Filed: 7/25/2025ACC: 0001085146-25-004180
📋 What this filing means
SEQUOIA FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1579 equity positions with a total reported market value of $14.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1579
Positions
$14.61B
Total AUM (reported)
191.88M
Total Shares
Allocation by class
COM$4.86B33.3%
TOTAL STK MKT$1.08B7.4%
CCM GLOBAL EQUIT$986.86M6.8%
CL A$453.17M3.1%
CORE MSCI TOTAL$429.03M2.9%
VNG RUS1000GRW$358.56M2.5%
DISTILLATE US$299.09M2.0%
Portfolio Concentration
Top 3$2.50B17.1%
4–10$2.26B15.5%
11–25$2.24B15.4%
Rest$7.61B52.1%
Top 3 weight
17.1%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 191.88M
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
191.88M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1579
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1579
Rows:
VANGUARD INDEX FDS
SOLEShares3.56M
TypeSH
Market value$1.08B
7.40%
Sole
0.00
Shared
0.00
None
3.56M
EA SERIES TRUST
SOLEShares33.73M
TypeSH
Market value$986.86M
6.76%
Sole
0.00
Shared
0.00
None
33.73M
ISHARES TR
SOLEShares5.55M
TypeSH
Market value$429.03M
2.94%
Sole
0.00
Shared
0.00
None
5.55M
NVIDIA CORPORATION
SOLEShares2.39M
TypeSH
Market value$378.16M
2.59%
Sole
0.00
Shared
0.00
None
2.39M
MICROSOFT CORP
SOLEShares728.78K
TypeSH
Market value$362.50M
2.48%
Sole
0.00
Shared
0.00
None
728.78K
VANGUARD SCOTTSDALE FDS
SOLEShares3.28M
TypeSH
Market value$358.56M
2.45%
Sole
0.00
Shared
0.00
None
3.28M
APPLE INC
SOLEShares1.59M
TypeSH
Market value$326.81M
2.24%
Sole
0.00
Shared
0.00
None
1.59M
ETF SER SOLUTIONS
SOLEShares5.40M
TypeSH
Market value$299.09M
2.05%
Sole
0.00
Shared
0.00
None
5.40M
DIMENSIONAL ETF TRUST
SOLEShares6.66M
TypeSH
Market value$282.21M
1.93%
Sole
0.00
Shared
0.00
None
6.66M
VANGUARD SCOTTSDALE FDS
SOLEShares3.15M
TypeSH
Market value$250.75M
1.72%
Sole
0.00
Shared
0.00
None
3.15M
AMAZON COM INC
SOLEShares1.11M
TypeSH
Market value$243.92M
1.67%
Sole
0.00
Shared
0.00
None
1.11M
VANGUARD BD INDEX FDS
SOLEShares2.53M
TypeSH
Market value$199.34M
1.36%
Sole
0.00
Shared
0.00
None
2.53M
ISHARES TR
SOLEShares1.67M
TypeSH
Market value$174.99M
1.20%
Sole
0.00
Shared
0.00
None
1.67M
ISHARES TR
SOLEShares1.33M
TypeSH
Market value$170.52M
1.17%
Sole
0.00
Shared
0.00
None
1.33M
BROADCOM INC
SOLEShares614.61K
TypeSH
Market value$169.42M
1.16%
Sole
0.00
Shared
0.00
None
614.61K
META PLATFORMS INC
SOLEShares210.53K
TypeSH
Market value$155.39M
1.06%
Sole
0.00
Shared
0.00
None
210.53K
SPDR GOLD TR
SOLEShares478.37K
TypeSH
Market value$145.82M
1.00%
Sole
0.00
Shared
0.00
None
478.37K
DIMENSIONAL ETF TRUST
SOLEShares4.63M
TypeSH
Market value$137.48M
0.94%
Sole
0.00
Shared
0.00
None
4.63M
DIMENSIONAL ETF TRUST
SOLEShares4.38M
TypeSH
Market value$129.29M
0.89%
Sole
0.00
Shared
0.00
None
4.38M
J P MORGAN EXCHANGE TRADED F
SOLEShares2.70M
TypeSH
Market value$124.86M
0.85%
Sole
0.00
Shared
0.00
None
2.70M
