13F value (AUM)
$20.1B
Sequoia Financial Advisors
SEQUOIA FINANCIAL ADVISORS, LLC
$20.1B
13F long value · 2026-Q2Positions2163
CategoryAsset Manager
Quarters tracked8
● #348 of 581 by 13F value
Size rank 4/10
1 NEW162 ADD55 2×+166 TRIM3 NEAR EXIT
Snapshot
Sequoia Financial Advisors's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
2163 (114 unmapped)
Top 100 weight
75.7%
Quarters tracked
8
Latest 13F filed
Jul 17, 2026
New positions
1
Exits / near-exits
3
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 75.7% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 7.1% | $1.4B | 3.8M | — |
| SFGV | EA SERIES TRUST | 5.5% | $1.1B | 31.5M | — |
| IXUS | ISHARES TR | 3.0% | $601.0M | 6.3M | — |
| AAPL | APPLE INC | 2.9% | $572.5M | 2.0M | +14.6% |
| NVDA | NVIDIA CORPORATION | 2.8% | $567.5M | 2.8M | +18.6% |
| VONG | VANGUARD SCOTTSDALE FDS | 2.2% | $438.0M | 3.4M | -3.4% |
| DFAU | DIMENSIONAL ETF TRUST | 2.0% | $393.2M | 7.6M | -4.4% |
| DSTL | ETF SER SOLUTIONS | 1.8% | $356.0M | 5.9M | — |
| MSFT | MICROSOFT CORP | 1.7% | $338.0M | 906.2K | +38.3% |
| PYLD | PIMCO ETF TR | 1.6% | $328.9M | 12.4M | — |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.6% | $328.4M | 7.1M | — |
| BINC | BLACKROCK ETF TRUST II | 1.6% | $321.0M | 6.1M | +0.2% |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.4% | $290.2M | 3.7M | — |
| BSV | VANGUARD BD INDEX FDS | 1.4% | $282.9M | 3.6M | — |
| GOOG | ALPHABET INC | 1.3% | $269.0M | 761.3K | -1.4% |
Option positions — 2026-Q2
$19.8M across 15 put positions vs $27.0M across 24 call positions — put/call ratio 0.73. Values are notional — the market value of the shares the options reference.
| Type | Ticker | Issuer | Underlying shares | Notional value | % of 13F value |
|---|---|---|---|---|---|
| CALL | SPY | STATE STR SPDR S&P 500 ETF T | 30.5K | $22.8M | 0.1% |
| PUT | PGR | PROGRESSIVE CORP | 25.5K | $5.6M | 0.0% |
| PUT | XONA | EXXON MOBIL CORP | 19.9K | $2.7M | 0.0% |
| PUT | MSFT | MICROSOFT CORP | 7.0K | $2.6M | 0.0% |
| PUT | AAPL | APPLE INC | 7.5K | $2.2M | 0.0% |
| PUT | NVDA | NVIDIA CORPORATION | 10.2K | $2.0M | 0.0% |
| CALL | QQQ | INVESCO QQQ TR | 1.8K | $1.3M | 0.0% |
| PUT | ABBV | ABBVIE INC | 4.0K | $1.0M | 0.0% |
| PUT | VST | VISTRA CORP | 5.9K | $935.9K | 0.0% |
| CALL | BHC | BAUSCH HEALTH COS INC | 178.3K | $879.0K | 0.0% |
Quarterly changes — 2026-Q2
What Sequoia Financial Advisors opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEAR EXIT | WYNN | WYNN RESORTS LTD | 815.7K | 10.3K | -98.7% | -$81.8M |
| 2×+ | ROK | ROCKWELL AUTOMATION INC | 13.9K | 92.0K | +559.8% | +$40.5M |
| 2×+ | VUG | VANGUARD INDEX FDS | 345.5K | 2.2M | +533.1% | +$37.5M |
| TRIM | CRM | SALESFORCE INC | 358.4K | 191.1K | -46.7% | -$37.0M |
| TRIM | — | ACCENTURE PLC IRELAND | 163.8K | 57.7K | -64.8% | -$25.3M |
| NEW | HONA | HONEYWELL AEROSPACE INC | — | 109.3K | — | +$24.2M |
| ADD | SGOV | ISHARES TR | 519.5K | 738.9K | +42.2% | +$22.1M |
| TRIM | SHW | SHERWIN WILLIAMS CO | 138.9K | 68.6K | -50.6% | -$20.9M |
| ADD | TSLA | TESLA INC | 113.9K | 145.0K | +27.3% | +$18.6M |
| 2×+ | ITOT | ISHARES TR | 74.4K | 152.6K | +105.0% | +$14.5M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.