Steward Partners Investment Advisory, LLC holds a diversified book of 4648 stocks worth $19.6B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Steward Partners Investment Advisory, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $144.2B |
| Integrated Wealth Concepts LLC | 80 / 80 | $5.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $601.8B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $565.9B |
| UBS Group AG | 79 / 80 | $194.1B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $139.6B |
| LPL Financial LLC | 79 / 80 | $125.7B |
| STIFEL FINANCIAL CORP | 79 / 80 | $39.8B |
Ranked by how many of Steward Partners Investment Advisory, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $657.8M | 2.27M | 3.4% | ▼−7.5% Reduced · −184K sh | |
| 2 | Nvidia Corporation COM | $609.8M | 3.05M | 3.1% | ▼−20% Reduced · −756K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $411.1M | 549.0K | 2.1% | ▼−22% Reduced · −154K sh | |
| 4 | Alphabet Inc CAP STK CL A | $410.4M | 1.15M | 2.1% | ▼−27% Reduced · −418K sh | |
| 5 | Amazon Com Inc COM | $373.9M | 1.57M | 1.9% | ▼−22% Reduced · −437K sh | |
| 6 | Microsoft Corp COM | $372.9M | 999.8K | 1.9% | ▼−6.3% Reduced · −68K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $326.2M | 474.9K | 1.7% | ▲+6.1% Added · +27K sh | |
| 8 | Broadcom Inc COM | $306.6M | 811.6K | 1.6% | ▲+11% Added · +82K sh | |
| 9 | JPMorgan Chase & Co COM | $279.3M | 853.3K | 1.4% | ▼−14% Reduced · −144K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $250.7M | 340.5K | 1.3% | ▼−0.3% Reduced · −888 sh | |
| 11 | Ishares TR CORE US AGGBD ET | $249.9M | 2.52M | 1.3% | ▼−33% Reduced · −1.2M sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $244.2M | 327.0K | 1.2% | ▼−1.0% Reduced · −3K sh | |
| 13 | Meta Platforms Inc CL A | $214.5M | 380.8K | 1.1% | ▼−43% Reduced · −292K sh | |
| 14 | Alphabet Inc CAP STK CL C | $190.8M | 539.9K | 1.0% | ▼−9.7% Reduced · −58K sh | |
| 15 | Ishares TR CORE MSCI EAFE | $144.5M | 1.50M | 0.7% | ▼−48% Reduced · −1.4M sh | |
| 16 | Eli Lilly & Co COM | $139.8M | 116.6K | 0.7% | ▲+27% Added · +25K sh | |
| 17 | Ishares TR CORE S&P SCP ETF | $134.9M | 909.3K | 0.7% | ▼−43% Reduced · −694K sh | |
| 18 | SPDR Gold TR GOLD SHS | $133.5M | 362.4K | 0.7% | ▼−42% Reduced · −263K sh | |
| 19 | Advanced Micro Devices Inc COM | $131.8M | 226.8K | 0.7% | ▲+16% Added · +31K sh | |
| 20 | Walmart Inc COM | $128.2M | 1.13M | 0.7% | ▲+2.1% Added · +24K sh | |
| 21 | Visa Inc COM CL A | $127.1M | 370.5K | 0.6% | ▼−31% Reduced · −163K sh | |
| 22 | Vanguard Index FDS GROWTH ETF | $123.6M | 1.44M | 0.6% | ▲+512% Added · +1.2M sh | |
| 23 | Ishares TR RUS 1000 GRW ETF | $122.5M | 986.6K | 0.6% | ▲+204% Added · +662K sh | |
| 24 | Abbvie Inc COM | $119.6M | 475.4K | 0.6% | ▲+8.8% Added · +38K sh | |
| 25 | Vanguard Specialized Funds DIV APP ETF | $117.4M | 496.2K | 0.6% | ▲+0.7% Added · +3K sh | |
| 26 | Johnson & Johnson COM | $117.2M | 461.5K | 0.6% | ▼−27% Reduced · −168K sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $110.3M | 220.3K | 0.6% | ▼−23% Reduced · −64K sh | |
| 28 | Wisdomtree TR US QTLY DIV GRT | $109.4M | 1.14M | 0.6% | ▼−0.5% Reduced · −5K sh | |
| 29 | Ishares TR S&P 500 GRWT ETF | $109.4M | 795.1K | 0.6% | ▼−42% Reduced · −567K sh | |
| 30 | Ishares TR CORE S&P MCP ETF | $106.9M | 1.39M | 0.5% | ▼−55% Reduced · −1.7M sh | |
| 31 | Ishares Inc CORE MSCI EMKT | $104.1M | 1.26M | 0.5% | ▼−72% Reduced · −3.3M sh | |
| 32 | Vanguard Index FDS VALUE ETF | $94.8M | 434.9K | 0.5% | ▲+1.4% Added · +6K sh | |
| 33 | Invesco Exchange Traded FD T S&P500 EQL WGT | $94.6M | 444.7K | 0.5% | ▲+3.7% Added · +16K sh | |
| 34 | Franklin Templeton ETF TR US LRG CP MLTFCT | $93.2M | 1.19M | 0.5% | ▼−3.1% Reduced · −38K sh | |
| 35 | Ishares TR RUS 1000 VAL ETF | $92.6M | 382.0K | 0.5% | ▲+0.3% Added · +1K sh | |
| 36 | Caterpillar Inc COM | $91.6M | 86.0K | 0.5% | ▼−11% Reduced · −10K sh | |
| 37 | Ge Vernova Inc COM | $88.6M | 75.4K | 0.5% | ▼−2.1% Reduced · −2K sh | |
| 38 | Costco Wholesale Corporation COM | $85.2M | 91.0K | 0.4% | ▼−43% Reduced · −70K sh | |
| 39 | Home Depot Inc COM | $84.5M | 239.7K | 0.4% | ▼−6.4% Reduced · −16K sh | |
| 40 | Cisco Sys Inc COM | $83.0M | 706.9K | 0.4% | ▲+12% Added · +78K sh | |
| 41 | Vanguard Whitehall FDS HIGH DIV YLD | $81.7M | 517.1K | 0.4% | ▲+0.1% Added · +382 sh | |
| 42 | Vanguard Index FDS TOTAL STK MKT | $81.7M | 220.8K | 0.4% | ▲+3.3% Added · +7K sh | |
| 43 | Applied Matls Inc COM | $79.2M | 109.6K | 0.4% | ▼−11% Reduced · −14K sh | |
| 44 | Palo Alto Networks Inc COM | $75.9M | 222.7K | 0.4% | ▼−48% Reduced · −203K sh | |
| 45 | Eaton Corp PLC SHS | $75.8M | 177.9K | 0.4% | ▲+7.5% Added · +12K sh | |
| 46 | Exxon Mobil Corp COM | $75.3M | 550.6K | 0.4% | ▼−4.3% Reduced · −25K sh | |
| 47 | Lam Research Corp COM NEW | $75.0M | 173.0K | 0.4% | ▲+108% Added · +90K sh | |
| 48 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $73.5M | 1.03M | 0.4% | ▲+9.9% Added · +93K sh | |
| 49 | Sandisk Corp COM | $73.4M | 32.3K | 0.4% | ▲+1.5% Added · +478 sh | |
| 50 | Ishares TR EXPND TEC SC ETF | $73.0M | 446.2K | 0.4% | ▼−45% Reduced · −365K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1723397/holdings"
Use Arkolith to show Steward Partners Investment Advisory, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 4,656 | $19.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 4,416 | $19.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 4,309 | $18.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 4,261 | $17.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 4,117 | $12.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 4,018 | $11.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 3,968 | $11.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 3,753 | $10.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 3,609 | $9.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 3,564 | $9.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 3,491 | $7.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 3,378 | $6.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 3,319 | $6.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 3,308 | $6.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 15, 2023 | 3,352 | $5.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 3,361 | $5.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 3,352 | $5.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 2, 2022 | 3,351 | $6.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 3,259 | $6.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 3,212 | $5.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 7,189 | $5.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 3,410 | $5.7B | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 2,935 | $4.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.