Sequoia Financial Advisors, LLC

Est. AUM

$17.8M

13F long equity, this entity 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	$1.2M	3787743	6.82%	SOLE
2	EA SERIES TRUST	SEQUOIA GLOBAL V	$1.0M	31830127	5.86%	SOLE
3	ISHARES TR	CORE MSCI TOTAL	$524K	6049116	2.94%	SOLE
4	APPLE INC	COM	$492K	1940490	2.76%	SOLE
5	NVIDIA CORPORATION	COM	$467K	2679934	2.62%	SOLE
6	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$381K	3481927	2.14%	SOLE
7	ETF SER SOLUTIONS	DISTILLATE US	$342K	5923843	1.92%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$332K	7379642	1.86%	SOLE
9	MICROSOFT CORP	COM	$308K	832793	1.73%	SOLE
10	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$294K	6383524	1.65%	SOLE
11	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$291K	3675562	1.63%	SOLE
12	PIMCO ETF TR	MULTISECTOR BD	$288K	10994877	1.62%	SOLE
13	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$282K	5443735	1.58%	SOLE
14	VANGUARD BD INDEX FDS	SHORT TRM BOND	$264K	3378481	1.48%	SOLE
15	AMAZON COM INC	COM	$232K	1118723	1.30%	SOLE
16	ALPHABET INC	CAP STK CL C	$216K	753267	1.21%	SOLE
17	ISHARES TR	NATIONAL MUN ETF	$209K	1977019	1.17%	SOLE
18	SPDR GOLD TR	GOLD SHS	$201K	469208	1.13%	SOLE
19	BROADCOM INC	COM	$198K	640160	1.11%	SOLE
20	T ROWE PRICE ETF INC	PRICE DIV GRWT	$188K	4234788	1.06%	SOLE
21	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$184K	5345392	1.03%	SOLE
22	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$170K	5283468	0.95%	SOLE
23	ISHARES TR	MSCI ACWI ETF	$165K	1197896	0.93%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$153K	781277	0.86%	SOLE
25	SPDR INDEX SHS FDS	STATE STREET SPD	$151K	2004687	0.85%	SOLE
26	VANGUARD INDEX FDS	GROWTH ETF	$150K	345470	0.84%	SOLE
27	META PLATFORMS INC	CL A	$150K	263851	0.84%	SOLE
28	ALPHABET INC	CAP STK CL A	$136K	473577	0.76%	SOLE
29	ELI LILLY & CO	COM	$131K	143305	0.74%	SOLE
30	CATERPILLAR INC	COM	$126K	178760	0.71%	SOLE
31	GOLDMAN SACHS GROUP INC	COM	$124K	147053	0.70%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$121K	252527	0.68%	SOLE
33	AMERICAN CENTY ETF TR	US SML CP VALU	$120K	1087142	0.67%	SOLE
34	RTX CORPORATION	COM	$120K	624341	0.67%	SOLE
35	EXXON MOBIL CORP	COM	$118K	700935	0.66%	SOLE
36	PACER FDS TR	US CASH COWS 100	$114K	1824648	0.64%	SOLE
37	JPMORGAN CHASE & CO	COM	$110K	374677	0.62%	SOLE
38	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$105K	2715179	0.59%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$103K	158417	0.58%	SOLE
40	WALMART INC	COM	$101K	813060	0.57%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$96K	97275	0.54%	SOLE
42	VANGUARD MUN BD FDS	TAX EXEMPT BD	$92K	1846369	0.52%	SOLE
43	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$91K	1297323	0.51%	SOLE
44	ISHARES TR	CORE S&P SCP ETF	$87K	705455	0.49%	SOLE
45	DIMENSIONAL ETF TRUST	US TARGETED VLU	$85K	1373292	0.48%	SOLE
46	WYNN RESORTS LTD	COM	$82K	815698	0.46%	SOLE
47	VISA INC	COM CL A	$80K	265787	0.45%	SOLE
48	VANGUARD WORLD FD	MEGA CAP VAL ETF	$79K	546743	0.44%	SOLE
49	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$77K	361475	0.43%	SOLE
50	HOME DEPOT INC	COM	$72K	219054	0.40%	SOLE

1–50 of 1,909

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