Steward Partners Investment Advisory, LLC
Reported US equity positions for Q1 2026 — $19.6B across 4,416 positions.
| Holding | Reported value | Share of portfolio | Shares |
|---|---|---|---|
| NVDA NVIDIA Corporation | $663.3M | 3.4% | 3,803,431 |
| AAPL Apple Inc. | $623.7M | 3.2% | 2,457,406 |
| IVV iShares Core S&P 500 ETF | $459.1M | 2.3% | 702,876 |
| GOOGL Alphabet Inc. | $450.3M | 2.3% | 1,565,836 |
| AMZN Amazon.com, Inc. | $417.7M | 2.1% | 2,005,807 |
| MSFT Microsoft Corporation | $395.1M | 2.0% | 1,067,474 |
| META Meta Platforms, Inc. | $384.8M | 2.0% | 672,555 |
| AGG iShares Core U.S. Aggregate Bond ETF | $372.4M | 1.9% | 3,751,130 |
| IEMG iShares Core MSCI Emerging Markets ETF | $314.6M | 1.6% | 4,509,997 |
| JPM JP Morgan Chase & Co. | $293.3M | 1.5% | 996,961 |
| GLD SPDR Gold Shares | $269.0M | 1.4% | 625,273 |
| VOO Vanguard S&P 500 ETF | $267.6M | 1.4% | 447,787 |
| IEFA iShares Core MSCI EAFE ETF | $262.1M | 1.3% | 2,895,269 |
| AVGO Broadcom Inc. | $225.8M | 1.2% | 729,521 |
| SPY State Street SPDR S&P 500 ETF Trust | $214.8M | 1.1% | 330,317 |
| IJH iShares Core S&P Mid-Cap ETF | $206.1M | 1.1% | 3,052,163 |
| IJR iShares Core S&P Small-Cap ETF | $199.3M | 1.0% | 1,603,265 |
| QQQ Invesco QQQ Trust, Series 1 | $197.0M | 1.0% | 341,391 |
| GOOG Alphabet Inc. - Class C Capital Stock | $171.5M | 0.9% | 598,021 |
| V Visa Inc. | $161.1M | 0.8% | 533,180 |
| COST Costco Wholesale Corporation | $160.6M | 0.8% | 161,140 |
| IVW iShares S&P 500 Growth ETF | $154.1M | 0.8% | 1,362,101 |
| JNJ Johnson & Johnson | $153.8M | 0.8% | 629,201 |
| IWF iShares Russell 1000 Growth Fund | $138.3M | 0.7% | 324,255 |
| WMT Walmart Inc. | $137.7M | 0.7% | 1,108,365 |
| BRK.B Berkshire Hathaway Inc. | $136.4M | 0.7% | 284,657 |
| CVX Chevron Corporation | $107.0M | 0.5% | 517,057 |
| VIG Vanguard Div Appreciation ETF | $106.0M | 0.5% | 492,749 |
| PJAN Innovator U.S. Equity Power Buffer ETF - January | $104.6M | 0.5% | 2,268,319 |
| SYK Stryker Corporation | $103.9M | 0.5% | 316,245 |
| VUG Vanguard Morningstar Growth ETF | $102.3M | 0.5% | 234,307 |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $100.9M | 0.5% | 1,149,149 |
| XOM ExxonMobil Holdings Corporation | $97.6M | 0.5% | 575,463 |
| IGM iShares Expanded Tech Sector ETF | $96.2M | 0.5% | 811,567 |
| ABBV AbbVie Inc. | $95.0M | 0.5% | 436,916 |
| XLE State Street Energy Select Sector SPDR ETF | $93.3M | 0.5% | 1,522,713 |
| SHY iShares 1-3 Year Treasury Bond ETF | $88.6M | 0.5% | 1,073,029 |
| MCD McDonald's Corporation | $88.1M | 0.4% | 283,542 |
| LLY Eli Lilly and Company | $84.6M | 0.4% | 91,946 |
| HD The Home Depot, Inc. | $84.2M | 0.4% | 256,040 |
| VTV Vanguard Morningstar Value ETF | $84.1M | 0.4% | 428,813 |
| FLQL Franklin U.S. Large Cap Multifactor Index ETF | $83.1M | 0.4% | 1,228,488 |
| UBER Uber Technologies, Inc. | $82.8M | 0.4% | 1,151,543 |
| RSP Invesco S&P 500 Equal Weight ETF | $82.3M | 0.4% | 428,972 |
| IWD iShares Russell 1000 Value ETF | $81.3M | 0.4% | 380,721 |
| TSLA Tesla, Inc. | $80.6M | 0.4% | 216,798 |
| VYM Vanguard High Dividend Yield ETF | $76.5M | 0.4% | 516,733 |
| BAC Bank of America Corporation | $73.8M | 0.4% | 1,469,917 |
