- Sequoia Financial Advisors Portfolio Holdings
As of Sep 30, 2025, the Sequoia Financial Advisors portfolio holdings is valued at approximately $16,398,645,945.00 featuring 1678 publicly traded holdings. This in-depth profile highlights the top investments led by VANGUARD INDEX FDS (VTI), EA SERIES TRUST (CCMG), ISHARES TR (IXUS), NVIDIA CORPORATION (NVDA), and others based on the company's latest SEC filings reported on Oct 29, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Sequoia Financial Advisors's stock portfolio spans 1678 holdings across 13 sectors, with a total market value of $16,398,645,945.00. The Other sector represents the largest allocation, while the top holdings account for nearly 32% of the total portfolio value. VANGUARD INDEX FDS remains the single largest position at 7.3% of all equity investments.
Complete Holdings
Showing 100 of 1678 holdings.
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| # | Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | Other | 7.30% | 3,647,344 | +92,108 | +2.59% | $1,196,948,745.00 |
| 2 | EA SERIES TRUST | CCMG | Other | 6.09% | 32,130,783 | -1,596,347 | -4.73% | $999,424,788.00 |
| 3 | ISHARES TR | IXUS | Other | 2.94% | 5,840,747 | +291,333 | +5.25% | $482,328,908.00 |
| 4 | NVIDIA CORPORATION | NVDA | Technology | 2.79% | 2,455,031 | +61,493 | +2.57% | $458,059,645.00 |
| 5 | APPLE INC | AAPL | Technology | 2.59% | 1,667,078 | +74,205 | +4.66% | $424,488,019.00 |
| 6 | MICROSOFT CORP | MSFT | Technology | 2.43% | 769,950 | +41,167 | +5.65% | $398,795,371.00 |
| 7 | VANGUARD SCOTTSDALE FDS | VONG | Other | 2.34% | 3,180,226 | -103,331 | -3.15% | $383,217,206.00 |
| 8 | ETF SER SOLUTIONS | DSTL | Other | 2.03% | 5,744,635 | +340,998 | +6.31% | $332,959,055.00 |
| 9 | DIMENSIONAL ETF TRUST | DFAU | Other | 1.96% | 7,007,237 | +344,952 | +5.18% | $320,651,175.00 |
| 10 | VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.61% | 3,312,431 | +158,367 | +5.02% | $264,762,546.00 |
| 11 | AMAZON COM INC | AMZN | Consumer Cyclical | 1.55% | 1,158,785 | +46,978 | +4.23% | $254,434,368.00 |
| 12 | VANGUARD BD INDEX FDS | BSV | Other | 1.32% | 2,741,955 | +209,057 | +8.25% | $216,367,680.00 |
| 13 | J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.30% | 4,609,570 | +1,914,053 | +71.01% | $213,930,124.00 |
| 14 | BROADCOM INC | AVGO | Technology | 1.26% | 626,802 | +12,191 | +1.98% | $206,788,223.00 |
| 15 | PIMCO ETF TR | PYLD | Other | 1.25% | 7,627,847 | +3,099,332 | +68.44% | $204,731,411.00 |
| 16 | BLACKROCK ETF TRUST II | BINC | Other | 1.23% | 3,788,082 | +1,531,631 | +67.88% | $201,677,460.00 |
| 17 | ISHARES TR | MUB | Other | 1.11% | 1,704,780 | +29,907 | +1.79% | $181,542,068.00 |
| 18 | ISHARES TR | ACWI | Other | 1.09% | 1,293,324 | -32,673 | -2.46% | $178,789,166.00 |
| 19 | SPDR GOLD TR | GLD | Other | 1.05% | 483,951 | +5,581 | +1.17% | $172,030,010.00 |
| 20 | T ROWE PRICE ETF INC | TDVG | Other | 1.01% | 3,762,326 | +3,430,206 | +1032.82% | $165,391,851.00 |
