Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2025)

As of Dec 31, 2025, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 03, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2025, the filing reported:

New Buys - Grupo Cibest, Alcoa Corporation, Goldman Sachs Physical Gold ETF, American Airlines Group, Inc., Asbury Automotive Group Inc, and 219 more

Increases - AAON, Inc., Apple Inc., AbbVie Inc., Ameris Bancorp, Airbnb, Inc., and 1154 more

Reductions - Agilent Technologies, Inc., AllianceBernstein Holding L.P., Ambev S.A., Albertsons Companies, Inc., iShares MSCI ACWI ETF, and 397 more

Complete Exits - BlackRock ETF, Innovator ETFs, Acadia Healthcare Company, Inc., Aberdeen Income Credit Strategi, Apple Hospitality REIT, Inc., and 51 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2025	09290C848 BlackRock ETF	BlackRock ETF	Sell - Position Exit	-44,048	-100.0%	$0.00	-
Q4 2025	40090E106 Grupo Cibest	Grupo Cibest	Buy - Position Entry	+5,714	-	$363.47K	5,714
Q4 2025	45783Y343 Innovator ETFs	Innovator ETFs	Sell - Position Exit	-10,150	-100.0%	$0.00	-
Q4 2025	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-998	-2.3%	$5.66M	41,570
Q4 2025	AA Alcoa Corporation	Alcoa Corporation	Buy - Position Entry	+5,512	-	$292.90K	5,512
Q4 2025	AAAU Goldman Sachs Physical Gold ETF	Goldman Sachs Physical Gold ETF	Buy - Position Entry	+33,500	-	$1.43M	33,500
Q4 2025	AAL American Airlines Group, Inc.	American Airlines Group, Inc.	Buy - Position Entry	+15,661	-	$240.08K	15,661
Q4 2025	AAON AAON, Inc.	AAON, Inc.	Buy	+1,125	+40.5%	$297.84K	3,906
Q4 2025	AAPL Apple Inc.	Apple Inc.	Buy	+327,142	+19.6%	$542.15M	1,994,220
Q4 2025	AB AllianceBernstein Holding L.P.	AllianceBernstein Holding L.P.	Sell	-908	-4.4%	$752.16K	19,547
Q4 2025	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+7,169	+8.5%	$20.94M	91,663
Q4 2025	ABCB Ameris Bancorp	Ameris Bancorp	Buy	+1,583	+45.7%	$374.77K	5,046
Q4 2025	ABEV Ambev S.A.	Ambev S.A.	Sell	-17,067	-11.8%	$314.89K	127,485
Q4 2025	ABG Asbury Automotive Group Inc	Asbury Automotive Group Inc	Buy - Position Entry	+1,029	-	$239.27K	1,029
Q4 2025	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+1,855	+15.6%	$1.86M	13,731
Q4 2025	ABT Abbott Laboratories	Abbott Laboratories	Buy	+13,656	+3.9%	$46.03M	367,423
Q4 2025	ACA Arcosa, Inc.	Arcosa, Inc.	Buy	+1,016	+38.9%	$385.94K	3,630
Q4 2025	ACHC Acadia Healthcare Company, Inc.	Acadia Healthcare Company, Inc.	Sell - Position Exit	-8,513	-100.0%	$0.00	-
Q4 2025	ACI Albertsons Companies, Inc.	Albertsons Companies, Inc.	Sell	-4,729	-10.2%	$717.07K	41,763
Q4 2025	ACIW ACI Worldwide, Inc.	ACI Worldwide, Inc.	Buy - Position Entry	+5,986	-	$286.19K	5,986
Q4 2025	ACM AECOM	AECOM	Buy	+2,558	+115.8%	$454.44K	4,767
Q4 2025	ACN Accenture plc	Accenture plc	Buy	+93,880	+197.2%	$37.96M	141,484
Q4 2025	ACP Aberdeen Income Credit Strategi	Aberdeen Income Credit Strategi	Sell - Position Exit	-13,877	-100.0%	$0.00	-
Q4 2025	ACT Enact Holdings, Inc.	Enact Holdings, Inc.	Buy - Position Entry	+6,235	-	$247.16K	6,235
Q4 2025	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-46,910	-3.6%	$176.36M	1,246,414
Q4 2025	ACWV iShares MSCI Global Min Vol Fac	iShares MSCI Global Min Vol Fac	Buy	+1,552	+2.0%	$9.22M	77,658
Q4 2025	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Buy	+45,715	+15.7%	$22.64M	337,299
Q4 2025	ADBE Adobe Inc.	Adobe Inc.	Buy	+4,600	+46.3%	$5.08M	14,528
Q4 2025	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+4,654	+62.9%	$868.11K	12,052
Q4 2025	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+3,461	+21.1%	$5.38M	19,829

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