Sequoia Financial Advisors Options Holdings (Q4 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 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.