account_balance
Investment manager · 13F filer · SEC CIK 1723397
Steward Partners Investment Advisory, LLC
Reported value$19.6Bas of Jun 30, 2026
Positions4656 522 new, 280 sold out
Top 10 weight20%AAPL alone is 3%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPL
Apple INC
3.4%Trimmed
NVDA
Nvidia Corporation
3.1%Trimmed
IVV
Ishares Tr
2.1%Trimmed
GOOGL
Alphabet INC
2.1%Trimmed
AMZN
Amazon Com INC
1.9%Trimmed
MSFT
Microsoft Corp
1.9%Trimmed
VOO
Vanguard Index Fds
1.7%Added
AVGO
Broadcom INC
1.6%Added
JPM
Jpmorgan Chase & CO
1.4%Trimmed
QQQ
1.3%
4646 others
79.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed