Sequoia Financial Advisors Portfolio - Mar 31, 2026

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Sequoia Financial Advisors, , has built a diversified portfolio of 1832 publicly traded holdings with a total market value of $17.8B as of Mar 31, 2026. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a diversified approach to stock selection, with the top holding representing 6.8% of the total portfolio value. The top 5 holdings account for 21.0% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

1832
Total Holdings
$17.8B
Portfolio Value
Mar 31, 2026
Latest Filing
6.8%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in VANGUARD INDEX FDS (VTI) represents 6.8% of the total portfolio, valued at $1.2B.

Rank Symbol Company Value Portfolio % Change
1 VTI VANGUARD INDEX FDS $1.2B 6.8% +3.8%
2 CCMG EA SERIES TRUST $1.0B 5.9% -0.9%
3 IXUS ISHARES TR $524.1M 2.9% +3.6%
4 AAPL APPLE INC $492.5M 2.8% +16.4%
5 NVDA NVIDIA CORPORATION $467.4M 2.6% +9.2%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 193 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
BINC iShares Flexible Income Active +1,655,653 Mar 31, 2026 BUY
AVRE Avantis Real Estate ETF +749,913 Mar 31, 2026 BUY
AAPL Apple Inc. +273,412 Mar 31, 2026 BUY
ACN Accenture plc +116,239 Mar 31, 2026 BUY
ACWI iShares MSCI ACWI ETF -95,428 Mar 31, 2026 SELL
AEG Aegon Ltd. New York Registry Sh +91,618 Mar 31, 2026 BUY
AVUV Avantis U.S. Small Cap Value ET +85,566 Mar 31, 2026 BUY
AL Air Lease Corporation -69,744 Mar 31, 2026 SELL
ACWX iShares MSCI ACWI ex U.S. ETF +54,847 Mar 31, 2026 BUY
BAC Bank of America Corporation +50,507 Mar 31, 2026 BUY

Options Activity

Options trading activity provides insights into the investor's derivative strategies and hedging approaches. The following table shows options positions from the latest reporting period, sorted by notional value.

Symbol Company Type Contracts Notional Value Date
SPY SPDR S&P 500 CALL 37,700 $24.5M Mar 31, 2026
PGR Progressive Corporation (The) PUT 25,500 $5.1M Mar 31, 2026
XOM Exxon Mobil Corporation PUT 19,400 $3.3M Mar 31, 2026
MSFT Microsoft Corporation PUT 7,000 $2.6M Mar 31, 2026
NVDA NVIDIA Corporation PUT 13,700 $2.4M Mar 31, 2026
JNJ Johnson & Johnson PUT 8,600 $2.1M Mar 31, 2026
AAPL Apple Inc. PUT 7,100 $1.8M Mar 31, 2026
NVDA NVIDIA Corporation CALL 6,000 $1.0M Mar 31, 2026
QQQ Invesco QQQ Trust, Series 1 CALL 1,800 $1.0M Mar 31, 2026
VST Vistra Corp. PUT 5,900 $886.9K Mar 31, 2026

Note: Notional value represents the total exposure value of the options position. For a complete analysis of all options strategies and historical options activity, visit our comprehensive options page.

Investment Strategy Insights

Sequoia Financial Advisors's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a diversified investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in VANGUARD INDEX FDS (VTI) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a increase of 3.8% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 193 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 1832 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Sequoia Financial Advisors's portfolio as of Mar 31, 2026 reflects a strategic approach to equity investing with 1832 holdings valued at $17.8B. The concentrated position in VANGUARD INDEX FDS and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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