Sequoia Financial Advisors Portfolio Concentration: Top Holdings Analysis
An analysis of Sequoia Financial Advisors' portfolio concentration as of March 31, 2026, highlighting key holdings and their allocation percentages.
Sequoia Financial Advisors' portfolio, as of March 31, 2026, totals approximately $17.8 billion, with a diverse range of holdings across various sectors. However, certain stocks dominate the portfolio, reflecting significant concentration in specific areas.
The largest position is held in VANGUARD INDEX FDS (VTI), accounting for 6.81% of the total portfolio value. The fund's stake in VTI increased by 3.85% in the prior period, with a positive change in shares. For more details on VTI, visit https://www.insiderset.com/investors/stocks/VTI.
EA SERIES TRUST (CCMG) is the second-largest holding, representing 5.86% of the portfolio. The fund's position in CCMG decreased slightly by 0.94% in shares during the prior period. For more information on CCMG, visit https://www.insiderset.com/investors/stocks/CCMG.
ISHARES TR (IXUS) holds a 2.94% allocation in the portfolio. The fund's stake in IXUS increased by 3.57% in shares during the prior period. For more details on IXUS, visit https://www.insiderset.com/investors/stocks/IXUS.
APPLE INC (AAPL) is allocated 2.76% of the portfolio. The fund's position in AAPL increased significantly by 16.4% in shares during the prior period. For more information on AAPL, visit https://www.insiderset.com/investors/stocks/AAPL.
NVIDIA CORPORATION (NVDA) is allocated 2.62% of the portfolio. The fund's stake in NVDA increased by 9.16% in shares during the prior period. For more details on NVDA, visit https://www.insiderset.com/investors/stocks/NVDA.
VANGUARD SCOTTSDALE FDS (VONG) holds a 2.14% allocation. The fund's position in VONG increased by 9.49% in shares during the prior period. For more information on VONG, visit https://www.insiderset.com/investors/stocks/VONG.
ETF SER SOLUTIONS (DSTL) is allocated 1.92% of the portfolio. The fund's stake in DSTL increased by 3.12% in shares during the prior period. For more details on DSTL, visit https://www.insiderset.com/investors/stocks/DSTL.
DIMENSIONAL ETF TRUST (DFAU) holds a 1.87% allocation. The fund's position in DFAU increased by 5.31% in shares during the prior period. For more information on DFAU, visit https://www.insiderset.com/investors/stocks/DFA. U.
Technology sector allocation includes MICROSOFT CORP (MSFT) at 1.73%. The fund's stake in MSFT increased by 8.16% in shares during the prior period. For more details on MSFT, visit https://www.insiderset.com/investors/stocks/MSFT.
J P MORGAN EXCHANGE TRADED F (JPIE) is allocated 1.65%. The fund's position in JPIE increased substantially by 38.48% in shares during the prior period. For more information on JPIE, visit https://www.insiderset.com/investors/stocks/JPIE.
For a complete view of Sequoia Financial Advisors' holdings, visit https://www.insiderset.com/investor/-sequoia-financial.