Sequoia Financial Advisors Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+17.76B
+9,999%+
Winning Positions
+71.78%
1651 wins / 2300 positions
Average Gain (Winners)
$9.33M
+9,999%+ avg per position
Active Positions
1832
320 losing positions
Portfolio Value Over Time
Total Positions Tracked
2300
All holdings over time
Win/Loss Ratio
5.16
1651 gains / 320 losses
Active vs. Exited
1832 / 468
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | N/A | Mar 2015 | ACTIVE | $223.00 | $1.22B | $1.22B | +9,999%+ |
| IXUS | iShares Core MSCI Total Interna | N/A | Sep 2016 | ACTIVE | $39.69K | $524.10M | $524.06M | +9,999%+ |
| AAPL | Apple Inc. | Technology | Dec 2013 | ACTIVE | $3.36K | $492.48M | $492.47M | +9,999%+ |
| NVDA | NVIDIA Corporation | Technology | Sep 2016 | ACTIVE | $218.00 | $467.38M | $467.38M | +9,999%+ |
| VONG | Vanguard Russell 1000 Growth ET | N/A | Jun 2016 | ACTIVE | $270.00 | $381.93M | $381.93M | +9,999%+ |
| DFAU | Dimensional US Core Equity Mark | N/A | Dec 2021 | ACTIVE | $45.00K | $332.97M | $332.92M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Dec 2013 | ACTIVE | $2.77K | $308.27M | $308.27M | +9,999%+ |
| VCSH | Vanguard Short-Term Corporate B | N/A | Jun 2017 | ACTIVE | $1.02K | $291.36M | $291.36M | +9,999%+ |
| BSV | Vanguard Short-Term Bond ETF | N/A | Sep 2016 | ACTIVE | $980.00 | $264.91M | $264.91M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Dec 2013 | ACTIVE | $307.00 | $233.00M | $233.00M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.