Sequoia Financial Advisors Options Holdings (Q4 2025)
As of Dec 31, 2025, the Sequoia Financial Advisors portfolio disclosed options positions in its latest SEC 13F filing reported on Jul 17, 2026. These filings 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 29 call contracts and 12 put contracts across companies such as SPDR S&P 500 (SPY), Progressive Corporation (The) (PGR), Invesco QQQ Trust, Series 1 (QQQ). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 30 of 41 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q4 2025 | SPY | SPDR S&P 500 | CALL | 42,000 | $28,640,640.00 |
| Q4 2025 | PGR | Progressive Corporation (The) | PUT | 25,500 | $5,806,860.00 |
| Q4 2025 | QQQ | Invesco QQQ Trust, Series 1 | CALL | 8,700 | $5,344,497.00 |
| Q4 2025 | GOOGL | Alphabet Inc. | PUT | 12,700 | $3,975,100.00 |
| Q4 2025 | MSFT | Microsoft Corporation | PUT | 8,200 | $3,965,684.00 |
| Q4 2025 | NVDA | NVIDIA Corporation | PUT | 14,200 | $2,648,300.00 |
| Q4 2025 | XOM | Exxon Mobil Corporation | PUT | 19,400 | $2,334,596.00 |
| Q4 2025 | AAPL | Apple Inc. | PUT | 7,100 | $1,930,206.00 |
| Q4 2025 | JNJ | Johnson & Johnson | PUT | 9,000 | $1,862,550.00 |
| Q4 2025 | WMT | Walmart Inc. | CALL | 15,000 | $1,671,150.00 |
| Q4 2025 | AON | Aon Plc | PUT | 3,700 | $1,305,656.00 |
| Q4 2025 | NVDA | NVIDIA Corporation | CALL | 6,000 | $1,119,000.00 |
| Q4 2025 | VST | Vistra Corp. | PUT | 5,900 | $951,847.00 |
| Q4 2025 | AVGO | Broadcom Inc. | PUT | 2,300 | $796,030.00 |
| Q4 2025 | PYPL | PayPal Holdings, Inc. | CALL | 10,000 | $583,800.00 |
| Q4 2025 | TMF | Direxion Daily 20-Yr Treasury B | CALL | 10,000 | $373,200.00 |
| Q4 2025 | BHC | Bausch Health Companies Inc. | CALL | 45,000 | $312,750.00 |
| Q4 2025 | MSFT | Microsoft Corporation | CALL | 500 | $241,810.00 |
| Q4 2025 | GLD | SPDR Gold Trust | CALL | 600 | $200,214.00 |
| Q4 2025 | COST | Costco Wholesale Corporation | CALL | 200 | $172,468.00 |
| Q4 2025 | TDG | Transdigm Group Incorporated | PUT | 100 | $132,985.00 |
| Q4 2025 | GOOG | Alphabet Inc. | CALL | 400 | $125,520.00 |
| Q4 2025 | GE | GE Aerospace | CALL | 400 | $123,212.00 |
| Q4 2025 | WMB | Williams Companies, Inc. (The) | CALL | 2,000 | $120,220.00 |
| Q4 2025 | AMZN | Amazon.com, Inc. | CALL | 400 | $92,328.00 |
| Q4 2025 | GS | Goldman Sachs Group, Inc. (The) | CALL | 100 | $87,900.00 |
| Q4 2025 | NFLX | Netflix, Inc. | CALL | 700 | $65,632.00 |
| Q4 2025 | IBM | International Business Machines | CALL | 200 | $59,242.00 |
| Q4 2025 | NKE | Nike, Inc. | CALL | 800 | $50,968.00 |
| Q4 2025 | AVGO | Broadcom Inc. | CALL | 100 | $34,610.00 |
Note: Notional value represents the total exposure of the options position.