Steward Partners Investment Advisory, LLC holds a diversified book of 4414 stocks worth $19.6B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Global X US NTRL Gas ETF and trimmed Ishares Core U.S. Aggregate. Their largest long position is Nvidia Corp at 3% of the equity book.
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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.
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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $663.3M | 3.80M | 3.4% | ▲+28% Added · +839K sh | |
| 2 | Apple Inc COM | $623.7M | 2.46M | 3.2% | ▲+10% Added · +229K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $459.1M | 702.9K | 2.3% | ▲+13% Added · +80K sh | |
| 4 | Alphabet Inc CAP STK CL A | $450.3M | 1.57M | 2.3% | ▲+10% Added · +144K sh | |
| 5 | Amazon Com Inc COM | $417.7M | 2.01M | 2.1% | ▲+13% Added · +226K sh | |
| 6 | Microsoft Corp COM | $395.1M | 1.07M | 2.0% | ▲+18% Added · +165K sh | |
| 7 | Meta Platforms Inc CL A | $384.8M | 672.6K | 2.0% | ▲+3.3% Added · +21K sh | |
| 8 | Ishares TR CORE US AGGBD ET | $372.4M | 3.75M | 1.9% | ▼−5.8% Reduced · −230K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $314.6M | 4.51M | 1.6% | ▲+37% Added · +1.2M sh | |
| 10 | JPMorgan Chase & Co COM | $293.3M | 997.0K | 1.5% | ▲+7.2% Added · +67K sh | |
| 11 | SPDR Gold TR GOLD SHS | $269.0M | 625.3K | 1.4% | ▲+5.8% Added · +34K sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $267.6M | 447.8K | 1.4% | ▼−8.4% Reduced · −41K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $262.1M | 2.90M | 1.3% | ▲+2.1% Added · +60K sh | |
| 14 | Broadcom Inc COM | $225.8M | 729.5K | 1.2% | ▲+31% Added · +171K sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $214.8M | 330.3K | 1.1% | ▼−6.2% Reduced · −22K sh | |
| 16 | Ishares TR CORE S&P MCP ETF | $206.1M | 3.05M | 1.1% | ▼−0.9% Reduced · −27K sh | |
| 17 | Ishares TR CORE S&P SCP ETF | $199.3M | 1.60M | 1.0% | ▲+1.0% Added · +16K sh | |
| 18 | Invesco QQQ TR UNIT SER 1 | $197.0M | 341.4K | 1.0% | ▲+7.0% Added · +22K sh | |
| 19 | Alphabet Inc CAP STK CL C | $171.5M | 598.0K | 0.9% | ▲+12% Added · +62K sh | |
| 20 | Visa Inc COM CL A | $161.1M | 533.2K | 0.8% | ▲+17% Added · +76K sh | |
| 21 | Costco Wholesale Corporation COM | $160.6M | 161.1K | 0.8% | ▲+16% Added · +22K sh | |
| 22 | Ishares TR S&P 500 GRWT ETF | $154.1M | 1.36M | 0.8% | ▲+1.6% Added · +21K sh | |
| 23 | Johnson & Johnson COM | $153.8M | 629.2K | 0.8% | ▲+16% Added · +86K sh | |
| 24 | Ishares TR RUS 1000 GRW ETF | $138.3M | 324.3K | 0.7% | ▲+3.1% Added · +10K sh | |
| 25 | Walmart Inc COM | $137.7M | 1.11M | 0.7% | ▲+17% Added · +157K sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $136.4M | 284.7K | 0.7% | ▲+4.7% Added · +13K sh | |
| 27 | Chevron Corporation COM | $107.0M | 517.1K | 0.5% | ▲+4.6% Added · +23K sh | |
| 28 | Vanguard Specialized Funds DIV APP ETF | $106.0M | 492.7K | 0.5% | ▲+4.5% Added · +21K sh | |
| 29 | Innovator Etfs Trust US EQTY PWR BUF | $104.6M | 2.27M | 0.5% | ▲+40% Added · +645K sh | |
| 30 | Stryker Corporation COM | $103.9M | 316.2K | 0.5% | ▲+30% Added · +73K sh | |
| 31 | Vanguard Index FDS GROWTH ETF | $102.3M | 234.3K | 0.5% | ▲+3.1% Added · +7K sh | |
| 32 | Wisdomtree TR US QTLY DIV GRT | $100.9M | 1.15M | 0.5% | ▲+5.9% Added · +65K sh | |
| 33 | Exxon Mobil Corp COM | $97.6M | 575.5K | 0.5% | ▲+6.7% Added · +36K sh | |
| 34 | Ishares TR EXPND TEC SC ETF | $96.2M | 811.6K | 0.5% | ▲+3.5% Added · +27K sh | |
| 35 | Abbvie Inc COM | $95.0M | 436.9K | 0.5% | ▲+7.9% Added · +32K sh | |
| 36 | Select Sector SPDR TR STATE STREET ENE | $93.3M | 1.52M | 0.5% | ▲+34% Added · +390K sh | |
| 37 | Ishares TR 1 3 YR TREAS BD | $88.6M | 1.07M | 0.5% | ▼−27% Reduced · −400K sh | |
| 38 | McDonalds Corp COM | $88.1M | 283.5K | 0.4% | ▲+17% Added · +41K sh | |
| 39 | Eli Lilly & Co COM | $84.6M | 91.9K | 0.4% | ▲+17% Added · +13K sh | |
| 40 | Home Depot Inc COM | $84.2M | 256.0K | 0.4% | ▲+15% Added · +33K sh | |
| 41 | Vanguard Index FDS VALUE ETF | $84.1M | 428.8K | 0.4% | ▲+3.0% Added · +12K sh | |
| 42 | Franklin Templeton ETF TR US LRG CP MLTFCT | $83.1M | 1.23M | 0.4% | ▲+5.3% Added · +62K sh | |
| 43 | Uber Technologies Inc COM | $82.8M | 1.15M | 0.4% | ▲+5.8% Added · +63K sh | |
| 44 | Invesco Exchange Traded FD T S&P500 EQL WGT | $82.3M | 429.0K | 0.4% | ▲+74% Added · +183K sh | |
| 45 | Ishares TR RUS 1000 VAL ETF | $81.3M | 380.7K | 0.4% | ▲+23% Added · +71K sh | |
| 46 | Tesla Inc COM | $80.6M | 216.8K | 0.4% | ▲+13% Added · +24K sh | |
| 47 | Vanguard Whitehall FDS HIGH DIV YLD | $76.5M | 516.7K | 0.4% | ▲+7.6% Added · +36K sh | |
| 48 | Verizon Communications Inc COM | $73.8M | 1.47M | 0.4% | ▲+2.4% Added · +34K sh | |
| 49 | Ishares TR 0-3 MNTH TREASRY | $73.4M | 729.2K | 0.4% | ▲+75% Added · +312K sh | |
| 50 | Ishares TR JPMORGAN USD EMG | $72.8M | 774.6K | 0.4% | ▼−3.4% Reduced · −28K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q3 2020 | Sep 30, 2020 | Oct 30, 2020 | 2,796 | $4.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.