Sequoia Financial Advisors, LLC
Sector Allocation
- Other53.3%$10.7B
- Technology18.1%$3.6B
- Financials8.7%$1.7B
- Industrials5.8%$1.2B
- Healthcare3.5%$703.2M
- Consumer Discretionary3.4%$680.3M
- Consumer Staples1.9%$386.8M
- Energy1.7%$334.2M
- Materials1.2%$235.1M
- Utilities1.0%$193.0M
AUM History
13fpro.ai/research/fund/sequoia-financial-advisors-llc-1599900
Conviction and streaks
Stable · top 10 = 30.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$1.4B
- EA$1.1B
- ISHARES$601.0M
AAPL
$572.5MNVDA
$567.5M- VANGUARD$438.0M
- DIMENSIONAL$393.2M
- ETF$356.0M
MSFT
$338.0M- PIMCO$328.9M
- J$328.4M
- BLACKROCK$321.0M
- VANGUARD$290.2M
META
$282.9MGOOG
$269.0MAMZN
$260.6MAVGO
$251.5M- ISHARES$229.1M
- T$215.5M
- DIMENSIONAL$215.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sequoia-financial-advisors-llc-1599900
Sequoia Financial Advisors, LLC 13F holdings — Q2 2026
$20.1B portfolio (+12.2% QoQ) · 2,163 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
Includes $46.8M of put/call options ($19.8M puts, $27.0M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $20.0B. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$1.4B
7.1% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
EA SERIES TRUST - SEQU GLO VAL ETF
$1.1B
5.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE MSCI TOTAL
$601.0M
3.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $572.5M
2.9% of stocks
+2%This quarter+3.0%Since filed10+ qtrsHeld$567.5M
2.8% of stocks
+6%This quarter+6.5%Since filed10+ qtrsHeld- 6
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
$438.0M
2.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$393.2M
2.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ETF SER SOLUTIONS - DISTILLATE US
$356.0M
1.8% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $338.0M
1.7% of stocks
+9%This quarter+35.2%Since filed10+ qtrsHeld- 10
PIMCO ETF TR - MULTISECTOR BD
$328.9M
1.6% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $1.4B | 7.1% | +1% | — | — | — | — | |
| 2 | EA SERIES TRUST - SEQU GLO VAL ETF | $1.1B | 5.5% | -1% | — | — | — | — | |
| 3 | ISHARES TR - CORE MSCI TOTAL | $601.0M | 3.0% | +4% | — | — | — | — | |
| 4 | $572.5M | 2.9% | +2% | +3.0% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $567.5M | 2.8% | +6% | +6.5% | 10+ qtrsAdded 8 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $438.0M | 2.2% | -2% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $393.2M | 2.0% | +3% | — | — | — | — | |
| 8 | ETF SER SOLUTIONS - DISTILLATE US | $356.0M | 1.8% | +0.3% | — | — | — | — | |
| 9 | $338.0M | 1.7% | +9% | +35.2% | 10+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | PIMCO ETF TR - MULTISECTOR BD | $328.9M | 1.6% | +13% | — | — | — | — |
All holdings — Sequoia Financial Advisors, LLC (Q2 2026)
2,163 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund | — | $328.4M | 1.6% | 7.13M | +12% | — | — | 13F |
| 12 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETFetf/fund | — | $321.0M | 1.6% | 6.13M | +13% | — | — | 13F |
| 13 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $290.2M | 1.4% | 3.67M | -0.1% | — | — | 13F |
| 14 | Meta Platforms, Inc.note | Technology | $282.9M | 1.4% | 3.63M | +7% | 10+ qtrsAdded 4 qtrs in a row | 78.0 | 13F | |
| 15 | Alphabet Inc. | Technology | $269.0M | 1.3% | 761K | +1% | 10+ qtrsAdded 9 qtrs in a row | 77.7 | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $260.6M | 1.3% | 1.09M | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Broadcom Inc. | Technology | $251.5M | 1.3% | 666K | +4% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $229.1M | 1.1% | 2.13M | +8% | — | — | 13F |
| 19 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | — | $215.5M | 1.1% | 4.40M | +4% | — | — | 13F |
| 20 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $215.4M | 1.1% | 5.30M | -0.9% | — | — | 13F |
| 21 | CATERPILLAR INC | Industrials | $200.5M | 1.0% | 188K | +5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SPDR INDEX SHS FDS - ST STR MSCI GLBetf/fund | — | $189.7M | 0.9% | 2.21M | +10% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $188.4M | 0.9% | 2.19M | +533% | — | — | 13F |
| 24 | ELI LILLY & Co | Healthcare | $185.4M | 0.9% | 155K | +8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - MSCI ACWI ETFetf/fund | — | $180.0M | 0.9% | 1.15M | -4% | — | — | 13F |
| 26 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $179.6M | 0.9% | 5.26M | -0.4% | |||
| 27 | — | VANGUARD INDEX FDS - VALUE ETF | — | $177.7M | 0.9% | 815K | +4% | |||
| 28 | $GOOGL | Alphabet Inc. | Technology | $168.9M | 0.8% | 472K | -0.2% | |||
| 29 | $GLD | SPDR GOLD TRUST | Financials | $168.1M | 0.8% | 456K | -3% | |||
| 30 | $GS | GOLDMAN SACHS GROUP INC | Financials | $155.3M | 0.8% | 154K | +4% | |||
| 31 | $META | Meta Platforms, Inc. | Technology | $154.9M | 0.8% | 275K | +4% | |||
| 32 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $132.7M | 0.7% | 1.06M | -2% | |||
| 33 | $JPM | JPMORGAN CHASE & CO | Financials | $127.9M | 0.6% | 391K | +4% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $123.7M | 0.6% | 247K | -2% | |||
| 35 | $SPY | SPDR S&P 500 ETF TRUST | — | $119.8M | 0.6% | 160K | +1% | |||
| 36 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $116.6M | 0.6% | 2.83M | +4% | |||
| 37 | $RTX | RTX Corp | Industrials | $114.2M | 0.6% | 602K | -4% | |||
| 38 | — | PACER FDS TR - US CASH COWS 100 | — | $110.8M | 0.6% | 1.78M | -2% | |||
| 39 | — | ISHARES TR - CORE S&P SCP ETF | — | $108.8M | 0.5% | 734K | +4% | |||
| 40 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $104.9M | 0.5% | 2.07M | +12% | |||
| 41 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $104.0M | 0.5% | 1.27M | -2% | |||
| 42 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $100.0M | 0.5% | 731K | +4% | |||
| 43 | $PWR | QUANTA SERVICES, INC. | Industrials | $97.8M | 0.5% | 136K | +5% | |||
| 44 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $97.3M | 0.5% | 1.39M | +1% | |||
| 45 | $WMT | Walmart Inc. | Consumer Staples | $96.0M | 0.5% | 847K | +4% | |||
| 46 | $V | VISA INC. | Financials | $95.2M | 0.5% | 277K | +4% | |||
| 47 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $88.7M | 0.4% | 95K | -3% | |||
| 48 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $87.9M | 0.4% | 371K | +3% | |||
| 49 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $86.9M | 0.4% | 532K | -3% | |||
| 50 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $81.0M | 0.4% | 230K | +5% | |||
| 51 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $78.4M | 0.4% | 107K | +0.5% | |||
| 52 | — | ISHARES TR - CORE S&P US VLU | — | $76.6M | 0.4% | 695K | -0.1% | |||
| 53 | $ETN | Eaton Corp plc | Industrials | $74.6M | 0.4% | 175K | +7% | |||
| 54 | — | ISHARES TR - 0-3 MTH TREASURY | — | $74.4M | 0.4% | 739K | +42% | |||
| 55 | — | ISHARES TR - CORE S&P500 ETF | — | $72.3M | 0.4% | 97K | +0.3% | |||
| 56 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $68.4M | 0.3% | 960K | +0.4% | |||
| 57 | $MU | MICRON TECHNOLOGY INC | Technology | $67.2M | 0.3% | 58K | +13% | |||
| 58 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $65.8M | 0.3% | 1.22M | -2% | |||
| 59 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $64.2M | 0.3% | 623K | -4% | |||
| 60 | $AMGN | AMGEN INC | Healthcare | $62.7M | 0.3% | 173K | +5% | |||
| 61 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $62.2M | 0.3% | 221K | +7% | |||
| 62 | $TSLA | Tesla, Inc. | Consumer Discretionary | $61.0M | 0.3% | 145K | +27% | |||
| 63 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $60.7M | 0.3% | 1.06M | +8% | |||
| 64 | — | PACER FDS TR - DEVELOPED MRKT | — | $59.6M | 0.3% | 1.43M | -5% | |||
| 65 | $PH | Parker-Hannifin Corp | Industrials | $58.7M | 0.3% | 60K | +10% | |||
| 66 | $MS | MORGAN STANLEY | Financials | $58.5M | 0.3% | 280K | +3% | |||
| 67 | $WM | WASTE MANAGEMENT INC | Utilities | $52.0M | 0.3% | 233K | +8% | |||
| 68 | $JNJ | JOHNSON & JOHNSON | Healthcare | $51.6M | 0.3% | 203K | +5% | |||
| 69 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $50.5M | 0.3% | 1.19M | -2% | |||
| 70 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $49.8M | 0.3% | 339K | +1.0% | |||
| 71 | — | AMERICAN CENTY ETF TR - REAL ESTATE ETF | — | $48.9M | 0.2% | 1.03M | +4% | |||
| 72 | — | ISHARES TR - CORE S&P MCP ETF | — | $48.6M | 0.2% | 631K | +4% | |||
| 73 | $BLK | BlackRock, Inc. | Financials | $47.9M | 0.2% | 50K | +5% | |||
| 74 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $46.2M | 0.2% | 526K | +3% | |||
| 75 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $45.7M | 0.2% | 67K | +4% | |||
| 76 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $45.5M | 0.2% | 92K | +560% | |||
| 77 | $DD | DuPont de Nemours, Inc. | Materials | $45.1M | 0.2% | 332K | -64% | |||
| 78 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $43.3M | 0.2% | 896K | +2% | |||
| 79 | $IVZ | Invesco Ltd. | Financials | $42.2M | 0.2% | 468K | -15% | |||
| 80 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $41.3M | 0.2% | 71K | +6% | |||
| 81 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $40.8M | 0.2% | 1.38M | -2% | |||
| 82 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $39.7M | 0.2% | 55K | +7% | |||
| 83 | $C | CITIGROUP INC | Financials | $39.1M | 0.2% | 279K | +2% | |||
| 84 | $MCD | MCDONALDS CORP | Consumer Discretionary | $39.0M | 0.2% | 144K | +0.3% | |||
| 85 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $38.4M | 0.2% | 361K | -3% | |||
| 86 | $MRK | Merck & Co., Inc. | Healthcare | $37.5M | 0.2% | 292K | -2% | |||
| 87 | $PANW | Palo Alto Networks Inc | Technology | $36.9M | 0.2% | 108K | -43% | |||
| 88 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $36.6M | 0.2% | 241K | +7% | |||
| 89 | $LNG | Cheniere Energy, Inc. | Energy | $36.0M | 0.2% | 151K | +4% | |||
| 90 | $LH | LABCORP HOLDINGS INC. | Healthcare | $35.6M | 0.2% | 127K | +5% | |||
| 91 | — | ISHARES TR - MSCI USA MMENTM | — | $35.6M | 0.2% | 104K | +7% | |||
| 92 | $ABT | ABBOTT LABORATORIES | Healthcare | $35.3M | 0.2% | 389K | +7% | |||
| 93 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $34.6M | 0.2% | 420K | -2% | |||
| 94 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $34.4M | 0.2% | 825K | +0.5% | |||
| 95 | $AJG | Arthur J. Gallagher & Co. | Financials | $34.4M | 0.2% | 150K | +7% | |||
| 96 | $GEV | GE Vernova Inc. | Industrials | $34.0M | 0.2% | 29K | -0.7% | |||
| 97 | $XYL | Xylem Inc. | Industrials | $33.6M | 0.2% | 284K | -22% | |||
| 98 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $33.5M | 0.2% | 991K | -2% | |||
| 99 | $GE | GENERAL ELECTRIC CO | Industrials | $33.0M | 0.2% | 88K | +2% | |||
| 100 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $31.3M | 0.2% | 66K | -0.8% | |||
| 101 | — | ISHARES TR - RUS 1000 ETF | — | $30.4M | 0.1% | 74K | -0.6% | |||
| 102 | $IVZ | Invesco Ltd. | Financials | $30.3M | 0.1% | 142K | -5% | |||
| 103 | $SCHW | SCHWAB CHARLES CORP | Financials | $30.2M | 0.1% | 328K | -4% | |||
| 104 | $CRM | Salesforce, Inc. | Technology | $29.9M | 0.1% | 191K | -47% | |||
| 105 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $29.6M | 0.1% | 135K | -1% | |||
| 106 | $GLTR | abrdn Precious Metals Basket ETF Trust | Financials | $29.3M | 0.1% | 161K | -1% | |||
| 107 | — | ISHARES TR - MSCI ACWI EX US | — | $29.2M | 0.1% | 383K | +11% | |||
| 108 | $LRCX | LAM RESEARCH CORP | Technology | $29.2M | 0.1% | 67K | -5% | |||
| 109 | $FLEX | FLEX LTD. | Technology | $29.0M | 0.1% | 179K | +0.7% | |||
| 110 | $BX | Blackstone Inc. | Financials | $28.9M | 0.1% | 245K | +5% | |||
| 111 | $CVX | CHEVRON CORP | Energy | $28.8M | 0.1% | 174K | +8% | |||
| 112 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $28.7M | 0.1% | 628K | -12% | |||
| 113 | $PLTR | Palantir Technologies Inc. | Technology | $28.4M | 0.1% | 243K | +3% | |||
| 114 | $QCOM | QUALCOMM INC/DE | Technology | $28.4M | 0.1% | 153K | +10% | |||
| 115 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $27.7M | 0.1% | 715K | -2% | |||
| 116 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $27.4M | 0.1% | 278K | -10% | |||
| 117 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $25.8M | 0.1% | 930K | +0.7% | |||
| 118 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $25.7M | 0.1% | 115K | -8% | |||
| 119 | $CSCO | CISCO SYSTEMS, INC. | Technology | $25.6M | 0.1% | 218K | +9% | |||
| 120 | — | ISHARES TR - CORE S&P TTL STK | — | $25.1M | 0.1% | 153K | +105% | |||
| 121 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $24.9M | 0.1% | 302K | +0.9% | |||
| 122 | — | ISHARES TR - S&P 500 GRWT ETF | — | $24.9M | 0.1% | 181K | -0.5% | |||
| 123 | $INTC | INTEL CORP | Technology | $24.5M | 0.1% | 176K | +19% | |||
| 124 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $24.5M | 0.1% | 465K | -4% | |||
| 125 | $HONA | Honeywell Aerospace Inc. | Industrials | $24.2M | 0.1% | 109K | New | |||
| 126 | $ABBV | AbbVie Inc. | Healthcare | $23.9M | 0.1% | 95K | +5% | |||
| 127 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $23.6M | 0.1% | 57K | +5% | |||
| 128 | $SHW | SHERWIN WILLIAMS CO | Materials | $23.6M | 0.1% | 69K | -51% | |||
| 129 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $23.1M | 0.1% | 421K | -3% | |||
| 130 | $KO | COCA COLA CO | Consumer Staples | $23.0M | 0.1% | 284K | +3% | |||
| 131 | $SPY CALL | SPDR S&P 500 ETF TRUST | — | $22.8M | — | 31K | -19% | |||
| 132 | — | ISHARES TR - MSCI USA QLT FCT | — | $22.2M | 0.1% | 101K | -4% | |||
| 133 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $22.0M | 0.1% | 598K | -0.8% | |||
| 134 | $DELL | Dell Technologies Inc. | Technology | $21.6M | 0.1% | 50K | +5% | |||
| 135 | — | HARBOR ETF TRUST - DIVIDEND GTH LEA | — | $21.6M | 0.1% | 1.17M | +1% | |||
| 136 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $21.4M | 0.1% | 534K | +5% | |||
| 137 | $AXP | AMERICAN EXPRESS CO | Financials | $20.5M | 0.1% | 61K | +0.4% | |||
| 138 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $20.5M | 0.1% | 108K | -8% | |||
| 139 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | — | $19.8M | 0.1% | 758K | +7% | |||
| 140 | $GD | GENERAL DYNAMICS CORP | Industrials | $19.5M | 0.1% | 55K | +9% | |||
| 141 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $19.4M | 0.1% | 67K | +11% | |||
| 142 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $18.7M | 0.1% | 421K | -4% | |||
| 143 | $PM | Philip Morris International Inc. | Consumer Staples | $18.6M | 0.1% | 103K | -2% | |||
| 144 | $OKE | ONEOK INC /NEW/ | Energy | $18.5M | 0.1% | 213K | +0.4% | |||
| 145 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $18.4M | 0.1% | 53K | -1% | |||
| 146 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $18.2M | 0.1% | 452K | -6% | |||
| 147 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $18.1M | 0.1% | 132K | +4% | |||
| 148 | — | AMPLIFY ETF TR - CWP INTL ENHANCE | — | $17.7M | 0.1% | 423K | -15% | |||
| 149 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $17.3M | 0.1% | 473K | -5% | |||
| 150 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $17.2M | 0.1% | 23 | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 340 new, 920 added to, 797 trimmed, 101 sold out. Share-count changes; largest moves by dollar size first.
New positions (340)
$HONAHoneywell Aerospace Inc.$24.2M
first bought this quarter
$STUBStubHub Holdings, Inc.$8.0M
first bought this quarter
$BFLXCann American Corp.$3.6M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.7Mfirst bought this quarter
$CNKCinemark Holdings, Inc.$2.5M
first bought this quarter
$FRMIFermi Inc.$1.8M
first bought this quarter
+334 more in the Excel export
Added to (920)
- VANGUARD INDEX FDS - GROWTH ETF+533%
now $188.4M
$ROKROCKWELL AUTOMATION, INC+560%
now $45.5M · held 10+ qtrs
- PIMCO ETF TR - MULTISECTOR BD+13%
now $328.9M
- BLACKROCK ETF TRUST II - ISHA FLEX IN ETF+13%
now $321.0M
- J P MORGAN EXCHANGE TRADED F - INCOME ETF+12%
now $328.4M
now $567.5M · held 10+ qtrs, 8 adds in a row
+914 more in the Excel export
Trimmed (797)
$DDDuPont de Nemours, Inc.-64%
now $45.1M · held 10+ qtrs
$WYNNWYNN RESORTS LTD-99%
now $1.0M
$PANWPalo Alto Networks Inc-43%
now $36.9M · held 10+ qtrs, 3 trims in a row
$CRMSalesforce, Inc.-47%
now $29.9M · held 10+ qtrs
$SHWSHERWIN WILLIAMS CO-51%
now $23.6M · held 10+ qtrs, 2 trims in a row
$ACNAccenture plc-65%
now $7.2M
+791 more in the Excel export
Holdings by quarter
Every 13F Sequoia Financial Advisors, LLC has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sequoia Financial Advisors?
Q2 2026 13F filed with the SEC on Jul 17, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sequoia Financial Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.1%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 12% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sequoia Financial Advisors, LLC disclosed 2,163 positions worth $20.1B in its Form 13F-HR for Q2 2026 — $20.0B in common stock plus $46.8M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 340 new positions and exited 101 — including a new stake in $HONA. The portfolio is most concentrated in Other (53.3% of disclosed assets). All figures are sourced directly from Sequoia Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1599900.
Funds like this
managers whose biggest positions overlap Sequoia Financial Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Sequoia Financial Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sequoia Financial Advisors, LLC (SEC CIK: 1599900), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sequoia Financial Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.