Steward Partners Investment Advisory, LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$18.2B

Holdings

4,309

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (4,309 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
2,228,272$605.0B3317.61%
2
NVDANVIDIA CORPORATION
2,963,950$552.0B3026.98%
3
GOOGLALPHABET INC
1,421,757$445.0B2440.23%
4
MSFTMICROSOFT CORP
902,824$436.0B2390.88%
5
METAMETA PLATFORMS INC
651,123$429.0B2352.49%
6
IVVISHARES TR
622,585$426.0B2336.04%
7
AMZNAMAZON COM INC
1,779,832$410.0B2248.30%
8
AGGISHARES TR
3,981,548$397.0B2177.01%
9
VOOVANGUARD INDEX FDS
489,170$306.0B1678.00%
10
JPMJPMORGAN CHASE & CO.
930,086$299.0B1639.61%
11
AQLTISHARES TR
2,835,231$253.0B1387.37%
12
SPYSPDR S&P 500 ETF TR
352,182$240.0B1316.08%
13
GQ9SPDR GOLD TR
590,889$234.0B1283.18%
14
IEMGISHARES INC
3,285,434$220.0B1206.40%
15
IJHISHARES TR
3,079,521$203.0B1113.18%
16
NDQINVESCO QQQ TR
319,166$196.0B1074.80%
17
AVGOBROADCOM INC
558,637$193.0B1058.35%
18
IJRISHARES TR
1,587,359$190.0B1041.90%
19
GOOGALPHABET INC
535,855$168.0B921.25%
20
IVWISHARES TR
1,340,737$165.0B904.80%
21
VVISA INC
457,492$160.0B877.39%
22
IWFISHARES TR
314,465$148.0B811.58%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
271,852$136.0B745.78%
24
SHYISHARES TR
1,472,724$121.0B663.52%
25
COSTCOSTCO WHSL CORP NEW
139,252$120.0B658.04%
26
JNJJOHNSON & JOHNSON
543,598$112.0B614.17%
27
VUGVANGUARD INDEX FDS
227,342$110.0B603.20%
28
WMTWALMART INC
950,921$105.0B575.78%
29
VIGVANGUARD SPECIALIZED FUNDS
471,538$103.0B564.82%
30
IGMISHARES TR
784,414$101.0B553.85%
31
DGRWWISDOMTREE TR
1,084,638$96.0B526.43%
32
ABBVABBVIE INC
405,076$92.0B504.50%
33
UBERUBER TECHNOLOGIES INC
1,088,488$88.0B482.56%
34
TSLATESLA INC
192,381$86.0B471.59%
35
SYKSTRYKER CORPORATION
243,233$85.0B466.11%
36
LLYELI LILLY & CO
78,879$84.0B460.63%
37
FLQLFRANKLIN TEMPLETON ETF TR
1,166,393$80.0B438.69%
38
VTVVANGUARD INDEX FDS
416,342$79.0B433.21%
39
EMBISHARES TR
802,225$77.0B422.24%
40
HDHOME DEPOT INC
222,869$76.0B416.76%
41
PJANINNOVATOR ETFS TRUST
1,623,085$76.0B416.76%
42
PANWPALO ALTO NETWORKS INC
409,391$75.0B411.27%
43
CVXCHEVRON CORP NEW
494,482$75.0B411.27%
44
MCDMCDONALDS CORP
242,317$74.0B405.79%
45
VYMVANGUARD WHITEHALL FDS
480,281$68.0B372.89%
46
VTIVANGUARD INDEX FDS
194,223$65.0B356.44%
47
IWDISHARES TR
309,939$65.0B356.44%
48
XOMEXXON MOBIL CORP
539,575$64.0B350.95%
49
USMVISHARES TR
666,308$62.0B339.99%
