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Sequoia Financial Advisors

Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, SFGV, IXUS, AAPL, NVDA, and represent 20.97% of Sequoia Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$40M), BINC (+$39M), JPIE (+$37M), BSV (+$35M), GOOG (+$33M), AVRE (+$27M), VTI (+$23M), MUB (+$22M), IXUS (+$20M), SPGM (+$20M).
Started 151 new stock positions in SNAP, MICC, FRHC, IUSB, INVA, PNFP, PRME, AG, SUPN, MATW.
Reduced shares in these 10 stocks: SGOV (-$45M), VNQ (-$21M), VICI (-$20M), NXPI (-$19M), NSC (-$18M), ORCL (-$15M), IBHF (-$14M), BRK.B (-$14M), AAPL (-$14M), INTF (-$11M).
Sold out of its positions in ASGN, ARKK, ACIW, CVSA, WMS, Agilon Health, ALIT, ALT, OKLO, UHAL.B.
Sequoia Financial Advisors was a net buyer of stock by $327M.
Sequoia Financial Advisors has $18B in assets under management (AUM), dropping by -0.28%.
Central Index Key (CIK): 0001599900

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Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 1885 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Sequoia Financial Advisors has 1885 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sequoia Financial Advisors March 31, 2026 positions
Download the Sequoia Financial Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	6.8	$1.2B		3.8M	320.81	View chart
Ea Series Trust Sequoia Global V (SFGV)	5.8	$1.0B		32M	32.82	View chart
Ishares Tr Core Msci Total (IXUS)	2.9	$524M	+4%	6.0M	86.64	View chart
Apple (AAPL)	2.8	$494M	-2%	1.9M	253.79	View chart
NVIDIA Corporation (NVDA)	2.6	$471M		2.7M	174.40	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.1	$382M		3.5M	109.69	View chart
Etf Ser Solutions Distillate Us (DSTL)	1.9	$343M	+2%	5.9M	57.88	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.9	$333M	+3%	7.4M	45.12	View chart
Microsoft Corporation (MSFT)	1.7	$311M	-2%	840k	370.17	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$294M	+14%	6.4M	46.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.6	$291M	+6%	3.7M	79.27	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.6	$288M	+16%	11M	26.20	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.6	$283M	+16%	5.4M	51.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$265M	+15%	3.4M	78.41	View chart
Amazon (AMZN)	1.3	$233M		1.1M	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$216M	+18%	753k	286.86	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$210M	+11%	2.0M	106.15	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$202M		470k	430.29	View chart
Broadcom (AVGO)	1.1	$199M		643k	309.51	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	1.1	$189M	+2%	4.2M	44.63	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$185M	+7%	5.3M	34.55	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.0	$170M	+8%	5.3M	32.22	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.9	$166M	-3%	1.2M	138.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$153M	+5%	781k	196.20	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.8	$152M	+15%	2.0M	75.71	View chart
Meta Platforms Cl A (META)	0.8	$151M	+4%	264k	572.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$151M	+11%	346k	436.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$136M		474k	287.56	View chart
Eli Lilly & Co. (LLY)	0.7	$132M	-2%	143k	919.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$128M	-2%	196k	650.34	View chart
Caterpillar (CAT)	0.7	$127M		179k	708.46	View chart
Goldman Sachs (GS)	0.7	$125M		147k	845.99	View chart
Exxon Mobil Corporation (XOM)	0.7	$122M	+3%	720k	169.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$121M	-10%	253k	479.20	View chart
Raytheon Technologies Corp (RTX)	0.7	$120M		624k	192.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$120M	+7%	1.1M	110.47	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$114M		1.8M	62.56	View chart
JPMorgan Chase & Co. (JPM)	0.6	$111M	-4%	376k	294.16	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$106M	+2%	2.7M	38.96	View chart
Wal-Mart Stores (WMT)	0.6	$101M	-2%	813k	124.28	View chart
Costco Wholesale Corporation (COST)	0.5	$97M	+9%	97k	996.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$92M	+8%	1.8M	49.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$92M	-5%	1.3M	70.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$88M	+2%	706k	124.31	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$86M	+2%	1.4M	62.45	View chart
Wynn Resorts (WYNN)	0.5	$83M	+5%	816k	101.55	View chart
Visa Com Cl A (V)	0.4	$80M		266k	302.24	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$79M	-3%	547k	144.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$78M	+3%	362k	215.06	View chart
Home Depot (HD)	0.4	$72M	+7%	219k	328.89	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$71M		696k	102.25	View chart
Quanta Services (PWR)	0.4	$71M		129k	549.02	View chart
salesforce (CRM)	0.4	$67M	+8%	358k	186.67	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$66M	-3%	1.2M	52.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$65M		647k	99.86	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.4	$64M		1.5M	42.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$63M	+3%	96k	653.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$62M	-8%	108k	577.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$61M	+3%	956k	64.08	View chart
Eaton Corp SHS (ETN)	0.3	$59M		164k	357.67	View chart
Amgen (AMGN)	0.3	$58M		166k	351.85	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$52M	-46%	520k	100.66	View chart
International Business Machines (IBM)	0.3	$50M		207k	242.39	View chart
Waste Management (WM)	0.3	$50M	+6%	217k	229.79	View chart
Johnson & Johnson (JNJ)	0.3	$50M	+3%	203k	244.44	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$49M		1.2M	40.47	View chart
Parker-Hannifin Corporation (PH)	0.3	$49M	-3%	55k	895.24	View chart
Procter & Gamble Company (PG)	0.3	$49M		336k	144.44	View chart
Bank of America Corporation (BAC)	0.3	$48M		987k	48.75	View chart
Blackrock (BLK)	0.3	$46M	+8%	47k	961.71	View chart
Morgan Stanley Com New (MS)	0.2	$45M		271k	164.57	View chart
McDonald's Corporation (MCD)	0.2	$45M		144k	310.79	View chart
Sherwin-Williams Company (SHW)	0.2	$45M	-4%	139k	320.55	View chart
Xylem (XYL)	0.2	$44M	+6%	365k	119.50	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$44M	+169%	988k	44.02	View chart
Dupont De Nemours (DD)	0.2	$43M	+15%	929k	45.80	View chart
Tesla Motors (TSLA)	0.2	$42M	+3%	114k	371.75	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$42M	+3%	880k	47.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$41M	-2%	549k	75.19	View chart
Cheniere Energy Com New (LNG)	0.2	$41M		145k	283.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$41M	+4%	605k	67.53	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$39M	-8%	509k	76.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$38M	+19%	64k	597.55	View chart
Abbott Laboratories (ABT)	0.2	$38M		368k	102.67	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$36M		1.4M	25.64	View chart
TJX Companies (TJX)	0.2	$36M		227k	159.70	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$36M		164k	218.72	View chart
Merck & Co (MRK)	0.2	$36M	-2%	297k	120.29	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$35M	-3%	374k	93.74	View chart
Palantir Technologies Cl A (PLTR)	0.2	$35M		237k	146.28	View chart
Chevron Corporation (CVX)	0.2	$33M	+2%	161k	206.90	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$33M	+15%	164k	198.29	View chart
Progressive Corporation (PGR)	0.2	$32M	+16%	163k	198.24	View chart
Charles Schwab Corporation (SCHW)	0.2	$32M	-4%	343k	93.98	View chart
Labcorp Holdings Com Shs (LH)	0.2	$32M	-5%	121k	266.81	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$32M	-5%	711k	44.85	View chart
Citigroup Com New (C)	0.2	$31M		272k	113.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$31M	-5%	430k	71.13	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$30M	+5%	140k	216.58	View chart
Palo Alto Networks (PANW)	0.2	$30M	-14%	189k	160.32	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$30M	-3%	820k	36.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$29M	-6%	1.0M	29.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$29M	+2%	150k	191.92	View chart
Honeywell International (HON)	0.2	$28M	+210%	125k	226.03	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$27M	+13%	233k	114.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$27M	-5%	75k	356.56	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$26M	-7%	308k	84.52	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$26M	-2%	732k	35.04	View chart
Ge Vernova (GEV)	0.1	$26M		29k	872.90	View chart
Ge Aerospace Com New (GE)	0.1	$25M	+2%	87k	283.77	View chart
Wells Fargo & Company (WFC)	0.1	$24M		299k	79.61	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$24M	+2%	346k	68.47	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$24M		483k	48.93	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$23M		97k	239.99	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$22M	+2%	923k	24.31	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$22M	+6%	66k	337.95	View chart
Netflix (NFLX)	0.1	$22M	+3%	225k	96.15	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$21M	-3%	436k	48.46	View chart
Coca-Cola Company (KO)	0.1	$21M	+7%	274k	76.05	View chart
L3harris Technologies (LHX)	0.1	$21M	+387%	60k	345.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$21M	-4%	182k	113.11	View chart
Abbvie (ABBV)	0.1	$21M	+3%	95k	217.49	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$21M		604k	33.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$20M	-2%	105k	191.81	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$20M	+2%	510k	39.44	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$20M	-4%	495k	40.47	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$20M	-35%	513k	38.96	View chart
Harbor Etf Trust Dividend Gth Lea (GDIV)	0.1	$19M	-3%	1.2M	16.67	View chart
Oneok (OKE)	0.1	$19M		213k	90.39	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$19M	-3%	931k	20.42	View chart
Pepsi (PEP)	0.1	$19M	-6%	120k	155.29	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$19M	-3%	906k	20.59	View chart
American Express Company (AXP)	0.1	$18M		60k	302.48	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$18M	-12%	429k	42.22	View chart
Qualcomm (QCOM)	0.1	$18M	-2%	140k	128.78	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.1	$18M		498k	36.12	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$18M		299k	58.54	View chart
Applied Materials (AMAT)	0.1	$18M	+8%	51k	341.79	View chart
Micron Technology (MU)	0.1	$17M	+18%	51k	337.84	View chart
Service Corporation International (SCI)	0.1	$17M		210k	82.51	View chart
Philip Morris International (PM)	0.1	$17M		105k	165.34	View chart
General Dynamics Corporation (GD)	0.1	$17M	+4%	50k	343.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$17M		24.00	718140.00	View chart
Comcast Corp Cl A (CMCSA)	0.1	$17M	+10%	598k	28.71	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$17M	-3%	441k	38.86	View chart
Oracle Corporation (ORCL)	0.1	$17M	-47%	116k	147.11	View chart
Verizon Communications (VZ)	0.1	$17M	+5%	337k	50.20	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$17M	+2%	707k	23.65	View chart
American Electric Power Company (AEP)	0.1	$17M	+7%	127k	131.08	View chart
Mastercard Incorporated Cl A (MA)	0.1	$17M	-2%	33k	499.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$16M	+6%	181k	90.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$16M	-4%	479k	33.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$16M		54k	298.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$16M	-3%	72k	217.25	View chart
Cisco Systems (CSCO)	0.1	$16M		200k	77.59	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$16M	-2%	117k	132.90	View chart
Hubbell (HUBB)	0.1	$15M		31k	490.74	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$15M		65k	234.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$15M	-9%	153k	99.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$15M		182k	82.75	View chart