| 21 | META PLATFORMS INC | META | Communication Services | 1.01% | 224,924 | +14,398 | +6.84% | $165,179,955.00 |
| 22 | DIMENSIONAL ETF TRUST | DFEM | Other | 0.96% | 4,887,858 | +255,616 | +5.52% | $156,753,624.00 |
| 23 | DIMENSIONAL ETF TRUST | DIHP | Other | 0.90% | 4,879,012 | +494,735 | +11.28% | $148,297,564.00 |
| 24 | ALPHABET INC | GOOG | Communication Services | 0.90% | 605,962 | +11,003 | +1.85% | $147,582,222.00 |
| 25 | VANGUARD INDEX FDS | VTV | Other | 0.79% | 697,392 | +18,055 | +2.66% | $130,056,641.00 |
| 26 | VANGUARD INDEX FDS | VUG | Other | 0.78% | 267,789 | +100,566 | +60.14% | $128,434,312.00 |
| 27 | GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.71% | 145,647 | +10,957 | +8.13% | $115,985,906.00 |
| 28 | JPMORGAN CHASE & CO. | JPM | Financial Services | 0.70% | 364,523 | +4,211 | +1.17% | $114,981,522.00 |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.69% | 226,492 | -1,478 | -0.65% | $113,866,443.00 |
| 30 | ELI LILLY & CO | LLY | Healthcare | 0.68% | 146,222 | +6,021 | +4.29% | $111,567,553.00 |
| 31 | ALPHABET INC | GOOGL | Communication Services | 0.68% | 458,223 | -27,263 | -5.62% | $111,393,934.00 |
| 32 | ISHARES TR | SGOV | Other | 0.66% | 1,076,919 | +435,021 | +67.77% | $108,445,789.00 |
| 33 | SPDR INDEX SHS FDS | SPGM | Other | 0.64% | 1,393,235 | +112,562 | +8.79% | $104,353,303.00 |
| 34 | PACER FDS TR | COWZ | Other | 0.63% | 1,797,735 | +95,632 | +5.62% | $103,315,817.00 |
| 35 | RTX CORPORATION | RTX | Industrials | 0.63% | 615,217 | +8,664 | +1.43% | $102,944,189.00 |
| 36 | DIMENSIONAL ETF TRUST | DFUS | Other | 0.62% | 1,410,942 | -25,881 | -1.80% | $102,208,608.00 |
| 37 | SPDR S&P 500 ETF TR | SPY | Other | 0.61% | 151,309 | -689 | -0.45% | $100,799,210.00 |
| 38 | AMERICAN CENTY ETF TR | AVUV | Other | 0.61% | 1,001,576 | +62,297 | +6.63% | $99,686,891.00 |
| 39 | TKO GROUP HOLDINGS INC | TKO | Communication Services | 0.58% | 471,018 | +729 | +0.16% | $95,126,798.00 |
| 40 | DIMENSIONAL ETF TRUST | DFAI | Other | 0.56% | 2,528,404 | +192,951 | +8.26% | $91,907,504.00 |
| 41 | CATERPILLAR INC | CAT | Industrials | 0.51% | 176,626 | +5,675 | +3.32% | $84,277,310.00 |
| 42 | VANGUARD MUN BD FDS | VTEB | Other | 0.50% | 1,626,620 | -2,027 | -0.12% | $81,444,882.00 |
| 43 | VISA INC | V | Financial Services | 0.49% | 237,420 | +5,910 | +2.55% | $81,050,652.00 |
| 44 | VANGUARD WORLD FD | MGV | Other | 0.49% | 585,621 | -29,589 | -4.81% | $80,663,399.00 |
| 45 | WALMART INC | WMT | Consumer Defensive | 0.49% | 772,302 | +16,474 | +2.18% | $79,593,450.00 |
| 46 | DIMENSIONAL ETF TRUST | DFAT | Other | 0.46% | 1,295,374 | +34,024 | +2.70% | $75,403,704.00 |
| 47 | COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.45% | 79,754 | +4,193 | +5.55% | $73,822,750.00 |
| 48 | EXXON MOBIL CORP | XOM | Energy | 0.45% | 648,660 | +18,051 | +2.86% | $73,136,432.00 |
| 49 | HOME DEPOT INC | HD | Consumer Cyclical | 0.44% | 177,021 | +6,405 | +3.75% | $71,727,155.00 |
| 50 | ISHARES TR | IJR | Other | 0.42% | 575,028 | -453,095 | -44.07% | $68,330,625.00 |
| 51 | WYNN RESORTS LTD | WYNN | Consumer Cyclical | 0.41% | 526,999 | +1,499 | +0.29% | $67,598,168.00 |
| 52 | INVESCO QQQ TR | QQQ | Other | 0.39% | 107,365 | +2,579 | +2.46% | $64,458,774.00 |
| 53 | SALESFORCE INC | CRM | Technology | 0.38% | 260,857 | +3,760 | +1.46% | $61,823,042.00 |
| 54 | ORACLE CORP | ORCL | Technology | 0.37% | 218,522 | -73 | -0.03% | $61,457,253.00 |
| 55 | ISHARES TR | IVV | Other | 0.36% | 89,226 | +881 | +1.00% | $59,719,048.00 |
| 56 | PLANET FITNESS INC | PLNT | Consumer Cyclical | 0.36% | 563,590 | +647 | +0.11% | $58,500,642.00 |
| 57 | VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.35% | 266,822 | +17,581 | +7.05% | $57,577,513.00 |
| 58 | EATON CORP PLC | ETN | Other | 0.35% | 153,756 | +45,500 | +42.03% | $57,543,248.00 |
| 59 | PACER FDS TR | ICOW | Other | 0.35% | 1,563,190 | +56,028 | +3.72% | $56,931,377.00 |
| 60 | AMERICAN CENTY ETF TR | AVDV | Other | 0.35% | 635,846 | +36,739 | +6.13% | $56,609,345.00 |
| 61 | VANGUARD TAX-MANAGED FDS | VEA | Other | 0.34% | 930,638 | +16,871 | +1.85% | $55,763,823.00 |
| 62 | INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.34% | 195,251 | +5,413 | +2.85% | $55,091,976.00 |
| 63 | BROOKFIELD CORP | BN | Financial Services | 0.33% | 800,272 | -4,514 | -0.56% | $54,882,661.00 |
| 64 | QUANTA SVCS INC | PWR | Industrials | 0.32% | 126,470 | +31,521 | +33.20% | $52,411,700.00 |
| 65 | PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.31% | 335,417 | +3,940 | +1.19% | $51,536,906.00 |
| 66 | XYLEM INC | XYL | Industrials | 0.30% | 330,276 | +13,791 | +4.36% | $48,715,704.00 |
| 67 | BANK AMERICA CORP | BAC | Financial Services | 0.29% | 936,179 | +122,955 | +15.12% | $48,297,495.00 |
| 68 | BLACKROCK INC | BLK | Other | 0.29% | 40,983 | +7,326 | +21.77% | $47,780,943.00 |
| 69 | PALO ALTO NETWORKS INC | PANW | Technology | 0.29% | 234,335 | +40,241 | +20.73% | $47,715,320.00 |
| 70 | VICI PPTYS INC | VICI | Real Estate | 0.29% | 1,454,150 | +19,205 | +1.34% | $47,419,819.00 |
| 71 | ABBOTT LABS | ABT | Healthcare | 0.29% | 353,767 | +3,336 | +0.95% | $47,383,519.00 |
| 72 | SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.28% | 134,001 | +26,642 | +24.82% | $46,399,246.00 |
| 73 | TESLA INC | TSLA | Consumer Cyclical | 0.28% | 103,994 | +3,424 | +3.40% | $46,248,035.00 |
| 74 | AMGEN INC | AMGN | Healthcare | 0.28% | 160,646 | +3,619 | +2.30% | $45,334,225.00 |
| 75 | WASTE MGMT INC DEL | WM | Industrials | 0.26% | 194,789 | +7,522 | +4.02% | $43,015,277.00 |
| 76 | PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.26% | 234,910 | -60,458 | -20.47% | $42,852,356.00 |
| 77 | SPDR SERIES TRUST | SPLG | Other | 0.26% | 541,077 | -21,358 | -3.80% | $42,387,990.00 |
| 78 | LABCORP HOLDINGS INC | LH | Healthcare | 0.25% | 144,085 | -1,892 | -1.30% | $41,361,061.00 |
