Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,927 positions
VANGUARD INDEX FDS | 3.7M | $1.2B | 6.9% | $221.64 | +49.98% | 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% | $191.93 | +41.26% | 28 qtrssince 2019-Q1 | Increased 68 |
ISHARES TR | 5.8M | $492.2M | 2.7% | $61.12 | +36.70% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 2.6M | $489.9M | 2.7% | $74.11 | +151.05% | 28 qtrssince 2019-Q1 | Increased 58 |
VANGUARD SCOTTSDALE FDS | 3.5M | $431.6M | 2.4% | $69.68 | +74.28% | 28 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 852,389 | $412.2M | 2.3% | $370.91 | +29.57% | 28 qtrssince 2019-Q1 | Increased 59 |
ETF SER SOLUTIONS | 5.8M | $338.8M | 1.9% | $53.52 | +9.09% | 4 qtrssince 2025-Q1 | Increased 49 |
DIMENSIONAL ETF TRUST | 7.1M | $333.5M | 1.9% | $34.38 | +35.17% | 17 qtrssince 2021-Q4 | Increased 50 |
VANGUARD SCOTTSDALE FDS | 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% | $147.70 | +56.27% | 28 qtrssince 2019-Q1 | Decreased 0 |
PIMCO ETF TR | 9.5M | $252.4M | 1.4% | $24.20 | +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% | $150.68 | +128.44% | 17 qtrssince 2021-Q4 | Increased 49 |
ALPHABET INC | 637,767 | $200.1M | 1.1% | $143.57 | +118.15% | 28 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 1.8M | $189.2M | 1.1% | $98.64 | +6.58% | 28 qtrssince 2019-Q1 | Increased 50 |
SPDR GOLD TR | 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% | $42.98 | +4.06% | 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 Score: 3.5/5.0.
Active quarter - 239 new positions, 58 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
Verify source filings on SEC EDGAR