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Rob Guldner

Steward Partners Investment Advisory, Llc

Assets Managed
$19.609B
Holdings
4416
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
7.53%(2Q avg: 6.03%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Steward Partners Investment Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4416 positions.

Assets under management

The assets under management (AUM) of Steward Partners Investment Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 19.609B in assets, with a quarterly growth rate of 7.53% and a 2-quarter average growth rate of 6.03%. The portfolio is managed by Rob Guldner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 28.33%
3.39%
$663.318M
3.803M shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 10.29%
3.19%
$623.665M
2.457M shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 12.9%
2.35%
$459.125M
702,876 shares@ $653.21 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 10.14%
2.3%
$450.272M
1.566M shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 12.7%
2.14%
$417.749M
2.006M shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 18.24%
2.02%
$395.147M
1.067M shares@ $370.17 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 3.3%
1.97%
$384.789M
672,555 shares@ $572.14 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -5.78%
1.9%
$372.375M
3.751M shares@ $99.27 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 37.28%
1.61%
$314.572M
4.51M shares@ $69.76 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 7.2%
1.5%
$293.266M
996,961 shares@ $294.17 avg price

1-10 of 4416