Steward Partners Investment Advisory, LLC
All 13F Filings
- Location
- Stamford, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 18,236,602
- Description
- Stamford Connecticut based fiduciary portfolio advisory practice with an independent advisory structure and a high accountability and controls oriented investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through policy aligned investment process and mandate continuity.
- Website
- https://www.stewardpartners.com/
- Founded
- 2013
- Chairman
- —
- CEO
- Jim Gold
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 4,309 | 18,236,602 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q3 2025 | 11/12/2025 | 4,261 | 17,447,760 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q2 2025 | 8/12/2025 | 4,117 | 12,799,020 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q1 2025 | 5/13/2025 | 4,017 | 11,313,226 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q4 2024 | 2/6/2025 | 3,968 | 11,272,626 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q3 2024 | 11/14/2024 | 3,749 | 10,821,588 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q2 2024 | 8/8/2024 | 3,609 | 9,492,877 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q1 2024 | 5/15/2024 | 3,564 | 9,068,254 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q4 2023 | 2/12/2024 | 3,491 | 7,395,587 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q3 2023 | 11/13/2023 | 3,378 | 6,503,416 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q2 2023 | 8/14/2023 | 3,319 | 6,667,401 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q1 2023 | 5/15/2023 | 3,308 | 6,248,885 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q4 2022 | 2/15/2023 | 3,352 | 5,877,290 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q3 2022 | 11/10/2022 | 3,361 | 5,351,487 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q2 2022 | 8/4/2022 | 3,352 | 5,456,811 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q1 2022 | 5/2/2022 | 3,351 | 6,461,462 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q4 2021 | 2/8/2022 | 3,259 | 6,578,844 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q3 2021 | 11/12/2021 | 3,212 | 5,818,066 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q2 2021 | 8/13/2021 | 7,189 | 5,914,925 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q1 2021 | 5/17/2021 | 3,417 | 5,690,657 | 13F-HR/A - NEW HOLDINGS | Steward Partners Investment Advisory, LLC |
| Q1 2021 | 5/14/2021 | 3,417 | 5,690,657 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q4 2020 | 2/11/2021 | 2,935 | 4,616,789 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q3 2020 | 10/30/2020 | 2,796 | 3,967,264 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q2 2020 | 8/6/2020 | 2,731 | 3,509,911 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q1 2020 | 4/29/2020 | 2,633 | 2,731,300 | 13F-HR | Steward Partners Investment Advisory, LLC |
| Q4 2019 | 1/17/2020 | 2,735 | 3,384,630 | 13F-HR | Steward Partners Investment Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.3 M | 78.5% | 660.7 K | 0 | 660.7 K |
| ETFs | 3.697 M | 20.3% | 120.9 K | 0 | 120.9 K |
| Debt | 128 K | 0.7% | 1.457 K | 0 | 1.457 K |
| Other | 103 K | 0.6% | 5.78 K | 0 | 5.78 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
18,236,602
Holdings
4309
QoQ value change ($000)
788,842
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.