Q2 2026 13F · SEC CIK 1599900

Sequoia Financial Advisors, LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $20.0B
Reported positions: 2,124
Top holdings a year, 3 yrs: +19.4%
Average holding period: 6.6 yrs

Sequoia Financial Advisors, LLC is a wealth manager that reported 2,124 positions worth $20.0B in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Vanguard Index Fds (VTI, 7.1%), Sequia Global Value (CCMG, 5.5%), Ishares Core Msci Total International St (IXUS, 3.0%). A portfolio copying its top holdings returned 19.4% a year over the last 3 years, against 20.4% for the S&P 500.

Sequoia Financial Advisors, LLC holdings largest 50 of 2,124 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sequoia Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	7.1%	6.8%	3,831,169	+1.1%	$1.4B
CCMGSequia Global Value	5.5%	5.9%	31,470,764	-1.1%	$1.1B
IXUSIshares Core Msci Total International St	3.0%	2.9%	6,296,845	+4.1%	$601.0M
AAPLApple Inc	2.9%	2.8%	1,978,445	+2.0%	$572.5M
NVDANvidia Corporation Com	2.8%	2.6%	2,836,315	+5.8%	$567.5M
VONGVanguard Russell 1000 Growth ETF	2.2%	2.1%	3,426,943	-1.6%	$438.0M
DFAUDimensional US Core Equity Market ETF	2.0%	1.9%	7,607,402	+3.1%	$393.2M
DSTLETF Ser Solutions	1.8%	1.9%	5,942,710	+0.3%	$356.0M
MSFTMicrosoft Corp	1.7%	1.7%	906,219	+8.8%	$338.0M
PYLDPimco Multisector Bond Active Exchange-T	1.6%	1.6%	12,401,335	+12.8%	$328.9M
JPIEJpmorgan Income ETF	1.6%	1.6%	7,131,321	+11.7%	$328.4M
BINCIshares Flexible Income Active ETF	1.6%	1.6%	6,133,736	+12.7%	$321.0M
VCSHVanguard Scottsdale Fds	1.4%	1.6%	3,671,995	-0.1%	$290.2M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.4%	1.5%	3,631,159	+7.5%	$282.9M
GOOGAlphabet Inc	1.3%	1.2%	761,320	+1.1%	$269.0M
AMZNAmazon Com Inc Com	1.3%	1.3%	1,093,333	-2.3%	$260.6M
AVGOBroadcom Inc	1.3%	1.1%	665,884	+4.0%	$251.5M
MUBIshares National Muni Bond ETF	1.1%	1.2%	2,128,656	+7.7%	$229.1M
TDVGT Rowe Price Exchange-Traded	1.1%	1.1%	4,396,076	+3.8%	$215.5M
DFEMDimensional	1.1%	1.0%	5,299,151	-0.9%	$215.4M
CATCaterpillar Inc Com	1.0%	0.7%	188,272	+5.3%	$200.5M
SPGMSpdr Index Shs Fds	0.9%	0.9%	2,214,046	+10.4%	$189.7M
VUGVanguard Indx Fd	0.9%	0.8%	2,187,134	+533.1%	$188.4M
LLYLilly Eli & Co	0.9%	0.7%	154,543	+7.8%	$185.4M
ACWIIshares Tr	0.9%	0.9%	1,146,645	-4.3%	$180.0M
DIHPDimensional ETF Trust	0.9%	1.0%	5,261,652	-0.4%	$179.6M
VTVVanguard Value ETF	0.9%	0.9%	815,425	+4.4%	$177.7M
GOOGLAlphabet Inc	0.8%	0.8%	472,495	-0.2%	$168.9M
GLDSpdr Gold Shares	0.8%	1.1%	456,249	-2.8%	$168.1M
GSGoldman Sachs Group Inc	0.8%	0.7%	153,522	+4.4%	$155.3M
METAMeta Platforms Inc Class A	0.8%	0.8%	275,017	+4.2%	$154.9M
AVUVAvantis US Small Cap Value ETF	0.7%	0.7%	1,063,743	-2.2%	$132.7M
JPMJpmorgan Chase & Co	0.6%	0.6%	390,881	+4.3%	$127.9M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	247,243	-2.1%	$123.7M
SPYSpdr S&p 500 ETF Tr	0.6%	0.6%	160,362	+1.2%	$119.8M
DFAIDimensional International Core Equity Ma	0.6%	0.6%	2,827,567	+4.1%	$116.6M
RTXRtx Corporation Com	0.6%	0.7%	601,888	-3.6%	$114.2M
COWZPacer Fds Tr	0.6%	0.6%	1,781,365	-2.4%	$110.8M
IJRIshares Core S&p Small Cap ETF	0.5%	0.5%	733,683	+4.0%	$108.8M
VTEBVanguard Tx Ex Bd	0.5%	0.5%	2,073,127	+12.3%	$104.9M
DFUSDimensional ETF Trust	0.5%	0.5%	1,269,391	-2.2%	$104.0M
XOMExxon Mobil Corp	0.5%	0.7%	731,436	+4.4%	$100.0M
PWRQuanta Svcs Inc Com	0.5%	—	135,883	—	$97.8M
DFATDimensional U.s. Targeted Value	0.5%	0.5%	1,391,428	+1.3%	$97.3M
WMTWalmart Inc	0.5%	0.6%	847,495	+4.2%	$96.0M
VVisa Inc Com Cl A	0.5%	0.5%	277,453	+4.4%	$95.2M
COSTCostco Whsl Corp New	0.4%	0.5%	94,833	-2.5%	$88.7M
VIGVanguard Dividend Appreciation ETF	0.4%	0.4%	371,405	+2.7%	$87.9M
MGVVanguard Mega Cap Value ETF Total	0.4%	0.4%	531,727	-2.7%	$86.9M
HDHome Depot Inc Com	0.4%	0.4%	229,708	+4.9%	$81.0M

