Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,742 positions
VANGUARD INDEX FDS | 3.6M | $1.2B | 7.3% | $219.57 | +47.77% | 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 TR | 5.8M | $482.3M | 2.9% | $61.12 | +30.91% | 27 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORPORATION | 2.5M | $458.1M | 2.8% | $66.27 | +180.87% | 27 qtrssince 2019-Q1 | Increased 55 |
APPLE INC | 1.7M | $424.5M | 2.6% | $176.38 | +43.83% | 27 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 769,950 | $398.8M | 2.4% | $359.16 | +43.03% | 27 qtrssince 2019-Q1 | Increased 57 |
VANGUARD SCOTTSDALE FDS | 3.2M | $383.2M | 2.3% | $63.74 | +88.35% | 27 qtrssince 2019-Q1 | Decreased 0 |
ETF SER SOLUTIONS | 5.7M | $333M | 2.0% | $53.51 | +7.02% | 3 qtrssince 2025-Q1 | Increased 57 |
DIMENSIONAL ETF TRUST | 7M | $320.7M | 1.9% | $34.18 | +32.61% | 16 qtrssince 2021-Q4 | Increased 51 |
VANGUARD SCOTTSDALE FDS | 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% | $147.70 | +48.65% | 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% | $148.59 | +120.38% | 16 qtrssince 2021-Q4 | Increased 49 |
PIMCO ETF TR | 7.6M | $204.7M | 1.2% | $23.88 | +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 TR | 1.7M | $181.5M | 1.1% | $98.40 | +5.10% | 27 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 1.3M | $178.8M | 1.1% | $98.77 | +37.85% | 27 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TR | 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% | $42.80 | +1.87% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 214 new positions, 64 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
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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
Verify source filings on SEC EDGAR