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Sequoia Financial Advisors, LLC

All holdings · as of Dec 31, 2025

1,885 positions

CompanyClassValueShares% of portfolio
COSTCO WHOLESALE CORP /NEW$76.53M88,7440.4%
ISHARES TR$71.30M695,2900.4%
HOME DEPOT, INC.$70.35M204,4530.4%
INVESCO QQQ TR$67.06M109,1590.4%
DIMENSIONAL ETF TRUST$64.19M1,286,3630.4%
ISHARES TR$63.68M92,9740.4%
INTERNATIONAL BUSINESS MACHINES CORP$61.20M206,6220.3%
AMERICAN CENTY ETF TR$59.82M636,5450.3%
PACER FDS TR$59.45M1,536,9270.3%
VANGUARD TAX-MANAGED FDS$57.88M926,4570.3%
Quanta Services Inc$55.05M130,4360.3%
BROOKFIELD CORP$54.87M1,195,6530.3%
AMGEN INC$54.42M166,2550.3%
BANK OF AMERICA CORP /DE$54.39M988,8820.3%
Eaton Corp plc$51.52M161,7580.3%
Parker-Hannifin Corp$49.48M56,2940.3%
Tesla Inc$49.34M109,7030.3%
Morgan Stanley$48.18M271,3750.3%
PROCTER & GAMBLE Co$47.35M330,4080.3%
SHERWIN WILLIAMS CO$46.97M144,9440.3%
Xylem Inc.$46.88M344,2140.3%
BlackRock, Inc.$46.83M43,7500.3%
ABBOTT LABORATORIES$46.03M367,4230.3%
WASTE MANAGEMENT INC$44.84M204,0690.3%
SPDR SERIES TRUST$44.78M558,2380.3%
MCDONALD'S CORP$43.35M141,8310.2%
ORACLE CORP$42.98M220,5140.2%
INVESCO EXCHANGE TRADED FD T$42.16M561,7460.2%
Palantir Technologies Inc$41.60M234,0610.2%
DIMENSIONAL ETF TRUST$40.94M849,8720.2%
Palo Alto Networks Inc$40.73M221,1410.2%
JOHNSON & JOHNSON$38.86M187,7980.2%
ISHARES TR$38.30M580,2830.2%
SCHWAB STRATEGIC TR$38.22M1,420,1770.2%
Accenture plc$37.96M141,4840.2%
SCHWAB CHARLES CORP$35.87M359,0020.2%
VANGUARD SCOTTSDALE FDS$35.65M386,2060.2%
SCHWAB STRATEGIC TR$35.07M1,075,1350.2%
TJX Cos Inc/The$35.04M228,1330.2%
Arthur J. Gallagher & Co.$34.31M132,5940.2%
ABRDN PRECIOUS METALS BASKET$34.21M166,3910.2%
AMPLIFY ETF TR$33.55M753,8570.2%
VANGUARD INDEX FDS$33.44M53,3270.2%
DIMENSIONAL ETF TRUST$32.45M853,3670.2%
DuPont de Nemours, Inc.$32.34M804,5200.2%
Merck & Co., Inc.$32.22M306,1430.2%
LABCORP HOLDINGS INC.$32.02M127,6180.2%
Blackstone Inc$31.83M206,4980.2%
DIMENSIONAL ETF TRUST$31.55M452,8360.2%
CITIGROUP INC$31.34M268,5620.2%
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