StockDriftsStockDriftsTop 50 Steward Partners Investment Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.36% | 2.27M | $657.8M | -7.49%(-184.13K) | $108.26(+182.07%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.11% | 3.05M | $609.8M | -19.87%(-755.79K) | $89.37(+152.94%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.1% | 549.0K | $411.1M | -21.90%(-153.90K) | $460.57(+69.12%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.09% | 1.15M | $410.4M | -26.67%(-417.57K) | $146.25(+135.71%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.91% | 1.57M | $373.9M | -21.78%(-436.96K) | $158.55(+65.59%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.9% | 999.8K | $372.9M | -6.34%(-67.71K) | $279.21(+74.09%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.67% | 474.9K | $326.2M | +6.06%(+27.15K) | $431.56(+65.14%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.57% | 811.6K | $306.6M | +11.25%(+82.10K) | $169.01(+132.98%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.43% | 853.3K | $279.3M | -14.41%(-143.64K) | $194.58(+87.44%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.28% | 340.5K | $250.7M | -0.26%(-888) | $351.47(+108.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.41% | +83.43% | +12.82% | +82.82% |
| Top 20 Holdings Unweighted | +22.12% | +82.10% | +12.60% | +81.03% |
Steward Partners Investment Advisory LLC reports $19.59B in US-listed equity holdings across 4,656 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.4%), NVDA (3.1%) and IVV (2.1%). The top 20 holdings account for 29.16% of reported assets. Its disclosed equity book has returned +83.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Steward Partners Investment Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1723397). View Steward Partners Investment Advisory LLC’s 13F filings on SEC