Sequoia Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Sequoia Financial Advisors, LLC

Investment Activity

Sequoia Financial Advisors, LLC has $20.07 billion in total holdings as of June 30, 2026.
Sequoia Financial Advisors, LLC owns shares of 2,124 different stocks, but just 132 companies or ETFs make up 80% of its holdings.
Approximately 6.10% of the portfolio was purchased this quarter.
About 3.04% of the portfolio was sold this quarter.
This quarter, Sequoia Financial Advisors, LLC has purchased 1,885 new stocks and bought additional shares in 919 stocks.
Sequoia Financial Advisors, LLC sold shares of 784 stocks and completely divested from 95 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $1,417,685,879
EA SERIES TRUST: $1,104,340,568
iShares Core MSCI Total International Stock ETF: $600,970,905
Apple: $574,710,793
NVIDIA: $570,359,626

Largest New Holdings this Quarter

26614N201 - DUPONT DE NEMOURS INC: $45,072,069 Holding
438516205 - HONEYWELL INTL INC: $25,699,032 Holding
43849R105 - HONEYWELL AEROSPACE INC: $24,174,767 Holding
86384P109 - STUBHUB HLDGS INC: $7,953,249 Holding
09290C590 - BLACKROCK ETF TRUST: $3,600,804 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 1,841,664 shares (about $158.64M)
DUPONT DE NEMOURS INC: 332,292 shares (about $45.07M)
Rockwell Automation: 78,032 shares (about $38.63M)
PIMCO Multi Sector Bond Active ETF: 1,406,458 shares (about $37.30M)
iShares Flexible Income Active ETF: 690,001 shares (about $36.11M)

