- Sequoia Financial Advisors Portfolio Holdings
As of Mar 31, 2026, the Sequoia Financial Advisors portfolio holdings is valued at approximately $17,832,693,384.00 featuring 1832 publicly traded holdings. This in-depth profile highlights the top investments led by VANGUARD INDEX FDS (VTI), EA SERIES TRUST (CCMG), ISHARES TR (IXUS), APPLE INC (AAPL), and others based on the company's latest SEC filings reported on Apr 30, 2026. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Sequoia Financial Advisors's stock portfolio spans 1832 holdings across 14 sectors, with a total market value of $17,832,693,384.00. The Other sector represents the largest allocation, while the top holdings account for nearly 30% of the total portfolio value. VANGUARD INDEX FDS remains the single largest position at 6.8% of all equity investments.
Complete Holdings
Showing 100 of 1832 holdings.
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| # | Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | Other | 6.81% | 3,787,743 | +140,399 | +3.85% | $1,215,145,944.00 |
| 2 | EA SERIES TRUST | CCMG | Other | 5.86% | 31,830,127 | -300,656 | -0.94% | $1,044,664,752.00 |
| 3 | ISHARES TR | IXUS | Other | 2.94% | 6,049,116 | +208,369 | +3.57% | $524,095,380.00 |
| 4 | APPLE INC | AAPL | Technology | 2.76% | 1,940,490 | +273,412 | +16.40% | $492,476,976.00 |
| 5 | NVIDIA CORPORATION | NVDA | Technology | 2.62% | 2,679,934 | +224,903 | +9.16% | $467,380,422.00 |
| 6 | VANGUARD SCOTTSDALE FDS | VONG | Other | 2.14% | 3,481,927 | +301,701 | +9.49% | $381,932,587.00 |
| 7 | ETF SER SOLUTIONS | DSTL | Other | 1.92% | 5,923,843 | +179,208 | +3.12% | $342,872,060.00 |
| 8 | DIMENSIONAL ETF TRUST | DFAU | Other | 1.87% | 7,379,642 | +372,405 | +5.31% | $332,969,444.00 |
| 9 | MICROSOFT CORP | MSFT | Technology | 1.73% | 832,793 | +62,843 | +8.16% | $308,274,816.00 |
| 10 | J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.65% | 6,383,524 | +1,773,954 | +38.48% | $294,088,933.00 |
| 11 | VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.63% | 3,675,562 | +363,131 | +10.96% | $291,361,796.00 |
| 12 | PIMCO ETF TR | PYLD | Other | 1.62% | 10,994,877 | +3,367,030 | +44.14% | $288,065,784.00 |
| 13 | BLACKROCK ETF TRUST II | BINC | Other | 1.59% | 5,443,735 | +1,655,653 | +43.71% | $282,693,163.00 |
| 14 | VANGUARD BD INDEX FDS | BSV | Other | 1.49% | 3,378,481 | +636,526 | +23.21% | $264,906,630.00 |
| 15 | AMAZON COM INC | AMZN | Consumer Cyclical | 1.31% | 1,118,723 | -40,062 | -3.46% | $232,996,472.00 |
| 16 | ALPHABET INC | GOOG | Communication Services | 1.21% | 753,267 | +147,305 | +24.31% | $216,082,334.00 |
| 17 | ISHARES TR | MUB | Other | 1.18% | 1,977,019 | +272,239 | +15.97% | $209,860,531.00 |
| 18 | SPDR GOLD TR | GLD | Other | 1.13% | 469,208 | -14,743 | -3.05% | $201,895,667.00 |
| 19 | BROADCOM INC | AVGO | Technology | 1.11% | 640,160 | +13,358 | +2.13% | $198,135,995.00 |
| 20 | T ROWE PRICE ETF INC | TDVG | Other | 1.06% | 4,234,788 | +472,462 | +12.56% | $188,998,588.00 |
