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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $20.1B AUM 2,163 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 349 New 856 Added 740 Reduced 107 Exited
Page 2 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 275,017.0 $154.9M 0.77% +11K +4.2% $563.29 -3.5%
22 JPM JPMORGAN CHASE & CO Financial Services 390,881.0 $127.9M 0.64% +16K +4.3% $327.33 +11.0%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 160,362.0 $119.8M 0.60% +2K +1.2% $746.77 +2.8%
24 DFAI DIMENSIONAL ETF TRUST 2,827,567.0 $116.6M 0.58% +112K +4.1% $41.25 +4.0%
25 IJR ISHARES TR 733,683.0 $108.8M 0.54% +28K +4.0% $148.31 -0.4%
26 VTEB VANGUARD MUN BD FDS 2,073,127.0 $104.9M 0.52% +227K +12.3% $50.58 -2.1%
27 XOM EXXON MOBIL CORP Energy 731,436.0 $100.0M 0.50% +31K +4.3% $136.72 +21.1%
28 PWR QUANTA SVCS INC Industrials 135,883.0 $97.8M 0.49% +7K +5.5% $720.04 -3.3%
29 DFAT DIMENSIONAL ETF TRUST 1,391,428.0 $97.3M 0.48% +18K +1.3% $69.90 +2.5%
30 WMT WALMART INC Consumer Defensive 847,495.0 $96.0M 0.48% +34K +4.2% $113.26 +1.7%
31 V VISA INC Financial Services 277,453.0 $95.2M 0.47% +12K +4.4% $343.09 +6.2%
32 VIG VANGUARD SPECIALIZED FUNDS 371,405.0 $87.9M 0.44% +10K +2.8% $236.62 +3.3%
33 HD HOME DEPOT INC Consumer Cyclical 229,708.0 $81.0M 0.40% +11K +4.9% $352.68 -4.3%
34 ETN EATON CORP PLC Industrials 175,147.0 $74.6M 0.37% +11K +6.6% $426.12 +1.2%
35 SGOV ISHARES TR 738,944.0 $74.4M 0.37% +219K +42.2% $100.67 -0.1%
36 MU MICRON TECHNOLOGY INC Technology 58,236.0 $67.2M 0.34% +7K +13.3% $1154.29 -18.5%
37 AMGN AMGEN INC Healthcare 173,024.0 $62.7M 0.31% +8K +4.5% $362.12 +17.4%
38 IBM INTERNATIONAL BUSINESS MACHS Technology 221,104.0 $62.2M 0.31% +14K +6.8% $281.21 -17.3%
39 TSLA TESLA INC Consumer Cyclical 144,986.0 $61.0M 0.30% +31K +27.3% $420.60 -19.9%
40 BAC BANK OF AMER CORP Financial Services 1,064,968.0 $60.7M 0.30% +78K +7.9% $56.98 +12.7%
Page 2 of 43  ·  856 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 18.8%
Industrials 13.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 2.3%
Basic Materials 1.5%