Sequoia Financial Advisors, LLC

Est. AUM

$17.81B

13F long equity only

Positions

1,909

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$1.22B	3,787,743	6.82%	SOLE
2	EA SERIES TRUST	SEQUOIA GLOBAL V	$1.04B	31,830,127	5.87%	SOLE
3	ISHARES TR	CORE MSCI TOTAL	$524.1M	6,049,116	2.94%	SOLE
4	APPLE INC	COM	$492.5M	1,940,490	2.76%	SOLE
5	NVIDIA CORPORATION	COM	$467.4M	2,679,934	2.62%	SOLE
6	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$381.9M	3,481,927	2.14%	SOLE
7	ETF SER SOLUTIONS	DISTILLATE US	$342.9M	5,923,843	1.93%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$333.0M	7,379,642	1.87%	SOLE
9	MICROSOFT CORP	COM	$308.3M	832,793	1.73%	SOLE
10	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$294.1M	6,383,524	1.65%	SOLE
11	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$291.4M	3,675,562	1.64%	SOLE
12	PIMCO ETF TR	MULTISECTOR BD	$288.1M	10,994,877	1.62%	SOLE
13	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$282.7M	5,443,735	1.59%	SOLE
14	VANGUARD BD INDEX FDS	SHORT TRM BOND	$264.9M	3,378,481	1.49%	SOLE
15	AMAZON COM INC	COM	$233.0M	1,118,723	1.31%	SOLE
16	ALPHABET INC	CAP STK CL C	$216.1M	753,267	1.21%	SOLE
17	ISHARES TR	NATIONAL MUN ETF	$209.9M	1,977,019	1.18%	SOLE
18	SPDR GOLD TR	GOLD SHS	$201.9M	469,208	1.13%	SOLE
19	BROADCOM INC	COM	$198.1M	640,160	1.11%	SOLE
20	T ROWE PRICE ETF INC	PRICE DIV GRWT	$189.0M	4,234,788	1.06%	SOLE
21	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$184.7M	5,345,392	1.04%	SOLE
22	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$170.2M	5,283,468	0.96%	SOLE
23	ISHARES TR	MSCI ACWI ETF	$165.8M	1,197,896	0.93%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$153.3M	781,277	0.86%	SOLE
25	SPDR INDEX SHS FDS	STATE STREET SPD	$151.8M	2,004,687	0.85%	SOLE
26	META PLATFORMS INC	CL A	$151.0M	263,851	0.85%	SOLE
27	VANGUARD INDEX FDS	GROWTH ETF	$150.9M	345,470	0.85%	SOLE
28	ALPHABET INC	CAP STK CL A	$136.2M	473,577	0.76%	SOLE
29	ELI LILLY & CO	COM	$131.8M	143,305	0.74%	SOLE
30	CATERPILLAR INC	COM	$126.6M	178,760	0.71%	SOLE
31	GOLDMAN SACHS GROUP INC	COM	$124.4M	147,053	0.70%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$121.0M	252,527	0.68%	SOLE
33	RTX CORPORATION	COM	$120.4M	624,341	0.68%	SOLE
34	AMERICAN CENTY ETF TR	US SML CP VALU	$120.1M	1,087,142	0.67%	SOLE
35	EXXON MOBIL CORP	COM	$118.9M	700,935	0.67%	SOLE
36	PACER FDS TR	US CASH COWS 100	$114.2M	1,824,648	0.64%	SOLE
37	JPMORGAN CHASE & CO	COM	$110.2M	374,677	0.62%	SOLE
38	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$105.8M	2,715,179	0.59%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$103.0M	158,417	0.58%	SOLE
40	WALMART INC	COM	$101.0M	813,060	0.57%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$96.9M	97,275	0.54%	SOLE
42	VANGUARD MUN BD FDS	TAX EXEMPT BD	$92.1M	1,846,369	0.52%	SOLE
43	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$92.0M	1,297,323	0.52%	SOLE
44	ISHARES TR	CORE S&P SCP ETF	$87.7M	705,455	0.49%	SOLE
45	DIMENSIONAL ETF TRUST	US TARGETED VLU	$85.8M	1,373,292	0.48%	SOLE
46	WYNN RESORTS LTD	COM	$82.8M	815,698	0.47%	SOLE
47	VISA INC	COM CL A	$80.3M	265,787	0.45%	SOLE
48	VANGUARD WORLD FD	MEGA CAP VAL ETF	$79.3M	546,743	0.44%	SOLE
49	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$77.7M	361,475	0.44%	SOLE
50	HOME DEPOT INC	COM	$72.0M	219,054	0.40%	SOLE

1–50 of 1,909

1 / 39

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.