| SGOV iShares 0-3 Month Treasury Bond ETF | $73.4M | 0.4% | 729,229 |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $72.8M | 0.4% | 774,583 |
| VTI Vanguard Morningstar Total Stock Market ETF | $68.6M | 0.3% | 213,792 |
| PANW Palo Alto Networks, Inc. | $68.2M | 0.3% | 425,478 |
| CAT Caterpillar, Inc. | $68.2M | 0.3% | 96,200 |
| GEV GE Vernova Inc. | $67.3M | 0.3% | 77,056 |
| CRWD CrowdStrike Holdings, Inc. | $64.5M | 0.3% | 165,254 |
| VEA Vanguard FTSE Developed Markets ETF | $60.1M | 0.3% | 938,479 |
| G29183103 Eaton Corp PLC | $59.2M | 0.3% | 165,592 |
| JEPI JPMorgan Equity Premium Income ETF | $58.8M | 0.3% | 1,038,077 |
| USMV iShares MSCI USA Min Vol Factor ETF | $58.8M | 0.3% | 634,361 |
| VNQ Vanguard Real Estate ETF | $56.6M | 0.3% | 637,628 |
Long US equity positions only, as filed. 13F does not cover short positions, cash, bonds or non-US listings, so this is not the whole portfolio.
What changed last quarter
| Holding | Change | Now | Was | Shares |
|---|---|---|---|---|
| NVDA NVIDIA Corporation | Add | $663.3M | $552.8M | +28% |
| AAPL Apple Inc. | Add | $623.7M | $605.8M | +10% |
| IVV iShares Core S&P 500 ETF | Add | $459.1M | $426.4M | +13% |
| GOOGL Alphabet Inc. | Add | $450.3M | $445.0M | +10% |
| AMZN Amazon.com, Inc. | Add | $417.7M | $410.8M | +13% |
| MSFT Microsoft Corporation | Add | $395.1M | $436.6M | +18% |
| META Meta Platforms, Inc. | Add | $384.8M | $429.8M | +3% |
| AGG iShares Core U.S. Aggregate Bond ETF | Trim | $372.4M | $397.7M | -6% |
| IEMG iShares Core MSCI Emerging Markets ETF | Add | $314.6M | $220.8M | +37% |
| JPM JP Morgan Chase & Co. | Add | $293.3M | $299.7M | +7% |
| GLD SPDR Gold Shares | Add | $269.0M | $234.2M | +6% |
| VOO Vanguard S&P 500 ETF | Trim | $267.6M | $306.8M | -8% |
| IEFA iShares Core MSCI EAFE ETF | Add | $262.1M | $253.6M | +2% |
| AVGO Broadcom Inc. | Add | $225.8M | $193.3M | +31% |
| SPY State Street SPDR S&P 500 ETF Trust | Trim | $214.8M | $240.2M | -6% |
| IJR iShares Core S&P Small-Cap ETF | Add | $199.3M | $190.8M | +1% |
| QQQ Invesco QQQ Trust, Series 1 | Add | $197.0M | $196.1M | +7% |
| GOOG Alphabet Inc. - Class C Capital Stock | Add | $171.5M | $168.2M | +12% |
| V Visa Inc. | Add | $161.1M | $160.4M | +17% |
| COST Costco Wholesale Corporation | Add | $160.6M | $120.1M | +16% |
| IVW iShares S&P 500 Growth ETF | Add | $154.1M | $165.3M | +2% |
| JNJ Johnson & Johnson | Add | $153.8M | $112.5M | +16% |
| IWF iShares Russell 1000 Growth Fund | Add | $138.3M | $148.8M | +3% |
| WMT Walmart Inc. | Add | $137.7M | $105.9M | +17% |
| BRK.B Berkshire Hathaway Inc. | Add | $136.4M | $136.6M | +5% |
| CVX Chevron Corporation | Add | $107.0M | $75.4M | +5% |
| VIG Vanguard Div Appreciation ETF | Add | $106.0M | $103.6M | +5% |
| PJAN Innovator U.S. Equity Power Buffer ETF - January | Add | $104.6M | $76.3M | +40% |
| SYK Stryker Corporation | Add | $103.9M | $85.5M | +30% |
| VUG Vanguard Morningstar Growth ETF | Add | $102.3M | $110.9M | +3% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | Add | $100.9M | $97.0M | +6% |
| XOM ExxonMobil Holdings Corporation | Add | $97.6M | $64.9M | +7% |
