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, with a focus on broad market exposure and technology stocks.
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 reflect a strategy focused on broad market exposure, with slight adjustments in certain positions.
The largest position, VTI (Vanguard Index Funds), maintained its position with a slight increase in shares (+3.85%). Other ETFs like CCMG (EA Series Trust) saw a small decrease (-0.94%) in shares, while DSTL (ETF SER SOLUTIONS) and DFAU (Dimensional ETF Trust) showed modest growth. JPIE (J P Morgan Exchange Traded Fund) stands out with a substantial increase of 38.48% in shares, indicating a significant recent allocation.
In the Technology sector, holdings in AAPL (+16.4%), NVDA (+9.16%), and MSFT (+8.16%) show strong conviction, despite their relatively smaller allocations within the top ten. IXUS (+3.57%) provides international exposure.
For detailed analysis of each holding, including performance and company information, please visit the respective stock pages: VTI, CCMG, IXUS, AAPL, NVDA, VONG, DSTL, DFAU, MSFT, JPIE.
To view the complete profile and track changes for Sequoia Financial Advisors, please visit their profile page: Sequoia Financial Advisors.