- Sequoia Financial Advisors Portfolio Balances (Mar 31, 2026)

As of Mar 31, 2026, the Sequoia Financial Advisors portfolio balances reported a total equity value of $17.83B across 1885 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Apr 30, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight VANGUARD INDEX FDS (VTI) as the single largest position, accounting for 6.8% of total equity value, followed by EA SERIES TRUST (CCMG), ISHARES TR (IXUS), APPLE INC (AAPL), and others. Collectively, the top five holdings represent 21.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.