Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $1,417,685,879 | 7.1% |
| EA Series TrustSEQU GLO VAL ETF | SEQU GLO VAL ETF | $1,104,340,568 | 5.5% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $600,970,905 | 3.0% |
| Apple Inc.COM | COM | $572,482,721 | 2.9% |
| Nvidia CorporationCOM | COM | $567,518,348 | 2.8% |
| Vanguard Scottsdale FdsVNG RUS1000GRW | VNG RUS1000GRW | $437,997,533 | 2.2% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $393,226,632 | 2.0% |
| ETF Ser SolutionsDISTILLATE US | DISTILLATE US | $355,968,330 | 1.8% |
| Microsoft Corp.COM | COM | $338,037,842 | 1.7% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $328,883,412 | 1.6% |
| J P Morgan Exchange Traded FINCOME ETF | INCOME ETF | $328,397,324 | 1.6% |
| Blackrock ETF Trust IIISHA FLEX IN ETF | ISHA FLEX IN ETF | $321,039,729 | 1.6% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $290,197,766 | 1.4% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $282,903,565 | 1.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $268,997,138 | 1.3% |
| Amazon Com Inc.COM | COM | $260,584,880 | 1.3% |
| Broadcom Inc.COM | COM | $251,537,683 | 1.3% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $229,085,905 | 1.1% |
| T Rowe Price Exchange-tradedPRICE DIV GRWT | PRICE DIV GRWT | $215,539,595 | 1.1% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $215,357,483 | 1.1% |
| Caterpillar Inc.COM | COM | $200,490,420 | 1.0% |
| SPDR Index Shs FdsST STR MSCI GLB | ST STR MSCI GLB | $189,677,295 | 0.9% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $188,399,742 | 0.9% |
| Eli Lilly & COCOM | COM | $185,363,403 | 0.9% |
| iShares TRMSCI ACWI ETF | MSCI ACWI ETF | $179,988,918 | 0.9% |
| Dimensional ETF TrustINTL HIGH PROFIT | INTL HIGH PROFIT | $179,553,876 | 0.9% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $177,705,590 | 0.9% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $168,855,595 | 0.8% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $168,073,095 | 0.8% |
| Goldman Sachs Group Inc.COM | COM | $155,267,993 | 0.8% |
| Meta Platforms Inc.CL A | CL A | $154,914,125 | 0.8% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $132,712,616 | 0.7% |
| JPMORGAN Chase & COCOM | COM | $127,947,190 | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $123,718,029 | 0.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $119,753,320 | 0.6% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $116,637,154 | 0.6% |
| Rtx CorporationCOM | COM | $114,196,284 | 0.6% |
| Pacer Fds TRUS CASH COWS 100 | US CASH COWS 100 | $110,800,891 | 0.6% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $108,812,580 | 0.5% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $104,858,782 | 0.5% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $104,013,927 | 0.5% |
| Exxon Mobil Corp.COM | COM | $100,001,863 | 0.5% |
| Quanta Svcs Inc.COM | COM | $97,841,083 | 0.5% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $97,260,824 | 0.5% |
| Walmart Inc.COM | COM | $95,987,294 | 0.5% |
| Visa Inc.COM CL A | COM CL A | $95,191,451 | 0.5% |
| Costco Wholesale CorporationCOM | COM | $88,713,855 | 0.4% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $87,881,766 | 0.4% |
| Vanguard World FDMEGA CAP VAL ETF | MEGA CAP VAL ETF | $86,910,817 | 0.4% |
| Home Depot Inc.COM | COM | $81,013,323 | 0.4% |
Vanguard Index FdsTOTAL STK MKT$1,417,685,879
- Class
- TOTAL STK MKT
- Share
- 7.1%
EA Series TrustSEQU GLO VAL ETF$1,104,340,568
- Class
- SEQU GLO VAL ETF
- Share
- 5.5%
iShares TRCORE MSCI TOTAL$600,970,905
- Class
- CORE MSCI TOTAL
- Share
- 3.0%
Apple Inc.COM$572,482,721
- Class
- COM
- Share
- 2.9%
Nvidia CorporationCOM$567,518,348
- Class
- COM
- Share
- 2.8%
Vanguard Scottsdale FdsVNG RUS1000GRW$437,997,533
- Class
- VNG RUS1000GRW
- Share
- 2.2%
Dimensional ETF TrustUS CORE EQT MKT$393,226,632
- Class
- US CORE EQT MKT
- Share
- 2.0%
ETF Ser SolutionsDISTILLATE US$355,968,330
- Class
- DISTILLATE US
- Share
- 1.8%
Microsoft Corp.COM$338,037,842
- Class
- COM
- Share
- 1.7%
Pimco ETF TRMULTISECTOR BD$328,883,412
- Class
