Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,927 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 3.7M | $1.2B | 6.9% | $223.69 | +51.04% | 28 qtrssince 2019-Q1 | Increased 63 |
EA SERIES TRUST | 31.8M | $1B | 5.6% | $27.14 | +17.04% | 4 qtrssince 2025-Q1 | Decreased 0 |
APPLE INC | 2M | $542.1M | 3.0% | $194.82 | +39.16% | 28 qtrssince 2019-Q1 | Increased 68 |
ISHARES CORE INTL STOCK ETF | 5.8M | $492.2M | 2.7% | $62.01 | +37.03% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.6M | $489.9M | 2.7% | $124.87 | +50.19% | 28 qtrssince 2019-Q1 | Increased 58 |
VANGUARD RUSSELL 1000 GROWTH | 3.5M | $431.6M | 2.4% | $74.56 | +64.63% | 28 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 852,389 | $412.2M | 2.3% | $373.77 | +30.42% | 28 qtrssince 2019-Q1 | Increased 59 |
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | 5.8M | $338.8M | 1.9% | $53.59 | +10.85% | 4 qtrssince 2025-Q1 | Increased 49 |
DIMENSIONAL ETF TRUST | 7.1M | $333.5M | 1.9% | $34.60 | +36.30% | 17 qtrssince 2021-Q4 | Increased 50 |
VANGUARD S/T CORP BOND ETF | 3.4M | $275.1M | 1.5% | $74.32 | +4.55% | 28 qtrssince 2019-Q1 | Increased 51 |
J P MORGAN EXCHANGE TRADED F | 5.6M | $258.9M | 1.4% | $42.87 | +4.57% | 7 qtrssince 2024-Q2 | Increased 58 |
AMAZON.COM INC | 1.1M | $258.2M | 1.4% | $140.92 | +65.01% | 28 qtrssince 2019-Q1 | Decreased 0 |
PIMCO ETF TR | 9.5M | $252.4M | 1.4% | $24.46 | +5.46% | 7 qtrssince 2024-Q2 | Increased 59 |
BLACKROCK ETF TRUST II | 4.7M | $247.3M | 1.4% | $48.96 | +4.57% | 7 qtrssince 2024-Q2 | Increased 59 |
| 2.9M | $230.8M | 1.3% | — | — | 28 qtrssince 2019-Q1 | Increased 52 | |
BROADCOM INC | 633,547 | $219.3M | 1.2% | $183.67 | +87.74% | 17 qtrssince 2021-Q4 | Increased 49 |
ALPHABET INC-CL C | 637,767 | $200.1M | 1.1% | $139.08 | +126.16% | 28 qtrssince 2019-Q1 | Increased 51 |
ISHARES NATIONAL MUNI BOND E | 1.8M | $189.2M | 1.1% | $98.64 | +6.58% | 28 qtrssince 2019-Q1 | Increased 50 |
SPDR GOLD TRUST | 473,242 | $187.6M | 1.0% | $185.33 | +115.24% | 28 qtrssince 2019-Q1 | Decreased 0 |
T ROWE PRICE EXCHANGE-TRADED | 4.1M | $186.3M | 1.0% | $43.08 | +5.16% | 9 qtrssince 2023-Q4 | Increased 53 |
Sequoia Financial Advisors, LLC manages $17.9B across 1927 positions as of Q4 2025. Top holdings: VTI (6.9%), SFGV (5.6%), AAPL (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 238 new positions, 57 exits, 1175 increased. Top move: AAPL (INCREASED, conviction 68). Portfolio: $17.9B across 1927 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