Sequoia Financial Advisors Sector Allocation (Q2 2026)

As of Jun 30, 2026, the Sequoia Financial Advisors portfolio managed by was diversified across 14 sectors, according to the most recent SEC 13F filing dated Jul 17, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The ETF sector represents the largest share at 58.4% of total portfolio value, followed by ETF and Technology and Financial Services. Together, the top three sectors account for 77.7% of the portfolio, reflecting 's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.