§ 13F · FUND PROFILE
Sequoia Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $16.5B (13F)Positions · 1742Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 3.79M | $1.2B | 6.8% | +2% |
| 2 | SFGV | EA SERIES TRUST | 31.83M | $1.0B | 5.8% | ±0% |
| 3 | IXUS | ISHARES TR | 6.05M | $524M | 2.9% | +4% |
| 4 | AAPL | APPLE INC | 1.94M | $492M | 2.8% | −3% |
| 5 | NVDA | NVIDIA CORPORATION | 2.68M | $467M | 2.6% | +2% |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 3.48M | $382M | 2.1% | −2% |
| 7 | DSTL | ETF SER SOLUTIONS | 5.92M | $343M | 1.9% | +3% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 7.38M | $333M | 1.9% | +4% |
| 9 | MSFT | MICROSOFT CORP | 833K | $308M | 1.7% | −2% |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | 6.38M | $294M | 1.6% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEQUOIA SIGNAL
AC read
Sequoia Financial Advisors, LLC is a Other fund managing $16.5 billion in assets. The fund runs a massive portfolio of 1,742 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed