Sequoia Financial's Top Holdings: March 2026 Portfolio Snapshot
Sequoia Financial Advisors' portfolio as of March 31, 2026, features significant increases in JPMorgan ETF holdings and slight decreases in certain trusts, alongside strong allocations to Apple, NVIDIA, and Microsoft.
Sequoia Financial Advisors' portfolio, valued at approximately $17.8 billion as of March 31, 2026, is heavily concentrated in exchange-traded funds (ETFs) and large-cap technology stocks. The top holdings include VTI, CCMG, IXUS, AAPL, NVDA, VONG, DSTL, DFAU, MSFT, and JPIE.
Among the notable changes, JPIE saw a substantial increase in shares, with a 38.48% change in position from the prior period, indicating strong confidence in J P Morgan Exchange Traded Fund. Conversely, CCMG experienced a slight decrease of 0.94% in its allocation.
The portfolio shows a clear tilt towards technology, with significant allocations to Apple (AAPL) and NVIDIA (NVDA), both of which saw substantial increases in their respective positions (16.4% and 9.16% respectively). Microsoft (MSFT) also increased its position by 8.16%.
ETFs continue to dominate the portfolio, with VTI maintaining a strong position despite a modest 3.85% increase in shares. Other ETFs like CCMG, IXUS, VONG, DSTL, and DFAU also feature prominently, showing moderate changes in their allocations.
For detailed analysis of each holding, please visit the investor profile at https://www.insiderset.com/investor/-sequoia-financial and explore individual stock pages at https://www.insiderset.com/investors/stocks/.