Sequoia Financial Advisors Options Holdings (Q3 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 17 put contracts across companies such as SPDR S&P 500 (SPY), Invesco QQQ Trust, Series 1 (QQQ), Progressive Corporation (The) (PGR). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 30 of 38 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2025 | SPY | SPDR S&P 500 | CALL | 41,600 | $27,713,088.00 |
| Q3 2025 | QQQ | Invesco QQQ Trust, Series 1 | CALL | 10,900 | $6,544,033.00 |
| Q3 2025 | PGR | Progressive Corporation (The) | PUT | 25,500 | $6,297,225.00 |
| Q3 2025 | MSFT | Microsoft Corporation | PUT | 8,200 | $4,247,190.00 |
| Q3 2025 | GOOGL | Alphabet Inc. | PUT | 12,700 | $3,087,370.00 |
| Q3 2025 | AAPL | Apple Inc. | PUT | 11,000 | $2,800,930.00 |
| Q3 2025 | NVDA | NVIDIA Corporation | PUT | 8,900 | $1,660,562.00 |
| Q3 2025 | AVGO | Broadcom Inc. | PUT | 4,400 | $1,451,604.00 |
| Q3 2025 | VST | Vistra Corp. | PUT | 5,900 | $1,155,928.00 |
| Q3 2025 | XOM | Exxon Mobil Corporation | PUT | 7,500 | $845,625.00 |
| Q3 2025 | AMZN | Amazon.com, Inc. | PUT | 3,600 | $790,452.00 |
| Q3 2025 | JNJ | Johnson & Johnson | PUT | 3,700 | $686,054.00 |
| Q3 2025 | UPS | United Parcel Service, Inc. | PUT | 6,600 | $551,298.00 |
| Q3 2025 | SPY | SPDR S&P 500 | PUT | 33,000 | $530,145.00 |
| Q3 2025 | AON | Aon Plc | PUT | 1,300 | $463,554.00 |
| Q3 2025 | TJX | TJX Companies, Inc. (The) | CALL | 1,000 | $144,540.00 |
| Q3 2025 | GLD | SPDR Gold Trust | CALL | 400 | $142,188.00 |
| Q3 2025 | BHC | Bausch Health Companies Inc. | CALL | 20,000 | $129,000.00 |
| Q3 2025 | DIS | Walt Disney Company (The) | CALL | 1,000 | $114,500.00 |
| Q3 2025 | XLY | SPDR Select Sector Fund - Consu | PUT | 400 | $95,856.00 |
| Q3 2025 | JD | JD.com, Inc. | CALL | 2,500 | $87,450.00 |
| Q3 2025 | META | Meta Platforms, Inc. | CALL | 100 | $73,438.00 |
| Q3 2025 | CDNS | Cadence Design Systems, Inc. | CALL | 200 | $70,252.00 |
| Q3 2025 | NKE | Nike, Inc. | CALL | 1,000 | $69,730.00 |
| Q3 2025 | ET | Energy Transfer LP | CALL | 4,000 | $68,640.00 |
| Q3 2025 | NUE | Nucor Corporation | CALL | 500 | $67,715.00 |
| Q3 2025 | GDX | VanEck Gold Miners ETF | CALL | 800 | $61,120.00 |
| Q3 2025 | MP | MP Materials Corp. | PUT | 900 | $60,363.00 |
| Q3 2025 | ADP | Automatic Data Processing, Inc. | PUT | 200 | $58,700.00 |
| Q3 2025 | XLC | The Communication Services Sele | PUT | 400 | $47,348.00 |
Note: Notional value represents the total exposure of the options position.