Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,588 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 3.6M | $1.1B | 7.4% | $218.85 | +37.41% | 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 CORE INTL STOCK ETF | 5.5M | $429M | 2.9% | $61.02 | +24.09% | 26 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORP | 2.4M | $378.2M | 2.6% | $118.90 | +32.66% | 26 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 728,783 | $362.5M | 2.5% | $353.01 | +40.00% | 26 qtrssince 2019-Q1 | Increased 57 |
VANGUARD RUSSELL 1000 GROWTH | 3.3M | $358.6M | 2.5% | $69.03 | +56.81% | 26 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 1.6M | $326.8M | 2.2% | $176.41 | +15.74% | 26 qtrssince 2019-Q1 | Increased 56 |
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | 5.4M | $299.1M | 2.0% | $53.34 | +2.90% | 2 qtrssince 2025-Q1 | Increased 54 |
DIMENSIONAL ETF TRUST | 6.7M | $282.2M | 1.9% | $33.81 | +24.07% | 15 qtrssince 2021-Q4 | Increased 57 |
VANGUARD S/T CORP BOND ETF | 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% | $137.49 | +62.42% | 26 qtrssince 2019-Q1 | Increased 50 |
| 2.5M | $199.3M | 1.4% | — | — | 26 qtrssince 2019-Q1 | Decreased 0 | |
ISHARES NATIONAL MUNI BOND E | 1.7M | $175M | 1.2% | $98.31 | +2.38% | 26 qtrssince 2019-Q1 | Increased 51 |
ISHARES MSCI ACWI ETF | 1.3M | $170.5M | 1.2% | $99.31 | +27.80% | 26 qtrssince 2019-Q1 | Increased 56 |
BROADCOM INC | 614,611 | $169.4M | 1.2% | $179.49 | +49.52% | 15 qtrssince 2021-Q4 | Increased 53 |
META PLATFORMS INC-CLASS A | 210,526 | $155.4M | 1.1% | $452.19 | +62.00% | 26 qtrssince 2019-Q1 | Increased 53 |
SPDR GOLD TRUST | 478,370 | $145.8M | 1.0% | $183.38 | +64.26% | 26 qtrssince 2019-Q1 | Increased 46 |
DIMENSIONAL EMRG MRKT CORE | 4.6M | $137.5M | 0.9% | $25.54 | +14.20% | 11 qtrssince 2022-Q4 | Increased 47 |
DIMENSIONAL ETF TRUST | 4.4M | $129.3M | 0.9% | $26.41 | +10.45% | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
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
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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