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Sequoia Financial Advisors, LLC 13F holdings

Filed 2026-07-17 · Sequoia Financial Advisors, LLC · 2,163 positions · $20.1B

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS3.8M$1.4B7.1%
—EA SERIES TRUST31.5M$1.1B5.5%
IXUSISHARES TR6.3M$601.0M3.0%
AAPLAPPLE INC2.0M$572.5M2.9%
NVDANVIDIA CORPORATION2.8M$567.5M2.8%
VONGVANGUARD SCOTTSDALE FDS3.4M$438.0M2.2%
DFAUDIMENSIONAL ETF TRUST7.6M$393.2M2.0%
DSTLETF SER SOLUTIONS5.9M$356.0M1.8%
MSFTMICROSOFT CORP906.2K$338.0M1.7%
PYLDPIMCO ETF TR12.4M$328.9M1.6%
JPIEJ P MORGAN EXCHANGE TRADED F7.1M$328.4M1.6%
BINCBLACKROCK ETF TRUST II6.1M$321.0M1.6%
VCSHVANGUARD SCOTTSDALE FDS3.7M$290.2M1.4%
BSVVANGUARD BD INDEX FDS3.6M$282.9M1.4%
GOOGALPHABET INC761.3K$269.0M1.3%
AMZNAMAZON COM INC1.1M$260.6M1.3%
AVGOBROADCOM INC665.9K$251.5M1.3%
MUBISHARES TR2.1M$229.1M1.1%
TDVGT ROWE PRICE EXCHANGE-TRADED4.4M$215.5M1.1%
DFEMDIMENSIONAL ETF TRUST5.3M$215.4M1.1%
CATCATERPILLAR INC188.3K$200.5M1.0%
SPGMSPDR INDEX SHS FDS2.2M$189.7M0.9%
VUGVANGUARD INDEX FDS2.2M$188.4M0.9%
LLYELI LILLY & CO154.5K$185.4M0.9%
ACWIISHARES TR1.1M$180.0M0.9%
DIHPDIMENSIONAL ETF TRUST5.3M$179.6M0.9%
VTVVANGUARD INDEX FDS815.4K$177.7M0.9%
GOOGLALPHABET INC472.5K$168.9M0.8%
GLDSPDR GOLD TR456.2K$168.1M0.8%
GSGOLDMAN SACHS GROUP INC153.5K$155.3M0.8%
METAMETA PLATFORMS INC275.0K$154.9M0.8%
AVUVAMERICAN CENTY ETF TR1.1M$132.7M0.7%
JPMJPMORGAN CHASE & CO390.9K$127.9M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL247.2K$123.7M0.6%
SPYSTATE STR SPDR S&P 500 ETF T160.4K$119.8M0.6%
DFAIDIMENSIONAL ETF TRUST2.8M$116.6M0.6%
RTXRTX CORPORATION601.9K$114.2M0.6%
COWZPACER FDS TR1.8M$110.8M0.6%
IJRISHARES TR733.7K$108.8M0.5%
VTEBVANGUARD MUN BD FDS2.1M$104.9M0.5%
DFUSDIMENSIONAL ETF TRUST1.3M$104.0M0.5%
EXMOCEXXON MOBIL CORP731.4K$100.0M0.5%
PWRQUANTA SVCS INC135.9K$97.8M0.5%
DFATDIMENSIONAL ETF TRUST1.4M$97.3M0.5%
WMTWALMART INC847.5K$96.0M0.5%
VVISA INC277.5K$95.2M0.5%
COSTCOSTCO WHOLESALE CORPORATION94.8K$88.7M0.4%
VIGVANGUARD SPECIALIZED FUNDS371.4K$87.9M0.4%
MGVVANGUARD WORLD FD531.7K$86.9M0.4%
HDHOME DEPOT INC229.7K$81.0M0.4%
QQQINVESCO QQQ TR106.5K$78.4M0.4%
IUSVISHARES TR695.0K$76.6M0.4%
ETNEATON CORP PLC175.1K$74.6M0.4%
SGOVISHARES TR738.9K$74.4M0.4%
IVVISHARES TR96.6K$72.3M0.4%
VEAVANGUARD TAX-MANAGED FDS959.9K$68.4M0.3%
MUMICRON TECHNOLOGY INC58.2K$67.2M0.3%
DFIVDIMENSIONAL ETF TRUST1.2M$65.8M0.3%
AVDVAMERICAN CENTY ETF TR622.8K$64.2M0.3%
AMGNAMGEN INC173.0K$62.7M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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