Sequoia Financial Advisors - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: December 2013 to September 2025 • 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)
+16.35B
+9,999%+
Winning Positions
+73.03%
1546 wins / 2117 positions
Average Gain (Winners)
$9.00M
+9,999%+ avg per position
Active Positions
1678
292 losing positions
Portfolio Value Over Time
Total Positions Tracked
2117
All holdings over time
Win/Loss Ratio
5.29
1546 gains / 292 losses
Active vs. Exited
1678 / 439
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 | $1.20B | $1.20B | +9,999%+ |
| IXUS | iShares Core MSCI Total Interna | N/A | Sep 2016 | ACTIVE | $39.69K | $482.33M | $482.29M | +9,999%+ |
| NVDA | NVIDIA Corporation | Technology | Sep 2016 | ACTIVE | $218.00 | $458.06M | $458.06M | +9,999%+ |
| AAPL | Apple Inc. | Technology | Dec 2013 | ACTIVE | $3.36K | $424.49M | $424.48M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Dec 2013 | ACTIVE | $2.77K | $398.80M | $398.79M | +9,999%+ |
| VONG | Vanguard Russell 1000 Growth ET | N/A | Jun 2016 | ACTIVE | $270.00 | $383.22M | $383.22M | +9,999%+ |
| DFAU | Dimensional US Core Equity Mark | N/A | Dec 2021 | ACTIVE | $45.00K | $320.65M | $320.61M | +9,999%+ |
| VCSH | Vanguard Short-Term Corporate B | N/A | Jun 2017 | ACTIVE | $1.02K | $264.76M | $264.76M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Dec 2013 | ACTIVE | $307.00 | $254.43M | $254.43M | +9,999%+ |
| BSV | Vanguard Short-Term Bond ETF | N/A | Sep 2016 | ACTIVE | $980.00 | $216.37M | $216.37M | +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.