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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 6 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VB VANGUARD INDEX FDS 26,593.0 $8.1M 0.04% -944.0 -3.4% $303.12 +0.9%
102 CRWD CROWDSTRIKE HLDGS INC Technology 10,533.0 $8.0M 0.04% -476.0 -4.3% $190.78 +5.7%
103 PFE PFIZER INC Healthcare 332,178.0 $8.0M 0.04% -22K -6.2% $24.08 +17.3%
104 BND VANGUARD BD INDEX FDS 108,164.0 $7.9M 0.04% -5K -4.0% $73.41 -1.2%
105 VYM VANGUARD WHITEHALL FDS 50,029.0 $7.9M 0.04% -2K -2.9% $158.03 +4.6%
106 TMO THERMO FISHER SCIENTIFIC INC Healthcare 14,810.0 $7.4M 0.04% -1K -6.3% $501.36 +22.4%
107 JMUB J P MORGAN EXCHANGE TRADED F 144,042.0 $7.3M 0.04% -65K -31.0% $50.66 -1.7%
108 MCK MCKESSON CORP Healthcare 9,530.0 $7.2M 0.04% -180.0 -1.9% $755.58 +13.0%
109 ACN ACCENTURE PLC IRELAND Technology 57,667.0 $7.2M 0.04% -106K -64.8% $124.44 +47.2%
110 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 73,945.0 $7.1M 0.04% -4K -4.6% $96.12 -50.7%
111 DFSU DIMENSIONAL ETF TRUST 150,199.0 $7.0M 0.04% -1K -0.8% $46.63 +3.9%
112 FMB FIRST TR EXCH TRADED FD III 134,195.0 $6.9M 0.03% -7K -4.9% $51.37 -1.7%
113 DFIS DIMENSIONAL ETF TRUST 192,518.0 $6.7M 0.03% -21K -9.7% $35.03 +6.5%
114 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 21,053.0 $6.7M 0.03% -9K -29.5% $317.54 -5.3%
115 VSS VANGUARD INTL EQUITY INDEX F 43,099.0 $6.6M 0.03% -1K -2.4% $154.29 +3.2%
116 AVEM AMERICAN CENTY ETF TR 67,052.0 $6.5M 0.03% -1K -2.1% $96.49 -3.6%
117 GPN GLOBAL PMTS INC Industrials 86,940.0 $6.3M 0.03% -851.0 -1.0% $72.56 +26.4%
118 DFLV DIMENSIONAL ETF TRUST 156,816.0 $6.2M 0.03% -45K -22.2% $39.54 +6.3%
119 NVS NOVARTIS AG Healthcare 38,971.0 $6.1M 0.03% -4K -9.3% $156.72 +2.3%
120 ASX ASE TECHNOLOGY HLDG CO LTD Technology 130,999.0 $5.9M 0.03% -10K -7.2% $45.12 -21.0%
Page 6 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%