Sequoia Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$17.88B
Q ending 2026-03-31
Prior quarter
$17.93B
Q ending 2025-12-31
Change
-0.3% QoQ · +89483.6% YoY
Positions
1,921
reported holdings
Largest positions
Top 100 of 1,921 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $1.22B | 3.8M |
| Ea Series Trust | SFGV | Shares | $1.04B | 31.8M |
| Ishares Tr | IXUS | Shares | $524.1M | 6.0M |
| Apple Inc | AAPL | Shares | $492.5M | 1.9M |
| Nvidia Corporation | NVDA | Shares | $467.4M | 2.7M |
| Vanguard Scottsdale Fds | VONG | Shares | $381.9M | 3.5M |
| Etf Ser Solutions | DSTL | Shares | $342.9M | 5.9M |
| Dimensional Etf Trust | DFAU | Shares | $333.0M | 7.4M |
| Microsoft Corp | MSFT | Shares | $308.3M | 833K |
| J P Morgan Exchange Traded F | JPIE | Shares | $294.1M | 6.4M |
| Vanguard Scottsdale Fds | VCSH | Shares | $291.4M | 3.7M |
| Pimco Etf Tr | PYLD | Shares | $288.1M | 11.0M |
| Blackrock Etf Trust Ii | BINC | Shares | $282.7M | 5.4M |
| Vanguard Bd Index Fds | BSV | Shares | $264.9M | 3.4M |
| Amazon Com Inc | AMZN | Shares | $233.0M | 1.1M |
| Alphabet Inc | GOOG | Shares | $216.1M | 753K |
| Ishares Tr | MUB | Shares | $209.9M | 2.0M |
| Spdr Gold Tr | GLD | Shares | $201.9M | 469K |
| Broadcom Inc | AVGO | Shares | $198.1M | 640K |
| T Rowe Price Etf Inc | TDVG | Shares | $189.0M | 4.2M |
| Dimensional Etf Trust | DFEM | Shares | $184.7M | 5.3M |
| Dimensional Etf Trust | DIHP | Shares | $170.2M | 5.3M |
| Ishares Tr | ACWI | Shares | $165.8M | 1.2M |
| Vanguard Index Fds | VTV | Shares | $153.3M | 781K |
| Spdr Index Shs Fds | SPGM | Shares | $151.8M | 2.0M |
| Meta Platforms Inc | META | Shares | $151.0M | 264K |
| Vanguard Index Fds | VUG | Shares | $150.9M | 345K |
| Alphabet Inc | GOOGL | Shares | $136.2M | 474K |
| Eli Lilly & Co | LLY | Shares | $131.8M | 143K |
| Caterpillar Inc | CAT | Shares | $126.6M | 179K |
| Goldman Sachs Group Inc | GS | Shares | $124.4M | 147K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $121.0M | 253K |
| Rtx Corporation | RTX | Shares | $120.4M | 624K |
| American Centy Etf Tr | AVUV | Shares | $120.1M | 1.1M |
| Exxon Mobil Corp | XOM | Shares | $118.9M | 701K |
| Pacer Fds Tr | COWZ | Shares | $114.1M | 1.8M |
| Jpmorgan Chase & Co | JPM | Shares | $110.2M | 375K |
| Dimensional Etf Trust | DFAI | Shares | $105.8M | 2.7M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $103.0M | 158K |
| Walmart Inc | WMT | Shares | $101.0M | 813K |
| Costco Wholesale Corporation | COST | Shares | $96.9M | 97K |
| Vanguard Mun Bd Fds | VTEB | Shares | $92.1M | 1.8M |
| Dimensional Etf Trust | DFUS | Shares | $92.0M | 1.3M |
| Ishares Tr | IJR | Shares | $87.7M | 705K |
| Dimensional Etf Trust | DFAT | Shares | $85.8M | 1.4M |
| Wynn Resorts Ltd | WYNN | Shares | $82.8M | 816K |
| Visa Inc | V | Shares | $80.3M | 266K |
| Vanguard World Fd | MGV | Shares | $79.3M | 547K |
