Sequoia Financial Advisors Options Holdings (Q2 2025)
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 21 call contracts and 13 put contracts across companies such as SPDR S&P 500 (SPY), Progressive Corporation (The) (PGR), Broadcom Inc. (AVGO). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 30 of 34 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2025 | SPY | SPDR S&P 500 | CALL | 36,000 | $22,242,600.00 |
| Q2 2025 | PGR | Progressive Corporation (The) | PUT | 25,500 | $6,804,930.00 |
| Q2 2025 | AVGO | Broadcom Inc. | PUT | 4,400 | $1,212,860.00 |
| Q2 2025 | VST | Vistra Corp. | PUT | 5,900 | $1,143,479.00 |
| Q2 2025 | AAPL | Apple Inc. | PUT | 4,400 | $902,748.00 |
| Q2 2025 | NVDA | NVIDIA Corporation | PUT | 5,200 | $821,548.00 |
| Q2 2025 | XOM | Exxon Mobil Corporation | PUT | 7,500 | $808,500.00 |
| Q2 2025 | JNJ | Johnson & Johnson | PUT | 4,900 | $748,475.00 |
| Q2 2025 | MSFT | Microsoft Corporation | PUT | 1,200 | $596,892.00 |
| Q2 2025 | CCI | Crown Castle Inc. | PUT | 5,100 | $523,923.00 |
| Q2 2025 | AON | Aon Plc | PUT | 1,300 | $463,788.00 |
| Q2 2025 | TSLA | Tesla, Inc. | PUT | 1,000 | $317,660.00 |
| Q2 2025 | TSLA | Tesla, Inc. | CALL | 800 | $254,128.00 |
| Q2 2025 | VDE | Vanguard Energy ETF | CALL | 900 | $107,208.00 |
| Q2 2025 | MCD | McDonald's Corporation | PUT | 300 | $87,651.00 |
| Q2 2025 | VIOO | Vanguard S&P Small-Cap 600 ETF | CALL | 600 | $60,738.00 |
| Q2 2025 | NKE | Nike, Inc. | CALL | 800 | $56,832.00 |
| Q2 2025 | ABBV | AbbVie Inc. | CALL | 300 | $55,686.00 |
| Q2 2025 | UNH | UnitedHealth Group Incorporated | CALL | 1,100 | $31,400.00 |
| Q2 2025 | LULU | lululemon athletica inc. | CALL | 100 | $23,758.00 |
| Q2 2025 | PAYC | Paycom Software, Inc. | PUT | 100 | $23,140.00 |
| Q2 2025 | BABA | Alibaba Group Holding Limited | CALL | 200 | $22,682.00 |
| Q2 2025 | KO | Coca-Cola Company (The) | CALL | 300 | $21,225.00 |
| Q2 2025 | DDOG | Datadog, Inc. | CALL | 5,000 | $11,634.00 |
| Q2 2025 | DAL | Delta Air Lines, Inc. | CALL | 200 | $9,836.00 |
| Q2 2025 | BMY | Bristol-Myers Squibb Company | CALL | 200 | $9,258.00 |
| Q2 2025 | SLV | iShares Silver Trust | CALL | 200,000 | $8,670.00 |
| Q2 2025 | DKNG | DraftKings Inc. | CALL | 100 | $4,289.00 |
| Q2 2025 | INTC | Intel Corporation | CALL | 100 | $2,240.00 |
| Q2 2025 | IBRX | ImmunityBio, Inc. | CALL | 160,000 | $896.00 |
Note: Notional value represents the total exposure of the options position.