Steward Partners Investment Advisory, LLC
CIK 1723397
13F filing for Q2 2026・No. 381
- Holdings
- US$19.59B
- Quarter change
- −US$20.8M
- Entries
- 4,656
- Net bought (estimate)
- −US$2.04B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 515
- Sold out 273
- Cut 1,407
- Added 1,842
- Corporate actions 12
- Unchanged 857
Largest holdings
4,621 stocks worth US$19.59B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 2,273,278 | US$657.8M | 3.36% |
| NVDANvidiaCOM | Cut | 3,047,639 | US$609.8M | 3.11% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 548,973 | US$411.12M | 2.10% |
| GOOGLAlphabetCAP STK CL A | Cut | 1,148,261 | US$410.35M | 2.09% |
| AMZNAmazonCOM | Cut | 1,568,850 | US$373.92M | 1.91% |
| MSFTMicrosoftCOM | Cut | 999,760 | US$372.93M | 1.90% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 474,935 | US$326.19M | 1.67% |
| AVGOBroadcomCOM | Added | 811,617 | US$306.59M | 1.57% |
| JPMJPMORGAN CHASE & COCOM | Cut | 853,322 | US$279.32M | 1.43% |
| QQQInvesco QQQUNIT SER 1 | Cut | 340,503 | US$250.75M | 1.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.