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

About Sequoia Financial Advisors, LLC

Investment Activity

Sequoia Financial Advisors, LLC has $17.88 billion in total holdings as of March 31, 2026.
Sequoia Financial Advisors, LLC owns shares of 1,885 different stocks, but just 132 companies or ETFs make up 80% of its holdings.
Approximately 4.67% of the portfolio was purchased this quarter.
About 2.85% of the portfolio was sold this quarter.
This quarter, Sequoia Financial Advisors, LLC has purchased 1,885 new stocks and bought additional shares in 902 stocks.
Sequoia Financial Advisors, LLC sold shares of 750 stocks and completely divested from 151 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $1,215,145,944
EA SERIES TRUST: $1,044,664,752
iShares Core MSCI Total International Stock ETF: $524,095,380
Apple: $494,380,401
NVIDIA: $470,816,102

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $4,000,653 Holding
46434V613 - iShares Core Total USD Bond Market ETF: $3,248,682 Holding
46435U515 - iShares iBonds Dec 2028 Term Corporate ETF: $1,915,379 Holding
82846H405 - QXO INC: $1,610,382 Holding
36262G101 - GXO Logistics: $1,343,538 Holding

Largest Purchases this Quarter

PIMCO Multi Sector Bond Active ETF: 1,535,071 shares (about $40.22M)
iShares Flexible Income Active ETF: 757,597 shares (about $39.34M)
JPMorgan Income ETF: 791,361 shares (about $36.46M)
Vanguard Short-Term Bond ETF: 450,453 shares (about $35.32M)
Alphabet: 115,100 shares (about $33.02M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF: 445,500 shares (about $44.84M)
Vanguard Real Estate ETF: 234,058 shares (about $20.76M)
VICI Properties: 719,195 shares (about $19.65M)
NXP Semiconductors: 95,319 shares (about $18.76M)
Norfolk Southern: 62,391 shares (about $17.91M)