| Vanguard Specialized Funds | VIG | Shares | $77.7M | 361K |
| Home Depot Inc | HD | Shares | $72.0M | 219K |
| Ishares Tr | IUSV | Shares | $71.1M | 696K |
| Quanta Svcs Inc | PWR | Shares | $70.7M | 129K |
| Salesforce Inc | CRM | Shares | $66.9M | 358K |
| Dimensional Etf Trust | DFIV | Shares | $65.7M | 1.2M |
| American Centy Etf Tr | AVDV | Shares | $64.6M | 647K |
| Pacer Fds Tr | ICOW | Shares | $64.0M | 1.5M |
| Ishares Tr | IVV | Shares | $62.9M | 96K |
| Vanguard Tax-Managed Fds | VEA | Shares | $61.3M | 956K |
| Invesco Qqq Tr | QQQ | Shares | $61.2M | 106K |
| Eaton Corp Plc | Shares | $58.8M | 164K | |
| Amgen Inc | AMGN | Shares | $58.2M | 166K |
| Ishares Tr | SGOV | Shares | $52.3M | 519K |
| International Business Machs | IBM | Shares | $50.2M | 207K |
| Waste Mgmt Inc Del | WM | Shares | $49.8M | 217K |
| Brookfield Corp | BN | Shares | $49.1M | 1.2M |
| Parker-Hannifin Corp | PH | Shares | $48.9M | 55K |
| Procter & Gamble Co | PG | Shares | $48.5M | 336K |
| Bank America Corp | BAC | Shares | $48.1M | 987K |
| Johnson & Johnson | JNJ | Shares | $47.5M | 194K |
| Blackrock Inc | BLK | Shares | $45.6M | 47K |
| Morgan Stanley | MS | Shares | $44.7M | 271K |
| Mcdonalds Corp | MCD | Shares | $44.7M | 144K |
| Sherwin Williams Co | SHW | Shares | $44.5M | 139K |
| Xylem Inc | XYL | Shares | $43.7M | 365K |
| American Centy Etf Tr | AVRE | Shares | $43.5M | 988K |
| Dupont De Nemours Inc | DDUSD | Shares | $42.6M | 929K |
| Tesla Inc | TSLA | Shares | $42.3M | 114K |
| Dimensional Etf Trust | DFNM | Shares | $42.2M | 880K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $41.3M | 549K |
| Cheniere Energy Inc | LNG | Shares | $41.0M | 144K |
| Ishares Tr | IJH | Shares | $40.8M | 605K |
| Spdr Series Trust | SPYM | Shares | $39.0M | 509K |
| Vanguard Index Fds | VOO | Shares | $38.1M | 64K |
| Abbott Laboratories | ABT | Shares | $37.3M | 363K |
| Schwab Strategic Tr | SCHX | Shares | $36.2M | 1.4M |
| Tjx Cos Inc New | TJX | Shares | $36.2M | 227K |
| Abrdn Precious Metals Basket | GLTR | Shares | $35.8M | 164K |
| Merck & Co Inc | MRK | Shares | $35.7M | 297K |
| Vanguard Scottsdale Fds | VONV | Shares | $35.1M | 374K |
| Palantir Technologies Inc | PLTR | Shares | $34.7M | 237K |
| Chevron Corporation | CVX | Shares | $33.3M | 161K |
| Accenture Plc Ireland | Shares | $32.5M | 164K | |
| Schwab Charles Corp | SCHW | Shares | $32.2M | 343K |
| Labcorp Holdings Inc | LH | Shares | $32.2M | 121K |
| Amplify Etf Tr | DIVO | Shares | $31.9M | 711K |
| Citigroup Inc | C | Shares | $30.9M | 272K |
| Dimensional Etf Trust | DFAS | Shares | $30.6M | 430K |
| Gallagher Arthur J & Co | AJG | Shares | $30.3M | 140K |
| Palo Alto Networks Inc | PANW | Shares | $30.2M | 189K |
| Dimensional Etf Trust | DUHP | Shares | $30.2M | 820K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.