Sequoia Financial Advisors 13F Portfolio Holdings (Q2 2026)
According to the SEC 13F filed on Jul 17, 2026, the Sequoia Financial Advisors portfolio is valued at approximately $20.02B across 2049 publicly traded holdings as of quarter-end Jun 30, 2026. This profile highlights the top investments led by VANGUARD INDEX FDS (VTI), EA SERIES TRUST (CCMG), ISHARES TR (IXUS), APPLE INC (AAPL), and others. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Sequoia Financial Advisors's stock portfolio spans 2049 holdings across 14 sectors, with a total market value of $20.02B. The Other sector represents the largest allocation, while the top holdings account for nearly 31% of the total portfolio value. VANGUARD INDEX FDS remains the single largest position at 7.1% of all equity investments.
Complete Holdings
Showing 100 of 2049 holdings.
Page 1 of 21
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 7.08% | 3,831,169 | +43,426 | +1.15% | $1.42B |
| EA SERIES TRUST | CCMG | Other | 5.52% | 31,470,764 | -359,363 | -1.13% | $1.10B |
| ISHARES TR | IXUS | Other | 3.00% | 6,296,845 | +247,729 | +4.10% | $600.97M |
| APPLE INC | AAPL | Technology | 2.86% | 1,978,445 | +37,955 | +1.96% | $572.48M |
| NVIDIA CORPORATION | NVDA | Technology | 2.83% | 2,836,315 | +156,381 | +5.84% | $567.52M |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 2.19% | 3,426,943 | -54,984 | -1.58% | $438.00M |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.96% | 7,607,402 | +227,760 | +3.09% | $393.23M |
| ETF SER SOLUTIONS | DSTL | Other | 1.78% | 5,942,710 | +18,867 | +0.32% | $355.97M |
| MICROSOFT CORP | MSFT | Technology | 1.69% | 906,219 | +73,426 | +8.82% | $338.04M |
| PIMCO ETF TR | PYLD | Other | 1.64% | 12,401,335 | +1,406,458 | +12.79% | $328.88M |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.64% | 7,131,321 | +747,797 | +11.71% | $328.40M |
| BLACKROCK ETF TRUST II | BINC | Other | 1.60% | 6,133,736 | +690,001 | +12.68% | $321.04M |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.45% | 3,671,995 | -3,567 | -0.10% | $290.20M |
| VANGUARD BD INDEX FDS | BSV | Other | 1.41% | 3,631,159 | +252,678 | +7.48% | $282.90M |
| ALPHABET INC | GOOG | Communication Services | 1.34% | 761,320 | +8,053 | +1.07% | $269.00M |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.30% | 1,093,333 | -25,390 | -2.27% | $260.58M |
| BROADCOM INC | AVGO | Technology | 1.26% | 665,884 | +25,724 | +4.02% | $251.54M |
| ISHARES TR | MUB | Other | 1.14% | 2,128,656 | +151,637 | +7.67% | $229.09M |
| T ROWE PRICE EXCHANGE-TRADED | TDVG | Other | 1.08% | 4,396,076 | +161,288 | +3.81% | $215.54M |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.08% | 5,299,151 | -46,241 | -0.87% | $215.36M |
| CATERPILLAR INC | CAT | Industrials | 1.00% | 188,272 | +9,512 | +5.32% | $200.49M |
| SPDR INDEX SHS FDS | SPGM | Other | 0.95% | 2,214,046 | +209,359 | +10.44% | $189.68M |
| VANGUARD INDEX FDS | VUG | Other | 0.94% | 2,187,134 | +1,841,664 | +533.09% | $188.40M |
| ELI LILLY & CO | LLY | Healthcare | 0.93% | 154,543 | +11,238 | +7.84% | $185.36M |
| ISHARES TR | ACWI | Other | 0.90% | 1,146,645 | -51,251 | -4.28% | $179.99M |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.90% | 5,261,652 | -21,816 | -0.41% | $179.55M |
| VANGUARD INDEX FDS | VTV | Other | 0.89% | 815,425 | +34,148 | +4.37% | $177.71M |
| ALPHABET INC | GOOGL | Communication Services | 0.84% | 472,495 | -1,082 | -0.23% | $168.86M |
| SPDR GOLD TR | GLD | Other | 0.84% | 456,249 | -12,959 | -2.76% | $168.07M |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.78% | 153,522 | +6,469 | +4.40% | $155.27M |
