Sequoia Financial Advisors Options Holdings (Q2 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 3 call contracts and 1 put contract across companies such as SPDR S&P 500 (SPY), SPDR S&P 500 (SPY), Toyota Motor Corporation (TM). 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 |
|---|---|---|---|---|---|
| Q2 2023 | SPY | SPDR S&P 500 | CALL | 1,400 | $620,592.00 |
| Q2 2023 | SPY | SPDR S&P 500 | PUT | 1,000 | $443,280.00 |
| Q2 2023 | TM | Toyota Motor Corporation | CALL | 100 | $16,075.00 |
| Q2 2023 | INTC | Intel Corporation | CALL | 100 | $3,344.00 |
Note: Notional value represents the total exposure of the options position.