§ 13F · FUND PROFILE
Sequoia Financial Advisors, LLC.
AUM · $20.1B (13F)Positions · 2163Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$207M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 3.83M | $1.4B | 7.1% | +1% |
| 2 | SFGV | EA SERIES TRUST | 31.47M | $1.1B | 5.5% | −1% |
| 3 | IXUS | ISHARES TR | 6.30M | $601M | 3.0% | +4% |
| 4 | AAPL | APPLE INC | 1.98M | $572M | 2.9% | +2% |
| 5 | NVDA | NVIDIA CORPORATION | 2.84M | $568M | 2.8% | +6% |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 3.43M | $438M | 2.2% | −2% |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 7.61M | $393M | 2.0% | +3% |
| 8 | DSTL | ETF SER SOLUTIONS | 5.94M | $356M | 1.8% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 906K | $338M | 1.7% | +9% |
| 10 | PYLD | PIMCO ETF TR | 12.40M | $329M | 1.6% | +13% |
§ 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 $20.1 billion in assets. The fund runs a massive portfolio of 2,163 positions.
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