- MULTISECTOR BD
- Share
- 1.6%
J P Morgan Exchange Traded FINCOME ETF$328,397,324
- Class
- INCOME ETF
- Share
- 1.6%
Blackrock ETF Trust IIISHA FLEX IN ETF$321,039,729
- Class
- ISHA FLEX IN ETF
- Share
- 1.6%
Vanguard Scottsdale FdsSHRT TRM CORP BD$290,197,766
- Class
- SHRT TRM CORP BD
- Share
- 1.4%
Vanguard BD Index FdsSHORT TRM BOND$282,903,565
- Class
- SHORT TRM BOND
- Share
- 1.4%
Alphabet Inc.CAP STK CL C$268,997,138
- Class
- CAP STK CL C
- Share
- 1.3%
Amazon Com Inc.COM$260,584,880
- Class
- COM
- Share
- 1.3%
Broadcom Inc.COM$251,537,683
- Class
- COM
- Share
- 1.3%
iShares TRNATIONAL MUN ETF$229,085,905
- Class
- NATIONAL MUN ETF
- Share
- 1.1%
T Rowe Price Exchange-tradedPRICE DIV GRWT$215,539,595
- Class
- PRICE DIV GRWT
- Share
- 1.1%
Dimensional ETF TrustEMERGING MKTS CO$215,357,483
- Class
- EMERGING MKTS CO
- Share
- 1.1%
Caterpillar Inc.COM$200,490,420
- Class
- COM
- Share
- 1.0%
SPDR Index Shs FdsST STR MSCI GLB$189,677,295
- Class
- ST STR MSCI GLB
- Share
- 0.9%
Vanguard Index FdsGROWTH ETF$188,399,742
- Class
- GROWTH ETF
- Share
- 0.9%
Eli Lilly & COCOM$185,363,403
- Class
- COM
- Share
- 0.9%
iShares TRMSCI ACWI ETF$179,988,918
- Class
- MSCI ACWI ETF
- Share
- 0.9%
Dimensional ETF TrustINTL HIGH PROFIT$179,553,876
- Class
- INTL HIGH PROFIT
- Share
- 0.9%
Vanguard Index FdsVALUE ETF$177,705,590
- Class
- VALUE ETF
- Share
- 0.9%
Alphabet Inc.CAP STK CL A$168,855,595
- Class
- CAP STK CL A
- Share
- 0.8%
SPDR Gold TRGOLD SHS$168,073,095
- Class
- GOLD SHS
- Share
- 0.8%
Goldman Sachs Group Inc.COM$155,267,993
- Class
- COM
- Share
- 0.8%
Meta Platforms Inc.CL A$154,914,125
- Class
- CL A
- Share
- 0.8%
American Centy ETF TRUS SML CP VALU$132,712,616
- Class
- US SML CP VALU
- Share
- 0.7%
JPMORGAN Chase & COCOM$127,947,190
- Class
- COM
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$123,718,029
- Class
- CL B NEW
- Share
- 0.6%
State Str SPDR S&P 500 ETF TTR UNIT$119,753,320
- Class
- TR UNIT
- Share
- 0.6%
Dimensional ETF TrustINTL CORE EQT MK$116,637,154
- Class
- INTL CORE EQT MK
- Share
- 0.6%
Rtx CorporationCOM$114,196,284
- Class
- COM
- Share
- 0.6%
Pacer Fds TRUS CASH COWS 100$110,800,891
- Class
- US CASH COWS 100
- Share
- 0.6%
iShares TRCORE S&P SCP ETF$108,812,580
- Class
- CORE S&P SCP ETF
- Share
- 0.5%
Vanguard Mun BD FdsTAX EXEMPT BD$104,858,782
- Class
- TAX EXEMPT BD
- Share
- 0.5%
Dimensional ETF TrustUS EQUI MARK ETF$104,013,927
- Class
- US EQUI MARK ETF
- Share
- 0.5%
Exxon Mobil Corp.COM$100,001,863
- Class
- COM
- Share
- 0.5%
Quanta Svcs Inc.COM$97,841,083
- Class
- COM
- Share
- 0.5%
Dimensional ETF TrustUS TARGETED VLU$97,260,824
- Class
- US TARGETED VLU
- Share
- 0.5%
Walmart Inc.COM$95,987,294
- Class
- COM
- Share
- 0.5%
Visa Inc.COM CL A$95,191,451
- Class
- COM CL A
- Share
- 0.5%
Costco Wholesale CorporationCOM$88,713,855
- Class
- COM
- Share
- 0.4%
Vanguard Specialized FundsDIV APP ETF$87,881,766
- Class
- DIV APP ETF
- Share
- 0.4%
Vanguard World FDMEGA CAP VAL ETF$86,910,817
- Class
- MEGA CAP VAL ETF
- Share
- 0.4%
Home Depot Inc.COM$81,013,323
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 2,163 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1599900
- File number
- 028-15819
- Options
- 24 call, 15 put
- In the 25 largest
- 48.5%
- Prior quarter
- $17,881,835,701 at 31 March 2026
- Positions opened
- 349
- Positions closed
- 107
Common questions
What are Sequoia Financial Advisors’ 13F holdings worth?
$20,066,393,200 across 2,163 positions for the quarter ended 30 June 2026.
What is Sequoia Financial Advisors’ largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $1,417,685,879, or 7.1% of reported 13F value, as of 30 June 2026.
How concentrated is Sequoia Financial Advisors’ 13F portfolio?
The ten largest positions accounted for 30.5% of reported value and the twenty-five largest for 48.5%, across 2,163 positions as of 30 June 2026.
Does Form 13F show everything Sequoia Financial Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Sequoia Financial Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.