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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 10 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WSM WILLIAMS SONOMA INC Consumer Cyclical 66,559.0 $12.1M 0.07% +8K +14.5% $182.33 +21.3%
182 XLI SELECT SECTOR SPDR TR 75,015.0 $12.1M 0.07% -3K -4.2% $161.73 +11.9%
183 UNP UNION PAC CORP Industrials 49,295.0 $12.0M 0.07% -20K -29.0% $242.62 +5.9%
184 BA BOEING CO Industrials 59,906.0 $11.9M 0.07% +10K +18.9% $199.03 +11.9%
185 SCHD SCHWAB STRATEGIC TR 384,289.0 $11.8M 0.07% -5K -1.4% $30.68 +3.8%
186 IWM ISHARES TR 47,383.0 $11.8M 0.07% +3K +7.4% $248.00 +19.2%
187 MMM 3M CO Industrials 80,240.0 $11.7M 0.07% +2K +2.3% $145.23 +10.6%
188 FLEX FLEXTRONICS INTL LTD Technology 177,497.0 $11.6M 0.07% +4K +2.4% $65.46 +125.5%
189 VT VANGUARD INTL EQUITY INDEX F 82,810.0 $11.5M 0.06% +3K +3.4% $138.32 +14.0%
190 MPLX MPLX LP Energy 200,244.0 $11.4M 0.06% +5K +2.7% $57.07 -0.4%
191 XLF SELECT SECTOR SPDR TR 230,677.0 $11.4M 0.06% -23K -9.0% $49.37 +8.5%
192 DIS DISNEY WALT CO Communication Services 117,953.0 $11.4M 0.06% -12K -8.9% $96.38 +7.8%
193 VOE VANGUARD INDEX FDS 61,279.0 $11.3M 0.06% -2K -3.0% $184.28 +6.3%
194 KEYS KEYSIGHT TECHNOLOGIES INC Technology 39,757.0 $11.2M 0.06% +748.0 +1.9% $282.37 +28.8%
195 SCHB SCHWAB STRATEGIC TR 439,073.0 $11.0M 0.06% -30K -6.4% $25.10 +15.4%
196 LOW LOWES COS INC Consumer Cyclical 46,582.0 $11.0M 0.06% -933.0 -2.0% $236.28 -6.0%
197 TXN TEXAS INSTRS INC Technology 55,108.0 $10.7M 0.06% +9K +19.9% $194.14 +66.3%
198 KMI KINDER MORGAN INC DEL Energy 317,325.0 $10.6M 0.06% +87K +37.8% $33.53 -5.8%
199 ITOT ISHARES TR 74,447.0 $10.6M 0.06% $142.43 +15.0%
200 ISHARES TR 228,242.0 $10.6M 0.06% -7K -3.1% $46.23
Page 10 of 97  ·  1,921 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%