50
IAU*ISHARES GOLD TR
732,603$59.0B323.54%
51
CATCATERPILLAR INC
103,773$59.0B323.54%
52
VHTVANGUARD WORLD FD
201,882$58.0B318.05%
53
BACVERIZON COMMUNICATIONS INC
1,435,992$58.0B318.05%
54
QUALISHARES TR
288,830$57.0B312.57%
55
JEPIJ P MORGAN EXCHANGE TRADED F
1,009,369$57.0B312.57%
56
CRWDCROWDSTRIKE HLDGS INC
120,029$56.0B307.08%
57
FLOTISHARES TR
1,105,485$56.0B307.08%
58
VNQVANGUARD INDEX FDS
620,337$54.0B296.12%
59
NFLXNETFLIX INC
577,314$54.0B296.12%
60
IYFISHARES TR
418,874$54.0B296.12%
61
PLTRPALANTIR TECHNOLOGIES INC
308,604$54.0B296.12%
62
VEAVANGUARD TAX-MANAGED FDS
854,504$53.0B290.63%
63
XLKSELECT SECTOR SPDR TR
361,790$52.0B285.15%
64
OEFISHARES TR
150,279$51.0B279.67%
65
BABAALIBABA GROUP HLDG LTD
343,098$50.0B274.18%
66
BTCGRAYSCALE BITCOIN MINI TR ET
1,297,393$50.0B274.18%
67
VOVANGUARD INDEX FDS
175,079$50.0B274.18%
68
XLESELECT SECTOR SPDR TR
1,132,716$50.0B274.18%
69
IWRISHARES TR
528,873$50.0B274.18%
70
PFFISHARES TR
1,645,716$50.0B274.18%
71
ORCLORACLE CORP
252,911$49.0B268.70%
72
RSPINVESCO EXCHANGE TRADED FD T
245,890$47.0B257.73%
73
BILSPDR SERIES TRUST
518,021$47.0B257.73%
74
DGROISHARES TR
667,857$46.0B252.25%
75
APLUALLSPRING EXCHANGE TRADED FU
1,817,616$45.0B246.76%
76
MAMASTERCARD INCORPORATED
80,407$45.0B246.76%
77
GSLCGOLDMAN SACHS ETF TR
347,021$45.0B246.76%
78
DISDISNEY WALT CO
390,875$44.0B241.28%
79
CSCOCISCO SYS INC
576,089$44.0B241.28%
80
IBMINTERNATIONAL BUSINESS MACHS
150,779$44.0B241.28%
81
DYNFBLACKROCK ETF TRUST
729,993$44.0B241.28%
82
IDUISHARES TR
404,651$43.0B235.80%
83
GEVGE VERNOVA INC
66,687$43.0B235.80%
84
VGTVANGUARD WORLD FD
55,993$42.0B230.31%
85
BACBANK AMERICA CORP
765,057$42.0B230.31%
86
SCHDSCHWAB STRATEGIC TR
1,561,148$42.0B230.31%
87
USFRWISDOMTREE TR
830,825$41.0B224.83%
88
SGOVISHARES TR
417,402$41.0B224.83%
89
CRMSALESFORCE INC
153,790$40.0B219.35%
90
GSGOLDMAN SACHS GROUP INC
45,651$40.0B219.35%
91
PGPROCTER AND GAMBLE CO
281,131$40.0B219.35%
92
XLVSELECT SECTOR SPDR TR
253,314$39.0B213.86%
93
FSLRFIRST SOLAR INC
148,256$38.0B208.38%
94
RDVYFIRST TR EXCHANGE TRADED FD
535,903$37.0B202.90%
95
ETNEATON CORP PLC
117,302$37.0B202.90%
96
HDVISHARES TR
296,114$36.0B197.41%
97
IYKISHARES TR
538,120$36.0B197.41%
98
DIVBISHARES TR
683,830$36.0B197.41%
99
COWZPACER FDS TR
605,659$36.0B197.41%
100
JEPQJ P MORGAN EXCHANGE TRADED F
612,639$35.0B191.93%
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