- Sequoia Financial Advisors Portfolio Allocation (Mar 31, 2026)
As of Mar 31, 2026, the Sequoia Financial Advisors portfolio managed by was diversified across 14 sectors, according to the most recent SEC 13F filing dated Apr 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The ETF sector represents the largest share at 59.2% of total portfolio value, followed by ETF and Technology and Financial Services. Together, the top three sectors account for 77.3% of the portfolio, reflecting 's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| ETF | 58.75% |
| Technology | 11.61% |
| Financial Services | 6.05% |
| Industrials | 4.77% |
| Consumer Cyclical | 3.95% |
| Communication Services | 3.47% |
| Healthcare | 3.25% |
| Consumer Defensive | 2.11% |
| Energy | 1.99% |
| Basic Materials | 0.85% |
| Utilities | 0.84% |
| Real Estate | 0.43% |
| Consumer Discretionary | 0.00% |
| Energy and Utilities | 0.00% |