Lam Research Corp Com New (LRCX)	0.1	$15M	+15%	71k	213.66	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$15M	-2%	200k	74.35	View chart
At&t (T)	0.1	$15M	+8%	512k	28.99	View chart
UnitedHealth (UNH)	0.1	$15M	-6%	54k	270.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$14M	+7%	186k	77.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$14M		266k	54.05	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$14M	-3%	151k	92.74	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$14M	+41%	272k	50.98	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$14M	-6%	175k	78.41	View chart
Advanced Micro Devices (AMD)	0.1	$14M	+9%	67k	203.43	View chart
Nextera Energy (NEE)	0.1	$14M	+8%	145k	92.88	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.1	$13M		366k	36.59	View chart
American Axle & Manufact. Holdings (DCH)	0.1	$13M		2.2M	5.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$13M		124k	106.50	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$13M		292k	44.45	View chart
Lockheed Martin Corporation (LMT)	0.1	$13M		21k	604.39	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$13M	-14%	131k	96.70	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$13M		512k	24.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$12M	+3%	29k	426.40	View chart
Williams-Sonoma (WSM)	0.1	$12M	+14%	67k	182.33	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$12M	-4%	75k	161.73	View chart
Union Pacific Corporation (UNP)	0.1	$12M	-29%	49k	242.62	View chart
Boeing Company (BA)	0.1	$12M	+18%	60k	199.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$12M		384k	30.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$12M	+7%	47k	248.00	View chart
3M Company (MMM)	0.1	$12M	+2%	80k	145.23	View chart
Flextronics Intl Ord (FLEX)	0.1	$12M	+2%	178k	65.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$12M	+3%	83k	138.32	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$11M	+2%	200k	57.07	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$11M	-9%	231k	49.37	View chart
Walt Disney Company (DIS)	0.1	$11M	-8%	118k	96.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$11M	-3%	61k	184.28	View chart
Keysight Technologies (KEYS)	0.1	$11M		40k	282.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$11M	-6%	439k	25.10	View chart
Lowe's Companies (LOW)	0.1	$11M		47k	236.28	View chart
Texas Instruments Incorporated (TXN)	0.1	$11M	+19%	55k	194.14	View chart
Kinder Morgan (KMI)	0.1	$11M	+37%	317k	33.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$11M		74k	142.43	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$11M	-3%	228k	46.23	View chart
Bwx Technologies (BWXT)	0.1	$11M		52k	204.49	View chart
Texas Pacific Land Corp (TPL)	0.1	$11M	+1358%	22k	474.56	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$10M	+7%	209k	49.99	View chart
Wp Carey (WPC)	0.1	$10M		154k	67.96	View chart
Southern Company (SO)	0.1	$10M	+10%	108k	96.52	View chart
Bristol Myers Squibb (BMY)	0.1	$10M	+9%	168k	60.65	View chart
Cameco Corporation (CCJ)	0.1	$10M	-2%	93k	108.61	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$10M	-67%	113k	88.70	View chart
Pfizer (PFE)	0.1	$9.9M	+4%	354k	28.08	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$9.8M	-11%	129k	76.02	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$9.7M		201k	48.02	View chart
Intuit (INTU)	0.1	$9.6M	+8%	22k	432.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$9.5M		386k	24.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$9.5M	-3%	109k	87.84	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$9.4M		79k	119.51	View chart
Lumen Technologies (LUMN)	0.1	$9.3M	-2%	1.3M	6.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$9.2M	+23%	123k	75.10	View chart
Deere & Company (DE)	0.1	$9.1M	-4%	16k	563.31	View chart
Chubb (CB)	0.0	$8.9M		27k	325.93	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$8.9M	-18%	566k	15.65	View chart
Linde SHS (LIN)	0.0	$8.7M	+11%	18k	495.76	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$8.7M		298k	29.08	View chart
Travelers Companies (TRV)	0.0	$8.6M		30k	291.68	View chart
Zscaler Incorporated (ZS)	0.0	$8.6M		61k	140.29	View chart
Altria (MO)	0.0	$8.6M	+9%	130k	65.99	View chart
Us Bancorp Com New (USB)	0.0	$8.5M		164k	52.01	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$8.5M	-2%	56k	151.41	View chart
McKesson Corporation (MCK)	0.0	$8.4M		9.7k	865.33	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$8.4M		137k	61.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$8.3M	-18%	113k	73.64	View chart
ConocoPhillips (COP)	0.0	$8.3M	+15%	63k	132.00	View chart
Corning Incorporated (GLW)	0.0	$8.2M	+29%	61k	135.97	View chart
Royal Caribbean Cruises (RCL)	0.0	$8.2M		30k	275.18	View chart
Apollo Global Mgmt (APO)	0.0	$8.2M	-5%	74k	111.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$8.1M		83k	97.13	View chart
Cme (CME)	0.0	$8.0M	+3%	27k	295.35	View chart
Tradeweb Mkts Cl A (TW)	0.0	$8.0M	-10%	68k	117.66	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$7.9M	-2%	114k	69.75	View chart
Dell Technologies CL C (DELL)	0.0	$7.9M	+11%	48k	164.13	View chart
Curtiss-Wright (CW)	0.0	$7.8M	-3%	12k	681.13	View chart
Thermo Fisher Scientific (TMO)	0.0	$7.8M	+3%	16k	491.53	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$7.8M	-64%	338k	22.95	View chart
Nvent Elec SHS (NVT)	0.0	$7.7M	-2%	66k	118.28	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$7.7M		91k	84.84	View chart
Bank of New York Mellon Corporation (BK)	0.0	$7.7M	-3%	65k	118.63	View chart
Kla Corp Com New (KLAC)	0.0	$7.7M	+14%	5.2k	1472.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$7.7M	-3%	11k	697.75	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$7.7M	+12%	109k	70.51	View chart
TransDigm Group Incorporated (TDG)	0.0	$7.6M	+2%	6.6k	1158.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$7.6M	-11%	52k	148.10	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$7.6M	-5%	150k	50.61	View chart