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	$1,215,145,944	$23,182,054 â–²	1.9%	3,787,743	6.8%	ETF
EA SERIES TRUST	$1,044,664,752	$1,383,822 â–²	0.1%	31,830,127	5.8%	SEQUOIA GLOBAL V
IXUS iShares Core MSCI Total International Stock ETF	$524,095,380	$20,229,659 â–²	4.0%	6,049,116	2.9%	Manufacturing
AAPL Apple	$494,380,401	$13,534,621 â–¼	-2.7%	1,947,990	2.8%	Computer and Technology
NVDA NVIDIA	$470,816,102	$9,138,907 â–²	2.0%	2,699,634	2.6%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$381,932,587	$6,937,893 â–¼	-1.8%	3,481,927	2.1%	ETF
DSTL Distillate U.S. Fundamental Stability & Value ETF	$342,872,060	$9,919,649 â–²	3.0%	5,923,843	1.9%	ETF
DFAU Dimensional US Core Equity Market ETF	$332,969,444	$11,470,316 â–²	3.6%	7,379,642	1.9%	ETF
MSFT Microsoft	$310,977,057	$7,772,085 â–¼	-2.4%	840,093	1.7%	Computer and Technology
JPIE JPMorgan Income ETF	$294,088,933	$36,457,999 â–²	14.2%	6,383,524	1.6%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$291,361,796	$17,895,044 â–²	6.5%	3,675,562	1.6%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$288,065,784	$40,218,861 â–²	16.2%	10,994,877	1.6%	ETF
BINC iShares Flexible Income Active ETF	$282,693,163	$39,342,013 â–²	16.2%	5,443,735	1.6%	ETF
BSV Vanguard Short-Term Bond ETF	$264,906,630	$35,320,011 â–²	15.4%	3,378,481	1.5%	ETF
AMZN Amazon.com	$233,183,915	$164,117 â–²	0.1%	1,119,623	1.3%	Retail/Wholesale
GOOG Alphabet	$216,082,334	$33,017,611 â–²	18.0%	753,267	1.2%	Computer and Technology
MUB iShares National Muni Bond ETF	$209,860,531	$22,358,158 â–²	11.9%	1,977,019	1.2%	ETF
GLD SPDR Gold Shares	$202,024,754	$1,864,878 â–¼	-0.9%	469,508	1.1%	Finance
AVGO Broadcom	$198,911,581	$2,108,384 â–²	1.1%	642,760	1.1%	Computer and Technology
TDVG T. Rowe Price Dividend Growth ETF	$188,998,588	$4,154,116 â–²	2.2%	4,234,788	1.1%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$184,683,293	$13,067,363 â–²	7.6%	5,345,392	1.0%	ETF
DIHP Dimensional International High Profitability ETF	$170,233,341	$12,984,080 â–²	8.3%	5,283,468	1.0%	ETF
ACWI iShares MSCI ACWI ETF	$165,752,899	$6,713,437 â–¼	-3.9%	1,197,896	0.9%	Manufacturing
VTV Vanguard Value ETF	$153,286,519	$7,876,055 â–²	5.4%	781,277	0.9%	ETF
SPGM SPDR Portfolio MSCI Global Stock Market ETF	$151,774,860	$20,186,861 â–²	15.3%	2,004,687	0.8%	ETF
META Meta Platforms	$150,956,889	$6,589,213 â–²	4.6%	263,851	0.8%	Computer and Technology
VUG Vanguard Growth ETF	$150,898,034	$15,815,749 â–²	11.7%	345,470	0.8%	ETF
GOOGL Alphabet	$136,181,735	$1,837,507 â–¼	-1.3%	473,577	0.8%	Computer and Technology
LLY Eli Lilly and Company	$131,807,622	$4,033,191 â–¼	-3.0%	143,305	0.7%	Medical
SPY SPDR S&P 500 ETF Trust	$127,542,393	$2,661,835 â–¼	-2.0%	196,117	0.7%	Finance
CAT Caterpillar	$126,644,051	$1,076,149 â–²	0.9%	178,760	0.7%	Industrials
GS The Goldman Sachs Group	$124,489,718	$321,476 â–²	0.3%	147,153	0.7%	Finance
XOM ExxonMobil	$122,212,138	$4,163,630 â–²	3.5%	720,335	0.7%	Energy
BRK.B Berkshire Hathaway	$121,011,066	$13,536,456 â–¼	-10.1%	252,527	0.7%	Finance
RTX RTX	$120,435,338	$1,779,888 â–²	1.5%	624,341	0.7%	Aerospace
AVUV Avantis U.S. Small Cap Value ETF	$120,096,656	$8,047,634 â–²	7.2%	1,087,142	0.7%	ETF
COWZ Pacer US Cash Cows 100 ETF	$114,149,975	$1,469,347 â–²	1.3%	1,824,648	0.6%	ETF
JPM JPMorgan Chase & Co.	$110,509,079	$5,384,890 â–¼	-4.6%	375,677	0.6%	Finance
DFAI Dimensional International Core Equity Market ETF	$105,783,359	$2,364,054 â–²	2.3%	2,715,179	0.6%	ETF
WALMART INC	$101,047,065	$2,281,780 â–¼	-2.2%	813,060	0.6%	COM
COST Costco Wholesale	$96,928,035	$8,301,285 â–²	9.4%	97,275	0.5%	Retail/Wholesale
VTEB Vanguard Tax-Exempt Bond ETF	$92,115,357	$7,026,209 â–²	8.3%	1,846,369	0.5%	ETF
DFUS Dimensional U.S. Equity ETF	$91,993,173	$5,634,012 â–¼	-5.8%	1,297,323	0.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$87,695,052	$2,004,995 â–²	2.3%	705,455	0.5%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$85,762,095	$2,083,707 â–²	2.5%	1,373,292	0.5%	ETF
WYNN Wynn Resorts	$82,834,087	$4,622,553 â–²	5.9%	815,698	0.5%	Consumer Discretionary
V Visa	$80,331,451	$1,328,345 â–¼	-1.6%	265,787	0.4%	Business Services
MGV Vanguard Mega Cap Value ETF	$79,250,336	$2,760,860 â–¼	-3.4%	546,743	0.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$77,738,783	$2,794,704 â–²	3.7%	361,475	0.4%	ETF
