Filed: 2/7/2025ACC: 0001085146-25-000918
📋 What this filing means
SEQUOIA FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1346 equity positions with a total reported market value of $10.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1346
Positions
$10.35B
Total AUM (reported)
121.71M
Total Shares
Allocation by class
COM$3.95B38.2%
TOTAL STK MKT$929.98M9.0%
VNG RUS1000GRW$338.00M3.3%
CORE MSCI TOTAL$272.46M2.6%
CL A$259.48M2.5%
US CORE EQT MKT$200.20M1.9%
MSCI ACWI ETF$152.67M1.5%
Portfolio Concentration
Top 3$1.63B15.8%
4–10$1.52B14.7%
11–25$1.47B14.2%
Rest$5.73B55.4%
Top 3 weight
15.8%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 121.71M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
121.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1346
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1346
Rows:
VANGUARD INDEX FDS
SOLEShares3.21M
TypeSH
Market value$929.98M
8.98%
Sole
0.00
Shared
0.00
None
3.21M
APPLE INC
SOLEShares1.45M
TypeSH
Market value$363.51M
3.51%
Sole
0.00
Shared
0.00
None
1.45M
VANGUARD SCOTTSDALE FDS
SOLEShares3.27M
TypeSH
Market value$338.00M
3.27%
Sole
0.00
Shared
0.00
None
3.27M
NVIDIA CORPORATION
SOLEShares2.15M
TypeSH
Market value$288.75M
2.79%
Sole
0.00
Shared
0.00
None
2.15M
ISHARES TR
SOLEShares4.12M
TypeSH
Market value$272.46M
2.63%
Sole
0.00
Shared
0.00
None
4.12M
MICROSOFT CORP
SOLEShares620.36K
TypeSH
Market value$261.48M
2.53%
Sole
0.00
Shared
0.00
None
620.36K
AMAZON COM INC
SOLEShares938.25K
TypeSH
Market value$205.84M
1.99%
Sole
0.00
Shared
0.00
None
938.25K
DIMENSIONAL ETF TRUST
SOLEShares4.94M
TypeSH
Market value$200.20M
1.93%
Sole
0.00
Shared
0.00
None
4.94M
ISHARES TR
SOLEShares1.30M
TypeSH
Market value$152.66M
1.47%
Sole
0.00
Shared
0.00
None
1.30M
ISHARES TR
SOLEShares1.31M
TypeSH
Market value$139.89M
1.35%
Sole
0.00
Shared
0.00
None
1.31M
VANGUARD INDEX FDS
SOLEShares768.85K
TypeSH
Market value$130.17M
1.26%
Sole
0.00
Shared
0.00
None
768.85K
BROADCOM INC
SOLEShares549.97K
TypeSH
Market value$127.50M
1.23%
Sole
0.00
Shared
0.00
None
549.97K
BERKSHIRE HATHAWAY INC DEL
SOLEShares247.90K
TypeSH
Market value$112.37M
1.09%
Sole
0.00
Shared
0.00
None
247.90K
SPDR GOLD TR
SOLEShares459.96K
TypeSH
Market value$111.37M
1.08%
Sole
0.00
Shared
0.00
None
459.96K
ISHARES TR
SOLEShares935.68K
TypeSH
Market value$107.81M
1.04%
Sole
0.00
Shared
0.00
None
935.68K
ALPHABET INC
SOLEShares540.09K
TypeSH
Market value$102.86M
0.99%
Sole
0.00
Shared
0.00
None
540.09K
META PLATFORMS INC
SOLEShares173.63K
TypeSH
Market value$101.66M
0.98%
Sole
0.00
Shared
0.00
None
173.63K
DIMENSIONAL ETF TRUST
SOLEShares1.47M
TypeSH
Market value$93.92M
0.91%
Sole
0.00
Shared
0.00
None
1.47M
SPDR S&P 500 ETF TR
SOLEShares153.72K
TypeSH
Market value$90.09M
0.87%
Sole
0.00
Shared
0.00
None
153.72K
SALESFORCE INC
SOLEShares260.29K
TypeSH
Market value$87.02M
0.84%
Sole
0.00
Shared
0.00
None
260.29K
