Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,921 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 3.8M | $1.2B | 6.8% | $225.83 | +48.67% | 29 qtrssince 2019-Q1 | Increased 63 |
EA SERIES TRUST | 31.8M | $1B | 5.8% | $27.15 | +26.13% | 5 qtrssince 2025-Q1 | Increased 62 |
ISHARES CORE INTL STOCK ETF | 6M | $524.1M | 2.9% | $63.06 | +41.48% | 29 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 1.9M | $492.5M | 2.8% | $194.82 | +30.04% | 29 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.7M | $467.4M | 2.6% | $125.96 | +42.95% | 29 qtrssince 2019-Q1 | Increased 55 |
VANGUARD RUSSELL 1000 GROWTH | 3.5M | $381.9M | 2.1% | $74.56 | +54.88% | 29 qtrssince 2019-Q1 | Decreased 0 |
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | 5.9M | $342.9M | 1.9% | $53.82 | +14.07% | 5 qtrssince 2025-Q1 | Increased 50 |
DIMENSIONAL ETF TRUST | 7.4M | $333M | 1.9% | $35.03 | +34.59% | 18 qtrssince 2021-Q4 | Increased 51 |
MICROSOFT CORP | 832,793 | $308.3M | 1.7% | $373.77 | +8.07% | 29 qtrssince 2019-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 6.4M | $294.1M | 1.6% | $43.14 | +4.35% | 8 qtrssince 2024-Q2 | Increased 55 |
VANGUARD S/T CORP BOND ETF | 3.7M | $291.4M | 1.6% | $74.54 | +4.38% | 29 qtrssince 2019-Q1 | Increased 52 |
PIMCO ETF TR | 11M | $288.1M | 1.6% | $24.61 | +3.84% | 8 qtrssince 2024-Q2 | Increased 56 |
BLACKROCK ETF TRUST II | 5.4M | $282.7M | 1.6% | $49.21 | +3.22% | 8 qtrssince 2024-Q2 | Increased 56 |
| 3.4M | $264.9M | 1.5% | — | — | 29 qtrssince 2019-Q1 | Increased 56 | |
AMAZON.COM INC | 1.1M | $233M | 1.3% | $140.94 | +48.10% | 29 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 753,267 | $216.1M | 1.2% | $164.30 | +84.76% | 29 qtrssince 2019-Q1 | Increased 57 |
ISHARES NATIONAL MUNI BOND E | 2M | $209.9M | 1.2% | $99.29 | +5.49% | 29 qtrssince 2019-Q1 | Increased 54 |
SPDR GOLD TRUST | 469,208 | $201.9M | 1.1% | $185.33 | +152.60% | 29 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 640,160 | $198.1M | 1.1% | $185.49 | +69.20% | 18 qtrssince 2021-Q4 | Increased 49 |
T ROWE PRICE EXCHANGE-TRADED | 4.2M | $189M | 1.1% | $43.16 | +8.05% | 10 qtrssince 2023-Q4 | Increased 49 |
Sequoia Financial Advisors, LLC manages $17.9B across 1921 positions as of Q1 2026. Top holdings: VTI (6.8%), SFGV (5.8%), IXUS (2.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 150 new positions, 150 exits, 903 increased. Top move: VTI (INCREASED, conviction 63). Portfolio: $17.9B across 1921 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