| 21 | DIMENSIONAL ETF TRUST | DFEM | Other | 1.04% | 5,345,392 | +457,534 | +9.36% | $184,683,293.00 |
| 22 | DIMENSIONAL ETF TRUST | DIHP | Other | 0.95% | 5,283,468 | +404,456 | +8.29% | $170,233,341.00 |
| 23 | ISHARES TR | ACWI | Other | 0.93% | 1,197,896 | -95,428 | -7.38% | $165,752,899.00 |
| 24 | VANGUARD INDEX FDS | VTV | Other | 0.86% | 781,277 | +83,885 | +12.03% | $153,286,519.00 |
| 25 | SPDR INDEX SHS FDS | SPGM | Other | 0.85% | 2,004,687 | +611,452 | +43.89% | $151,774,860.00 |
| 26 | META PLATFORMS INC | META | Communication Services | 0.85% | 263,851 | +38,927 | +17.31% | $150,956,889.00 |
| 27 | VANGUARD INDEX FDS | VUG | Other | 0.85% | 345,470 | +77,681 | +29.01% | $150,898,034.00 |
| 28 | ALPHABET INC | GOOGL | Communication Services | 0.76% | 473,577 | +15,354 | +3.35% | $136,181,735.00 |
| 29 | ELI LILLY & CO | LLY | Healthcare | 0.74% | 143,305 | -2,917 | -1.99% | $131,807,622.00 |
| 30 | CATERPILLAR INC | CAT | Industrials | 0.71% | 178,760 | +2,134 | +1.21% | $126,644,051.00 |
| 31 | GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.70% | 147,053 | +1,406 | +0.97% | $124,405,119.00 |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.68% | 252,527 | +26,035 | +11.49% | $121,011,066.00 |
| 33 | RTX CORPORATION | RTX | Industrials | 0.68% | 624,341 | +9,124 | +1.48% | $120,435,338.00 |
| 34 | AMERICAN CENTY ETF TR | AVUV | Other | 0.67% | 1,087,142 | +85,566 | +8.54% | $120,096,656.00 |
| 35 | EXXON MOBIL CORP | XOM | Energy | 0.67% | 700,935 | +52,275 | +8.06% | $118,920,734.00 |
| 36 | PACER FDS TR | COWZ | Other | 0.64% | 1,824,648 | +26,913 | +1.50% | $114,149,975.00 |
| 37 | JPMORGAN CHASE & CO | JPM | Financial Services | 0.62% | 374,677 | +10,154 | +2.79% | $110,214,919.00 |
| 38 | DIMENSIONAL ETF TRUST | DFAI | Other | 0.59% | 2,715,179 | +186,775 | +7.39% | $105,783,359.00 |
| 39 | STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.58% | 158,417 | +7,108 | +4.70% | $103,024,575.00 |
| 40 | WALMART INC | WMT | Consumer Defensive | 0.57% | 813,060 | +40,758 | +5.28% | $101,047,065.00 |
| 41 | COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.54% | 97,275 | +17,521 | +21.97% | $96,928,035.00 |
| 42 | VANGUARD MUN BD FDS | VTEB | Other | 0.52% | 1,846,369 | +219,749 | +13.51% | $92,115,357.00 |
| 43 | DIMENSIONAL ETF TRUST | DFUS | Other | 0.52% | 1,297,323 | -113,619 | -8.05% | $91,993,173.00 |
| 44 | ISHARES TR | IJR | Other | 0.49% | 705,455 | +130,427 | +22.68% | $87,695,052.00 |
| 45 | DIMENSIONAL ETF TRUST | DFAT | Other | 0.48% | 1,373,292 | +77,918 | +6.02% | $85,762,095.00 |
| 46 | WYNN RESORTS LTD | WYNN | Consumer Cyclical | 0.46% | 815,698 | +288,699 | +54.78% | $82,834,087.00 |
| 47 | VISA INC | V | Financial Services | 0.45% | 265,787 | +28,367 | +11.95% | $80,331,451.00 |
| 48 | VANGUARD WORLD FD | MGV | Other | 0.44% | 546,743 | -38,878 | -6.64% | $79,250,336.00 |
| 49 | VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.44% | 361,475 | +94,653 | +35.47% | $77,738,783.00 |
