Holders — by stockHoldings — by fund
Sequoia Financial Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1599900
$20.07B
disclosed book value
2,124
positions
7.1%
largest position share
Positions, as of 2026-06-30
top 100 of 2,124 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 3.8M | $1.42B | 7.1% |
| 2 | SFGVEA SERIES TRUST | 31.5M | $1.10B | 5.5% |
| 3 | IXUSISHARES TR | 6.3M | $601.0M | 3% |
| 4 | AAPLAPPLE INC | 2.0M | $572.5M | 2.9% |
| 5 | NVDANVIDIA CORPORATION | 2.8M | $567.5M | 2.8% |
| 6 | VONGVANGUARD SCOTTSDALE FDS | 3.4M | $438.0M | 2.2% |
| 7 | DFAUDIMENSIONAL ETF TRUST | 7.6M | $393.2M | 2% |
| 8 | DSTLETF SER SOLUTIONS | 5.9M | $356.0M | 1.8% |
| 9 | MSFTMICROSOFT CORP | 906,219 | $338.0M | 1.7% |
| 10 | PYLDPIMCO ETF TR | 12.4M | $328.9M | 1.6% |
| 11 | JPIEJ P MORGAN EXCHANGE TRADED F | 7.1M | $328.4M | 1.6% |
| 12 | BINCBLACKROCK ETF TRUST II | 6.1M | $321.0M | 1.6% |
| 13 | VCSHVANGUARD SCOTTSDALE FDS | 3.7M | $290.2M | 1.4% |
| 14 | BSVVANGUARD BD INDEX FDS | 3.6M | $282.9M | 1.4% |
| 15 | GOOGALPHABET INC | 761,320 | $269.0M | 1.3% |
| 16 | AMZNAMAZON COM INC | 1.1M | $260.6M | 1.3% |
| 17 | AVGOBROADCOM INC | 665,884 | $251.5M | 1.3% |
| 18 | MUBISHARES TR | 2.1M | $229.1M | 1.1% |
| 19 | TDVGT ROWE PRICE EXCHANGE-TRADED | 4.4M | $215.5M | 1.1% |
| 20 | DFEMDIMENSIONAL ETF TRUST | 5.3M | $215.4M | 1.1% |
| 21 | CATCATERPILLAR INC | 188,272 | $200.5M | 1% |
| 22 | SPGMSPDR INDEX SHS FDS | 2.2M | $189.7M | 0.9% |
| 23 | VUGVANGUARD INDEX FDS | 2.2M | $188.4M | 0.9% |
| 24 | LLYELI LILLY & CO | 154,543 | $185.4M | 0.9% |
| 25 | ACWIISHARES TR | 1.1M | $180.0M | 0.9% |
| 26 | DIHPDIMENSIONAL ETF TRUST | 5.3M | $179.6M | 0.9% |
| 27 | VTVVANGUARD INDEX FDS | 815,425 | $177.7M | 0.9% |
| 28 | GOOGLALPHABET INC | 472,495 | $168.9M | 0.8% |
| 29 | GLDSPDR GOLD TR | 456,249 | $168.1M | 0.8% |
| 30 | GSGOLDMAN SACHS GROUP INC | 153,522 | $155.3M | 0.8% |
| 31 | METAMETA PLATFORMS INC | 275,017 | $154.9M | 0.8% |
| 32 | AVUVAMERICAN CENTY ETF TR | 1.1M | $132.7M | 0.7% |
| 33 | JPMJPMORGAN CHASE & CO | 390,881 | $127.9M | 0.6% |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 247,243 | $123.7M | 0.6% |
| 35 | SPYSTATE STR SPDR S&P 500 ETF T | 160,362 | $119.8M | 0.6% |
| 36 | DFAIDIMENSIONAL ETF TRUST | 2.8M | $116.6M | 0.6% |
| 37 | RTXRTX CORPORATION | 601,888 | $114.2M | 0.6% |
| 38 | COWZPACER FDS TR | 1.8M | $110.8M | 0.6% |
| 39 | IJRISHARES TR | 733,683 | $108.8M | 0.5% |
| 40 | VTEBVANGUARD MUN BD FDS | 2.1M | $104.9M | 0.5% |
| 41 | DFUSDIMENSIONAL ETF TRUST | 1.3M | $104.0M | 0.5% |
| 42 | EXMOCEXXON MOBIL CORP | 731,436 | $100.0M | 0.5% |
| 43 | PWRQUANTA SVCS INC | 135,883 | $97.8M | 0.5% |
| 44 | DFATDIMENSIONAL ETF TRUST | 1.4M | $97.3M | 0.5% |
| 45 | WMTWALMART INC | 847,495 | $96.0M | 0.5% |
| 46 | VVISA INC | 277,453 | $95.2M | 0.5% |
| 47 | COSTCOSTCO WHOLESALE CORPORATION | 94,833 | $88.7M | 0.4% |
| 48 | VIGVANGUARD SPECIALIZED FUNDS | 371,405 | $87.9M | 0.4% |
| 49 | MGVVANGUARD WORLD FD | 531,727 | $86.9M | 0.4% |
| 50 | HDHOME DEPOT INC | 229,708 | $81.0M | 0.4% |
| 51 | QQQINVESCO QQQ TR | 106,509 | $78.4M | 0.4% |
| 52 | IUSVISHARES TR | 695,001 | $76.6M | 0.4% |
| 53 | EATON CORP PLC | 175,147 | $74.6M | 0.4% |
| 54 | SGOVISHARES TR | 738,944 | $74.4M | 0.4% |
| 55 | IVVISHARES TR | 96,552 | $72.3M | 0.4% |
| 56 | VEAVANGUARD TAX-MANAGED FDS | 959,904 | $68.4M | 0.3% |
| 57 | MUMICRON TECHNOLOGY INC | 58,236 | $67.2M | 0.3% |
| 58 | DFIVDIMENSIONAL ETF TRUST | 1.2M | $65.8M | 0.3% |
| 59 | AVDVAMERICAN CENTY ETF TR | 622,801 | $64.2M | 0.3% |
| 60 | AMGNAMGEN INC | 173,024 | $62.7M | 0.3% |
| 61 | IBMINTERNATIONAL BUSINESS MACHS | 221,104 | $62.2M | 0.3% |
| 62 | TSLATESLA INC | 144,986 | $61.0M | 0.3% |
| 63 | BACBANK OF AMER CORP | 1.1M | $60.7M | 0.3% |
| 64 | ICOWPACER FDS TR | 1.4M | $59.6M | 0.3% |
| 65 | PHPARKER-HANNIFIN CORP | 60,061 | $58.7M | 0.3% |
| 66 | MSMORGAN STANLEY | 280,037 | $58.5M | 0.3% |
| 67 | WMWASTE MGMT INC DEL | 233,493 | $52.0M | 0.3% |
| 68 | JNJJOHNSON & JOHNSON | 203,267 | $51.6M | 0.3% |
| 69 | BNBROOKFIELD CORP | 1.2M | $50.5M | 0.3% |
| 70 | PGPROCTER & GAMBLE CO | 339,293 | $49.8M | 0.2% |
| 71 | AVREAMERICAN CENTY ETF TR | 1.0M | $48.9M | 0.2% |
| 72 | IJHISHARES TR | 630,599 | $48.6M | 0.2% |
| 73 | BLKBLACKROCK INC | 49,801 | $47.9M | 0.2% |
| 74 | SPYMSPDR SERIES TRUST | 526,150 | $46.2M | 0.2% |
| 75 | VOOVANGUARD INDEX FDS | 66,567 | $45.7M | 0.2% |
| 76 | ROKROCKWELL AUTOMATION INC | 91,971 | $45.5M | 0.2% |
| 77 | DUPONT DE NEMOURS INC | 332,292 | $45.1M | 0.2% |
| 78 | DFNMDIMENSIONAL ETF TRUST | 896,162 | $43.3M | 0.2% |
| 79 | SPHQINVESCO EXCHANGE TRADED FD T | 468,394 | $42.2M | 0.2% |
| 80 | AMDADVANCED MICRO DEVICES INC | 71,085 | $41.3M | 0.2% |
| 81 | SCHXSCHWAB STRATEGIC TR | 1.4M | $40.8M | 0.2% |
| 82 | AMATAPPLIED MATLS INC | 54,921 | $39.7M | 0.2% |
| 83 | CCITIGROUP INC | 279,216 | $39.1M | 0.2% |
| 84 | MCDMCDONALDS CORP | 144,126 | $39.0M | 0.2% |
| 85 | VONVVANGUARD SCOTTSDALE FDS | 361,452 | $38.4M | 0.2% |
| 86 | MRKMERCK & CO INC | 292,117 | $37.5M | 0.2% |
| 87 | PANWPALO ALTO NETWORKS INC | 108,160 | $36.9M | 0.2% |
| 88 | TJXTJX COS INC NEW | 241,412 | $36.6M | 0.2% |
| 89 | LNGCHENIERE ENERGY INC | 150,826 | $36.0M | 0.2% |
| 90 | LHLABCORP HOLDINGS INC | 127,231 | $35.6M | 0.2% |
| 91 | MTUMISHARES TR | 103,852 | $35.6M | 0.2% |
| 92 | ABTABBOTT LABORATORIES | 388,898 | $35.3M | 0.2% |
| 93 | DFASDIMENSIONAL ETF TRUST | 420,312 | $34.6M | 0.2% |
| 94 | DUHPDIMENSIONAL ETF TRUST | 824,569 | $34.4M | 0.2% |
| 95 | AJGGALLAGHER ARTHUR J & CO | 149,799 | $34.4M | 0.2% |
| 96 | GEVGE VERNOVA INC | 28,951 | $34.0M | 0.2% |
| 97 | XYLXYLEM INC | 283,835 | $33.6M | 0.2% |
| 98 | SCHGSCHWAB STRATEGIC TR | 991,224 | $33.5M | 0.2% |
| 99 | GEGE AEROSPACE | 88,294 | $33.0M | 0.2% |
| 100 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 65,597 | $31.3M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.