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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $17.9B AUM 1,921 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New 848 Added 725 Reduced 172 Exited
Page 3 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BN BROOKFIELD CORP Financial Services 1,212,503.0 $49.1M 0.27% +17K +1.4% $40.47 +9.8%
42 PG PROCTER & GAMBLE CO Consumer Defensive 336,021.0 $48.5M 0.27% +6K +1.7% $144.44 +4.1%
43 JNJ JOHNSON & JOHNSON Healthcare 194,451.0 $47.5M 0.27% +7K +3.5% $244.44 -6.6%
44 BLK BLACKROCK INC Financial Services 47,403.0 $45.6M 0.26% +4K +8.3% $961.71 +9.2%
45 MCD MCDONALDS CORP Consumer Cyclical 143,679.0 $44.7M 0.25% +2K +1.3% $310.79 -10.4%
46 XYL XYLEM INC Industrials 365,274.0 $43.7M 0.24% +21K +6.1% $119.50 -7.7%
47 AVRE AMERICAN CENTY ETF TR 987,667.0 $43.5M 0.24% +621K +169.1% $44.02 +6.2%
48 DD DUPONT DE NEMOURS INC Basic Materials 929,212.0 $42.6M 0.24% +125K +15.5% $45.80 +4.2%
49 TSLA TESLA INC Consumer Cyclical 113,896.0 $42.3M 0.24% +4K +3.8% $371.75 +7.7%
50 DFNM DIMENSIONAL ETF TRUST 880,025.0 $42.2M 0.24% +30K +3.5% $47.93 +0.9%
51 IJH ISHARES TR 604,672.0 $40.8M 0.23% +24K +4.2% $67.53 +12.2%
52 VOO VANGUARD INDEX FDS 63,825.0 $38.1M 0.21% +10K +19.7% $597.55 +15.1%
53 PLTR PALANTIR TECHNOLOGIES INC Technology 236,896.0 $34.7M 0.19% +3K +1.2% $146.28 -12.2%
54 CVX CHEVRON CORPORATION Energy 160,718.0 $33.3M 0.19% +4K +2.5% $206.90 -16.1%
55 ACN ACCENTURE PLC IRELAND Technology 163,843.0 $32.5M 0.18% +22K +15.8% $198.29 -35.5%
56 C CITIGROUP INC Financial Services 272,410.0 $30.9M 0.17% +4K +1.4% $113.41 +26.2%
57 AJG GALLAGHER ARTHUR J & CO Financial Services 139,833.0 $30.3M 0.17% +7K +5.5% $216.58 -1.2%
58 RSP INVESCO EXCHANGE TRADED FD T 150,025.0 $28.8M 0.16% +4K +2.6% $191.92 +9.4%
59 HON HONEYWELL INTL INC Industrials 125,089.0 $28.3M 0.16% +85K +210.1% $226.03 +1.3%
60 PGR PROGRESSIVE CORP Financial Services 137,395.0 $27.2M 0.15% +23K +19.6% $198.24 +3.3%
Page 3 of 43  ·  848 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 27.7%
Financial Services 19.0%
Industrials 12.6%
Consumer Cyclical 9.2%
Communication Services 8.3%
Healthcare 7.7%
Consumer Defensive 5.0%
Energy 4.7%
Utilities 2.3%
Basic Materials 2.3%