| 50 | HOME DEPOT INC | HD | Consumer Cyclical | 0.40% | 219,054 | +42,033 | +23.74% | $72,044,654.00 |
| 51 | ISHARES TR | IUSV | Other | 0.40% | 695,650 | +687,567 | +8506.33% | $71,130,183.00 |
| 52 | QUANTA SVCS INC | PWR | Industrials | 0.40% | 128,844 | +2,374 | +1.88% | $70,737,735.00 |
| 53 | SALESFORCE INC | CRM | Technology | 0.38% | 358,400 | +97,543 | +37.39% | $66,902,509.00 |
| 54 | DIMENSIONAL ETF TRUST | DFIV | Other | 0.37% | 1,245,125 | +546,951 | +78.34% | $65,717,699.00 |
| 55 | AMERICAN CENTY ETF TR | AVDV | Other | 0.36% | 647,182 | +11,336 | +1.78% | $64,627,592.00 |
| 56 | PACER FDS TR | ICOW | Other | 0.36% | 1,509,097 | -54,093 | -3.46% | $64,046,096.00 |
| 57 | ISHARES TR | IVV | Other | 0.35% | 96,226 | +7,000 | +7.85% | $62,855,925.00 |
| 58 | VANGUARD TAX-MANAGED FDS | VEA | Other | 0.34% | 956,431 | +25,793 | +2.77% | $61,288,073.00 |
| 59 | INVESCO QQQ TR | QQQ | Other | 0.34% | 106,014 | -1,351 | -1.26% | $61,189,183.00 |
| 60 | EATON CORP PLC | ETN | Other | 0.33% | 164,316 | +10,560 | +6.87% | $58,771,047.00 |
| 61 | AMGEN INC | AMGN | Healthcare | 0.33% | 165,511 | +4,865 | +3.03% | $58,234,957.00 |
| 62 | ISHARES TR | SGOV | Other | 0.29% | 519,482 | -557,437 | -51.76% | $52,291,016.00 |
| 63 | INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.28% | 206,926 | +11,675 | +5.98% | $50,156,665.00 |
| 64 | WASTE MGMT INC DEL | WM | Industrials | 0.28% | 216,576 | +21,787 | +11.18% | $49,767,025.00 |
| 65 | BROOKFIELD CORP | BN | Financial Services | 0.28% | 1,212,503 | +412,231 | +51.51% | $49,069,980.00 |
| 66 | PARKER-HANNIFIN CORP | PH | Industrials | 0.27% | 54,588 | +120 | +0.22% | $48,869,302.00 |
| 67 | PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.27% | 336,021 | +604 | +0.18% | $48,534,838.00 |
| 68 | BANK AMERICA CORP | BAC | Financial Services | 0.27% | 986,686 | +50,507 | +5.40% | $48,100,946.00 |
| 69 | JOHNSON & JOHNSON | JNJ | Healthcare | 0.27% | 194,451 | +9,665 | +5.23% | $47,531,597.00 |
| 70 | BLACKROCK INC | BLK | Other | 0.26% | 47,403 | +6,420 | +15.67% | $45,587,963.00 |
| 71 | MORGAN STANLEY | MS | Financial Services | 0.25% | 271,441 | +12,130 | +4.68% | $44,671,031.00 |
| 72 | MCDONALDS CORP | MCD | Consumer Cyclical | 0.25% | 143,679 | +12,469 | +9.50% | $44,653,915.00 |
| 73 | SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.25% | 138,898 | +4,897 | +3.65% | $44,523,812.00 |
| 74 | XYLEM INC | XYL | Industrials | 0.24% | 365,274 | +34,998 | +10.60% | $43,650,206.00 |
| 75 | AMERICAN CENTY ETF TR | AVRE | Other | 0.24% | 987,667 | +749,913 | +315.42% | $43,477,084.00 |
| 76 | DUPONT DE NEMOURS INC | DD | Basic Materials | 0.24% | 929,212 | +460,840 | +98.39% | $42,557,934.00 |
| 77 | TESLA INC | TSLA | Consumer Cyclical | 0.24% | 113,896 | +9,902 | +9.52% | $42,340,694.00 |
| 78 | DIMENSIONAL ETF TRUST | DFNM | Other | 0.24% | 880,025 | +62,204 | +7.61% | $42,179,596.00 |
| 79 | INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.23% | 548,918 | +524,984 | +2193.47% | $41,273,164.00 |
