Sequoia Financial Advisors
$17.9B Assets Reported
2,033 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 3,787,743 | $1.2B | 6.8% |
| SFGV | EA SERIES TRUST | 31,830,127 | $1.0B | 5.8% |
| IXUS | ISHARES TR | 6,049,116 | $524M | 2.9% |
| AAPL | APPLE INC | 1,947,990 | $494M | 2.8% |
| NVDA | NVIDIA CORPORATION | 2,699,634 | $471M | 2.6% |
| VONG | VANGUARD SCOTTSDALE FDS | 3,481,927 | $382M | 2.1% |
| DSTL | ETF SER SOLUTIONS | 5,923,843 | $343M | 1.9% |
| DFAU | DIMENSIONAL ETF TRUST | 7,379,642 | $333M | 1.9% |
| MSFT | MICROSOFT CORP | 840,093 | $311M | 1.7% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 6,383,524 | $294M | 1.6% |
Track Sequoia Financial Advisors's 13F portfolio: $17.9B in reported holdings, 2,033 positions. Top holdings, AUM, and quarterly changes on SentiSense.