How many stocks does Sequoia Financial Advisors, LLC own?

As of Q4 2025, Sequoia Financial Advisors, LLC holds 1,885 positions in their 13F portfolio.

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

VTI at 6.9% of portfolio, worth $1.2B.

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

$17.9B as of Q4 2025, tracked across 1,885 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 Q4 2025?

View Sequoia Financial Advisors, LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

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

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

Sequoia Financial Advisors, LL Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Sequoia Financial Advisors, LLC

Institutional investor · Portfolio as of Q4 2025

Solid(3.0 / 5.0)

$17.9B

AUM

1,885

Positions

238

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

Sequoia Financial Advisors, LLC manages $17.9B across 1885 positions as of Q4 2025. Top holdings: VTI (6.9%), SFGV (5.6%), AAPL (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.

Q4 2025 Summary

Active quarter - 238 new positions, 57 exits, 1175 increased. Top move: AAPL (INCREASED, conviction 68). Portfolio: $17.9B across 1885 positions.

Portfolio Allocation

Top holdings by portfolio weight

VTI6.95%

SFGV5.60%

AAPL3.02%

IXUS2.75%

NVDA2.73%

VONG2.41%

MSFT2.30%

DSTL1.89%

DFAU1.86%

VCSH1.53%

Other1.44%

Similar Funds

Funds with similar investing DNA

Capital International, Inc./CA/

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PLTR11Q held

Palantir Technologies Inc.

Avg $23.98 · $28.8M est. P&L

Est. P&L

+513.86%

BVN11Q held

Buenaventura Mining Company Inc

Avg $7.95 · $328,025 est. P&L

Est. P&L

+387.94%

SSRM5Q held

SSR Mining Inc.

Avg $6.86 · $218,934 est. P&L

Est. P&L

+321.72%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1927

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTIETF Vanguard Total Stock Market ETF	3.7M	$1.2B	6.9%	—	$223.69	+50.09%	28 qtrssince 2019-Q1	Increased 63
SFGVETF Sequoia Global Value ETF	31.8M	$1B	5.6%	—	$27.14	+26.17%	4 qtrssince 2025-Q1	Decreased 0
AAPL Apple Inc.	2M	$542.1M	3.0%	—	$194.80	+35.40%	28 qtrssince 2019-Q1	Increased 68
IXUSETF iShares Core MSCI Total Interna	5.8M	$492.2M	2.7%	—	$62.01	+43.87%	28 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA Corporation	2.6M	$489.9M	2.7%	—	$124.87	+44.19%	28 qtrssince 2019-Q1	Increased 58
VONGETF Vanguard Russell 1000 Growth ET	3.5M	$431.6M	2.4%	—	$74.56	+54.88%	28 qtrssince 2019-Q1	Increased 60
MSFT Microsoft Corporation	852,389	$412.2M	2.3%	—	$373.65	+8.11%	28 qtrssince 2019-Q1	Increased 59
DSTLETF Distillate U.S. Fundamental Sta	5.8M	$338.8M	1.9%	—	$53.59	+14.55%	4 qtrssince 2025-Q1	Increased 49
DFAUETF Dimensional US Core Equity Mark	7.1M	$333.5M	1.9%	—	$34.60	+36.27%	17 qtrssince 2021-Q4	Increased 50
VCSHETF Vanguard Short-Term Corporate B	3.4M	$275.1M	1.5%	—	$75.98	+4.97%	28 qtrssince 2019-Q1	Increased 51
Showing 10 of 1,927 results.1,917 more with Pro.PROUpgrade to see all →