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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 3 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFUS DIMENSIONAL ETF TRUST 1,269,391.0 $104.0M 0.52% -28K -2.1% $81.94 +2.6%
42 XOM EXXON MOBIL CORP Energy 731,436.0 $100.0M 0.50% +31K +4.3% $136.72 +19.8%
43 PWR QUANTA SVCS INC Industrials 135,883.0 $97.8M 0.49% +7K +5.5% $720.04 -2.1%
44 DFAT DIMENSIONAL ETF TRUST 1,391,428.0 $97.3M 0.48% +18K +1.3% $69.90 +3.2%
45 WMT WALMART INC Consumer Defensive 847,495.0 $96.0M 0.48% +34K +4.2% $113.26 +2.4%
46 V VISA INC Financial Services 277,453.0 $95.2M 0.47% +12K +4.4% $343.09 +6.3%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 94,833.0 $88.7M 0.44% -2K -2.5% $935.47 +3.5%
48 VIG VANGUARD SPECIALIZED FUNDS 371,405.0 $87.9M 0.44% +10K +2.8% $236.62 +3.4%
49 MGV VANGUARD WORLD FD 531,727.0 $86.9M 0.43% -15K -2.8% $163.45 +3.1%
50 HD HOME DEPOT INC Consumer Cyclical 229,708.0 $81.0M 0.40% +11K +4.9% $352.68 -3.2%
51 QQQ INVESCO QQQ TR Financial Services 106,509.0 $78.4M 0.39% $736.40 -2.4%
52 IUSV ISHARES TR 695,001.0 $76.6M 0.38% $110.15 +4.4%
53 ETN EATON CORP PLC Industrials 175,147.0 $74.6M 0.37% +11K +6.6% $426.12 +1.8%
54 SGOV ISHARES TR 738,944.0 $74.4M 0.37% +219K +42.2% $100.67 -0.1%
55 IVV ISHARES TR 96,552.0 $72.3M 0.36% $748.89 +3.1%
56 VEA VANGUARD TAX-MANAGED FDS 959,904.0 $68.4M 0.34% $71.25 +2.0%
57 MU MICRON TECHNOLOGY INC Technology 58,236.0 $67.2M 0.34% +7K +13.3% $1154.29 -18.0%
58 DFIV DIMENSIONAL ETF TRUST 1,217,842.0 $65.8M 0.33% -27K -2.2% $54.02 +7.2%
59 AVDV AMERICAN CENTY ETF TR 622,801.0 $64.2M 0.32% -24K -3.8% $103.05 +6.9%
60 AMGN AMGEN INC Healthcare 173,024.0 $62.7M 0.31% +8K +4.5% $362.12 +17.3%
Page 3 of 109  ·  2,163 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%