Sequoia Financial Advisors' Top Holdings Show Growth in Q1 2026

Sequoia Financial Advisors' portfolio, valued at $17.76 billion as of March 31, 2026, displayed notable shifts in its top holdings during the quarter, according to available data.

The largest share increase was observed in Apple Inc. (AAPL), with a 16.4% rise in holdings, followed closely by NVIDIA Corporation (NVDA) which saw a nearly 9.2% increase. Both technology stocks are prominent positions within the portfolio.

Another significant mover was the JPMorgan Exchange-Traded Fund (JPIE), which experienced a substantial 38.48% increase in shares held by Sequoia Financial Advisors.

Several other holdings also showed positive movement, including Vangua rd Index Funds (VTI, VONG), the DSTL ETF, Dimensional Fund Trust ETFs (DFAU), and iShares ETFs (IXUS), all indicating continued investment or reinforcement in these vehicles.

Conversely, the EA Series Trust ETF (CCMG) saw a slight decrease in shares, while the DSTL ETF, despite positive change, was noted for its allocation. Other positions like the Vanguard Scottsdale Fund (VONG) and iShares ETF (IXUS) showed modest increases.

For a detailed view of Sequoia Financial Advisors' investment profile, visit their profile on Insiderset: https://www.insiderset.com/investor/-sequoia-financial. You can explore their stock holdings individually by visiting the stock pages, for example, for Apple Inc.: https://www.insiderset.com/investors/stocks/AAPL, NVIDIA Corporation: https://www.insiderset.com/investors/stocks/NVDA, or JPMorgan Exchange-Traded Fund: https://www.insiderset.com/investors/stocks/JPIE.