Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,163 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | 3.8M | $1.4B | 7.1% | $227.46 | +66.78% | 30 qtrssince 2019-Q1 | Increased 63 |
EA SERIES TRUST | 31.5M | $1.1B | 5.5% | $27.15 | +34.76% | 6 qtrssince 2025-Q1 | Decreased 0 |
ISHARES TR | 6.3M | $601M | 3.0% | $64.33 | +51.89% | 30 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 2M | $572.5M | 2.9% | $196.63 | +62.59% | 30 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORPORATION | 2.8M | $567.5M | 2.8% | $130.04 | +67.29% | 30 qtrssince 2019-Q1 | Increased 57 |
VANGUARD SCOTTSDALE FDS | 3.4M | $438M | 2.2% | $74.56 | +69.50% | 30 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 7.6M | $393.2M | 2.0% | $35.53 | +49.62% | 19 qtrssince 2021-Q4 | Increased 51 |
ETF SER SOLUTIONS | 5.9M | $356M | 1.8% | $53.84 | +30.04% | 6 qtrssince 2025-Q1 | Increased 49 |
MICROSOFT CORP | 906,219 | $338M | 1.7% | $371.02 | +38.41% | 30 qtrssince 2019-Q1 | Increased 53 |
PIMCO ETF TR | 12.4M | $328.9M | 1.6% | $24.80 | +5.49% | 9 qtrssince 2024-Q2 | Increased 55 |
J P MORGAN EXCHANGE TRADED F | 7.1M | $328.4M | 1.6% | $43.40 | +5.61% | 9 qtrssince 2024-Q2 | Increased 55 |
BLACKROCK ETF TRUST II | 6.1M | $321M | 1.6% | $49.51 | +4.94% | 9 qtrssince 2024-Q2 | Increased 55 |
VANGUARD SCOTTSDALE FDS | 3.7M | $290.2M | 1.4% | $74.54 | +5.33% | 30 qtrssince 2019-Q1 | Decreased 0 |
| 3.6M | $282.9M | 1.4% | — | — | — | Increased 52 | |
ALPHABET INC | 761,320 | $269M | 1.3% | $166.30 | +106.18% | 30 qtrssince 2019-Q1 | Increased 49 |
AMAZON COM INC | 1.1M | $260.6M | 1.3% | $140.94 | +89.04% | 30 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 665,884 | $251.5M | 1.3% | $192.41 | +91.67% | 19 qtrssince 2021-Q4 | Increased 50 |
ISHARES TR | 2.1M | $229.1M | 1.1% | $99.84 | +5.39% | 30 qtrssince 2019-Q1 | Increased 52 |
T ROWE PRICE EXCHANGE-TRADED | 4.4M | $215.5M | 1.1% | $43.37 | +15.46% | 11 qtrssince 2023-Q4 | Increased 50 |
DIMENSIONAL ETF TRUST | 5.3M | $215.4M | 1.1% | $26.65 | +51.22% | 15 qtrssince 2022-Q4 | Decreased 0 |
Sequoia Financial Advisors, LLC manages $20.1B across 2163 positions as of Q2 2026. Top holdings: VTI (7.1%), SFGV (5.5%), IXUS (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 334 new positions, 95 exits, 916 increased. Top move: VTI (INCREASED, conviction 63). Portfolio: $20.1B across 2163 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR