Sequoia Financial Advisors, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$17.9B
Holdings
1,885
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,885 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TRVCCITIGROUP INC | 268,562 | $31.3M | 0.17% | |
| 102 | JGROJ P MORGAN EXCHANGE TRADED F | 334,688 | $31.1M | 0.17% | |
| 103 | VNQVANGUARD INDEX FDS | 346,678 | $30.7M | 0.17% | |
| 104 | INTFISHARES TR | 792,855 | $29.9M | 0.17% | |
| 105 | IWBISHARES TR | 79,320 | $29.6M | 0.17% | |
| 106 | NXPINXP SEMICONDUCTORS N V | 132,275 | $28.7M | 0.16% | |
| 107 | LNGCHENIERE ENERGY INC | 144,715 | $28.1M | 0.16% | |
| 108 | RSPINVESCO EXCHANGE TRADED FD T | 146,212 | $28.0M | 0.16% | |
| 109 | WFCWELLS FARGO CO NEW | 299,002 | $27.9M | 0.16% | |
| 110 | GEGE AEROSPACE | 85,062 | $26.2M | 0.15% | Call |
| 111 | VICIVICI PPTYS INC | 908,306 | $25.5M | 0.14% | |
| 112 | MTUMISHARES TR | 98,842 | $24.7M | 0.14% | |
| 113 | DFSVDIMENSIONAL ETF TRUST | 747,768 | $24.6M | 0.14% | |
| 114 | QCOMQUALCOMM INC | 143,690 | $24.6M | 0.14% | |
| 115 | CVXCHEVRON CORP NEW | 156,752 | $23.9M | 0.13% | |
| 116 | IVWISHARES TR | 189,930 | $23.4M | 0.13% | |
| 117 | BDYNBLACKROCK ETF TRUST | 903,402 | $23.1M | 0.13% | |
| 118 | ACWXISHARES TR | 337,299 | $22.6M | 0.13% | |
| 119 | NSCNORFOLK SOUTHN CORP | 77,915 | $22.5M | 0.13% | |
| 120 | AXPAMERICAN EXPRESS CO | 60,613 | $22.4M | 0.13% | |
| 121 | IBHFISHARES TR | 962,739 | $22.2M | 0.12% | |
| 122 | FNDFSCHWAB STRATEGIC TR | 486,816 | $22.0M | 0.12% | |
| 123 | QUALISHARES TR | 108,535 | $21.6M | 0.12% | |
| 124 | DFUVDIMENSIONAL ETF TRUST | 451,026 | $21.0M | 0.12% | |
| 125 | ABBVABBVIE INC | 91,663 | $20.9M | 0.12% | |
| 126 | DFCFDIMENSIONAL ETF TRUST | 488,685 | $20.8M | 0.12% | |
| 127 | NFLXNETFLIX INC | 218,199 | $20.5M | 0.11% | Call |
| 128 | GDIVHARBOR ETF TRUST | 1,200,422 | $20.0M | 0.11% | |
| 129 | BSCSINVESCO EXCH TRD SLF IDX FD | 968,703 | $20.0M | 0.11% | |
| 130 | IDVOAMPLIFY ETF TR | 519,177 | $19.9M | 0.11% | |
| 131 | DFAXDIMENSIONAL ETF TRUST | 608,324 | $19.9M | 0.11% | |
| 132 | BSCWINVESCO EXCH TRD SLF IDX FD | 943,805 | $19.7M | 0.11% | |
| 133 | MAMASTERCARD INCORPORATED | 34,138 | $19.5M | 0.11% | |
| 134 | GEVGE VERNOVA INC | 29,270 | $19.1M | 0.11% | |
| 135 | UNHUNITEDHEALTH GROUP INC | 57,701 | $19.0M | 0.11% | |
| 136 | DISVDIMENSIONAL ETF TRUST | 496,410 | $18.9M | 0.11% | |
| 137 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 61,909 | $18.8M | 0.10% | |
| 138 | PEPPEPSICO INC | 128,279 | $18.4M | 0.10% | |
| 139 | BRK-BBERKSHIRE HATHAWAY INC DEL | 24 | $18.1M | 0.10% | |
| 140 | DFACDIMENSIONAL ETF TRUST | 455,552 | $18.0M | 0.10% | |
| 141 | KOCOCA COLA CO | 255,595 | $17.9M | 0.10% | |
| 142 | VGSHVANGUARD SCOTTSDALE FDS | 301,219 | $17.7M | 0.10% | |
| 143 | FDNFIRST TR EXCHANGE-TRADED FD | 65,646 | $17.7M | 0.10% | |
| 144 | VVVANGUARD INDEX FDS | 54,878 | $17.3M | 0.10% | |
| 145 | XLKSELECT SECTOR SPDR TR | 119,649 | $17.2M | 0.10% | |
| 146 | BIPBROOKFIELD INFRAST PARTNERS | 493,220 | $17.1M | 0.10% | |
| 147 | AGGISHARES TR | 168,392 | $16.8M | 0.09% | |
| 148 | SCISERVICE CORP INTL | 213,003 | $16.6M | 0.09% | |
| 149 | 4I1PHILIP MORRIS INTL INC | 102,950 | $16.5M | 0.09% | |
| 150 | DFAEDIMENSIONAL ETF TRUST | 500,402 | $16.3M | 0.09% | |
| 151 | CMCSACOMCAST CORP NEW | 542,082 | $16.2M | 0.09% | |
| 152 | GDGENERAL DYNAMICS CORP | 48,111 | $16.2M | 0.09% | |
| 153 | UNPUNION PAC CORP | 69,464 | $16.1M | 0.09% | |
| 154 | AVREAMERICAN CENTY ETF TR | 367,012 | $16.0M | 0.09% | |
| 155 | MOATVANECK ETF TRUST | 153,239 | $15.9M | 0.09% | |
| 156 | VBRVANGUARD INDEX FDS | 74,677 | $15.8M | 0.09% | |
| 157 | DFARDIMENSIONAL ETF TRUST | 687,487 | $15.7M | 0.09% | |
| 158 | OKEONEOK INC NEW | 210,357 | $15.5M | 0.09% | |
| 159 | VCITVANGUARD SCOTTSDALE FDS | 184,143 | $15.4M | 0.09% | |
| 160 | CSCOCISCO SYS INC | 197,875 | $15.2M | 0.09% | |
| 161 | AQLTISHARES TR | 170,098 | $15.2M | 0.08% | |
| 162 | BAMBROOKFIELD ASSET MANAGMT LTD | 289,430 | $15.2M | 0.08% | |
| 163 | DISDISNEY WALT CO | 129,505 | $14.7M | 0.08% | |
| 164 | USMVISHARES TR | 156,430 | $14.7M | 0.08% | |
| 165 | EFVISHARES TR | 206,159 | $14.7M | 0.08% | |
| 166 | SCZISHARES TR | 187,107 | $14.5M | 0.08% | |
| 167 | DCHAMERICAN AXLE & MFG HLDGS IN | 2,247,585 | $14.4M | 0.08% | |
| 168 | VWOVANGUARD INTL EQUITY INDEX F | 266,751 | $14.3M | 0.08% | |
| 169 | HUBBHUBBELL INC | 31,275 | $13.9M | 0.08% | |
| 170 | XLFSELECT SECTOR SPDR TR | 253,569 | $13.9M | 0.08% | |
| 171 | AEPAMERICAN ELEC PWR CO INC | 118,036 | $13.6M | 0.08% | |
| 172 | ZSZSCALER INC | 60,480 | $13.6M | 0.08% | |
| 173 | INTUINTUIT | 20,513 | $13.6M | 0.08% | |
| 174 | CWISPDR INDEX SHS FDS | 371,122 | $13.3M | 0.07% | |
| 175 | IWFISHARES TR | 28,161 | $13.3M | 0.07% | |
| 176 | AMDADVANCED MICRO DEVICES INC | 61,553 | $13.2M | 0.07% | |
| 177 | VXUSVANGUARD STAR FDS | 173,371 | $13.1M | 0.07% | |
| 178 | SUBISHARES TR | 122,239 | $13.0M | 0.07% | |
| 179 | BACVERIZON COMMUNICATIONS INC | 319,967 | $13.0M | 0.07% | |
| 180 | BDVLBLACKROCK ETF TRUST | 520,187 | $12.9M | 0.07% | |
| 181 | MMM3M CO | 78,450 | $12.6M | 0.07% | |
| 182 | MUMICRON TECHNOLOGY INC | 43,499 | $12.4M | 0.07% | |
| 183 | SCHBSCHWAB STRATEGIC TR | 469,139 | $12.3M | 0.07% | |
| 184 | XLISELECT SECTOR SPDR TR | 78,303 | $12.1M | 0.07% | |
| 185 | AMATAPPLIED MATLS INC | 47,112 | $12.1M | 0.07% | |
| 186 | HBANHUNTINGTON BANCSHARES INC | 691,202 | $12.0M | 0.07% | |
| 187 | TAT&T INC | 473,089 | $11.8M | 0.07% | |
| 188 | LOWLOWES COS INC | 47,515 | $11.5M | 0.06% | |
| 189 | VTVANGUARD INTL EQUITY INDEX F | 80,119 | $11.3M | 0.06% | |
| 190 | APOAPOLLO GLOBAL MGMT INC | 77,766 | $11.3M | 0.06% | |
| 191 | VOEVANGUARD INDEX FDS | 63,199 | $11.2M | 0.06% | |
| 192 | ITOTISHARES TR | 74,339 | $11.1M | 0.06% | |
| 193 | JEFJEFFERIES FINL GROUP INC | 176,605 | $10.9M | 0.06% | |
| 194 | BABOEING CO | 50,362 | $10.9M | 0.06% | |
| 195 | IWMISHARES TR | 44,128 | $10.9M | 0.06% | |
| 196 | IQLTISHARES TR | 235,569 | $10.7M | 0.06% | |
| 197 | SCHDSCHWAB STRATEGIC TR | 389,715 | $10.7M | 0.06% | |
| 198 | NEENEXTERA ENERGY INC | 133,063 | $10.7M | 0.06% | |
| 199 | LUMNLUMEN TECHNOLOGIES INC | 1,368,968 | $10.6M | 0.06% | |
| 200 | XSMOINVESCO EXCHANGE TRADED FD T | 145,854 | $10.5M | 0.06% |