Sequoia Financial Advisors Portfolio Concentration Analysis as of March 31, 2026
An analysis of Sequoia Financial Advisors' portfolio holdings and allocation as of March 31, 2026, highlighting key stocks and changes in share quantities.
As of March 31, 2026, Sequoia Financial Advisors' portfolio totals $17.76 billion, with holdings spread across various funds and stocks. The portfolio includes a mix of index funds, exchange-traded funds (ETFs), and individual stocks, reflecting a diversified approach to investing.
The largest allocation is held by Vanguared Index Fund (VTI), accounting for 6.81% of the portfolio. There was a 3.85% increase in shares for this fund compared to the previous period. Another significant position is EA Series Trust (CCMG), which makes up 5.86% of the portfolio. This fund saw a slight decrease of 0.94% in shares during the prior period.
Among individual stocks, NVIDIA Corporation (NVDA) holds a notable position at 2.62% allocation. The fund experienced a substantial 9.16% increase in NVDA shares. Apple Inc. (AAPL) follows closely at 2.76% allocation, with a significant 16.4% increase in shares. Microsoft Corporation (MSFT) is another key Technology stock holding at 1.73%.
The fund also holds several ETFs with allocations between 1.65% and 2.14%. J P Morgan Exchange Traded Fund (JPIE) shows the most dramatic change, with a 38.48% increase in shares. Other ETF positions include Vanguared Scottsdale Fund (VONG), ETF SER Solutions (DSTL), and Dimensional ETF Trust (DFAU).
For a complete view of Sequoia Financial Advisors' portfolio, please visit their profile page. Detailed analysis of each holding can be found by exploring the individual stock and fund pages linked below.