Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,370 positions
VANGUARD INDEX FDS | 3.5M | $950.6M | 7.3% | $214.54 | +25.93% | 25 qtrssince 2019-Q1 | Increased 67 |
EA SERIES TRUST | 33.6M | $935M | 7.2% | $27.14 | 0.00% | 1 qtr | New 98 |
ISHARES TR | 5.1M | $352.7M | 2.7% | $58.68 | +13.52% | 25 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 1.5M | $336.7M | 2.6% | $171.19 | +28.96% | 25 qtrssince 2019-Q1 | Increased 56 |
VANGUARD SCOTTSDALE FDS | 3.2M | $301.3M | 2.3% | $63.24 | +45.82% | 25 qtrssince 2019-Q1 | Decreased 0 |
ETF SER SOLUTIONS | 5.3M | $285.4M | 2.2% | $53.24 | 0.00% | 1 qtr | New 80 |
MICROSOFT CORP | 682,974 | $256.4M | 2.0% | $340.90 | +8.84% | 25 qtrssince 2019-Q1 | Increased 53 |
VANGUARD SCOTTSDALE FDS | 3.2M | $250.8M | 1.9% | $74.05 | +0.13% | 25 qtrssince 2019-Q1 | Increased 78 |
NVIDIA CORPORATION | 2.2M | $243.2M | 1.9% | $56.90 | +89.99% | 25 qtrssince 2019-Q1 | Increased 51 |
DIMENSIONAL ETF TRUST | 5.6M | $216.3M | 1.7% | $32.08 | +18.03% | 14 qtrssince 2021-Q4 | Increased 55 |
AMAZON COM INC | 1.1M | $203.4M | 1.6% | $141.67 | +34.30% | 25 qtrssince 2019-Q1 | Increased 55 |
| 2.6M | $200.2M | 1.5% | — | — | 25 qtrssince 2019-Q1 | Increased 78 | |
ISHARES TR | 1.6M | $166.3M | 1.3% | $98.17 | +2.65% | 25 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 1.1M | $130.9M | 1.0% | $93.78 | +21.30% | 25 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TR | 447,351 | $128.9M | 1.0% | $175.21 | +62.13% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 730,590 | $126.2M | 1.0% | $138.46 | +20.98% | 14 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 227,315 | $121.1M | 0.9% | $317.97 | +67.49% | 25 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.3M | $116.4M | 0.9% | $25.77 | +0.87% | 9 qtrssince 2023-Q1 | Increased 68 |
DIMENSIONAL ETF TRUST | 4.2M | $111.3M | 0.9% | $24.73 | +3.10% | 10 qtrssince 2022-Q4 | Increased 68 |
META PLATFORMS INC | 189,614 | $109.3M | 0.8% | $420.35 | +36.45% | 25 qtrssince 2019-Q1 | Increased 46 |
Sequoia Financial Advisors, LLC manages $13B across 1370 positions as of Q1 2025. Top holdings: VTI (7.3%), SFGV (7.2%), IXUS (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 129 new positions, 110 exits, 656 increased. Top move: SFGV (NEW, conviction 98). Portfolio: $13.0B across 1370 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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