Home/Smart Money/Sequoia Financial Advisors, LLC
§ 13F · FUND PROFILE

Sequoia Financial Advisors, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $14624.4T (13F)Positions · 1589Turnover · · Q4Filed · Feb 3, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$279.8T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 3, 2026
#TickerNameShares$ value% portΔ Q4
1VTIVANGUARD INDEX FDS3.72M$1245.7T6.9%+2%
2SFGVEA SERIES TRUST31.79M$1004.1T5.6%−1%
3AAPLAPPLE INC1.99M$542.1T3.0%+20%
4IXUSISHARES TR5.82M$492.2T2.7%±0%
5NVDANVIDIA CORPORATION2.63M$489.9T2.7%+7%
6VONGVANGUARD SCOTTSDALE FDS3.55M$431.6T2.4%+11%
7MSFTMICROSOFT CORP852K$412.2T2.3%+11%
8DSTLETF SER SOLUTIONS5.75M$338.8T1.9%±0%
9DFAUDIMENSIONAL ETF TRUST7.13M$333.5T1.9%+2%
10VCSHVANGUARD SCOTTSDALE FDS3.45M$275.1T1.5%+4%
§ 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 $14624432.6 trillion in assets. The fund runs a massive portfolio of 1,589 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
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
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed