Institutional Fund
Steward Partners Investment Advisory, LLC
Stamford, CTCIK 17233975 filings on record
Portfolio Value
$19.61B
Q1 2026
Holdings
4,379
Reported positions
New Buys
319
Opened this quarter
QoQ Change
+7.5%
from $18.24B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.4%
- Apple Inc3.2%
- Ishares Tr2.3%
- Alphabet Inc2.3%
- Amazon Com Inc2.1%
- Microsoft Corp2.0%
- Other84.7%
Portfolio Holdings
4,379 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 3.80M | $663.32M | 3.4% | +839.5K | Added |
| 2 | Apple Inc | 2.46M | $623.67M | 3.2% | +229.1K | Added |
| 3 | Ishares Tr | 702.9K | $459.13M | 2.3% | +80.3K | Added |
| 4 | Alphabet Inc | 1.57M | $450.27M | 2.3% | +144.1K | Added |
| 5 | Amazon Com Inc | 2.01M | $417.75M | 2.1% | +226.0K | Added |
| 6 | Microsoft Corp | 1.07M | $395.15M | 2.0% | +164.7K | Added |
| 7 | Meta Platforms Inc | 672.6K | $384.79M | 2.0% | +21.4K | Added |
| 8 | Ishares Tr | 3.75M | $372.37M | 1.9% | −230.4K | Reduced |
| 9 | Ishares Inc | 4.51M | $314.57M | 1.6% | +1.22M | Added |
| 10 | Jpmorgan Chase & Co. | 997.0K | $293.27M | 1.5% | +66.9K | Added |
4,369 more holdings on Premium
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