Sequoia Financial Advisors, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$14.6T
Holdings
1,553
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,553 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 3,555,236 | $1.1T | 7.40% | |
| 2 | SFGVEA SERIES TRUST | 33,727,130 | $986.9B | 6.76% | |
| 3 | IXUSISHARES TR | 5,549,414 | $429.0B | 2.94% | |
| 4 | NVDANVIDIA CORPORATION | 2,398,738 | $379.0B | 2.59% | Put |
| 5 | MSFTMICROSOFT CORP | 729,983 | $363.1B | 2.49% | Put |
| 6 | VONGVANGUARD SCOTTSDALE FDS | 3,283,557 | $358.6B | 2.45% | |
| 7 | AAPLAPPLE INC | 1,597,273 | $327.7B | 2.24% | Put |
| 8 | DSTLETF SER SOLUTIONS | 5,403,637 | $299.1B | 2.05% | |
| 9 | DFAUDIMENSIONAL ETF TRUST | 6,662,285 | $282.2B | 1.93% | |
| 10 | VCSHVANGUARD SCOTTSDALE FDS | 3,154,064 | $250.7B | 1.72% | |
| 11 | AMZNAMAZON COM INC | 1,111,807 | $243.9B | 1.67% | |
| 12 | BSVVANGUARD BD INDEX FDS | 2,532,898 | $199.3B | 1.36% | |
| 13 | MUBISHARES TR | 1,674,873 | $175.0B | 1.20% | |
| 14 | AVGOBROADCOM INC | 619,011 | $170.6B | 1.17% | Put |
| 15 | ACWIISHARES TR | 1,325,997 | $170.5B | 1.17% | |
| 16 | METAMETA PLATFORMS INC | 210,526 | $155.4B | 1.06% | |
| 17 | GQ9SPDR GOLD TR | 478,370 | $145.8B | 1.00% | |
| 18 | DFEMDIMENSIONAL ETF TRUST | 4,632,242 | $137.5B | 0.94% | |
| 19 | DIHPDIMENSIONAL ETF TRUST | 4,384,277 | $129.3B | 0.89% | |
| 20 | JPIEJ P MORGAN EXCHANGE TRADED F | 2,695,517 | $124.9B | 0.85% | |
| 21 | DFCFDIMENSIONAL ETF TRUST | 2,878,822 | $121.7B | 0.83% | |
| 22 | PYLDPIMCO ETF TR | 4,528,515 | $120.2B | 0.82% | |
| 23 | VTVVANGUARD INDEX FDS | 679,337 | $120.1B | 0.82% | |
| 24 | BINCBLACKROCK ETF TRUST II | 2,256,451 | $119.2B | 0.82% | |
| 25 | SPYSPDR S&P 500 ETF TR | 187,998 | $116.2B | 0.80% | Call |
| 26 | IJRISHARES TR | 1,028,123 | $112.4B | 0.77% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 227,970 | $110.7B | 0.76% | |
| 28 | LLYELI LILLY & CO | 140,201 | $109.3B | 0.75% | |
| 29 | GOOGALPHABET INC | 594,959 | $105.5B | 0.72% | |
| 30 | JPMJPMORGAN CHASE & CO. | 360,312 | $104.5B | 0.72% | |
| 31 | DFUSDIMENSIONAL ETF TRUST | 1,436,823 | $96.3B | 0.66% | |
| 32 | GSGOLDMAN SACHS GROUP INC | 134,690 | $95.3B | 0.65% | |
| 33 | COWZPACER FDS TR | 1,702,103 | $93.8B | 0.64% | |
| 34 | RTXRTX CORPORATION | 606,553 | $88.6B | 0.61% | |
| 35 | SPGMSPDR INDEX SHS FDS | 1,280,673 | $88.4B | 0.60% | |
| 36 | TKOTKO GROUP HOLDINGS INC | 470,289 | $85.6B | 0.59% | |
| 37 | AVUVAMERICAN CENTY ETF TR | 939,279 | $85.6B | 0.59% | |
| 38 | GOOGLALPHABET INC | 485,486 | $85.6B | 0.59% | |
| 39 | VVISA INC | 231,510 | $82.2B | 0.56% | |
| 40 | DFAIDIMENSIONAL ETF TRUST | 2,335,453 | $80.7B | 0.55% | |
| 41 | MGVVANGUARD WORLD FD | 615,210 | $80.7B | 0.55% | |
| 42 | VTEBVANGUARD MUN BD FDS | 1,628,647 | $79.9B | 0.55% | |
| 43 | COSTCOSTCO WHSL CORP NEW | 75,561 | $74.8B | 0.51% | |
| 44 | WMTWALMART INC | 755,828 | $73.9B | 0.51% | |
| 45 | VCITVANGUARD SCOTTSDALE FDS | 884,368 | $73.3B | 0.50% | |
| 46 | VUGVANGUARD INDEX FDS | 167,223 | $73.3B | 0.50% | |
| 47 | CRMSALESFORCE INC | 257,097 | $70.1B | 0.48% | |
| 48 | XOMEXXON MOBIL CORP | 638,109 | $68.8B | 0.47% | Put |
| 49 | DFATDIMENSIONAL ETF TRUST | 1,261,350 | $68.1B | 0.47% | |
| 50 | CATCATERPILLAR INC | 170,951 | $66.4B | 0.45% | |
| 51 | SGOVISHARES TR | 641,898 | $64.6B | 0.44% | |
| 52 | HDHOME DEPOT INC | 170,616 | $62.6B | 0.43% | |
| 53 | PLNTPLANET FITNESS INC | 562,943 | $61.4B | 0.42% | |
| 54 | NDQINVESCO QQQ TR | 104,786 | $57.8B | 0.40% | |
| 55 | IBMINTERNATIONAL BUSINESS MACHS | 189,838 | $56.0B | 0.38% | |
| 56 | IVVISHARES TR | 88,345 | $54.9B | 0.38% | |
| 57 | HONHONEYWELL INTL INC | 229,637 | $53.5B | 0.37% | |
| 58 | PGPROCTER AND GAMBLE CO | 331,477 | $52.8B | 0.36% | |
| 59 | VEAVANGUARD TAX-MANAGED FDS | 913,767 | $52.1B | 0.36% | |
| 60 | ICOWPACER FDS TR | 1,507,162 | $51.3B | 0.35% | |
| 61 | VIGVANGUARD SPECIALIZED FUNDS | 249,241 | $51.0B | 0.35% | |
| 62 | VONVVANGUARD SCOTTSDALE FDS | 589,570 | $50.2B | 0.34% | |
| 63 | BNBROOKFIELD CORP | 804,786 | $49.8B | 0.34% | |
| 64 | WYNNWYNN RESORTS LTD | 525,500 | $49.2B | 0.34% | |
| 65 | ORCLORACLE CORP | 218,595 | $47.8B | 0.33% | |
| 66 | ABTABBOTT LABS | 350,431 | $47.7B | 0.33% | |
| 67 | AVDVAMERICAN CENTY ETF TR | 599,107 | $47.5B | 0.33% | |
| 68 | VICIVICI PPTYS INC | 1,434,945 | $46.8B | 0.32% | |
| 69 | AMGNAMGEN INC | 157,027 | $43.8B | 0.30% | |
| 70 | WMWASTE MGMT INC DEL | 187,267 | $42.9B | 0.29% | |
| 71 | XYLXYLEM INC | 316,485 | $40.9B | 0.28% | |
| 72 | SPYMSPDR SERIES TRUST | 562,435 | $40.9B | 0.28% | |
| 73 | MRSHMARSH & MCLENNAN COS INC | 184,725 | $40.4B | 0.28% | |
| 74 | PLTRPALANTIR TECHNOLOGIES INC | 295,368 | $40.3B | 0.28% | |
| 75 | PANWPALO ALTO NETWORKS INC | 194,094 | $39.7B | 0.27% | |
| 76 | JNJJOHNSON & JOHNSON | 258,224 | $39.4B | 0.27% | Put |
| 77 | AJGGALLAGHER ARTHUR J & CO | 121,783 | $39.0B | 0.27% | |
| 78 | ETNEATON CORP PLC | 108,256 | $38.6B | 0.26% | |
| 79 | BACBANK AMERICA CORP | 813,224 | $38.5B | 0.26% | |
| 80 | LHLABCORP HOLDINGS INC | 145,977 | $38.3B | 0.26% | |
| 81 | PHPARKER-HANNIFIN CORP | 53,707 | $37.5B | 0.26% | |
| 82 | DFNMDIMENSIONAL ETF TRUST | 781,593 | $37.1B | 0.25% | |
| 83 | MCDMCDONALDS CORP | 126,669 | $37.0B | 0.25% | Put |
| 84 | SHWSHERWIN WILLIAMS CO | 107,359 | $36.9B | 0.25% | |
| 85 | LNGCHENIERE ENERGY INC | 149,202 | $36.3B | 0.25% | |
| 86 | IJHISHARES TR | 585,289 | $36.3B | 0.25% | |
| 87 | PWRQUANTA SVCS INC | 94,949 | $35.9B | 0.25% | |
| 88 | BLKBLACKROCK INC | 33,657 | $35.3B | 0.24% | |
| 89 | VNQVANGUARD INDEX FDS | 392,598 | $35.0B | 0.24% | |
| 90 | SCHXSCHWAB STRATEGIC TR | 1,410,397 | $34.5B | 0.24% | |
| 91 | DUHPDIMENSIONAL ETF TRUST | 917,089 | $32.6B | 0.22% | |
| 92 | TSLATESLA INC | 102,370 | $32.5B | 0.22% | Put |
| 93 | PGRPROGRESSIVE CORP | 115,563 | $30.8B | 0.21% | Put |
| 94 | DDDUPONT DE NEMOURS INC | 448,513 | $30.8B | 0.21% | |
| 95 | SCHGSCHWAB STRATEGIC TR | 1,038,933 | $30.3B | 0.21% | |
| 96 | SCHWSCHWAB CHARLES CORP | 330,159 | $30.1B | 0.21% | |
| 97 | DFASDIMENSIONAL ETF TRUST | 458,511 | $29.2B | 0.20% | |
| 98 | DWDMORGAN STANLEY | 200,218 | $28.2B | 0.19% | |
| 99 | BXBLACKSTONE INC | 188,475 | $28.2B | 0.19% | |
| 100 | IVWISHARES TR | 254,899 | $28.1B | 0.19% |
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