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 over $17.8 billion. This analysis focuses on the top holdings within their investment strategy, highlighting significant allocations and recent share movements.

Leading the portfolio is VANGUARD INDEX FDS (VTI), a cornerstone holding accounting for 6.81% of the total value. The fund saw an increase in shares held by 3.85% during the prior period, indicating sustained confidence in broad market exposure.

EA SERIES TRUST (CCMG) follows closely at 5.86% allocation. This holding experienced a slight reduction in shares, decreasing by 0.94% compared to the previous period.

ISHARES TR (IXUS) makes up 2.94% of the portfolio. The fund benefited from a positive change in shares, increasing by 3.57% over the prior period.

The Technology sector is well-represented, with APPLE INC (AAPL) holding a 2.76% allocation. This position saw significant growth, with shares increasing by 16.4% and representing one of the largest share increases during the period.

NVIDIA CORPORATION (NVDA) is another key Technology holding at 2.62% allocation. Like AAPL, NVDA experienced substantial growth, with shares increasing by 9.16%.

VANGUARD SCOTTSDALE FDS (VONG) accounts for 2.14% of the portfolio. This holding also showed strong positive momentum, with shares rising by 9.49%.

ETF SER SOLUTIONS (DSTL) holds a 1.92% allocation. Shares in this ETF increased by 3.12% during the prior period.

DIMENSIONAL ETF TRUST (DFAU) makes up 1.87% of the portfolio. This holding saw a notable increase in shares, with a +5.31% change from the previous period.

MICROSOFT CORP (MSFT) is the final Technology holding at 1.73% allocation. Shares increased by 8.16%, adding to the tech focus within the portfolio.

J P MORGAN EXCHANGE TRADED F (JPIE) completes the top ten holdings at 1.65% allocation. This holding experienced one of the most significant share increases, with a substantial +38.48% change from the prior period.

For more detailed information about Sequoia Financial Advisors' investment strategies and performance, please visit their profile on Insiderset: Sequoia Financial Advisors. You can also explore each stock holding in detail by visiting their respective pages: VTI, CCMG, IXUS, AAPL, NVDA, VONG, DSTL, DFAU, MSFT, JPIE.