Past Filings by Sequoia Financial Advisors

SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013

Sequoia Financial Advisors 2026 Q1 filed April 30, 2026
Sequoia Financial Advisors 2025 Q4 filed Feb. 3, 2026
Sequoia Financial Advisors 2025 Q3 filed Oct. 29, 2025
Sequoia Financial Advisors 2024 Q4 restated filed Aug. 8, 2025
Sequoia Financial Advisors 2025 Q1 amended filed Aug. 8, 2025
Sequoia Financial Advisors 2025 Q2 amended filed Aug. 8, 2025
Sequoia Financial Advisors 2025 Q2 filed July 25, 2025
Sequoia Financial Advisors 2025 Q1 filed April 23, 2025
Sequoia Financial Advisors 2024 Q4 filed Feb. 7, 2025
Sequoia Financial Advisors 2024 Q3 filed Oct. 21, 2024
Sequoia Financial Advisors 2024 Q2 filed July 15, 2024
Sequoia Financial Advisors 2024 Q1 filed April 30, 2024
Sequoia Financial Advisors 2023 Q4 filed Jan. 26, 2024
Sequoia Financial Advisors 2023 Q3 filed Nov. 8, 2023
Sequoia Financial Advisors 2023 Q2 filed Aug. 8, 2023
Sequoia Financial Advisors 2023 Q1 filed April 25, 2023

View all past filings

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