Filed: 4/23/2025ACC: 0001085146-25-002275
📋 What this filing means
SEQUOIA FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1368 equity positions with a total reported market value of $12.96B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1368
Positions
$12.96B
Total AUM (reported)
185.17M
Total Shares
Allocation by class
COM$4.11B31.7%
TOTAL STK MKT$950.57M7.3%
CCM GLOBAL EQUIT$934.96M7.2%
CORE MSCI TOTAL$352.67M2.7%
CL A$350.36M2.7%
VNG RUS1000GRW$301.34M2.3%
DISTILLATE US$285.36M2.2%
Portfolio Concentration
Top 3$2.24B17.3%
4–10$1.89B14.6%
11–25$1.90B14.7%
Rest$6.93B53.5%
Top 3 weight
17.3%
Top 10 weight
31.9%
Voting Authority Distribution
Total shares with voting rights: 185.17M
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
185.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1368
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1368
Rows:
VANGUARD INDEX FDS
SOLEShares3.46M
TypeSH
Market value$950.57M
7.34%
Sole
0.00
Shared
0.00
None
3.46M
EA SERIES TRUST
SOLEShares33.62M
TypeSH
Market value$934.96M
7.22%
Sole
0.00
Shared
0.00
None
33.62M
ISHARES TR
SOLEShares5.05M
TypeSH
Market value$352.67M
2.72%
Sole
0.00
Shared
0.00
None
5.05M
APPLE INC
SOLEShares1.52M
TypeSH
Market value$336.75M
2.60%
Sole
0.00
Shared
0.00
None
1.52M
VANGUARD SCOTTSDALE FDS
SOLEShares3.25M
TypeSH
Market value$301.34M
2.33%
Sole
0.00
Shared
0.00
None
3.25M
ETF SER SOLUTIONS
SOLEShares5.26M
TypeSH
Market value$285.36M
2.20%
Sole
0.00
Shared
0.00
None
5.26M
MICROSOFT CORP
SOLEShares682.97K
TypeSH
Market value$256.38M
1.98%
Sole
0.00
Shared
0.00
None
682.97K
VANGUARD SCOTTSDALE FDS
SOLEShares3.18M
TypeSH
Market value$250.77M
1.94%
Sole
0.00
Shared
0.00
None
3.18M
NVIDIA CORPORATION
SOLEShares2.24M
TypeSH
Market value$243.21M
1.88%
Sole
0.00
Shared
0.00
None
2.24M
DIMENSIONAL ETF TRUST
SOLEShares5.63M
TypeSH
Market value$216.33M
1.67%
Sole
0.00
Shared
0.00
None
5.63M
AMAZON COM INC
SOLEShares1.07M
TypeSH
Market value$203.38M
1.57%
Sole
0.00
Shared
0.00
None
1.07M
VANGUARD BD INDEX FDS
SOLEShares2.56M
TypeSH
Market value$200.24M
1.55%
Sole
0.00
Shared
0.00
None
2.56M
ISHARES TR
SOLEShares1.58M
TypeSH
Market value$166.30M
1.28%
Sole
0.00
Shared
0.00
None
1.58M
ISHARES TR
SOLEShares1.12M
TypeSH
Market value$130.91M
1.01%
Sole
0.00
Shared
0.00
None
1.12M
SPDR GOLD TR
SOLEShares447.35K
TypeSH
Market value$128.90M
0.99%
Sole
0.00
Shared
0.00
None
447.35K
VANGUARD INDEX FDS
SOLEShares730.59K
TypeSH
Market value$126.20M
0.97%
Sole
0.00
Shared
0.00
None
730.59K
BERKSHIRE HATHAWAY INC DEL
SOLEShares227.31K
TypeSH
Market value$121.06M
0.93%
Sole
0.00
Shared
0.00
None
227.31K
DIMENSIONAL ETF TRUST
SOLEShares4.32M
TypeSH
Market value$116.36M
0.90%
Sole
0.00
Shared
0.00
None
4.32M
DIMENSIONAL ETF TRUST
SOLEShares4.21M
TypeSH
Market value$111.34M
0.86%
Sole
0.00
Shared
0.00
None
4.21M
META PLATFORMS INC
SOLEShares189.61K
TypeSH
Market value$109.29M
0.84%
Sole
0.00
Shared
0.00
None
189.61K
