Steward Partners Investment Advisory, LLC 13F Holdings

CIK 0001723397 · STAMFORD, CT

As of Sep 30, 2025, Steward Partners Investment Advisory, LLC reported 4,261 positions worth 3.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology3,113,135$580.8M4.40%
APPLE INCAAPLTechnology2,199,385$560.0M4.24%
META PLATFORMS INCMETACommunication Services621,450$456.4M3.45%
MICROSOFT CORPMSFTTechnology821,041$425.3M3.22%
ISHARES CORE S&P 500 ETFIVV—619,601$414.7M3.14%
AMAZON.COM INCAMZNEquity1,718,205$377.3M2.86%
ISHARES CORE US AGGREGATE BOND ETFAGG—3,668,854$367.8M2.78%
ALPHABET INCGOOGLEquity1,459,067$354.7M2.69%
JPMORGAN CHASE & COJPMFinancial Services930,339$293.5M2.22%
VANGUARD 500 INDEX FUNDVOO—468,586$287.0M2.17%
ISHARES CORE MSCI EAFE ETFIEFA—2,839,634$247.9M1.88%
SPDR GOLD TRUSTGQ9—623,594$221.7M1.68%
SPDR S&P 500 ETF TRUSTSPY—313,636$208.9M1.58%
ISHARES CORE S&P MID-CAP ETFIJH—2,904,799 89.6M1.44%
ISHARES S&P 500 GROWTH ETFIVW—1,562,762 88.7M1.43%
INVESCO QQQ TRUST SERIES 1QQQ—307,601 84.7M1.40%
ISHARES CORE S&P SMALL-CAP ETFIJR—1,532,026 82.1M1.38%
BROADCOM INCAVGOTechnology539,876 78.1M1.35%
ISHARES RUSSELL 1000 GROWTH ETFIWF—345,275 61.7M1.22%
VISA INC-CLASS A SHARESVFinancial Services447,452 52.8M1.16%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—1,775,187 47.3M1.11%
ALPHABET INCGOOGEquity525,549 28.0M0.97%
ISHARES CORE MSCI EMERGING MARKETS ETFIEMG—1,939,835 27.9M0.97%
COSTCO WHOLESALE CORPCOSTConsumer Defensive132,629 22.8M0.93%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services240,265 20.8M0.91%