Largest Sales this Quarter

Wynn Resorts: 805,353 shares (about $78.19M)
Palo Alto Networks: 80,361 shares (about $27.40M)
Salesforce: 166,288 shares (about $26.05M)
Sherwin-Williams: 70,344 shares (about $24.22M)
Accenture: 106,176 shares (about $13.21M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$1,417,685,879	$16,069,358 â–²	1.1%	3,831,169	7.1%	ETF
EA SERIES TRUST	$1,104,340,568	$12,610,407 â–¼	-1.1%	31,470,764	5.5%	SEQU GLO VAL ETF
IXUS iShares Core MSCI Total International Stock ETF	$600,970,905	$23,643,256 â–²	4.1%	6,296,845	3.0%	Manufacturing
AAPL Apple	$574,710,793	$11,040,528 â–²	2.0%	1,986,145	2.9%	Computer and Technology
NVDA NVIDIA	$570,359,626	$30,189,784 â–²	5.6%	2,850,515	2.8%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$437,997,533	$7,027,504 â–¼	-1.6%	3,426,943	2.2%	ETF
DFAU Dimensional US Core Equity Market ETF	$393,226,632	$11,772,915 â–²	3.1%	7,607,402	2.0%	ETF
DSTL Distillate U.S. Fundamental Stability & Value ETF	$355,968,330	$1,130,133 â–²	0.3%	5,942,710	1.8%	ETF
MSFT Microsoft	$340,686,284	$27,314,765 â–²	8.7%	913,319	1.7%	Computer and Technology
PYLD PIMCO Multi Sector Bond Active ETF	$328,883,412	$37,299,267 â–²	12.8%	12,401,335	1.6%	ETF
JPIE JPMorgan Income ETF	$328,397,324	$34,436,051 â–²	11.7%	7,131,321	1.6%	ETF
BINC iShares Flexible Income Active ETF	$321,039,729	$36,114,651 â–²	12.7%	6,133,736	1.6%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$290,197,766	$281,900 â–¼	-0.1%	3,671,995	1.4%	ETF
BSV Vanguard Short-Term Bond ETF	$282,903,565	$19,686,141 â–²	7.5%	3,631,159	1.4%	ETF
GOOG Alphabet	$269,103,137	$2,951,365 â–²	1.1%	761,620	1.3%	Computer and Technology
AMZN Amazon.com	$260,704,050	$6,146,786 â–¼	-2.3%	1,093,833	1.3%	Retail/Wholesale
AVGO Broadcom	$252,406,508	$9,603,916 â–²	4.0%	668,184	1.3%	Computer and Technology
MUB iShares National Muni Bond ETF	$229,085,905	$16,319,170 â–²	7.7%	2,128,656	1.1%	ETF
TDVG T. Rowe Price Dividend Growth ETF	$215,539,595	$7,907,950 â–²	3.8%	4,396,076	1.1%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$215,357,483	$1,879,234 â–¼	-0.9%	5,299,151	1.1%	ETF
CAT Caterpillar	$200,490,420	$10,129,307 â–²	5.3%	188,272	1.0%	Industrials
SPGM SPDR Portfolio MSCI Global Stock Market ETF	$189,677,295	$17,935,783 â–²	10.4%	2,214,046	0.9%	ETF
VUG Vanguard Growth ETF	$188,399,742	$158,640,953 â–²	533.1%	2,187,134	0.9%	ETF
LLY Eli Lilly and Company	$185,363,403	$13,479,187 â–²	7.8%	154,543	0.9%	Medical
ACWI iShares MSCI ACWI ETF	$179,988,918	$8,044,872 â–¼	-4.3%	1,146,645	0.9%	Manufacturing
DIHP Dimensional International High Profitability ETF	$179,553,876	$744,471 â–¼	-0.4%	5,261,652	0.9%	ETF
VTV Vanguard Value ETF	$177,705,590	$7,441,874 â–²	4.4%	815,425	0.9%	ETF
GOOGL Alphabet	$168,962,806	$279,463 â–¼	-0.2%	472,795	0.8%	Computer and Technology
GLD SPDR Gold Shares	$168,073,095	$4,884,353 â–¼	-2.8%	456,249	0.8%	Finance
GS The Goldman Sachs Group	$155,369,130	$6,542,571 â–²	4.4%	153,622	0.8%	Finance
META Meta Platforms	$154,970,454	$6,346,017 â–²	4.3%	275,117	0.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$142,529,805	$3,924,271 â–¼	-2.7%	190,862	0.7%	Finance
AVUV Avantis U.S. Small Cap Value ETF	$132,712,616	$2,919,260 â–¼	-2.2%	1,063,743	0.7%	ETF
JPM JPMorgan Chase & Co.	$128,274,520	$5,304,060 â–²	4.3%	391,881	0.6%	Finance
BRK.B Berkshire Hathaway	$123,718,029	$2,644,063 â–¼	-2.1%	247,243	0.6%	Finance
DFAI Dimensional International Core Equity Market ETF	$116,637,154	$4,636,006 â–²	4.1%	2,827,567	0.6%	ETF
RTX RTX	$114,196,284	$4,260,010 â–¼	-3.6%	601,888	0.6%	Aerospace
COWZ Pacer US Cash Cows 100 ETF	$110,800,891	$2,692,202 â–¼	-2.4%	1,781,365	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$108,812,580	$4,186,497 â–²	4.0%	733,683	0.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$104,858,782	$11,469,422 â–²	12.3%	2,073,127	0.5%	ETF
DFUS Dimensional U.S. Equity ETF	$104,013,927	$2,288,749 â–¼	-2.2%	1,269,391	0.5%	ETF
XOM ExxonMobil	$102,722,591	$4,238,454 â–²	4.3%	751,336	0.5%	Energy
PWR Quanta Services	$97,841,083	$5,068,356 â–²	5.5%	135,883	0.5%	Construction
DFAT Dimensional U.S. Targeted Value ETF	$97,260,824	$1,267,706 â–²	1.3%	1,391,428	0.5%	ETF
WALMART INC	$95,987,294	$3,900,109 â–²	4.2%	847,495	0.5%	COM
V Visa	$95,191,451	$4,002,492 â–²	4.4%	277,453	0.5%	Business Services
COST Costco Wholesale	$88,713,855	$2,284,429 â–¼	-2.5%	94,833	0.4%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$87,881,766	$2,349,634 â–²	2.7%	371,405	0.4%	ETF
MGV Vanguard Mega Cap Value ETF	$86,910,817	$2,454,366 â–¼	-2.7%	531,727	0.4%	ETF
HD Home Depot	$81,013,323	$3,757,448 â–²	4.9%	229,708	0.4%	Retail/Wholesale
QQQ Invesco QQQ	$79,758,471	$364,517 â–²	0.5%	108,309	0.4%	Finance
IUSV iShares Core S&P U.S. Value ETF	$76,554,390	$71,487 â–¼	-0.1%	695,001	0.4%	Manufacturing
ETN Eaton	$74,633,638	$4,615,306 â–²	6.6%	175,147	0.4%	Industrials
SGOV iShares 0-3 Month Treasury Bond ETF	$74,389,494	$22,093,240 â–²	42.2%	738,944	0.4%	ETF
IVV iShares Core S&P 500 ETF	$72,306,521	$244,137 â–²	0.3%	96,552	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$68,393,169	$247,451 â–²	0.4%	959,904	0.3%	ETF
MU Micron Technology	$67,221,509	$7,897,685 â–²	13.3%	58,236	0.3%	Computer and Technology
DFIV Dimensional International Value ETF	$65,787,808	$1,473,827 â–¼	-2.2%	1,217,842	0.3%	ETF
AVDV Avantis International Small Cap Value ETF	$64,179,685	$2,512,464 â–¼	-3.8%	622,801	0.3%	ETF
AMGN Amgen	$62,655,501	$2,720,610 â–²	4.5%	173,024	0.3%	Medical
IBM International Business Machines	$62,176,551	$3,986,989 â–²	6.9%	221,104	0.3%	Computer and Technology
TSLA Tesla	$60,981,314	$13,076,497 â–²	27.3%	144,986	0.3%	Auto/Tires/Trucks
BAC Bank of America	$60,681,900	$4,460,510 â–²	7.9%	1,064,968	0.3%	Finance
ICOW Pacer Developed Markets International Cash Cows 100 ETF	$59,581,488	$3,242,228 â–¼	-5.2%	1,431,215	0.3%	ETF
PH Parker-Hannifin	$58,746,868	$5,353,251 â–²	10.0%	60,061	0.3%	Industrials
MS Morgan Stanley	$58,538,965	$1,796,909 â–²	3.2%	280,037	0.3%	Finance
JNJ Johnson & Johnson	$52,461,698	$892,956 â–²	1.7%	206,567	0.3%	Medical
WM Waste Management	$52,040,822	$3,770,454 â–²	7.8%	233,493	0.3%	Business Services
BN Brookfield	$50,495,595	$1,144,904 â–¼	-2.2%	1,185,621	0.3%	Finance
PG Procter & Gamble	$49,753,929	$479,806 â–²	1.0%	339,293	0.2%	Consumer Staples
AVRE Avantis Real Estate ETF	$48,876,822	$2,081,166 â–²	4.4%	1,031,592	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$48,625,522	$1,999,232 â–²	4.3%	630,599	0.2%	ETF
BLACKROCK INC	$47,886,991	$2,305,837 â–²	5.1%	49,801	0.2%	COM
SPLG SPDR Portfolio S&P 500 ETF	$46,238,049	$1,500,638 â–²	3.4%	526,150	0.2%	ETF
VOO Vanguard S&P 500 ETF	$45,719,212	$1,883,247 â–²	4.3%	66,567	0.2%	ETF
ROK Rockwell Automation	$45,532,876	$38,631,975 â–²	559.8%	91,971	0.2%	Computer and Technology
DUPONT DE NEMOURS INC	$45,072,069	$45,072,069 â–²	New Holding	332,292	0.2%	COMMON STOCK
DFNM Dimensional National Municipal Bond ETF	$43,316,012	$779,982 â–²	1.8%	896,162	0.2%	ETF
SPHQ Invesco S&P 500 Quality ETF	$42,202,325	$7,255,217 â–¼	-14.7%	468,394	0.2%	ETF
AMD Advanced Micro Devices	$41,294,005	$2,167,957 â–²	5.5%	71,085	0.2%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$40,754,314	$851,793 â–¼	-2.0%	1,384,788	0.2%	ETF
AMAT Applied Materials	$39,708,075	$2,757,535 â–²	7.5%	54,921	0.2%	Computer and Technology
C Citigroup	$39,079,047	$952,567 â–²	2.5%	279,216	0.2%	Financial Services
MCD McDonald's	$38,958,788	$120,829 â–²	0.3%	144,126	0.2%	Retail/Wholesale
VONV Vanguard Russell 1000 Value ETF	$38,425,920	$1,353,644 â–¼	-3.4%	361,452	0.2%	ETF
MRK Merck & Co., Inc.	$37,536,985	$633,376 â–¼	-1.7%	292,117	0.2%	Medical
PANW Palo Alto Networks	$36,884,660	$27,404,661 â–¼	-42.6%	108,160	0.2%	Computer and Technology
TJX TJX Companies	$36,573,895	$2,254,016 â–²	6.6%	241,412	0.2%	Retail/Wholesale
CHENIERE ENERGY INC	$36,048,988	$1,521,540 â–²	4.4%	150,826	0.2%	COM NEW
ABT Abbott Laboratories	$35,687,902	$2,344,543 â–²	7.0%	393,298	0.2%	Medical
LABCORP HOLDINGS INC	$35,624,746	$1,846,603 â–²	5.5%	127,231	0.2%	COM SHS
MTUM iShares MSCI USA Momentum Factor ETF	$35,603,596	$2,247,937 â–²	6.7%	103,852	0.2%	ETF
PGR Progressive	$35,161,540	$422,920 â–¼	-1.2%	160,959	0.2%	Finance
DFAS Dimensional U.S. Small Cap ETF	$34,608,477	$784,041 â–¼	-2.2%	420,312	0.2%	ETF
DUHP Dimensional US High Profitability ETF	$34,409,274	$176,142 â–²	0.5%	824,569	0.2%	ETF
AJG Arthur J. Gallagher & Co.	$34,389,460	$2,287,902 â–²	7.1%	149,799	0.2%	Finance
GE VERNOVA INC	$34,013,400	$240,846 â–¼	-0.7%	28,951	0.2%	COM
XYL Xylem	$33,552,098	$9,626,893 â–¼	-22.3%	283,835	0.2%	Business Services
SCHG Schwab U.S. Large-Cap Growth ETF	$33,543,030	$563,402 â–¼	-1.7%	991,224	0.2%	ETF
GE GE Aerospace	$32,998,089	$535,928 â–²	1.7%	88,294	0.2%	Aerospace

Showing largest 100 holdings. View all holdings.

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Sequoia Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Sequoia Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Sequoia Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Sequoia Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSequoia Financial Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools