Sequoia Financial Advisors Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Sequoia Financial Advisors disclosed 2083 stock positions valued at approximately $20.02B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, EA SERIES TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 2083
- Portfolio Value
- $20.02B
Holdings by Sector
Sequoia Financial Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 7.08% | 3,831,169 | +43,426 | +1.15% | $1,417,685,879 |
| EA SERIES TRUST | CCMG | Other | 5.52% | 31,470,764 | -359,363 | -1.13% | $1,104,340,568 |
| ISHARES TR | IXUS | Other | 3.00% | 6,296,845 | +247,729 | +4.10% | $600,970,905 |
| APPLE INC | AAPL | Technology | 2.86% | 1,978,445 | +37,955 | +1.96% | $572,482,721 |
| NVIDIA CORPORATION | NVDA | Technology | 2.83% | 2,836,315 | +156,381 | +5.84% | $567,518,348 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 2.19% | 3,426,943 | -54,984 | -1.58% | $437,997,533 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.96% | 7,607,402 | +227,760 | +3.09% | $393,226,632 |
| ETF SER SOLUTIONS | DSTL | Other | 1.78% | 5,942,710 | +18,867 | +0.32% | $355,968,330 |
| MICROSOFT CORP | MSFT | Technology | 1.69% | 906,219 | +73,426 | +8.82% | $338,037,842 |
| PIMCO ETF TR | PYLD | Other | 1.64% | 12,401,335 | +1,406,458 | +12.79% | $328,883,412 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.64% | 7,131,321 | +747,797 | +11.71% | $328,397,324 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.60% | 6,133,736 | +690,001 | +12.68% | $321,039,729 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.45% | 3,671,995 | -3,567 | -0.10% | $290,197,766 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.41% | 3,631,159 | +252,678 | +7.48% | $282,903,565 |
| ALPHABET INC | GOOG | Communication Services | 1.34% | 761,320 | +8,053 | +1.07% | $268,997,138 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.30% | 1,093,333 | -25,390 | -2.27% | $260,584,880 |
| BROADCOM INC | AVGO | Technology | 1.26% | 665,884 | +25,724 | +4.02% | $251,537,683 |
| ISHARES TR | MUB | Other | 1.14% | 2,128,656 | +151,637 | +7.67% | $229,085,905 |
| T ROWE PRICE EXCHANGE-TRADED | TDVG | Other | 1.08% | 4,396,076 | +161,288 | +3.81% | $215,539,595 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.08% | 5,299,151 | -46,241 | -0.87% | $215,357,483 |
| CATERPILLAR INC | CAT | Industrials | 1.00% | 188,272 | +9,512 | +5.32% | $200,490,420 |
| SPDR INDEX SHS FDS | SPGM | Other | 0.95% | 2,214,046 | +209,359 | +10.44% | $189,677,295 |
| VANGUARD INDEX FDS | VUG | Other | 0.94% | 2,187,134 | +1,841,664 | +533.09% | $188,399,742 |
| ELI LILLY & CO | LLY | Healthcare | 0.93% | 154,543 | +11,238 | +7.84% | $185,363,403 |
| ISHARES TR | ACWI | Other | 0.90% | 1,146,645 | -51,251 | -4.28% | $179,988,918 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.90% | 5,261,652 | -21,816 | -0.41% | $179,553,876 |
| VANGUARD INDEX FDS | VTV | Other | 0.89% | 815,425 | +34,148 | +4.37% | $177,705,590 |
| ALPHABET INC | GOOGL | Communication Services | 0.84% | 472,495 | -1,082 | -0.23% | $168,855,595 |
| SPDR GOLD TR | GLD | Other | 0.84% | 456,249 | -12,959 | -2.76% | $168,073,095 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.78% | 153,522 | +6,469 | +4.40% | $155,267,993 |
Showing 30 of 2,083 holdings in the latest reporting period.
Sequoia Financial Advisors Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | SPY | SPDR S&P 500 | CALL | 30,500 | $22,776,485 |
| Q2 2026 | PGR | Progressive Corporation (The) | PUT | 25,500 | $5,570,475 |
| Q2 2026 | XOM | Exxon Mobil Corporation | PUT | 19,900 | $2,720,728 |
| Q2 2026 | MSFT | Microsoft Corporation | PUT | 7,000 | $2,611,140 |
| Q2 2026 | AAPL | Apple Inc. | PUT | 7,500 | $2,170,200 |
| Q2 2026 | NVDA | NVIDIA Corporation | PUT | 10,200 | $2,040,918 |
| Q2 2026 | QQQ | Invesco QQQ Trust, Series 1 | CALL | 1,800 | $1,325,520 |
| Q2 2026 | ABBV | AbbVie Inc. | PUT | 4,000 | $1,006,560 |
| Q2 2026 | VST | Vistra Corp. | PUT | 5,900 | $935,917 |
| Q2 2026 | BHC | Bausch Health Companies Inc. | CALL | 178,300 | $879,019 |
| Q2 2026 | AVGO | Broadcom Inc. | PUT | 2,300 | $868,825 |
| Q2 2026 | JNJ | Johnson & Johnson | PUT | 3,300 | $838,101 |
| Q2 2026 | NVDA | NVIDIA Corporation | CALL | 4,000 | $800,360 |
| Q2 2026 | ABT | Abbott Laboratories | PUT | 4,400 | $399,256 |
| Q2 2026 | JPM | JP Morgan Chase & Co. | PUT | 1,000 | $327,330 |
| Q2 2026 | PYPL | PayPal Holdings, Inc. | CALL | 5,000 | $215,900 |
| Q2 2026 | SE | Sea Limited | CALL | 2,000 | $191,660 |
| Q2 2026 | CRM | Salesforce, Inc. | CALL | 1,000 | $156,660 |
| Q2 2026 | AMZN | Amazon.com, Inc. | CALL | 500 | $119,170 |
| Q2 2026 | GOOGL | Alphabet Inc. | PUT | 300 | $107,211 |
| Q2 2026 | GOOG | Alphabet Inc. | PUT | 300 | $105,999 |
| Q2 2026 | GS | Goldman Sachs Group, Inc. (The) | CALL | 100 | $101,137 |
| Q2 2026 | UWMC | UWM Holdings Corporation | CALL | 41,300 | $94,577 |
| Q2 2026 | WMB | Williams Companies, Inc. (The) | CALL | 1,000 | $74,340 |
| Q2 2026 | AAPL | Apple Inc. | CALL | 200 | $57,872 |
| Q2 2026 | META | Meta Platforms, Inc. | PUT | 100 | $56,329 |
| Q2 2026 | CMCSA | Comcast Corporation | CALL | 2,000 | $49,100 |
| Q2 2026 | MSFT | Microsoft Corporation | CALL | 100 | $37,302 |
| Q2 2026 | NKE | Nike, Inc. | CALL | 800 | $32,840 |
| Q2 2026 | PLTR | Palantir Technologies Inc. | PUT | 200 | $23,334 |
Showing 30 of 39 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.