StockDriftsStockDriftsTop 50 Sequoia Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 7.08% | 3.83M | $1.42B | +1.15%(+43.43K) | $228.32(+67.91%) | 2026-06-30 | |
| SFGV | EA SERIES TRUST | 5.52% | 31.47M | $1.10B | -1.13%(-359.36K) | $27.55(+33.28%) | 2026-06-30 | |
| IXUS | ISHARES TR | 3% | 6.30M | $601.0M | +4.10%(+247.73K) | $70.33(+39.98%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.86% | 1.98M | $572.5M | +1.96%(+37.95K) | $186.10(+64.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 2.84M | $567.5M | +5.84%(+156.38K) | $81.31(+178.02%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.19% | 3.43M | $438.0M | -1.58%(-54.98K) | $68.38(+89.09%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 1.96% | 7.61M | $393.2M | +3.09%(+227.76K) | $36.14(+48.66%) | 2026-06-30 | |
| DSTL | ETF SER SOLUTIONS | 1.78% | 5.94M | $356.0M | +0.32%(+18.87K) | $54.85(+25.61%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.69% | 906.2K | $338.0M | +8.82%(+73.43K) | $367.15(+32.39%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 1.64% | 12.40M | $328.9M | +12.79%(+1.41M) | $27.23(-3.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.21% | +52.92% | +8.02% | +47.08% |
| Top 20 Holdings Unweighted | +15.76% | +55.12% | +8.31% | +49.07% |
Sequoia Financial Advisors, LLC reports $20.07B in US-listed equity holdings across 2,124 positions in its most recent 13F filing. Its largest disclosed positions are VTI (7.1%), SFGV (5.5%) and IXUS (3.0%). The top 20 holdings account for 43.85% of reported assets. Its disclosed equity book has returned +52.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sequoia Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599900). View Sequoia Financial Advisors, LLC’s 13F filings on SEC