Sequoia Financial Advisors Options Holdings (Q1 2023)
According to the SEC 13F filed on Jul 17, 2026, the Sequoia Financial Advisors portfolio disclosed options positions as of quarter-end Jun 30, 2026. These positions include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.
The reported options activity included 2 call contracts and 2 put contracts across companies such as SPDR S&P 500 (SPY), SPDR S&P 500 (SPY), Texas Instruments Incorporated (TXN). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 4 of 4 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2023 | SPY | SPDR S&P 500 | CALL | 1,600 | $655,024.00 |
| Q1 2023 | SPY | SPDR S&P 500 | PUT | 1,000 | $409,390.00 |
| Q1 2023 | TXN | Texas Instruments Incorporated | PUT | 1,500 | $279,015.00 |
| Q1 2023 | TM | Toyota Motor Corporation | CALL | 100 | $14,169.00 |
Note: Notional value represents the total exposure of the options position.