What Sequoia Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+533.1% shares
PYLD Pimco Multisector Bond Active Exchange-T+12.8% shares
BINC Ishares Flexible Income Active ETF+12.7% shares
VTEB Vanguard Tx Ex Bd+12.3% shares
JPIE Jpmorgan Income ETF+11.7% shares
SPGM Spdr Index Shs Fds+10.4% shares
MSFT Microsoft Corp+8.8% shares
LLY Lilly Eli & Co+7.8% shares

Reduced

No position shrank by more than 5%.

Left the top 50

WYNN Wynn Resorts Ltdwas 0.5%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.9% /yr; S&P 500 +20.1%
3 years: +19.4% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$20.0B	2,124
Q1 2026	$17.8B	1,885
Q4 2025	$17.9B	1,885
Q3 2025	$16.4B	1,704
Q2 2025	$14.6B	1,553
Q1 2025	$12.9B	1,352
Q3 2024	$9.3B	1,274
Q2 2024	$8.3B	1,200
Q1 2024	$8.0B	1,146
Q4 2023	$8.1B	1,189
Q3 2023	$5.7B	958
Q2 2023	$5.8B	964

Questions about Sequoia Financial Advisors, LLC's portfolio

What stocks does Sequoia Financial Advisors, LLC own?

Sequoia Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 2,124 positions worth $20.0B. The largest are Vanguard Index Fds (VTI) at 7.1%, Sequia Global Value (CCMG) at 5.5%, Ishares Core Msci Total International St (IXUS) at 3.0%, Apple Inc (AAPL) at 2.9% and Nvidia Corporation Com (NVDA) at 2.8%.

What did Sequoia Financial Advisors, LLC buy last quarter?

In Q2 2026, Sequoia Financial Advisors, LLC added Vanguard Indx Fd (VUG) (+533.1% shares), Pimco Multisector Bond Active Exchange-T (PYLD) (+12.8% shares) and Ishares Flexible Income Active ETF (BINC) (+12.7% shares), compared with its Q1 2026 filing.

What did Sequoia Financial Advisors, LLC sell last quarter?

In Q2 2026, Sequoia Financial Advisors, LLC cut from its top 50 Wynn Resorts Ltd (WYNN), compared with its Q1 2026 filing.

How has Sequoia Financial Advisors, LLC's portfolio performed?

A portfolio copying Sequoia Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.9% against +20.1%. Over 5 years: +9.6% a year against +11.6%.

When is Sequoia Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sequoia Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.