Sequoia Financial Advisors Options Holdings (Q4 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 9 call contracts and 2 put contracts across companies such as SPDR S&P 500 (SPY), KraneShares Trust KraneShares C (KWEB), Alibaba Group Holding Limited (BABA). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 11 of 11 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q4 2023 | SPY | SPDR S&P 500 | CALL | 1,400 | $665,434.00 |
| Q4 2023 | KWEB | KraneShares Trust KraneShares C | CALL | 19,100 | $515,700.00 |
| Q4 2023 | BABA | Alibaba Group Holding Limited | CALL | 4,000 | $310,040.00 |
| Q4 2023 | GOVT | iShares U.S. Treasury Bond ETF | PUT | 4,500 | $103,680.00 |
| Q4 2023 | DBRG | DigitalBridge Group, Inc. | CALL | 2,500 | $43,850.00 |
| Q4 2023 | XLK | SPDR Select Sector Fund - Techn | PUT | 100 | $19,248.00 |
| Q4 2023 | TM | Toyota Motor Corporation | CALL | 100 | $18,338.00 |
| Q4 2023 | AMZN | Amazon.com, Inc. | CALL | 100 | $15,194.00 |
| Q4 2023 | WBD | Warner Bros. Discovery, Inc. - | CALL | 1,000 | $11,380.00 |
| Q4 2023 | AEM | Agnico Eagle Mines Limited | CALL | 200 | $10,970.00 |
| Q4 2023 | INTC | Intel Corporation | CALL | 100 | $5,025.00 |
Note: Notional value represents the total exposure of the options position.