Sequoia Financial Advisors, LLC 13F Holdings · Q2 2026
Sequoia Financial Advisors, LLC reported 2,124 securities worth $20.07B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (7.06%), SFGV (5.50%), IXUS (2.99%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $1.42B | 7.06% | 3.8M | Added |
| 2 | SFGV | EA SERIES TRUST | $1.10B | 5.50% | 31.5M | Trimmed |
| 3 | IXUS | ISHARES TR | $601.0M | 2.99% | 6.3M | Added |
| 4 | AAPL | APPLE INC | $574.7M | 2.86% | 2.0M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $570.4M | 2.84% | 2.9M | Added |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $438.0M | 2.18% | 3.4M | Trimmed |
| 7 | DFAU | DIMENSIONAL ETF TRUST | $393.2M | 1.96% | 7.6M | Added |
| 8 | DSTL | ETF SER SOLUTIONS | $356.0M | 1.77% | 5.9M | Added |
| 9 | MSFT | MICROSOFT CORP | $340.7M | 1.70% | 913,319 | Added |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | $328.4M | 1.64% | 7.1M | Added |
| 11 | PYLD | PIMCO ETF TR | $328.9M | 1.64% | 12.4M | Added |
| 12 | BINC | BLACKROCK ETF TRUST II | $321.0M | 1.60% | 6.1M | Added |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $290.2M | 1.45% | 3.7M | Trimmed |
| 14 | BSV | VANGUARD BD INDEX FDS | $282.9M | 1.41% | 3.6M | Added |
| 15 | GOOG | ALPHABET INC | $269.1M | 1.34% | 761,620 | Added |
| 16 | AMZN | AMAZON COM INC | $260.7M | 1.30% | 1.1M | Trimmed |
| 17 | AVGO | BROADCOM INC | $252.4M | 1.26% | 668,184 | Added |
| 18 | MUB | ISHARES TR | $229.1M | 1.14% | 2.1M | Added |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $215.4M | 1.07% | 5.3M | Trimmed |
| 20 | TDVG | T ROWE PRICE EXCHANGE-TRADED | $215.5M | 1.07% | 4.4M | Added |
| 21 | CAT | CATERPILLAR INC | $200.5M | 1.00% | 188,272 | Added |
| 22 | SPGM | SPDR INDEX SHS FDS | $189.7M | 0.95% | 2.2M | Added |
| 23 | VUG | VANGUARD INDEX FDS | $188.4M | 0.94% | 2.2M | Added |
| 24 | LLY | ELI LILLY & CO | $185.4M | 0.92% | 154,543 | Added |
| 25 | ACWI | ISHARES TR | $180.0M | 0.90% | 1.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR