Sequoia Financial Advisors Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Jul 17, 2026, the Sequoia Financial Advisors portfolio balances reported a total equity value of $20.02B across 2124 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight VANGUARD INDEX FDS (VTI) as the single largest position, accounting for 7.1% of total equity value, followed by EA SERIES TRUST (CCMG), ISHARES TR (IXUS), APPLE INC (AAPL), and others. Collectively, the top five holdings represent 21.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.