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 6 of 6 · 107 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
101	PROP	PRAIRIE OPER CO	Financial Services	11,150	$23K	—	SOLD
102	OPK	OPKO HEALTH INC	Healthcare	16,264	$19K	—	SOLD
103	AFRM CALL	AFFIRM HLDGS INC	Technology	100	$5K	—	SOLD
104	VST CALL	VISTRA CORP	Utilities	400	$3K	—	SOLD
105	GOSS CALL	GOSSAMER BIO INC	Healthcare	3,000	$986.0	—	SOLD
106	XLE CALL	SELECT SECTOR SPDR TR	—	100	$285.0	—	SOLD
107	TECK CALL	TECK RESOURCES LTD	Basic Materials	100	$13.0	—	SOLD

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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%