| IGM iShares Expanded Tech Sector ETF | Add | $96.2M | $101.3M | +3% |
| ABBV AbbVie Inc. | Add | $95.0M | $92.6M | +8% |
| XLE State Street Energy Select Sector SPDR ETF | Add | $93.3M | $50.6M | +34% |
| SHY iShares 1-3 Year Treasury Bond ETF | Trim | $88.6M | $122.0M | -27% |
| MCD McDonald's Corporation | Add | $88.1M | $74.1M | +17% |
| LLY Eli Lilly and Company | Add | $84.6M | $84.8M | +17% |
| HD The Home Depot, Inc. | Add | $84.2M | $76.7M | +15% |
| VTV Vanguard Morningstar Value ETF | Add | $84.1M | $79.5M | +3% |
New and exited positions are only shown for managers whose entire filed portfolio fits inside the positions stored here. For a manager filing more than that, a holding leaving the stored set is indistinguishable from a holding being sold, so those are reported as adds and trims only.
What a 13F is
Any institutional manager exercising discretion over more than $100 million in US-listed equities must file a Form 13F with the SEC within 45 days of each quarter end, listing what they held on the last day of that quarter. The threshold was set in 1975 and has never been raised, so the filer population now runs to several thousand.
The four things it does not tell you
- It is stale. A filing describes positions as of quarter end and can arrive 45 days later. A manager who sold everything in week one of the new quarter files the same document as one who held.
- Long US equities only. No short positions, no cash, no bonds, no commodities, no foreign listings. A fund that looks heavily long in a 13F may be hedged in instruments that never appear.
- Not the whole firm. Assets are reported by the entity with discretion, so one manager can file under several CIKs, and the figure here is what that entity reported.
- Confidential treatment exists. A manager can apply to delay disclosing a position while building it. Those holdings appear later, if at all.
Why the biggest filers are not the interesting ones
The largest managers by reported value are index providers — they hold nearly everything, in proportion to the indices they track, because clients asked them to. Reading their filings for conviction is a category error. The filings worth attention are concentrated ones, where a small number of positions make up most of the portfolio, since that reflects a decision rather than a mandate.
The share-of-portfolio column is the one to read for this. A position that is 15% of a fund says something; the same dollar amount at 0.2% of an index tracker does not.
Where this comes from
The SEC's own quarterly Form 13F structured data sets, parsed here rather than bought from a vendor. Holdings are identified in the filings by CUSIP, and the mapping from CUSIP to ticker is the awkward part — that identifier is licensed rather than public, so the mapping is resolved through OpenFIGI and built up over time. Around 95% of reported value currently sits on a resolved ticker; the rest shows its CUSIP.
The rest of the section is on the Markets overview — including insider transactions, which are the same idea at the individual level, and the correlation finder, where each ticker's page carries its institutional ownership.