account_balance
Investment manager · 13F filer · SEC CIK 1723397
Steward Partners Investment Advisory, LLC
Reported value$19.6Bas of Jun 30, 2026
Positions4,656 522 new, 280 sold out
Top 10 weight20.4%AAPL alone is 3%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
3.4%Trimmed −7%
NVDANvidia Corporation
3.1%Trimmed −20%
IVViShares Tr
2.1%Trimmed −22%
GOOGLAlphabet Inc
2.1%Trimmed −27%
AMZNAmazon Com Inc
1.9%Trimmed −22%
MSFTMicrosoft Corp
1.9%Trimmed −6%
VOOVanguard Index FDS
1.7%Added +6%
AVGOBroadcom Inc
1.6%Added +11%
JPMJPMorgan Chase & Co
1.4%Trimmed −14%
QQQInvesco QQQ Tr
1.3%
AGGiShares Tr
1.3%Trimmed −33%
SPYState STR SPDR S&P 500 ETF T
1.2%
AAPLApple Inc
3.4%Trimmed −7%
NVDANvidia Corporation
3.1%Trimmed −20%
IVViShares Tr
2.1%Trimmed −22%
GOOGLAlphabet Inc
2.1%Trimmed −27%
AMZNAmazon Com Inc
1.9%Trimmed −22%
MSFT1.9%VOO1.7%
AVGO1.6%JPM1.4%QQQ1.3%
AGG1.3%
SPY1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 3.4% Trimmed −7%NVDA Nvidia Corporation 3.1% Trimmed −20%
IVV iShares Tr 2.1% Trimmed −22%
GOOGL Alphabet Inc 2.1% Trimmed −27%AMZN Amazon Com Inc 1.9% Trimmed −22%MSFT Microsoft Corp 1.9% Trimmed −6%VOO Vanguard Index FDS 1.7% Added +6%
AVGO Broadcom Inc 1.6% Added +11%JPM JPMorgan Chase & Co 1.4% Trimmed −14%QQQ Invesco QQQ Tr 1.3% Held
AGG iShares Tr 1.3% Trimmed −33%
SPY State STR SPDR S&P 500 ETF T 1.2% HeldWhat changed