Sequoia Financial Advisors Portfolio Concentration Analysis: Key Holdings and Allocation Trends
An analysis of Sequoia Financial Advisors' portfolio concentration as of March 31, 2026, highlighting major holdings and their allocation percentages.
As of March 31, 2026, Sequoia Financial Advisors managed a substantial portfolio valued at approximately $17.8 billion. This analysis focuses on the concentration within their holdings, examining the largest allocations and recent changes in share counts.
The largest allocation within the portfolio belongs to VANGUARD INDEX FDS (VTI), with a portfolio percentage allocation of 6.81%. This position saw an increase in shares from the previous period, with a positive change in shares of 140,399 (3.85%). Investors can explore this fund further at https://www.insiderset.com/investors/stocks/VTI.
The second-largest holding is EA SERIES TRUST (CCMG) at 5.86% allocation. However, this position experienced a slight decrease in shares, with a change of -300,656 shares (-0.94%) compared to the prior period. More details on CCMG are available at https://www.insiderset.com/investors/stocks/CCMG.
Other significant holdings include ISHARES TR (IXUS) at 2.94% allocation, APPLE INC (AAPL) at 2.76%, and NVIDIA CORPORATION (NVDA) at 2.62%. Notably, AAPL and NVDA both showed substantial increases in shares, with 16.4% and 9.16% positive changes respectively. Further information on these companies can be found at https://www.insiderset.com/investors/stocks/IXUS, https://www.insiderset.com/investors/stocks/AAPL, and https://www.insiderset.com/investors/stocks/NVDA.
The portfolio also includes other ETFs and funds such as VANGUARD SCOTTSDALE FDS (VONG) at 2.14%, ETF SER SOLUTIONS (DSTL) at 1.92%, DIMENSIONAL ETF TRUST (DFAU) at 1.87%, and J P MORGAN EXCHANGE TRADED F (JPIE) at 1.65%. JPIE showed a particularly large increase in shares, with a 38.48% positive change. More details on these holdings are available at https://www.insiderset.com/investors/stocks/VONG, https://www.insiderset.com/investors/stocks/DSTL, https://www.insiderset.com/investors/stocks/DFAU, and https://www.insiderset.com/investors/stocks/JPIE.
For a complete view of Sequoia Financial Advisors' profile and holdings, visit their profile page at https://www.insiderset.com/investor/-sequoia-financial.