Institutions / Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC
CIK 1723397 · Institution · as of Dec 31, 2025
Portfolio value
$18.24B
Positions
4,309
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 4,309 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $605.78M | 3.3% |
| NVIDIA Corp | $552.78M | 3.0% |
| Alphabet Inc. | $445.01M | 2.4% |
| Microsoft Corp | $436.62M | 2.4% |
| Meta Platforms Inc | $429.80M | 2.4% |
| iShares Tr | $426.43M | 2.3% |
| Amazon.com Inc | $410.82M | 2.3% |
| iShares Tr | $397.68M | 2.2% |
| Vanguard Index Fds | $306.77M | 1.7% |
| JPMORGAN CHASE & CO | $299.69M | 1.6% |
| iShares Tr | $253.64M | 1.4% |
| SPDR S&P 500 ETF Tr | $240.16M | 1.3% |
| SPDR Gold Tr | $234.18M | 1.3% |
| iShares Inc | $220.85M | 1.2% |
| iShares Tr | $203.25M | 1.1% |
| Invesco Qqq Tr | $196.07M | 1.1% |
| Broadcom Inc. | $193.34M | 1.1% |
| iShares Tr | $190.77M | 1.0% |
| Alphabet Inc. | $168.15M | 0.9% |
| iShares Tr | $165.26M | 0.9% |
| Visa Inc | $160.45M | 0.9% |
| iShares Tr | $148.84M | 0.8% |
| Warren E. Buffett | $136.65M | 0.7% |
| iShares Tr | $121.97M | 0.7% |
| Costco Wholesale Corp /New | $120.08M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.