% | 533.2K | 371.04 | +7.9% |
| COST COSTCO WHOLESALE CORP /NEW | 160.6M | 0.8% | 161.1K | 947.74 | -4.7% |
| IVW iShares S&P 500 Growth ETF | 154.1M | 0.8% | 1.4M | 138.83 | +22.2% |
| JNJ JOHNSON & JOHNSON | 153.8M | 0.8% | 629.2K | 270.24 | +51.1% |
| IWF iShares Russell 1000 Growth Fund | 138.3M | 0.7% | 324.3K | 122.39 | +11.2% |
| WMT Walmart Inc. | 137.7M | 0.7% | 1.1M | 103.70 | +1.1% |
| unmapped CUSIP 084670702 | 136.4M | 0.7% | 284.7K | — | — |
| CVX CHEVRON CORP | 107.0M | 0.5% | 517.1K | 205.27 | +34.0% |
| VIG Vanguard Div Appreciation ETF | 106.0M | 0.5% | 492.7K | 243.91 | +16.2% |
| PJAN Innovator U.S. Equity Power Buffer ETF - Janua | 104.6M | 0.5% | 2.3M | 50.42 | +12.4% |
| SYK STRYKER CORP | 103.9M | 0.5% | 316.2K | 329.45 | -15.9% |
| VUG Vanguard Morningstar Growth ETF | 102.3M | 0.5% | 234.3K | 87.50 | +15.9% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 100.9M | 0.5% | 1.1M | 99.29 | +14.2% |
| XOM ExxonMobil Holdings Corp | 97.6M | 0.5% | 575.5K | 165.11 | +52.1% |
| IGM iShares Expanded Tech Sector ETF | 96.2M | 0.5% | 811.6K | 158.89 | +38.1% |
| ABBV AbbVie Inc. | 95.0M | 0.5% | 436.9K | 264.96 | +26.7% |
| XLE State Street Energy Select Sector SPDR ETF | 93.3M | 0.5% | 1.5M | 63.64 | +48.3% |
| SHY iShares 1-3 Year Treasury Bond ETF | 88.6M | 0.5% | 1.1M | 82.00 | -0.9% |
| MCD MCDONALDS CORP | 88.1M | 0.4% | 283.5K | 270.95 | -13.5% |
| LLY ELI LILLY & Co | 84.6M | 0.4% | 91.9K | 1,255.40 | +78.0% |
| HD HOME DEPOT, INC. | 84.2M | 0.4% | 256.0K | 335.61 | -16.5% |
| VTV Vanguard Morningstar Value ETF | 84.1M | 0.4% | 428.8K | 226.40 | +24.6% |
| FLQL Franklin U.S. Large Cap Multifactor Index ETF | 83.1M | 0.4% | 1.2M | 78.55 | +19.8% |
| UBER Uber Technologies, Inc | 82.8M | 0.4% | 1.2M | 78.80 | -15.9% |
| RSP Invesco S&P 500 Equal Weight ETF | 82.3M | 0.4% | 429.0K | 221.67 | +18.8% |
| IWD iShares Russell 1000 Value ETF | 81.3M | 0.4% | 380.7K | 257.29 | +29.2% |
| TSLA Tesla, Inc. | 80.6M | 0.4% | 216.8K | 362.86 | +12.0% |
| VYM Vanguard High Dividend Yield ETF | 76.5M | 0.4% | 516.7K | 164.97 | +19.9% |
| VZ VERIZON COMMUNICATIONS INC | 73.8M | 0.4% | 1.5M | 49.45 | +9.7% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 73.4M | 0.4% | 729.2K | 100.63 | +0.0% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond | 72.8M | 0.4% | 774.6K | 94.72 | +0.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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