Steward Partners Investment Advisory, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$18.2B

Total Positions

4,309

New This Quarter

264

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

AAPL3.32%

NVDA3.03%

GOOGL2.44%

MSFT2.39%

META2.36%

IVV2.34%

AMZN2.25%

AGG2.18%

VOO1.68%

JPM1.64%

Other15.10%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

DAVE12Q held

DAVE INC

Avg $12.64 · $6,467 est. P&L

Est. P&L

+1650.03%

DRD25Q held

DRDGOLD LIMITED

Avg $4.80 · $26,434 est. P&L

Est. P&L

+551.20%

BE27Q held

BLOOM ENERGY CORP C

Avg $14.24 · $466,513 est. P&L

Est. P&L

+512.70%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 4264 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL Apple Inc	2.2M	$605.8M	3.3%	—	$126.46	+115.74%	28 qtrs	Increased 58
NVDA NVIDIA Corp	3M	$552.8M	3.0%	—	$129.34	+45.00%	28 qtrs	Decreased 0
GOOGL Alphabet Inc	1.4M	$445M	2.4%	—	$152.92	+105.24%	28 qtrs	Decreased 0
MSFT Microsoft Corp	902,824	$436.6M	2.4%	—	$262.89	+85.43%	28 qtrs	Increased 59
META Meta Platforms Inc	651,123	$429.8M	2.4%	—	$620.77	+7.28%	28 qtrs	Increased 56
IVV ISHARES TR	622,585	$426.4M	2.3%	—	$469.56	+46.93%	28 qtrs	Increased 54
AMZN Amazon.com Inc	1.8M	$410.8M	2.3%	—	$157.19	+47.93%	28 qtrs	Increased 55
AGG ISHARES TR	4M	$397.7M	2.2%	—	$96.50	+3.42%	28 qtrs	Increased 58
VOO VANGUARD INDEX FDS	489,170	$306.8M	1.7%	—	$420.11	+50.37%	28 qtrs	Increased 51
JPM JPMORGAN CHASE & CO.	930,086	$299.7M	1.6%	—	$184.67	+74.35%	28 qtrs	Decreased 0
IEFA ISHARES TR	2.8M	$253.6M	1.4%	—	$78.25	+14.85%	28 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	352,182	$240.2M	1.3%	—	$466.63	+47.23%	28 qtrs	Increased 54
GLD SPDR GOLD TR	590,889	$234.2M	1.3%	—	$307.91	+29.55%	28 qtrs	Decreased 0
IEMG ISHARES INC	3.3M	$220.8M	1.2%	—	$63.83	+5.58%	28 qtrs	Increased 72
IJH ISHARES TR	3.1M	$203.2M	1.1%	—	$61.70	+8.10%	28 qtrs	Increased 51
QQQ INVESCO QQQ TR	319,166	$196.1M	1.1%	—	$356.43	+73.79%	27 qtrs	Increased 50
AVGO Broadcom Inc	558,637	$193.3M	1.1%	—	$172.32	+103.03%	28 qtrs	Increased 50
IJR ISHARES TR	1.6M	$190.8M	1.0%	—	$104.91	+16.00%	28 qtrs	Increased 50
GOOG Alphabet Inc	535,855	$168.2M	0.9%	—	$150.51	+108.99%	28 qtrs	Increased 44
IVW ISHARES TR	1.3M	$165.3M	0.9%	—	$104.40	+18.92%	28 qtrs	Decreased 0
V Visa Inc	457,492	$160.4M	0.9%	—	$264.26	+33.54%	28 qtrs	Increased 44
IWF ISHARES TR	314,465	$148.8M	0.8%	—	$272.59	+74.97%	28 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	271,852	$136.6M	0.7%	—	—	—	28 qtrs	Increased 48
SHY ISHARES TR	1.5M	$122M	0.7%	—	$81.39	+1.49%	28 qtrs	Decreased 0
COST Costco Wholesale Corp	139,252	$120.1M	0.7%	—	$712.70	+21.30%	28 qtrs	Increased 45
Showing 25 of 4,264 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JEPIJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+475,285 shares+$28.4M

ABBVAbbVie Inc

Q1 2024 → Q4 2025+197,507 shares+$60.4M

ASGIABRDN GLOBAL INFRA INCOME FU

Q1 2024 → Q4 2025+12,911 shares+$447,288

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer