Sequoia Financial Advisors, LLC Portfolio
About Sequoia Financial Advisors, LLC
Sequoia Financial Advisors, LLC is a Investment Manager managing $16.46B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
36 of 100 linked to profiles
Showing top 100 of 1,742 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | NVDA | $459.7M | 2.79% |
| 2 | AAPL | $427.3M | 2.60% |
| 3 | MSFT | $403.0M | 2.45% |
| 4 | AMZN | $255.2M | 1.55% |
| 5 | AVGO | $208.2M | 1.27% |
| 6 | META | $165.3M | 1.00% |
| 7 | GOOGL | $147.6M | 0.90% |
| 8 | GS | $116.0M | 0.70% |
| 9 | JPM | $115.0M | 0.70% |
| 10 | GOOGL | $114.5M | 0.70% |
| 11 | RTX | $102.9M | 0.63% |
| 12 | CAT | $84.3M | 0.51% |
| 13 | V | $81.0M | 0.49% |
| 14 | WMT | $79.6M | 0.48% |
| 15 | XOM | $74.0M | 0.45% |
| 16 | HD | $71.7M | 0.44% |
| 17 | WYNN | $67.6M | 0.41% |
| 18 | CRM | $61.8M | 0.38% |
| 19 | ORCL | $61.5M | 0.37% |
| 20 | PLNT | $58.5M | 0.36% |
| 21 | ETN | $57.5M | 0.35% |
| 22 | XYL | $48.7M | 0.30% |
| 23 | BLK | $47.8M | 0.29% |
| 24 | PANW | $47.7M | 0.29% |
| 25 | SHW | $46.4M | 0.28% |
| 26 | TSLA | $46.3M | 0.28% |
| 27 | AMGN | $45.3M | 0.28% |
| 28 | PLTR | $42.9M | 0.26% |
| 29 | LH | $41.4M | 0.25% |
| 30 | PH | $41.3M | 0.25% |
| 31 | MS | $41.2M | 0.25% |
| 32 | MCD | $39.9M | 0.24% |
| 33 | LNG | $35.5M | 0.22% |
| 34 | JNJ | $34.9M | 0.21% |
| 35 | PGR | $33.3M | 0.20% |
| 36 | BX | $33.1M | 0.20% |
Other Assets (64)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| VANGUARD INDEX FDS | $1.20B |
| EA SERIES TRUST | $999.4M |
| ISHARES TR | $482.3M |
| VANGUARD SCOTTSDALE FDS | $383.2M |
| ETF SER SOLUTIONS | $333.0M |
| DIMENSIONAL ETF TRUST | $320.7M |
| VANGUARD SCOTTSDALE FDS | $264.8M |
| VANGUARD BD INDEX FDS | $216.4M |
| J P MORGAN EXCHANGE TRADED F | $213.9M |
| PIMCO ETF TR | $204.7M |
| BLACKROCK ETF TRUST II | $201.7M |
| ISHARES TR | $181.5M |
| ISHARES TR | $178.8M |
| SPDR GOLD TR | $172.2M |
| T ROWE PRICE ETF INC | $165.4M |
| DIMENSIONAL ETF TRUST | $156.8M |
| DIMENSIONAL ETF TRUST | $148.3M |
| VANGUARD INDEX FDS | $130.1M |
| SPDR S&P 500 ETF TR | $129.0M |
| VANGUARD INDEX FDS | $128.4M |
| BERKSHIRE HATHAWAY INC DEL | $113.9M |
| ELI LILLY & CO | $111.6M |
| ISHARES TR | $108.4M |
| SPDR INDEX SHS FDS | $104.4M |
| PACER FDS TR | $103.3M |
| DIMENSIONAL ETF TRUST | $102.2M |
| AMERICAN CENTY ETF TR | $99.7M |
| TKO GROUP HOLDINGS INC | $95.1M |
| DIMENSIONAL ETF TRUST | $91.9M |
| VANGUARD MUN BD FDS | $81.4M |
| VANGUARD WORLD FD | $80.7M |
| DIMENSIONAL ETF TRUST | $75.4M |
| COSTCO WHSL CORP NEW | $73.8M |
| INVESCO QQQ TR | $71.0M |
| ISHARES TR | $68.3M |
| ISHARES TR | $59.7M |
| VANGUARD SPECIALIZED FUNDS | $57.6M |
| PACER FDS TR | $56.9M |
| AMERICAN CENTY ETF TR | $56.6M |
| VANGUARD TAX-MANAGED FDS | $55.8M |
| INTERNATIONAL BUSINESS MACHS | $55.1M |
| BROOKFIELD CORP | $54.9M |
| QUANTA SVCS INC | $52.4M |
| PROCTER AND GAMBLE CO | $51.5M |
| BANK AMERICA CORP | $48.3M |
| VICI PPTYS INC | $47.4M |
| ABBOTT LABS | $47.4M |
| WASTE MGMT INC DEL | $43.0M |
| SPDR SERIES TRUST | $42.4M |
| GALLAGHER ARTHUR J & CO | $39.5M |
| DIMENSIONAL ETF TRUST | $39.2M |
| SCHWAB STRATEGIC TR | $37.1M |
| DUPONT DE NEMOURS INC | $36.5M |
| VANGUARD SCOTTSDALE FDS | $35.6M |
| ISHARES TR | $35.3M |
| VANGUARD INDEX FDS | $35.2M |
| DIMENSIONAL ETF TRUST | $34.9M |
| SCHWAB STRATEGIC TR | $34.4M |
| DIMENSIONAL ETF TRUST | $32.2M |
| SCHWAB CHARLES CORP | $31.4M |
| TJX COS INC NEW | $31.2M |
| DIMENSIONAL ETF TRUST | $31.2M |
| ISHARES TR | $30.7M |
| VANGUARD INDEX FDS | $30.1M |