Universe · entity
Steward Partners Investment Advisory, LLC
Institutional manager (13F) · CIK 1723397
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $9.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $663M | 3,803,431 |
| 2 | APPLE INC | $624M | 2,457,406 |
| 3 | ISHARES TR | $459M | 702,876 |
| 4 | ALPHABET INC | $450M | 1,565,836 |
| 5 | AMAZON COM INC | $418M | 2,005,807 |
| 6 | MICROSOFT CORP | $395M | 1,067,474 |
| 7 | META PLATFORMS INC | $385M | 672,555 |
| 8 | ISHARES TR | $372M | 3,751,130 |
| 9 | ISHARES INC | $315M | 4,509,997 |
| 10 | JPMORGAN CHASE & CO | $293M | 996,961 |
| 11 | SPDR GOLD TR | $269M | 625,273 |
| 12 | VANGUARD INDEX FDS | $268M | 447,787 |
| 13 | ISHARES TR | $262M | 2,895,269 |
| 14 | BROADCOM INC | $226M | 729,521 |
| 15 | STATE STR SPDR S&P 500 ETF T | $215M | 330,317 |
| 16 | ISHARES TR | $206M | 3,052,163 |
| 17 | ISHARES TR | $199M | 1,603,265 |
| 18 | INVESCO QQQ TR | $197M | 341,391 |
| 19 | ALPHABET INC | $172M | 598,021 |
| 20 | VISA INC | $161M | 533,180 |
| 21 | COSTCO WHOLESALE CORPORATION | $161M | 161,140 |
| 22 | ISHARES TR | $154M | 1,362,101 |
| 23 | JOHNSON & JOHNSON | $154M | 629,201 |
| 24 | ISHARES TR | $138M | 324,255 |
| 25 | WALMART INC | $138M | 1,108,365 |
| 26 | BERKSHIRE HATHAWAY INC DEL | $136M | 284,657 |
| 27 | CHEVRON CORPORATION | $107M | 517,057 |
| 28 | VANGUARD SPECIALIZED FUNDS | $106M | 492,749 |
| 29 | INNOVATOR ETFS TRUST | $105M | 2,268,319 |
| 30 | STRYKER CORPORATION | $104M | 316,245 |
| 31 | VANGUARD INDEX FDS | $102M | 234,307 |
| 32 | WISDOMTREE TR | $101M | 1,149,149 |
| 33 | EXXON MOBIL CORP | $98M | 575,463 |
| 34 | ISHARES TR | $96M | 811,567 |
| 35 | ABBVIE INC | $95M | 436,916 |
| 36 | SELECT SECTOR SPDR TR | $93M | 1,522,713 |
| 37 | ISHARES TR | $89M | 1,073,029 |
| 38 | MCDONALDS CORP | $88M | 283,542 |
| 39 | ELI LILLY & CO | $85M | 91,946 |
| 40 | HOME DEPOT INC | $84M | 256,040 |
| 41 | VANGUARD INDEX FDS | $84M | 428,813 |
| 42 | FRANKLIN TEMPLETON ETF TR | $83M | 1,228,488 |
| 43 | UBER TECHNOLOGIES INC | $83M | 1,151,543 |
| 44 | INVESCO EXCHANGE TRADED FD T | $82M | 428,972 |
| 45 | ISHARES TR | $81M | 380,721 |
| 46 | TESLA INC | $81M | 216,798 |
| 47 | VANGUARD WHITEHALL FDS | $77M | 516,733 |
| 48 | VERIZON COMMUNICATIONS INC | $74M | 1,469,917 |
| 49 | ISHARES TR | $73M | 729,229 |
| 50 | ISHARES TR | $73M | 774,583 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.