Steward Partners Investment Advisory, LLC
•CIK: 1723397•Filing: Q4 2025
Steward Partners Investment Advisory, LLC, managed by the seasoned team of John C. Steward and John C. Steward Jr., is known for its concentrated, high-conviction approach, focusing on a small number of high-growth tech and biotech stocks. Recently, the fund has made notable moves by adding positions in PJAN and QTUM, which have surged by 1271% and 834% respectively, while exiting FITBM and SYFI.
Total AUM
$18.2B
QoQ Performance
+4.5%
Positions
2,771
Top 10 Concentration
31.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.3%
NVDA3.0%
GOOGL2.4%
MSFT2.4%
META2.4%
IVV2.3%
AMZN2.3%
AGG2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.5%
Technology22.2%
Consumer7.3%
ETF7.0%
Financial6.6%
Healthcare3.1%
Industrial1.5%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
+4005 more exited positions
Changes from Q3 2025
NEW1 new position
↑146 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023