J P MORGAN EXCHANGE TRADED F
SOLEShares2.16M
TypeSH
Market value$99.47M
0.77%
Sole
0.00
Shared
0.00
None
2.16M
ISHARES TR
SOLEShares949.47K
TypeSH
Market value$99.29M
0.77%
Sole
0.00
Shared
0.00
None
949.47K
ELI LILLY & CO
SOLEShares117.79K
TypeSH
Market value$97.28M
0.75%
Sole
0.00
Shared
0.00
None
117.79K
BLACKROCK ETF TRUST II
SOLEShares1.81M
TypeSH
Market value$94.59M
0.73%
Sole
0.00
Shared
0.00
None
1.81M
PIMCO ETF TR
SOLEShares3.56M
TypeSH
Market value$93.72M
0.72%
Sole
0.00
Shared
0.00
None
3.56M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.46M | SH | $950.57M 7.34% | 0.00 | 0.00 | 3.46M |
EA SERIES TRUSTSOLE | CCM GLOBAL EQUIT | 33.62M | SH | $934.96M 7.22% | 0.00 | 0.00 | 33.62M |
ISHARES TRSOLE | CORE MSCI TOTAL | 5.05M | SH | $352.67M 2.72% | 0.00 | 0.00 | 5.05M |
APPLE INCSOLE | COM | 1.52M | SH | $336.75M 2.60% | 0.00 | 0.00 | 1.52M |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 3.25M | SH | $301.34M 2.33% | 0.00 | 0.00 | 3.25M |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 5.26M | SH | $285.36M 2.20% | 0.00 | 0.00 | 5.26M |
MICROSOFT CORPSOLE | COM | 682.97K | SH | $256.38M 1.98% | 0.00 | 0.00 | 682.97K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 3.18M | SH | $250.77M 1.94% | 0.00 | 0.00 | 3.18M |
NVIDIA CORPORATIONSOLE | COM | 2.24M | SH | $243.21M 1.88% | 0.00 | 0.00 | 2.24M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 5.63M | SH | $216.33M 1.67% | 0.00 | 0.00 | 5.63M |
AMAZON COM INCSOLE | COM | 1.07M | SH | $203.38M 1.57% | 0.00 | 0.00 | 1.07M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 2.56M | SH | $200.24M 1.55% | 0.00 | 0.00 | 2.56M |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.58M | SH | $166.30M 1.28% | 0.00 | 0.00 | 1.58M |
ISHARES TRSOLE | MSCI ACWI ETF | 1.12M | SH | $130.91M 1.01% | 0.00 | 0.00 | 1.12M |
SPDR GOLD TRSOLE | GOLD SHS | 447.35K | SH | $128.90M 0.99% | 0.00 | 0.00 | 447.35K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 730.59K | SH | $126.20M 0.97% | 0.00 | 0.00 | 730.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 227.31K | SH | $121.06M 0.93% | 0.00 | 0.00 | 227.31K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 4.32M | SH | $116.36M 0.90% | 0.00 | 0.00 | 4.32M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 4.21M | SH | $111.34M 0.86% | 0.00 | 0.00 | 4.21M |
META PLATFORMS INCSOLE | CL A | 189.61K | SH | $109.29M 0.84% | 0.00 | 0.00 | 189.61K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 2.16M | SH | $99.47M 0.77% | 0.00 | 0.00 | 2.16M |
ISHARES TRSOLE | CORE S&P SCP ETF | 949.47K | SH | $99.29M 0.77% | 0.00 | 0.00 | 949.47K |
ELI LILLY & COSOLE | COM | 117.79K | SH | $97.28M 0.75% | 0.00 | 0.00 | 117.79K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 1.81M | SH | $94.59M 0.73% | 0.00 | 0.00 | 1.81M |
PIMCO ETF TRSOLE | MULTISECTOR BD | 3.56M | SH | $93.72M 0.72% | 0.00 | 0.00 | 3.56M |
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