| 80 | CHENIERE ENERGY INC | LNG | Energy | 0.23% | 144,460 | -6,717 | -4.44% | $40,992,062.00 |
| 81 | ISHARES TR | IJH | Other | 0.23% | 604,672 | +63,059 | +11.64% | $40,833,463.00 |
| 82 | SPDR SERIES TRUST | SPLG | Other | 0.22% | 509,074 | -32,003 | -5.91% | $38,964,561.00 |
| 83 | VANGUARD INDEX FDS | VOO | Other | 0.21% | 63,825 | +14,673 | +29.85% | $38,138,754.00 |
| 84 | ABBOTT LABORATORIES | ABT | Healthcare | 0.21% | 363,060 | +9,293 | +2.63% | $37,275,410.00 |
| 85 | SCHWAB STRATEGIC TR | SCHX | Other | 0.20% | 1,413,731 | +3,314 | +0.23% | $36,248,058.00 |
| 86 | TJX COS INC NEW | TJX | Consumer Cyclical | 0.20% | 226,534 | +11,428 | +5.31% | $36,177,444.00 |
| 87 | ABRDN PRECIOUS METALS BASKET | GLTR | Other | 0.20% | 163,518 | -7,206 | -4.22% | $35,764,657.00 |
| 88 | MERCK & CO INC | MRK | Healthcare | 0.20% | 297,046 | -14,519 | -4.66% | $35,731,646.00 |
| 89 | VANGUARD SCOTTSDALE FDS | VONV | Other | 0.20% | 374,185 | -24,646 | -6.18% | $35,076,070.00 |
| 90 | PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.19% | 236,896 | +1,986 | +0.85% | $34,653,124.00 |
| 91 | CHEVRON CORPORATION | CVX | Energy | 0.19% | 160,718 | +8,037 | +5.26% | $33,252,394.00 |
| 92 | ACCENTURE PLC IRELAND | ACN | Technology | 0.18% | 163,843 | +116,239 | +244.18% | $32,488,489.00 |
| 93 | SCHWAB CHARLES CORP | SCHW | Financial Services | 0.18% | 343,001 | +14,412 | +4.39% | $32,235,277.00 |
| 94 | LABCORP HOLDINGS INC | LH | Healthcare | 0.18% | 120,636 | -23,449 | -16.27% | $32,186,841.00 |
| 95 | AMPLIFY ETF TR | DIVO | Other | 0.18% | 710,559 | +705,118 | +12959.35% | $31,868,572.00 |
| 96 | CITIGROUP INC | C | Financial Services | 0.17% | 272,410 | +9,520 | +3.62% | $30,894,053.00 |
| 97 | DIMENSIONAL ETF TRUST | DFAS | Other | 0.17% | 429,834 | -25,907 | -5.68% | $30,574,038.00 |
| 98 | GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.17% | 139,833 | +12,172 | +9.53% | $30,285,024.00 |
| 99 | PALO ALTO NETWORKS INC | PANW | Technology | 0.17% | 188,521 | -45,814 | -19.55% | $30,223,650.00 |
| 100 | DIMENSIONAL ETF TRUST | DUHP | Other | 0.17% | 820,348 | -104,954 | -11.34% | $30,155,988.00 |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Other | 59.52% | $10,568,582,174.00 |
| Technology | 11.77% | $2,089,989,937.00 |
| Financial Services | 6.30% | $1,119,024,175.00 |
| Industrials | 4.95% | $878,690,523.00 |
| Consumer Cyclical | 4.05% | $719,610,350.00 |
| Communication Services | 3.58% | $635,459,675.00 |
| Healthcare | 3.31% | $588,223,607.00 |
| Consumer Defensive | 2.17% | $384,638,664.00 |
| Energy | 2.03% | $361,262,245.00 |
| Basic Materials | 0.91% | $161,665,991.00 |
| Utilities | 0.85% | $151,100,312.00 |
| Real Estate | 0.55% | $98,234,972.00 |
| Consumer Discretionary | 0.00% | $443,443.00 |
| Energy and Utilities | 0.00% | $330,291.00 |
Portfolio insights
As of Mar 31, 2026, the Sequoia Financial Advisors portfolio holds 1832 securities valued at $17,757,256,359.00. The Other sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.