Sequoia Financial Advisors Portfolio Concentration Analysis: March 2026 Holdings
An analysis of Sequoia Financial Advisors' portfolio concentration as of March 31, 2026, highlighting key holdings and allocation trends.
As of March 31, 2026, Sequoia Financial Advisors managed a substantial portfolio valued at approximately $17.8 billion. This analysis focuses on the top holdings, which represent a significant portion of the total assets under management.
The largest position by allocation is Vanguard Index Funds (VTI), accounting for 6.81% of the portfolio. The fund holds over 3.7 million shares, with a slight increase in shares (+3.85%) compared to the previous period. Another major holding is EA Series Trust (CCMG), representing 5.86% of the portfolio. This position saw a decrease in shares (-0.94%) during the period.
Technology sector exposure is notable, with Apple Inc. (AAPL) and NVIDIA Corporation (NVDA) each holding allocations above 2.6%. Both companies saw significant increases in their share counts (+16.4% and +9.16% respectively) during the period. Microsoft Corporation (MSFT) also falls within the Technology sector, holding a 1.73% allocation.
International exposure is present through iShares Core Core U.S. Market ETF (IXUS), which holds approximately 2.94% of the portfolio. This position also showed positive share growth (+3.57%).
Other significant positions include Vanguard Scottsdale Tax-Exempt Fund (VONG) at 2.14%, ETF SER Solutions Fund (DSTL) at 1.92%, Dimensional ETF Trust (DFAU) at 1.87%, and JPMorgan Exchange-Traded Fund (JPIE) at 1.65%. Notably, JPIE experienced a substantial increase in shares (+38.48%) during the period.
The complete list of holdings can be explored further on the investor profile page: Sequoia Financial Advisors. Detailed information on each stock, including company profiles, can be found at: VTI, CCMG, IXUS, AAPL, NVDA, VONG, DSTL, DFAU, MSFT, and JPIE.