Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,370 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 3.5M | $950.6M | 7.3% | $216.56 | +25.18% | 25 qtrssince 2019-Q1 | Increased 67 |
EA SERIES TRUST | 33.6M | $935M | 7.2% | $27.14 | 0.00% | 1 qtr | New 98 |
ISHARES CORE INTL STOCK ETF | 5.1M | $352.7M | 2.7% | $59.57 | +14.03% | 25 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 1.5M | $336.7M | 2.6% | $175.00 | +26.16% | 25 qtrssince 2019-Q1 | Increased 56 |
VANGUARD RUSSELL 1000 GROWTH | 3.2M | $301.3M | 2.3% | $68.60 | +34.67% | 25 qtrssince 2019-Q1 | Decreased 0 |
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | 5.3M | $285.4M | 2.2% | $53.30 | 0.00% | 1 qtr | New 80 |
MICROSOFT CORP | 682,974 | $256.4M | 2.0% | $343.54 | +9.68% | 25 qtrssince 2019-Q1 | Increased 53 |
VANGUARD S/T CORP BOND ETF | 3.2M | $250.8M | 1.9% | $74.05 | +0.13% | 25 qtrssince 2019-Q1 | Increased 78 |
NVIDIA CORP | 2.2M | $243.2M | 1.9% | $116.31 | -5.73% | 25 qtrssince 2019-Q1 | Increased 51 |
DIMENSIONAL ETF TRUST | 5.6M | $216.3M | 1.7% | $32.32 | +17.40% | 14 qtrssince 2021-Q4 | Increased 55 |
AMAZON.COM INC | 1.1M | $203.4M | 1.6% | $134.05 | +43.77% | 25 qtrssince 2019-Q1 | Increased 55 |
| 2.6M | $200.2M | 1.5% | — | — | 25 qtrssince 2019-Q1 | Increased 78 | |
ISHARES NATIONAL MUNI BOND E | 1.6M | $166.3M | 1.3% | $98.17 | +2.65% | 25 qtrssince 2019-Q1 | Increased 57 |
ISHARES MSCI ACWI ETF | 1.1M | $130.9M | 1.0% | $94.37 | +21.16% | 25 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TRUST | 447,351 | $128.9M | 1.0% | $175.21 | +62.13% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 730,590 | $126.2M | 1.0% | $140.79 | +19.45% | 14 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 227,315 | $121.1M | 0.9% | $316.72 | +66.17% | 25 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.3M | $116.4M | 0.9% | $26.37 | +0.96% | 9 qtrssince 2023-Q1 | Increased 68 |
DIMENSIONAL EMRG MRKT CORE | 4.2M | $111.3M | 0.9% | $25.17 | +3.26% | 10 qtrssince 2022-Q4 | Increased 68 |
META PLATFORMS INC-CLASS A | 189,614 | $109.3M | 0.8% | $421.27 | +36.60% | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
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
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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