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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 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 11,139.0 $10.7M 0.05% -550.0 -4.7% $964.96 -11.6%
82 BSCS INVESCO EXCH TRD SLF IDX FD 525,021.0 $10.7M 0.05% -406K -43.6% $20.36 +0.1%
83 IMTM ISHARES TR 199,961.0 $10.7M 0.05% -1K -0.6% $53.33 +0.6%
84 DIS DISNEY WALT CO Communication Services 110,593.0 $10.6M 0.05% -7K -6.2% $96.25 +10.4%
85 SCHF SCHWAB STRATEGIC TR 382,030.0 $10.6M 0.05% -4K -0.9% $27.70 +1.8%
86 BSCW INVESCO EXCH TRD SLF IDX FD 512,884.0 $10.5M 0.05% -393K -43.4% $20.51 -0.8%
87 T AT&T INC Communication Services 502,093.0 $10.4M 0.05% -9K -1.9% $20.70 +22.2%
88 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,327,331.0 $10.2M 0.05% -12K -0.9% $7.68 -19.3%
89 SCHA SCHWAB STRATEGIC TR 276,893.0 $10.0M 0.05% -21K -7.0% $36.13 -2.9%
90 VNQ VANGUARD INDEX FDS 103,610.0 $10.0M 0.05% -9K -8.0% $96.43 +1.5%
91 WPC WP CAREY INC Real Estate 139,129.0 $9.9M 0.05% -14K -9.3% $71.50 -0.1%
92 VEU VANGUARD INTL EQUITY INDEX F 117,596.0 $9.8M 0.05% -5K -4.1% $83.75 +1.4%
93 USB US BANCORP Financial Services 162,867.0 $9.8M 0.05% -2K -0.9% $60.40 +4.5%
94 DGRW WISDOMTREE TR 97,798.0 $9.4M 0.05% -11K -10.0% $95.62 +4.4%
95 BK BANK OF NY MELLON CORP Financial Services 63,485.0 $9.2M 0.05% -2K -2.5% $144.61 -1.9%
96 NXPI NXP SEMICONDUCTORS N V Technology 32,401.0 $9.1M 0.04% -5K -12.3% $281.03 -18.4%
97 CB CHUBB LIMITED Financial Services 26,597.0 $9.1M 0.04% -682.0 -2.5% $340.74 +0.7%
98 EFA ISHARES TR 82,180.0 $8.5M 0.04% -1K -1.5% $103.88 +3.6%
99 ACWV ISHARES INC 68,179.0 $8.2M 0.04% -11K -13.4% $120.23 +5.8%
100 ANET ARISTA NETWORKS INC Technology 48,079.0 $8.2M 0.04% -468.0 -1.0% $169.88 +9.9%
Page 5 of 37  ·  740 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%