| META PLATFORMS INC | META | Communication Services | 0.77% | 275,017 | +11,166 | +4.23% | $154.91M |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.66% | 1,063,743 | -23,399 | -2.15% | $132.71M |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.64% | 390,881 | +16,204 | +4.32% | $127.95M |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.62% | 247,243 | -5,284 | -2.09% | $123.72M |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.60% | 160,362 | +1,945 | +1.23% | $119.75M |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.58% | 2,827,567 | +112,388 | +4.14% | $116.64M |
| RTX CORPORATION | RTX | Industrials | 0.57% | 601,888 | -22,453 | -3.60% | $114.20M |
| PACER FDS TR | COWZ | Other | 0.55% | 1,781,365 | -43,283 | -2.37% | $110.80M |
| ISHARES TR | IJR | Other | 0.54% | 733,683 | +28,228 | +4.00% | $108.81M |
| VANGUARD MUN BD FDS | VTEB | Other | 0.52% | 2,073,127 | +226,758 | +12.28% | $104.86M |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.52% | 1,269,391 | -27,932 | -2.15% | $104.01M |
| EXXON MOBIL CORP | XOM | Energy | 0.50% | 731,436 | +30,501 | +4.35% | $100.00M |
| QUANTA SVCS INC | PWR | Industrials | 0.49% | 135,883 | +7,039 | +5.46% | $97.84M |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.49% | 1,391,428 | +18,136 | +1.32% | $97.26M |
| WALMART INC | WMT | Consumer Defensive | 0.48% | 847,495 | +34,435 | +4.24% | $95.99M |
| VISA INC | V | Financial Services | 0.48% | 277,453 | +11,666 | +4.39% | $95.19M |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.44% | 94,833 | -2,442 | -2.51% | $88.71M |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.44% | 371,405 | +9,930 | +2.75% | $87.88M |
| VANGUARD WORLD FD | MGV | Other | 0.43% | 531,727 | -15,016 | -2.75% | $86.91M |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.40% | 229,708 | +10,654 | +4.86% | $81.01M |
| INVESCO QQQ TR | QQQ | Other | 0.39% | 106,509 | +495 | +0.47% | $78.43M |
| ISHARES TR | IUSV | Other | 0.38% | 695,001 | -649 | -0.09% | $76.55M |
| EATON CORP PLC | ETN | Other | 0.37% | 175,147 | +10,831 | +6.59% | $74.63M |
| ISHARES TR | SGOV | Other | 0.37% | 738,944 | +219,462 | +42.25% | $74.39M |
| ISHARES TR | IVV | Other | 0.36% | 96,552 | +326 | +0.34% | $72.31M |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.34% | 959,904 | +3,473 | +0.36% | $68.39M |
| MICRON TECHNOLOGY INC | MU | Technology | 0.34% | 58,236 | +6,842 | +13.31% | $67.22M |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.33% | 1,217,842 | -27,283 | -2.19% | $65.79M |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.32% | 622,801 | -24,381 | -3.77% | $64.18M |
| AMGEN INC | AMGN | Healthcare | 0.31% | 173,024 | +7,513 | +4.54% | $62.66M |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.31% | 221,104 | +14,178 | +6.85% | $62.18M |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 144,986 | +31,090 | +27.30% | $60.98M |
| BANK OF AMER CORP | BAC | Financial Services | 0.30% | 1,064,968 | +78,282 | +7.93% | $60.68M |
| PACER FDS TR | ICOW | Other | 0.30% | 1,431,215 | -77,882 | -5.16% | $59.58M |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.29% | 60,061 | +5,473 | +10.03% | $58.75M |
| MORGAN STANLEY | MS | Financial Services | 0.29% | 280,037 | +8,596 | +3.17% | $58.54M |
| WASTE MGMT INC DEL | WM | Industrials | 0.26% | 233,493 | +16,917 | +7.81% | $52.04M |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.26% | 203,267 | +8,816 | +4.53% | $51.62M |
| BROOKFIELD CORP | BN | Financial Services | 0.25% | 1,185,621 | -26,882 | -2.22% | $50.50M |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.25% | 339,293 | +3,272 | +0.97% | $49.75M |
| AMERICAN CENTY ETF TR | AVRE | Other | 0.24% | 1,031,592 | +43,925 | +4.45% | $48.88M |
| ISHARES TR | IJH | Other | 0.24% | 630,599 | +25,927 | +4.29% | $48.63M |
| BLACKROCK INC | BLK | Other | 0.24% | 49,801 | +2,398 | +5.06% | $47.89M |
| SPDR SERIES TRUST | SPLG | Other | 0.23% | 526,150 | +17,076 | +3.35% | $46.24M |
| VANGUARD INDEX FDS | VOO | Other | 0.23% | 66,567 | +2,742 | +4.30% | $45.72M |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.23% | 91,971 | +78,032 | +559.81% | $45.53M |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.22% | 896,162 | +16,137 | +1.83% | $43.32M |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.21% | 468,394 | -80,524 | -14.67% | $42.20M |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.21% | 71,085 | +3,732 | +5.54% | $41.29M |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.20% | 1,384,788 | -28,943 | -2.05% | $40.75M |
| APPLIED MATLS INC | AMAT | Technology | 0.20% | 54,921 | +3,814 | +7.46% | $39.71M |
| CITIGROUP INC | C | Financial Services | 0.20% | 279,216 | +6,806 | +2.50% | $39.08M |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.19% | 144,126 | +447 | +0.31% | $38.96M |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.19% | 361,452 | -12,733 | -3.40% | $38.43M |
| MERCK & CO INC | MRK | Healthcare | 0.19% | 292,117 | -4,929 | -1.66% | $37.54M |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.18% | 108,160 | -80,361 | -42.63% | $36.88M |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.18% | 241,412 | +14,878 | +6.57% | $36.57M |
| CHENIERE ENERGY INC | LNG | Energy | 0.18% | 150,826 | +6,366 | +4.41% | $36.05M |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.18% | 127,231 | +6,595 | +5.47% | $35.62M |
| ISHARES TR | MTUM | Other | 0.18% | 103,852 | +6,557 | +6.74% | $35.60M |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.18% | 388,898 | +25,838 | +7.12% | $35.29M |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.17% | 420,312 | -9,522 | -2.22% | $34.61M |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.17% | 824,569 | +4,221 | +0.51% | $34.41M |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.17% | 149,799 | +9,966 | +7.13% | $34.39M |
| GE VERNOVA INC | GEV | Utilities | 0.17% | 28,951 | -205 | -0.70% | $34.01M |
| XYLEM INC | XYL | Industrials | 0.17% | 283,835 | -81,439 | -22.30% | $33.55M |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.17% | 991,224 | -16,649 | -1.65% | $33.54M |
| GE AEROSPACE | GE | Industrials | 0.16% | 88,294 | +1,534 | +1.77% | $33.00M |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.16% | 65,597 | -562 | -0.85% | $31.33M |
| ISHARES TR | IWB | Other | 0.15% | 74,305 | -423 | -0.57% | $30.43M |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Other | 59.07% | $11.70B |
| Technology | 12.88% | $2.55B |
| Financial Services | 6.57% | $1.30B |
| Industrials | 5.43% | $1.08B |
| Communication Services | 3.59% | $711.14M |
| Consumer Cyclical | 3.50% | $692.46M |
| Healthcare | 3.46% | $686.04M |
| Consumer Defensive | 1.90% | $377.09M |
| Energy | 1.66% | $328.76M |
| Utilities | 0.85% | $167.99M |
| Real Estate | 0.56% | $111.03M |
| Basic Materials | 0.53% | $104.56M |
| Consumer Discretionary | 0.00% | $701.16K |
| Energy and Utilities | 0.00% | $243.98K |
Portfolio insights
According to the SEC 13F filed on Jul 17, 2026, the Sequoia Financial Advisors portfolio holds 2049 securities valued at $19.81B as of quarter-end Jun 30, 2026. The Other sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.