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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 5 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAR DIMENSIONAL ETF TRUST 757,577.0 $19.8M 0.10% +51K +7.2% $26.16 +1.2%
82 GD GENERAL DYNAMICS CORP Industrials 55,163.0 $19.5M 0.10% +5K +9.4% $354.24 +11.3%
83 LHX L3HARRIS TECHNOLOGIES INC Industrials 66,606.0 $19.4M 0.10% +6K +10.7% $290.59 -3.9%
84 AEP AMERICAN ELEC PWR CO INC Utilities 132,456.0 $18.1M 0.09% +5K +4.0% $136.81 -7.0%
85 TXN TEXAS INSTRS INC Technology 57,763.0 $17.2M 0.09% +3K +4.8% $298.07 -9.2%
86 KLAC KLA CORP Technology 54,263.0 $16.4M 0.08% +49K +942.3% $301.71 -36.7%
87 VWO VANGUARD INTL EQUITY INDEX F 271,382.0 $16.2M 0.08% +6K +2.1% $59.69 +0.8%
88 BIL SPDR SERIES TRUST 174,432.0 $16.0M 0.08% +131K +304.4% $91.64 -0.1%
89 WSM WILLIAMS SONOMA INC Consumer Cyclical 67,858.0 $15.8M 0.08% +1K +1.9% $233.10 +6.0%
90 KEYS KEYSIGHT TECHNOLOGIES INC Technology 44,732.0 $15.7M 0.08% +5K +12.5% $350.07 -5.3%
91 GLW CORNING INC Technology 61,122.0 $15.6M 0.08% +449.0 +0.7% $255.43 -39.1%
92 EFV ISHARES TR 203,677.0 $15.6M 0.08% +3K +1.6% $76.55 +6.7%
93 IWF ISHARES TR 123,391.0 $15.3M 0.08% +94K +323.8% $124.17 -1.0%
94 BA BOEING CO Industrials 64,409.0 $13.9M 0.07% +5K +7.5% $216.47 +2.2%
95 MOAT VANECK ETF TRUST 133,862.0 $13.9M 0.07% +3K +1.9% $103.96 +9.5%
96 DCH DAUCH CORP Industrials 2,525,763.0 $13.7M 0.07% +278K +12.3% $5.42 +23.2%
97 VT VANGUARD INTL EQUITY INDEX F 84,429.0 $13.3M 0.07% +2K +2.0% $156.95 +2.6%
98 NVT NVENT ELEC PLC Industrials 76,540.0 $13.0M 0.07% +11K +16.8% $169.61 -5.5%
99 NEE NEXTERA ENERGY INC Utilities 147,124.0 $12.9M 0.06% +2K +1.5% $87.77 -1.3%
100 BWXT BWX TECHNOLOGIES INC Industrials 60,999.0 $11.9M 0.06% +9K +18.3% $194.65 -16.1%
Page 5 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%