Sequoia Financial Advisors Portfolio Snapshot: Top Holdings Analysis March 2026

Sequoia Financial Advisors' portfolio, valued at approximately $17.8 billion as of March 31, 2026, includes a diverse set of top holdings. Among the largest positions are VTI, CCMG, IXUS, AAPL, NVDA, VONG, DSTL, DFAU, MSFT, and JPIE.

Apple Inc. (AAPL) saw a substantial increase in its portfolio allocation, rising by 16.4% to 2.76% of the total. NVIDIA Corporation (NVDA) also experienced significant growth, with its allocation increasing by 9.16% to 2.62%. Both companies can be explored further at AAPL and NVDA respectively.

In contrast, EA Series Trust (CCMG) allocation decreased slightly by 0.94% to 5.86%, reflecting a reduction in this position. Vanguard Index Funds (VTI) allocation remained relatively stable at 6.81%, while iShares Trust (IXUS) allocation held steady at 2.94%.

Other notable changes include a 9.49% increase in Vanguard Scottsdale Fund (VONG) allocation to 2.14%, a 5.31% increase in Dimensional ETF Trust (DFAU) allocation to 1.87%, and a significant 38.48% increase in JPMorgan Exchange-Traded Fund (JPIE) allocation to 1.65%. ETF SER Solutions (DSTL) allocation increased by 3.12% to 1.92%, while Microsoft Corp. (MSFT) allocation increased by 8.16% to 1.73%.

For more detailed portfolio information, visit Sequoia Financial Advisors' profile.