How many stocks does Sequoia Financial Advisors, LLC own?

As of Q1 2026, Sequoia Financial Advisors, LLC holds 1,921 positions in their 13F portfolio.

What is Sequoia Financial Advisors, LLC's largest holding?

VTI at 6.8% of portfolio, worth $1.2B.

What is Sequoia Financial Advisors, LLC's total portfolio value?

$17.9B as of Q1 2026, tracked across 1,921 holdings.

Is Sequoia Financial Advisors, LLC a hedge fund?

Sequoia Financial Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Sequoia Financial Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Sequoia Financial Advisors, LLC's portfolio changed in Q1 2026?

View Sequoia Financial Advisors, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Sequoia Financial Advisors, LLC's investment strategy?

Sequoia Financial Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Sequoia Financial Advisors, LL Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Sequoia Financial Advisors, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$17.9B

AUM

1,921

Positions

Q1 2026

Filing

Rating · 3.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New2%Increased54%Decreased41%Exited3%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.0 years

<1Q6%1-4Q19%1-2Y13%2Y+61%

Q1 2026 Summary

Active quarter - 150 new positions, 150 exits, 903 increased. Top move: VTI (INCREASED, conviction 63). Portfolio: $17.9B across 1921 positions.

Portfolio Allocation

Top holdings by portfolio weight

VTI6.80%

SFGV5.84%

IXUS2.93%

AAPL2.75%

NVDA2.61%

VONG2.14%

DSTL1.92%

DFAU1.86%

MSFT1.72%

JPIE1.64%

Other1.63%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SNDK3Q held

SANDISK CORP

Avg $207.61 · $6.6M est. P&L

Est. P&L

+578.01%

MU18Q held

MICRON TECHNOLOGY INC

Avg $137.67 · $31.1M est. P&L

Est. P&L

+440.01%

PLTR12Q held

PALANTIR TECHNOLOGIES INC

Avg $25.46 · $25.9M est. P&L

Est. P&L

+430.22%

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 Holdings1,921 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTI ETF VANGUARD INDEX FDS	3.8M	$1.2B	6.8%	—	$225.82	+60.63%	29 qtrssince 2019-Q1	Increased 63
SFGV ETF EA SERIES TRUST	31.8M	$1B	5.8%	—	$27.15	+25.39%	5 qtrssince 2025-Q1	Increased 62
IXUS ETF ISHARES TR	6M	$524.1M	2.9%	—	$63.06	+48.11%	29 qtrssince 2019-Q1	Increased 56
AAPL APPLE INC	1.9M	$492.5M	2.8%	—	$194.80	+54.12%	29 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA CORPORATION	2.7M	$467.4M	2.6%	—	$125.96	+82.74%	29 qtrssince 2019-Q1	Increased 55
VONG ETF VANGUARD SCOTTSDALE FDS	3.5M	$381.9M	2.1%	—	$74.56	+71.69%	29 qtrssince 2019-Q1	Decreased 0
DSTL ETF ETF SER SOLUTIONS	5.9M	$342.9M	1.9%	—	$53.82	+7.14%	5 qtrssince 2025-Q1	Increased 50
DFAU ETF DIMENSIONAL ETF TRUST	7.4M	$333M	1.9%	—	$35.03	+44.72%	18 qtrssince 2021-Q4	Increased 51
MSFT MICROSOFT CORP	832,793	$308.3M	1.7%	—	$373.65	+14.35%	29 qtrssince 2019-Q1	Decreased 0
JPIE ETF J P MORGAN EXCHANGE TRADED F	6.4M	$294.1M	1.6%	—	$44.35	+3.40%	8 qtrssince 2024-Q2	Increased 55
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