Sequoia Financial Advisors Portfolio Update: March 2026
Sequoia Financial Advisors' portfolio, as of March 31, 2026, shows significant changes in holdings like CCMG and JPIE, alongside steady positions in VTI.
Sequoia Financial Advisors' portfolio, as of March 31, 2026, totaled $17.76 billion, reflecting recent adjustments in its holdings.
The fund's largest position, Vanguard Index Funds (VTI), increased by 3.85% in shares, maintaining its 6.81% allocation. Conversely, the EA Series Trust fund (CCMG) saw a slight decrease of 0.94% in shares, reducing its portfolio weight to 5.86%.
Other notable movements include a significant increase of 38.48% in shares for J P Morgan Exchange Traded Fund (JPIE), boosting its allocation to 1.65%. Technology-focused holdings like NVIDIA (NVDA) and Microsoft (MSFT) also increased, while others like DSTL and DFAU saw modest share growth.
For detailed analysis of each holding, including performance metrics, please visit the Sequoia Financial Advisors profile and individual stock pages on VTI, CCMG, IXUS, AAPL, NVDA, VONG, DSTL, DFAU, and MSFT.