Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,588 positions
VANGUARD INDEX FDS | 3.6M | $1.1B | 7.4% | $216.86 | +38.19% | 26 qtrssince 2019-Q1 | Increased 64 |
EA SERIES TRUST | 33.7M | $986.9M | 6.7% | $27.14 | +5.69% | 2 qtrssince 2025-Q1 | Increased 62 |
ISHARES TR | 5.5M | $429M | 2.9% | $60.13 | +24.58% | 26 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORP | 2.4M | $378.2M | 2.6% | $63.19 | +149.41% | 26 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 728,783 | $362.5M | 2.5% | $350.43 | +40.55% | 26 qtrssince 2019-Q1 | Increased 57 |
VANGUARD SCOTTSDALE FDS | 3.3M | $358.6M | 2.5% | $63.74 | +70.49% | 26 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 1.6M | $326.8M | 2.2% | $172.78 | +18.17% | 26 qtrssince 2019-Q1 | Increased 56 |
ETF SER SOLUTIONS | 5.4M | $299.1M | 2.0% | $53.28 | +2.33% | 2 qtrssince 2025-Q1 | Increased 54 |
DIMENSIONAL ETF TRUST | 6.7M | $282.2M | 1.9% | $33.60 | +24.54% | 15 qtrssince 2021-Q4 | Increased 57 |
VANGUARD SCOTTSDALE FDS | 3.2M | $250.7M | 1.7% | $74.05 | +1.96% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $243.9M | 1.7% | $144.67 | +51.65% | 26 qtrssince 2019-Q1 | Increased 50 |
| 2.5M | $199.3M | 1.4% | — | — | 26 qtrssince 2019-Q1 | Decreased 0 | |
ISHARES TR | 1.7M | $175M | 1.2% | $98.31 | +2.38% | 26 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 1.3M | $170.5M | 1.2% | $98.77 | +28.24% | 26 qtrssince 2019-Q1 | Increased 56 |
BROADCOM INC | 614,611 | $169.4M | 1.2% | $145.05 | +88.32% | 15 qtrssince 2021-Q4 | Increased 53 |
FACEBOOK INC-CLASS A | 210,526 | $155.4M | 1.1% | $451.62 | +62.77% | 26 qtrssince 2019-Q1 | Increased 53 |
SPDR GOLD SHARES | 478,370 | $145.8M | 1.0% | $183.38 | +64.26% | 26 qtrssince 2019-Q1 | Increased 46 |
DIMENSIONAL ETF TRUST | 4.6M | $137.5M | 0.9% | $25.11 | +14.89% | 11 qtrssince 2022-Q4 | Increased 47 |
DIMENSIONAL ETF TRUST | 4.4M | $129.3M | 0.9% | $25.81 | +11.43% | 10 qtrssince 2023-Q1 | Increased 43 |
J P MORGAN EXCHANGE TRADED F | 2.7M | $124.9M | 0.9% | $41.28 | +5.13% | 5 qtrssince 2024-Q2 | Increased 52 |
Sequoia Financial Advisors, LLC manages $14.6B across 1588 positions as of Q2 2025. Top holdings: VTI (7.4%), SFGV (6.7%), IXUS (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 260 new positions, 59 exits, 859 increased. Top move: VTI (INCREASED, conviction 64). Portfolio: $14.6B across 1588 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR