Sequoia Financial Advisors

$20.0B 13F equity value
2,218 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Sequoia Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
VTIVANGUARD INDEX FDS3,831,169$1.4B7.1%
SFGVEA SERIES TRUST31,470,764$1.1B5.5%
IXUSISHARES TR6,296,845$601M3.0%
AAPLAPPLE INC1,978,445$572M2.9%
NVDANVIDIA CORPORATION2,836,315$568M2.8%
VONGVANGUARD SCOTTSDALE FDS3,426,943$438M2.2%
DFAUDIMENSIONAL ETF TRUST7,607,402$393M2.0%
DSTLETF SER SOLUTIONS5,942,710$356M1.8%
MSFTMICROSOFT CORP906,219$338M1.7%
PYLDPIMCO ETF TR12,401,335$329M1.6%

Track Sequoia Financial Advisors's 13F portfolio: $20.0B in reported holdings, 2,218 positions. Top holdings and quarterly changes on SentiSense.

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