Sequoia Financial Advisors, LLC

CIK 0001599900 · AKRON, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

Sequoia Financial Advisors, LLC reported 2,163 positions worth $20.07B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VTI (7.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$20.07B
2026 Q2
Positions
2,163
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.5%
Est. Net Flow (Q)
2026 Q2
10 / 2163 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$1.42B7.06%3,831,169
2SFGVEA SERIES TRUSTSH$1.10B5.50%31,470,764
3IXUSISHARES TRSH$601.0M2.99%6,296,845
4AAPLAPPLE INCSH$572.5M2.85%1,978,445
5NVDANVIDIA CORPORATIONSH$567.5M2.83%2,836,315
6VONGVANGUARD SCOTTSDALE FDSSH$438.0M2.18%3,426,943
7DFAUDIMENSIONAL ETF TRUSTSH$393.2M1.96%7,607,402
8DSTLETF SER SOLUTIONSSH$356.0M1.77%5,942,710
9MSFTMICROSOFT CORPSH$338.0M1.68%906,219
10PYLDPIMCO ETF TRSH$328.9M1.64%12,401,335

The free plan shows the top 10 positions. The remaining 2153 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sequoia Financial Advisors, LLC hold as of Q2 2026?

Sequoia Financial Advisors, LLC reported 2163 positions worth $20.07B in its Q2 2026 13F filing. Largest positions: VTI (7.1%), SFGV (5.5%), IXUS (3.0%), AAPL (2.9%) and NVDA (2.8%).

What did Sequoia Financial Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sequoia Financial Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.