| 79 | PARKER-HANNIFIN CORP | PH | Industrials | 0.25% | 54,468 | +761 | +1.42% | $41,295,220.00 |
| 80 | MORGAN STANLEY | MS | Financial Services | 0.25% | 259,311 | +59,093 | +29.51% | $41,220,126.00 |
| 81 | MCDONALDS CORP | MCD | Consumer Cyclical | 0.24% | 131,210 | +4,841 | +3.83% | $39,873,232.00 |
| 82 | GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.24% | 127,661 | +5,878 | +4.83% | $39,541,587.00 |
| 83 | DIMENSIONAL ETF TRUST | DFNM | Other | 0.24% | 817,821 | +36,228 | +4.64% | $39,239,060.00 |
| 84 | SCHWAB STRATEGIC TR | SCHX | Other | 0.23% | 1,410,417 | +20 | +0.00% | $37,150,375.00 |
| 85 | DUPONT DE NEMOURS INC | DD | Basic Materials | 0.22% | 468,372 | +19,859 | +4.43% | $36,486,178.00 |
| 86 | VANGUARD SCOTTSDALE FDS | VONV | Other | 0.22% | 398,831 | -190,739 | -32.35% | $35,643,563.00 |
| 87 | CHENIERE ENERGY INC | LNG | Energy | 0.22% | 151,177 | +1,975 | +1.32% | $35,523,510.00 |
| 88 | ISHARES TR | IJH | Other | 0.22% | 541,613 | -43,676 | -7.46% | $35,345,693.00 |
| 89 | VANGUARD INDEX FDS | VNQ | Other | 0.21% | 384,821 | -7,777 | -1.98% | $35,180,365.00 |
| 90 | DIMENSIONAL ETF TRUST | DUHP | Other | 0.21% | 925,302 | +8,213 | +0.90% | $34,948,675.00 |
| 91 | SCHWAB STRATEGIC TR | SCHG | Other | 0.21% | 1,078,143 | +39,210 | +3.77% | $34,403,556.00 |
| 92 | JOHNSON & JOHNSON | JNJ | Healthcare | 0.21% | 184,786 | -68,538 | -27.06% | $34,262,993.00 |
| 93 | BLACKSTONE INC | BX | Financial Services | 0.20% | 193,698 | +5,223 | +2.77% | $33,093,328.00 |
| 94 | DIMENSIONAL ETF TRUST | DFIV | Other | 0.20% | 698,174 | +85,298 | +13.92% | $32,199,796.00 |
| 95 | SCHWAB CHARLES CORP | SCHW | Financial Services | 0.19% | 328,589 | -1,570 | -0.48% | $31,370,405.00 |
| 96 | DIMENSIONAL ETF TRUST | DFAS | Other | 0.19% | 455,741 | -2,770 | -0.60% | $31,199,998.00 |
| 97 | TJX COS INC NEW | TJX | Consumer Cyclical | 0.19% | 215,106 | +4,632 | +2.20% | $31,091,459.00 |
| 98 | ISHARES TR | IVW | Other | 0.19% | 254,480 | -419 | -0.16% | $30,720,797.00 |
| 99 | VANGUARD INDEX FDS | VOO | Other | 0.18% | 49,152 | +6,399 | +14.97% | $30,100,224.00 |
| 100 | ISHARES TR | IWB | Other | 0.18% | 80,063 | +39 | +0.05% | $29,261,485.00 |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Other | 58.14% | $9,507,385,622.00 |
| Technology | 12.84% | $2,100,251,552.00 |
| Financial Services | 6.84% | $1,118,486,880.00 |
| Consumer Cyclical | 4.94% | $807,419,829.00 |
| Industrials | 4.34% | $709,213,968.00 |
| Communication Services | 3.87% | $633,361,454.00 |
| Healthcare | 3.27% | $534,963,688.00 |
| Consumer Defensive | 1.94% | $317,244,374.00 |
| Energy | 1.48% | $241,989,222.00 |
| Real Estate | 0.84% | $136,728,236.00 |
| Basic Materials | 0.83% | $135,959,178.00 |
| Utilities | 0.67% | $109,096,542.00 |
| Consumer Discretionary | 0.00% | $341,766.00 |
Portfolio insights
As of Sep 30, 2025, the Sequoia Financial Advisors portfolio holds 1678 securities valued at $16,352,442,311.00. The Other sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.