Sequoia Financial Advisors Top Holdings Analysis: Portfolio Focus on Tech & Index Funds

Sequoia Financial Advisors, as of March 31, 2026, maintains a substantial portfolio valued at approximately $17.8 billion. This analysis focuses on the top holdings within this portfolio, highlighting significant allocations and recent share movements.

Leading the list is VTI, identified as Vanguard Index Funds (VTI). This holding accounts for 6.81% of the total portfolio value, representing a significant allocation to broad market index funds. The fund saw an increase in shares held by 3.85% compared to the previous period.

Closely following is CCMG, representing EA Series Trust. This holding makes up 5.86% of the portfolio. There was a slight decrease in shares held, with a -0.94% change from the prior period.

IXUS, iShares Trust, follows with a 2.94% allocation. This holding showed positive momentum, with a 3.57% increase in shares during the prior period.

AAPL, Apple Inc., is allocated 2.76% of the portfolio. This position saw substantial growth, with shares increasing by 16.4% compared to the previous period.

NVDA, NVIDIA Corporation, holds a 2.62% allocation. This technology stock experienced significant growth, with a 9.16% increase in shares during the prior period.

VONG, Vanguard Scottsdale Funds, is allocated 2.14% of the portfolio. Shares in this fund increased by 9.49% compared to the previous period.

DSTL, ETF SER Solutions, makes up 1.92% of the portfolio. This holding saw an increase in shares by 3.12% during the prior period.

DFAU, Dimensional ETF Trust, is allocated 1.87% of the portfolio. Shares in this fund increased by 5.31% compared to the previous period.

MSFT, Microsoft Corporation, holds a 1.73% allocation. This tech giant saw its shares increase by 8.16% during the prior period.

JPIE, JPMorgan Exchange Traded Funds, completes the top ten with a 1.65% allocation. This holding experienced a significant increase, with shares growing by 38.48% compared to the previous period.

For more detailed information about Sequoia Financial Advisors' investment strategies and performance, please visit their profile on Insiderset: Sequoia Financial Advisors. For specific details on any of these holdings, such as Apple Inc. (AAPL), NVIDIA Corporation (NVDA), or Vanguard Index Funds (VTI), please refer to their respective profiles on Insiderset.