Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, LLC reported 4,656 holdings worth US$19.6B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Steward Partners Investment Advisory, LLC reported 4,656 holdings worth US$19.6B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).

Holdings
4,656
Value as reported
US$19.6B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc2.27MUS$658M3.4%
Nvidia Corporation3.05MUS$610M3.1%
Alphabet Inc (google) Class C1.68MUS$601M3.1%
Amazon.com, Inc.1.57MUS$374M1.9%
Microsoft Corp.1000KUS$373M1.9%
Broadcom Inc.812KUS$307M1.6%
Jp Morgan Chase & Co.853KUS$279M1.4%
Meta Platforms, Inc.381KUS$215M1.1%
Eli Lilly And Company117KUS$140M0.71%
Advanced Micro Devices Inc227KUS$132M0.67%
Walmart Inc.1.13MUS$128M0.65%
Visa Inc.371KUS$127M0.65%
Abbvie Inc.475KUS$120M0.61%
Johnson & Johnson461KUS$117M0.60%
Berkshire Hathaway Inc.234KUS$117M0.60%
Caterpillar, Inc.86,006US$91.6M0.47%
Ge Vernova Inc.75,411US$88.6M0.45%
Costco Wholesale Corporation91,045US$85.2M0.43%
Home Depot, Inc. (the)240KUS$84.5M0.43%
Cisco Systems, Inc.707KUS$83M0.42%
Applied Materials, Inc.110KUS$79.2M0.40%
Palo Alto Networks, Inc.223KUS$75.9M0.39%
Exxon Mobil Corporation551KUS$75.3M0.38%
Lam Research Corporation173KUS$75M0.38%
Sandisk Corporation32,276US$73.4M0.37%
Micron Technology, Inc.55,555US$64.1M0.33%
Crowdstrike Holdings, Inc.79,979US$61M0.31%
Tesla, Inc.144KUS$60.5M0.31%
Analog Devices, Inc.151KUS$60.2M0.31%
Chevron Corporation324KUS$53.7M0.27%
Taiwan Semiconductor Manufacturing Co., Ltd.112KUS$53.5M0.27%
Marathon Petroleum Corporation198KUS$50.6M0.26%
Nextera Energy, Inc.568KUS$49.9M0.25%
Rtx Corporation255KUS$48.4M0.25%
Mcdonald's Corporation163KUS$43.9M0.22%
Verizon Communications Inc.1.03MUS$43.8M0.22%
Goldman Sachs Group, Inc. (the)43,121US$43.6M0.22%
Corning Incorporated166KUS$42.5M0.22%
Unitedhealth Group Incorporated102KUS$42.4M0.22%
Netflix, Inc.590KUS$42.2M0.22%
Procter & Gamble Company (the)287KUS$42.1M0.22%
International Business Machines Corporation148KUS$41.5M0.21%
Merck & Company, Inc.319KUS$41M0.21%
Tjx Companies, Inc. (the)269KUS$40.8M0.21%
Applied Optoelectronics, Inc.271KUS$40.1M0.20%
Ge Aerospace104KUS$38.7M0.20%
Arista Networks, Inc.226KUS$38.5M0.20%
Motorola Solutions, Inc.87,477US$36.3M0.19%
Coca-cola Company (the)444KUS$36.1M0.18%
Mastercard Incorporated69,917US$35.9M0.18%
American Express Company102KUS$34.4M0.18%
Oracle Corporation234KUS$34.2M0.17%
Uber Technologies, Inc.474KUS$34.2M0.17%
Union Pacific Corporation126KUS$34.2M0.17%
Stryker Corporation106KUS$33.5M0.17%
Allstate Corporation (the)138KUS$32.9M0.17%
Wells Fargo & Company396KUS$32.7M0.17%
Space Exploration Technologies Corp185KUS$31.6M0.16%
Lockheed Martin Corporation61,588US$31.4M0.16%
Amphenol Corporation175KUS$30.8M0.16%
Bank Of America Corporation540KUS$30.8M0.16%
Coreweave, Inc.306KUS$30.4M0.16%
Cummins Inc.42,430US$30.3M0.15%
Phillips 66172KUS$29M0.15%
Amgen Inc.79,642US$28.8M0.15%
Salesforce, Inc.181KUS$28.3M0.14%
Texas Instruments Incorporated94,394US$28.1M0.14%
Coherent Corp.70,961US$28M0.14%
Applied Digital Corporation733KUS$27.3M0.14%
Asml Holding Nv13,731US$27.3M0.14%
Air Products And Chemicals, Inc.92,874US$27.2M0.14%
Vertiv Holdings, Llc79,151US$26.5M0.14%
Philip Morris International Inc146KUS$26.3M0.13%
Intel Corporation180KUS$25.2M0.13%
Boeing Company (the)116KUS$25.2M0.13%
Entergy Corporation218KUS$25M0.13%
American Electric Power Company, Inc.182KUS$25M0.13%
Duke Energy Corporation (holding Company)197KUS$24.9M0.13%
Kla Corporation80,946US$24.4M0.12%
Constellation Energy Corporation97,940US$24.3M0.12%
Palantir Technologies Inc.207KUS$24.2M0.12%
Parker-hannifin Corporation24,708US$24.2M0.12%
Charles Schwab Corporation (the)259KUS$23.9M0.12%
At&t Inc.1.14MUS$23.5M0.12%
Quanta Services, Inc.32,539US$23.4M0.12%
S&p Global Inc.57,460US$23.4M0.12%
Williams Companies, Inc. (the)306KUS$22.7M0.12%
Pepsico, Inc.167KUS$22.5M0.12%
Nrg Energy, Inc.149KUS$21.8M0.11%
Morgan Stanley102KUS$21.4M0.11%
Blackrock, Inc.21,807US$21M0.11%
Cme Group Inc.93,732US$20.7M0.11%
Walt Disney Company (the)213KUS$20.5M0.10%
Booking Holdings Inc. Common Stock114KUS$20.4M0.10%
Qualcomm Incorporated109KUS$20.1M0.10%
First Solar, Inc.81,527US$19.2M0.10%
Abbott Laboratories209KUS$19M0.10%
Darden Restaurants, Inc.91,590US$18.9M0.10%
Edwards Lifesciences Corporation207KUS$18.7M0.10%
O'reilly Automotive, Inc.194KUS$17.8M0.09%

Every holding of Steward Partners Investment Advisory, LLC

Source

View original at SEC

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