How many stocks does Sequoia Financial Advisors, LLC own?

As of Q2 2026, Sequoia Financial Advisors, LLC holds 2,163 positions in their 13F portfolio.

What is Sequoia Financial Advisors, LLC's largest holding?

VTI at 7.1% of portfolio, worth $1.4B.

What is Sequoia Financial Advisors, LLC's total portfolio value?

$20.1B as of Q2 2026, tracked across 2,163 holdings.

Is Sequoia Financial Advisors, LLC a hedge fund?

Sequoia Financial Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Sequoia Financial Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Sequoia Financial Advisors, LLC's portfolio changed in Q2 2026?

View Sequoia Financial Advisors, LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Sequoia Financial Advisors, LLC's investment strategy?

Sequoia Financial Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Sequoia Financial Advisors, LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings2,163 positions

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Activity:

				Price Trend
VTI ETF VANGUARD INDEX FDS	3.8M	$1.4B	7.1%	—	$225.15	+65.50%	30 qtrssince 2019-Q1	Increased 63
SFGV ETF EA SERIES TRUST	31.5M	$1.1B	5.5%	—	$26.96	+34.33%	6 qtrssince 2025-Q1	Decreased 0
IXUS ETF ISHARES TR	6.3M	$601M	3.0%	—	$63.38	+46.09%	30 qtrssince 2019-Q1	Increased 56
AAPL Apple Inc.	2M	$572.5M	2.9%	—	$193.64	+83.26%	30 qtrssince 2019-Q1	Increased 55
NVDA NVIDIA Corporation	2.8M	$567.5M	2.8%	—	$82.91	+103.70%	30 qtrssince 2019-Q1	Increased 57
VONG ETF VANGUARD SCOTTSDALE FDS	3.4M	$438M	2.2%	—	$69.68	+68.49%	30 qtrssince 2019-Q1	Decreased 0
DFAU ETF DIMENSIONAL ETF TRUST	7.6M	$393.2M	2.0%	—	$35.25	+48.55%	19 qtrssince 2021-Q4	Increased 51
DSTL ETF ETF SER SOLUTIONS	5.9M	$356M	1.8%	—	$53.66	+31.82%	6 qtrssince 2025-Q1	Increased 49
MSFT Microsoft Corporation	906,219	$338M	1.7%	—	$371.02	+43.70%	30 qtrssince 2019-Q1	Increased 53
PYLD ETF PIMCO ETF TR	12.4M	$328.9M	1.6%	—	$24.53	+3.63%	9 qtrssince 2024-Q2	Increased 55
JPIE ETF J P MORGAN EXCHANGE TRADED F	7.1M	$328.4M	1.6%	—	$42.77	+4.88%	9 qtrssince 2024-Q2	Increased 55
BINC ETF BLACKROCK ETF TRUST II	6.1M	$321M	1.6%	—	$49.07	+3.00%	9 qtrssince 2024-Q2	Increased 55
VCSH ETF VANGUARD SCOTTSDALE FDS	3.7M	$290.2M	1.4%	—	$73.68	+4.86%	30 qtrssince 2019-Q1	Decreased 0
?? VANGUARD BD INDEX FDS ETF	3.6M	$282.9M	1.4%	—	—	—	30 qtrssince 2019-Q1	Increased 52
GOOG Alphabet Inc.	761,320	$269M	1.3%	—	$167.47	+76.36%	30 qtrssince 2019-Q1	Increased 49
AMZN Amazon.com, Inc.	1.1M	$260.6M	1.3%	—	$147.72	+81.04%	30 qtrssince 2019-Q1	Decreased 0
AVGO Broadcom Inc.	665,884	$251.5M	1.3%	—	$160.99	+126.33%	19 qtrssince 2021-Q4	Increased 50
MUB ETF ISHARES TR	2.1M	$229.1M	1.1%	—	$99.02	+4.98%	30 qtrssince 2019-Q1	Increased 52
TDVG ETF T ROWE PRICE EXCHANGE-TRADED	4.4M	$215.5M	1.1%	—	$43.23	+19.05%	11 qtrssince 2023-Q4	Increased 50
DFEM ETF DIMENSIONAL ETF TRUST	5.3M	$215.4M	1.1%	—	$26.16	+38.91%	15 qtrssince 2022-Q4	Decreased 0

$20.1B

AUM

2,163

Positions

Q2 2026

Filing

HI rating · 2.5/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$12,977,664,540	24.8550400734%
2025-Q2	$14,624,432,604	12.6892481997%
2025-Q3	$16,458,937,356	12.544108901%
2025-Q4	$17,931,293,096	8.94563062094%
2026-Q1	$17,881,835,701	-0.275816109498%
2026-Q2	$20,066,393,200	12.2166288491%