Sequoia Financial Advisors Q1 2026: Strategic Shifts in ETF Holdings and Tech Stocks

Sequoia Financial Advisors, a prominent investment firm, has released its portfolio analysis for the quarter ending March 31, 2026. The firm manages assets worth approximately $17.8 billion, with a diverse portfolio comprising various exchange-traded funds (ETFs) and individual stocks.

The analysis reveals notable shifts in the portfolio during Q1 2026. The most significant change was a substantial increase in holdings of the J P Morgan Exchange Traded Fund (JPIE), with a staggering 38.48% rise in shares. This ETF, which focuses on exchange-traded funds, now accounts for 1.65% of the total portfolio value. Investors interested in learning more about JPIE can visit InsiderSet.

Several other ETF holdings also saw significant growth during the quarter:

• Vanguard Scottsdale Fund (VONG): Increased by 9.49%, now representing 2.14% of the portfolio.
• Dimensional ETF Trust (DFAU): Increased by 5.31%, now representing 1.87% of the portfolio.
• Vanguard Index Funds (VTI): Increased by 3.85%, maintaining its position as the largest holding at 6.81%.
• ETF SER Solutions (DSTL): Increased by 3.12%, now representing 1.92% of the portfolio.
• Isabel US (IXUS): Increased by 3.57%, representing 2.94% of the portfolio.

In contrast, the stock holding for EA Series Trust (CCMG) decreased by 0.94% during the quarter.

The technology sector continued to be a focus, with positions in Apple (AAPL) and NVIDIA (NVDA) growing significantly:

• NVIDIA (NVDA): Increased by 9.16%, now representing 2.62% of the portfolio.
• Microsoft (MSFT): Increased by 8.16%, now representing 1.73% of the portfolio.

No new positions were disclosed in this filing, and no holdings appear to have been fully exited during the quarter.

For a comprehensive view of Sequoia Financial Advisors' investment strategies and performance, visit their profile on InsiderSet.