DIMENSIONAL ETF TRUST
SOLEShares2.88M
TypeSH
Market value$121.66M
0.83%
Sole
0.00
Shared
0.00
None
2.88M
PIMCO ETF TR
SOLEShares4.53M
TypeSH
Market value$120.19M
0.82%
Sole
0.00
Shared
0.00
None
4.53M
VANGUARD INDEX FDS
SOLEShares679.34K
TypeSH
Market value$120.07M
0.82%
Sole
0.00
Shared
0.00
None
679.34K
BLACKROCK ETF TRUST II
SOLEShares2.26M
TypeSH
Market value$119.23M
0.82%
Sole
0.00
Shared
0.00
None
2.26M
ISHARES TR
SOLEShares1.03M
TypeSH
Market value$112.36M
0.77%
Sole
0.00
Shared
0.00
None
1.03M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.56M | SH | $1.08B 7.40% | 0.00 | 0.00 | 3.56M |
EA SERIES TRUSTSOLE | CCM GLOBAL EQUIT | 33.73M | SH | $986.86M 6.76% | 0.00 | 0.00 | 33.73M |
ISHARES TRSOLE | CORE MSCI TOTAL | 5.55M | SH | $429.03M 2.94% | 0.00 | 0.00 | 5.55M |
NVIDIA CORPORATIONSOLE | COM | 2.39M | SH | $378.16M 2.59% | 0.00 | 0.00 | 2.39M |
MICROSOFT CORPSOLE | COM | 728.78K | SH | $362.50M 2.48% | 0.00 | 0.00 | 728.78K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 3.28M | SH | $358.56M 2.45% | 0.00 | 0.00 | 3.28M |
APPLE INCSOLE | COM | 1.59M | SH | $326.81M 2.24% | 0.00 | 0.00 | 1.59M |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 5.40M | SH | $299.09M 2.05% | 0.00 | 0.00 | 5.40M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 6.66M | SH | $282.21M 1.93% | 0.00 | 0.00 | 6.66M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 3.15M | SH | $250.75M 1.72% | 0.00 | 0.00 | 3.15M |
AMAZON COM INCSOLE | COM | 1.11M | SH | $243.92M 1.67% | 0.00 | 0.00 | 1.11M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 2.53M | SH | $199.34M 1.36% | 0.00 | 0.00 | 2.53M |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.67M | SH | $174.99M 1.20% | 0.00 | 0.00 | 1.67M |
ISHARES TRSOLE | MSCI ACWI ETF | 1.33M | SH | $170.52M 1.17% | 0.00 | 0.00 | 1.33M |
BROADCOM INCSOLE | COM | 614.61K | SH | $169.42M 1.16% | 0.00 | 0.00 | 614.61K |
META PLATFORMS INCSOLE | CL A | 210.53K | SH | $155.39M 1.06% | 0.00 | 0.00 | 210.53K |
SPDR GOLD TRSOLE | GOLD SHS | 478.37K | SH | $145.82M 1.00% | 0.00 | 0.00 | 478.37K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 4.63M | SH | $137.48M 0.94% | 0.00 | 0.00 | 4.63M |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 4.38M | SH | $129.29M 0.89% | 0.00 | 0.00 | 4.38M |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 2.70M | SH | $124.86M 0.85% | 0.00 | 0.00 | 2.70M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.88M | SH | $121.66M 0.83% | 0.00 | 0.00 | 2.88M |
PIMCO ETF TRSOLE | MULTISECTOR BD | 4.53M | SH | $120.19M 0.82% | 0.00 | 0.00 | 4.53M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 679.34K | SH | $120.07M 0.82% | 0.00 | 0.00 | 679.34K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 2.26M | SH | $119.23M 0.82% | 0.00 | 0.00 | 2.26M |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.03M | SH | $112.36M 0.77% | 0.00 | 0.00 | 1.03M |
Page 1 of 64
…