HD Home Depot	$72,044,654	$4,802,122 â–²	7.1%	219,054	0.4%	Retail/Wholesale
IUSV iShares Core S&P U.S. Value ETF	$71,130,183	$36,810 â–²	0.1%	695,650	0.4%	Manufacturing
PWR Quanta Services	$70,737,735	$874,037 â–¼	-1.2%	128,844	0.4%	Construction
CRM Salesforce	$66,902,509	$5,351,641 â–²	8.7%	358,400	0.4%	Computer and Technology
DFIV Dimensional International Value ETF	$65,717,699	$2,176,542 â–¼	-3.2%	1,245,125	0.4%	ETF
AVDV Avantis International Small Cap Value ETF	$64,627,592	$1,062,211 â–²	1.7%	647,182	0.4%	ETF
ICOW Pacer Developed Markets International Cash Cows 100 ETF	$64,046,096	$1,181,106 â–¼	-1.8%	1,509,097	0.4%	ETF
IVV iShares Core S&P 500 ETF	$62,855,925	$2,124,244 â–²	3.5%	96,226	0.4%	ETF
QQQ Invesco QQQ	$62,228,107	$5,797,775 â–¼	-8.5%	107,814	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$61,288,073	$1,920,733 â–²	3.2%	956,431	0.3%	ETF
ETN Eaton	$58,771,047	$914,922 â–²	1.6%	164,316	0.3%	Industrials
AMGN Amgen	$58,234,957	$296,961 â–¼	-0.5%	165,511	0.3%	Medical
SGOV iShares 0-3 Month Treasury Bond ETF	$52,291,016	$44,843,994 â–¼	-46.2%	519,482	0.3%	ETF
IBM International Business Machines	$50,156,665	$25,208 â–²	0.1%	206,926	0.3%	Computer and Technology
WM Waste Management	$49,767,025	$2,873,985 â–²	6.1%	216,576	0.3%	Business Services
JNJ Johnson & Johnson	$49,633,781	$1,528,483 â–²	3.2%	203,051	0.3%	Medical
BN Brookfield	$49,069,980	$681,919 â–²	1.4%	1,212,503	0.3%	Finance
PH Parker-Hannifin	$48,869,302	$1,527,278 â–¼	-3.0%	54,588	0.3%	Industrials
PG Procter & Gamble	$48,534,838	$810,741 â–²	1.7%	336,021	0.3%	Consumer Staples
BAC Bank of America	$48,100,946	$107,055 â–¼	-0.2%	986,686	0.3%	Finance
BLACKROCK INC	$45,587,963	$3,513,128 â–²	8.3%	47,403	0.3%	COM
MS Morgan Stanley	$44,671,031	$10,862 â–²	0.0%	271,441	0.2%	Finance
MCD McDonald's	$44,653,915	$574,339 â–²	1.3%	143,679	0.2%	Retail/Wholesale
SHW Sherwin-Williams	$44,523,812	$1,938,048 â–¼	-4.2%	138,898	0.2%	Basic Materials
XYL Xylem	$43,650,206	$2,516,668 â–²	6.1%	365,274	0.2%	Business Services
AVRE Avantis Real Estate ETF	$43,477,084	$27,321,222 â–²	169.1%	987,667	0.2%	ETF
DD DuPont de Nemours	$42,557,934	$5,710,897 â–²	15.5%	929,212	0.2%	Basic Materials
TSLA Tesla	$42,340,694	$1,558,742 â–²	3.8%	113,896	0.2%	Auto/Tires/Trucks
DFNM Dimensional National Municipal Bond ETF	$42,179,596	$1,445,233 â–²	3.5%	880,025	0.2%	ETF
SPHQ Invesco S&P 500 Quality ETF	$41,273,164	$964,538 â–¼	-2.3%	548,918	0.2%	ETF
CHENIERE ENERGY INC	$40,992,062	$72,359 â–¼	-0.2%	144,460	0.2%	COM NEW
IJH iShares Core S&P Mid-Cap ETF	$40,833,463	$1,646,988 â–²	4.2%	604,672	0.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$38,964,561	$3,763,016 â–¼	-8.8%	509,074	0.2%	ETF
VOO Vanguard S&P 500 ETF	$38,138,754	$6,273,101 â–²	19.7%	63,825	0.2%	ETF
ABT Abbott Laboratories	$37,727,158	$3,799 â–²	0.0%	367,460	0.2%	Medical
SCHX Schwab US Large-Cap ETF	$36,248,058	$165,275 â–¼	-0.5%	1,413,731	0.2%	ETF
TJX TJX Companies	$36,177,444	$255,360 â–¼	-0.7%	226,534	0.2%	Retail/Wholesale
GLTR abrdn Physical Precious Metals Basket Shares ETF	$35,764,657	$628,383 â–¼	-1.7%	163,518	0.2%	ETF
MRK Merck & Co., Inc.	$35,731,646	$1,094,278 â–¼	-3.0%	297,046	0.2%	Medical
VONV Vanguard Russell 1000 Value ETF	$35,076,070	$1,126,848 â–¼	-3.1%	374,185	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$34,682,380	$443,960 â–²	1.3%	237,096	0.2%	CL A
CVX Chevron	$33,252,394	$820,561 â–²	2.5%	160,718	0.2%	Energy
ACN Accenture	$32,488,489	$4,433,574 â–²	15.8%	163,843	0.2%	Computer and Technology
PGR Progressive	$32,292,363	$4,467,346 â–²	16.1%	162,895	0.2%	Finance
SCHW Charles Schwab	$32,235,277	$1,503,776 â–¼	-4.5%	343,001	0.2%	Finance
LABCORP HOLDINGS INC	$32,186,841	$1,862,865 â–¼	-5.5%	120,636	0.2%	COM SHS
DIVO Amplify CWP Enhanced Dividend Income ETF	$31,868,572	$1,941,915 â–¼	-5.7%	710,559	0.2%	ETF
C Citigroup	$30,894,053	$436,402 â–²	1.4%	272,410	0.2%	Financial Services
DFAS Dimensional U.S. Small Cap ETF	$30,574,038	$1,636,129 â–¼	-5.1%	429,834	0.2%	ETF
AJG Arthur J. Gallagher & Co.	$30,285,024	$1,567,822 â–²	5.5%	139,833	0.2%	Finance
PANW Palo Alto Networks	$30,223,650	$5,229,632 â–¼	-14.8%	188,521	0.2%	Computer and Technology

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