Sequoia Financial Advisors, LLC
CIK: 0001599900Latest portfolio: $17.9B · Q4 2025
Holdings
1,885
Total Value
$17.9B
New Positions
1,873
Closed Positions
0
Top Holdings
View All 1,885 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 3,715,482 | $1.2B | 6.95% | NEW | |
| 2 | SFGVEA SERIES TRUST | 31,787,963 | $1.0B | 5.60% | NEW | |
| 3 | AAPLAPPLE INC | 2,001,320 | $544.1M | 3.03% | NEW | Put |
| 4 | NVDANVIDIA CORPORATION | 2,647,232 | $493.7M | 2.75% | NEW | Put |
| 5 | IXUSISHARES TR | 5,815,625 | $492.2M | 2.75% | NEW | |
| 6 | VONGVANGUARD SCOTTSDALE FDS | 3,545,177 | $431.6M | 2.41% | NEW | |
| 7 | MSFTMICROSOFT CORP | 861,089 | $416.4M | 2.32% | NEW | Put |
| 8 | DSTLETF SER SOLUTIONS | 5,752,460 | $338.8M | 1.89% | NEW | |
| 9 | DFAUDIMENSIONAL ETF TRUST | 7,125,424 | $333.5M | 1.86% | NEW | |
| 10 | VCSHVANGUARD SCOTTSDALE FDS | 3,449,814 | $275.1M | 1.53% | NEW | |
| 11 | JPIEJ P MORGAN EXCHANGE TRADED F | 5,592,163 | $258.9M | 1.44% | NEW | |
| 12 | AMZNAMAZON COM INC | 1,118,835 | $258.2M | 1.44% | NEW | Call |
| 13 | PYLDPIMCO ETF TR | 9,459,806 | $252.4M | 1.41% | NEW | |
| 14 | BINCBLACKROCK ETF TRUST II | 4,686,138 | $247.3M | 1.38% | NEW | |
| 15 | BSVVANGUARD BD INDEX FDS | 2,928,028 | $230.8M | 1.29% | NEW | |
| 16 | AVGOBROADCOM INC | 635,947 | $220.1M | 1.23% | NEW | Put |
| 17 | GOOGALPHABET INC | 638,167 | $200.3M | 1.12% | NEW | Call |
| 18 | MUBISHARES TR | 1,766,391 | $189.2M | 1.06% | NEW | |
| 19 | GQ9SPDR GOLD TR | 473,842 | $187.8M | 1.05% | NEW | Call |
| 20 | TDVGT ROWE PRICE ETF INC | 4,141,709 | $186.3M | 1.04% | NEW | |
| 21 | ACWIISHARES TR | 1,246,414 | $176.4M | 0.98% | NEW | |
| 22 | METAMETA PLATFORMS INC | 252,334 | $166.6M | 0.93% | NEW | |
| 23 | DFEMDIMENSIONAL ETF TRUST | 4,967,176 | $164.3M | 0.92% | NEW | |
| 24 | LLYELI LILLY & CO | 147,690 | $158.7M | 0.89% | NEW | |
| 25 | DIHPDIMENSIONAL ETF TRUST | 4,880,486 | $154.5M | 0.86% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Consumer CyclicalNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Real Estate0.0% ($2.554196874812431e+251T)
Basic Materials0.0% ($4.696632341773567e+248T)
Energy0.0% ($8.3731281312389e+237T)
Consumer Defensive0.0% ($9.262876699473501e+220T)
Communication Services0.0% ($2.0025616656315023e+205T)
Utilities0.0% ($1.913017134136101e+193T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 3, 2026 | $17.9B | 1,928 |
| Q3 2025 | Oct 29, 2025 | $16.5T | 0 |
| Q2 2025 | Jul 25, 2025 | $14.6T | 1,588 |
| Q1 2025 | Apr 23, 2025 | $13.0T | 1,369 |
| Q4 2024 | Feb 7, 2025 | $10.4T | 1,347 |
| Q3 2024 | Oct 21, 2024 | $9321.9T | 1,289 |
| Q2 2024 | Jul 15, 2024 | $8299.3T | 1,221 |
| Q1 2024 | Apr 30, 2024 | $8042.3T | 1,164 |
| Q4 2023 | Jan 26, 2024 | $8064.0T | 1,200 |
| Q3 2023 | Nov 8, 2023 | $5703.9T | 965 |
| Q2 2023 | Aug 8, 2023 | $5828.9T | 968 |
| Q1 2023 | Apr 25, 2023 | $4499.2T | 840 |
| Q4 2022 | Jan 18, 2023 | $4430.5T | 812 |
| Q3 2022 | Oct 26, 2022 | $3.2T | 530 |
| Q2 2022 | Jul 22, 2022 | $3.5T | 592 |
| Q1 2022 | May 13, 2022 | $4.0T | 670 |
| Q4 2021 | Feb 11, 2022 | $5.5T | 595 |
| Q3 2021 | Oct 26, 2021 | $984.0B | 257 |
| Q2 2021 | Jul 27, 2021 | $2.7T | 478 |
| Q1 2021 | May 14, 2021 | $2.4T | 447 |
| Q4 2020 | Feb 12, 2021 | $2.2T | 419 |
| Q3 2020 | Oct 23, 2020 | $1.9T | 389 |
| Q2 2020 | Aug 11, 2020 | $1.7T | 349 |
| Q1 2020 | May 11, 2020 | $1.4T | 366 |
| Q4 2019 | Feb 13, 2020 | $1.6T | 380 |
| Q3 2019 | Oct 22, 2019 | $1.4T | 355 |
| Q2 2019 | Jul 31, 2019 | $1.3T | 372 |
| Q1 2019 | May 13, 2019 | $1.2T | 366 |
| Q4 2018 | Feb 14, 2019 | $864.5B | 298 |
| Q3 2018 | Nov 14, 2018 | $1.0T | 322 |
| Q2 2018 | Aug 14, 2018 | $938.8B | 310 |
| Q1 2018 | May 14, 2018 | $950.5B | 311 |
| Q4 2017 | Feb 13, 2018 | $949.3B | 308 |
| Q3 2017 | Nov 13, 2017 | $844.3B | 289 |
| Q2 2017 | Aug 9, 2017 | $807.0B | 285 |
| Q1 2017 | May 1, 2017 | $786.1B | 287 |
| Q4 2016 | Feb 14, 2017 | $699.4B | 275 |
| Q3 2016 | Nov 14, 2016 | $536.5B | 250 |
| Q2 2016 | Jul 29, 2016 | $356.8B | 255 |
| Q1 2016 | Jun 9, 2016 | $7.3T | 206 |
Fund Information
Sequoia Financial Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $17.9B across 1,885 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 6.9% of the portfolio. Compared to the previous quarter, the fund opened 1,885 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.