Sequoia Financial Advisors Top Holdings Snapshot: March 2026 Portfolio Analysis

Sequoia Financial Advisors' portfolio, valued at approximately $17.8 billion as of March 31, 2026, is heavily concentrated in exchange-traded funds and trusts, with Vanguard Index Funds (VTI) and EA Series Trust (CCMG) leading the holdings at 6.81% and 5.86% allocations respectively. For detailed insights into Sequoia Financial Advisors' investment strategies and holdings, visit their profile.

The portfolio shows active management, with several top holdings experiencing significant changes in share count. Notably, Apple Inc. (AAPL) saw a substantial 16.4% increase in shares, while NVIDIA Corporation (NVDA) added 9.16%. JPMorgan Exchange-Traded Fund (JPIE) experienced a dramatic 38.48% jump in shares, signaling strong confidence in certain sectors. For more details on AAPL, explore Apple's stock; for NVDA, visit NVIDIA's profile; and for JPIE, check JPMorgan ETF.

Conversely, CCMG experienced a slight decrease of 0.94% in shares, reflecting a strategic shift. Other key holdings like IXUS, VONG, and DSTL also showed positive changes, while MSFT maintained steady growth. These adjustments highlight a dynamic approach to portfolio management, balancing growth in technology stocks with exposure to established funds. For additional context on these holdings, refer to their respective profiles on IXUS, VONG, DSTL, and MSFT.