Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,742 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 3.6M | $1.2B | 7.3% | $221.56 | +47.22% | 27 qtrssince 2019-Q1 | Increased 64 |
EA SERIES TRUST | 32.1M | $999.4M | 6.1% | $27.14 | +12.84% | 3 qtrssince 2025-Q1 | Decreased 0 |
ISHARES CORE INTL STOCK ETF | 5.8M | $482.3M | 2.9% | $62.01 | +30.24% | 27 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORP | 2.5M | $458.1M | 2.8% | $120.47 | +50.94% | 27 qtrssince 2019-Q1 | Increased 55 |
APPLE INC | 1.7M | $424.5M | 2.6% | $179.85 | +41.06% | 27 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 769,950 | $398.8M | 2.4% | $361.59 | +42.05% | 27 qtrssince 2019-Q1 | Increased 57 |
VANGUARD RUSSELL 1000 GROWTH | 3.2M | $383.2M | 2.3% | $69.03 | +73.59% | 27 qtrssince 2019-Q1 | Decreased 0 |
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | 5.7M | $333M | 2.0% | $53.59 | +7.19% | 3 qtrssince 2025-Q1 | Increased 57 |
DIMENSIONAL ETF TRUST | 7M | $320.7M | 1.9% | $34.39 | +32.31% | 16 qtrssince 2021-Q4 | Increased 51 |
VANGUARD S/T CORP BOND ETF | 3.3M | $264.8M | 1.6% | $74.18 | +3.47% | 27 qtrssince 2019-Q1 | Increased 51 |
AMAZON.COM INC | 1.2M | $254.4M | 1.5% | $140.92 | +57.66% | 27 qtrssince 2019-Q1 | Increased 51 |
| 2.7M | $216.4M | 1.3% | — | — | 27 qtrssince 2019-Q1 | Increased 52 | |
J P MORGAN EXCHANGE TRADED F | 4.6M | $213.9M | 1.3% | $42.45 | +3.89% | 6 qtrssince 2024-Q2 | Increased 72 |
BROADCOM INC | 626,802 | $206.8M | 1.3% | $182.36 | +79.46% | 16 qtrssince 2021-Q4 | Increased 49 |
PIMCO ETF TR | 7.6M | $204.7M | 1.2% | $24.14 | +4.94% | 6 qtrssince 2024-Q2 | Increased 71 |
BLACKROCK ETF TRUST II | 3.8M | $201.7M | 1.2% | $48.43 | +4.22% | 6 qtrssince 2024-Q2 | Increased 71 |
ISHARES NATIONAL MUNI BOND E | 1.7M | $181.5M | 1.1% | $98.40 | +5.10% | 27 qtrssince 2019-Q1 | Increased 49 |
ISHARES MSCI ACWI ETF | 1.3M | $178.8M | 1.1% | $99.31 | +37.43% | 27 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TRUST | 483,951 | $172M | 1.0% | $185.33 | +90.18% | 27 qtrssince 2019-Q1 | Increased 48 |
T ROWE PRICE EXCHANGE-TRADED | 3.8M | $165.4M | 1.0% | $42.86 | +1.83% | 8 qtrssince 2023-Q4 | Increased 77 |
Sequoia Financial Advisors, LLC manages $16.5B across 1742 positions as of Q3 2025. Top holdings: VTI (7.3%), SFGV (6.1%), IXUS (2.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 213 new positions, 63 exits, 1035 increased. Top move: TDVG (INCREASED, conviction 77). Portfolio: $16.5B across 1742 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