Institutions / Sequoia Financial Advisors, LLC
Sequoia Financial Advisors, LLC
CIK 1599900 · Institution · as of Dec 31, 2025
Portfolio value
$17.87B
Positions
1,885
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,885 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $1.25B | 7.0% |
| Ea Series Trust | $1.00B | 5.6% |
| Apple Inc. | $542.15M | 3.0% |
| iShares MSCI UAE ETF | $492.23M | 2.8% |
| NVIDIA Corp | $489.94M | 2.7% |
| Vanguard Scottsdale Fds | $431.63M | 2.4% |
| Microsoft Corp | $412.23M | 2.3% |
| ETF Ser Solutions | $338.82M | 1.9% |
| Dimensional ETF Trust | $333.47M | 1.9% |
| Vanguard Scottsdale Fds | $275.05M | 1.5% |
| J P Morgan Exchange Traded F | $258.86M | 1.4% |
| Amazon.com Inc | $258.16M | 1.4% |
| PIMCO ETF Tr | $252.39M | 1.4% |
| BlackRock ETF Trust II | $247.29M | 1.4% |
| Vanguard Bd Index Fds | $230.76M | 1.3% |
| Broadcom Inc. | $219.27M | 1.2% |
| Alphabet Inc. | $200.13M | 1.1% |
| iShares Tr | $189.20M | 1.1% |
| SPDR Gold Tr | $187.55M | 1.0% |
| T Rowe Price ETF Inc | $186.25M | 1.0% |
| iShares Tr | $176.36M | 1.0% |
| Meta Platforms Inc | $166.56M | 0.9% |
| Dimensional ETF Trust | $164.31M | 0.9% |
| ELI LILLY & Co | $158.72M | 0.9% |
| Dimensional ETF Trust | $154.54M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.