Sequoia Financial Advisors Portfolio Concentration Analysis: Key Holdings and Share Changes
Analysis of Sequoia Financial Advisors' portfolio concentration as of March 31, 2026, highlighting major holdings and recent share changes.
Sequoia Financial Advisors' portfolio, as of March 31, 2026, shows significant concentration in specific holdings. The analysis focuses on the largest positions and their recent share movements.
The largest position is Vanguard Index Funds (VTI), holding approximately 6.81% of the total portfolio value. There was a notable increase in shares held, with a 3.85% change from the prior period.
EA Series Trust (CCMG) is the second-largest holding, representing 5.86% of the portfolio. This position saw a slight decrease in shares, with a -0.94% change from the prior period.
Thirdly, iShares Core (IXUS) holds 2.94% of the portfolio. This position also showed an increase, with a 3.57% change in shares during the period.
Other significant holdings include Apple Inc. (AAPL) at 2.76%, NVIDIA Corporation (NVDA) at 2.62%, Vanguard Scottsdale Fund (VONG) at 2.14%, ETF SER Solutions (DSTL) at 1.92%, Dimensional ETF Trust (DFAU) at 1.87%, Microsoft Corporation (MSFT) at 1.73%, and JPMorgan Exchange-Traded Fund (JPIE) at 1.65%.
Recent share changes varied across holdings. For instance, JPMorgan Exchange-Traded Fund (JPIE) saw a substantial increase of 38.48% in shares, while Apple Inc. (AAPL) and NVIDIA Corporation (NVDA) also increased significantly by 16.4% and 9.16% respectively.
For detailed insights into Sequoia Financial Advisors' investment strategy and holdings, visit their profile on Insiderset: Sequoia Financial Advisors. You can explore each stock's performance and details here: VTI, CCMG, IXUS, AAPL, NVDA, VONG, DSTL, DFAU, MSFT, JPIE.