SPDR INDEX SHS FDS
SOLEShares1.32M
TypeSH
Market value$83.40M
0.81%
Sole
0.00
Shared
0.00
None
1.32M
J P MORGAN EXCHANGE TRADED F
SOLEShares1.78M
TypeSH
Market value$81.28M
0.79%
Sole
0.00
Shared
0.00
None
1.78M
ALPHABET INC
SOLEShares414.96K
TypeSH
Market value$78.55M
0.76%
Sole
0.00
Shared
0.00
None
414.96K
ELI LILLY & CO
SOLEShares101.73K
TypeSH
Market value$78.54M
0.76%
Sole
0.00
Shared
0.00
None
101.73K
BLACKROCK ETF TRUST II
SOLEShares1.51M
TypeSH
Market value$78.49M
0.76%
Sole
0.00
Shared
0.00
None
1.51M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.21M | SH | $929.98M 8.98% | 0.00 | 0.00 | 3.21M |
APPLE INCSOLE | COM | 1.45M | SH | $363.51M 3.51% | 0.00 | 0.00 | 1.45M |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 3.27M | SH | $338.00M 3.27% | 0.00 | 0.00 | 3.27M |
NVIDIA CORPORATIONSOLE | COM | 2.15M | SH | $288.75M 2.79% | 0.00 | 0.00 | 2.15M |
ISHARES TRSOLE | CORE MSCI TOTAL | 4.12M | SH | $272.46M 2.63% | 0.00 | 0.00 | 4.12M |
MICROSOFT CORPSOLE | COM | 620.36K | SH | $261.48M 2.53% | 0.00 | 0.00 | 620.36K |
AMAZON COM INCSOLE | COM | 938.25K | SH | $205.84M 1.99% | 0.00 | 0.00 | 938.25K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 4.94M | SH | $200.20M 1.93% | 0.00 | 0.00 | 4.94M |
ISHARES TRSOLE | MSCI ACWI ETF | 1.30M | SH | $152.66M 1.47% | 0.00 | 0.00 | 1.30M |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.31M | SH | $139.89M 1.35% | 0.00 | 0.00 | 1.31M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 768.85K | SH | $130.17M 1.26% | 0.00 | 0.00 | 768.85K |
BROADCOM INCSOLE | COM | 549.97K | SH | $127.50M 1.23% | 0.00 | 0.00 | 549.97K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 247.90K | SH | $112.37M 1.09% | 0.00 | 0.00 | 247.90K |
SPDR GOLD TRSOLE | GOLD SHS | 459.96K | SH | $111.37M 1.08% | 0.00 | 0.00 | 459.96K |
ISHARES TRSOLE | CORE S&P SCP ETF | 935.68K | SH | $107.81M 1.04% | 0.00 | 0.00 | 935.68K |
ALPHABET INCSOLE | CAP STK CL C | 540.09K | SH | $102.86M 0.99% | 0.00 | 0.00 | 540.09K |
META PLATFORMS INCSOLE | CL A | 173.63K | SH | $101.66M 0.98% | 0.00 | 0.00 | 173.63K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.47M | SH | $93.92M 0.91% | 0.00 | 0.00 | 1.47M |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 153.72K | SH | $90.09M 0.87% | 0.00 | 0.00 | 153.72K |
SALESFORCE INCSOLE | COM | 260.29K | SH | $87.02M 0.84% | 0.00 | 0.00 | 260.29K |
SPDR INDEX SHS FDSSOLE | PORTFLI MSCI GBL | 1.32M | SH | $83.40M 0.81% | 0.00 | 0.00 | 1.32M |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 1.78M | SH | $81.28M 0.79% | 0.00 | 0.00 | 1.78M |
ALPHABET INCSOLE | CAP STK CL A | 414.96K | SH | $78.55M 0.76% | 0.00 | 0.00 | 414.96K |
ELI LILLY & COSOLE | COM | 101.73K | SH | $78.54M 0.76% | 0.00 | 0.00 | 101.73K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 1.51M | SH | $78.49M 0.76% | 0.00 | 0.00 | 1.51M |
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