Filed: 10/29/2025ACC: 0001599900-25-000004
📋 What this filing means
SEQUOIA FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1704 equity positions with a total reported market value of $16.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1704
Positions
$16.46B
Total AUM (reported)
207.14M
Total Shares
Allocation by class
COM$5.43B33.0%
TOTAL STK MKT$1.20B7.3%
CCM GLOBAL EQUIT$999.42M6.1%
CORE MSCI TOTAL$482.33M2.9%
CL A$480.22M2.9%
VNG RUS1000GRW$383.22M2.3%
DISTILLATE US$332.96M2.0%
Portfolio Concentration
Top 3$2.68B16.3%
4–10$2.59B15.7%
11–25$2.75B16.7%
Rest$8.44B51.3%
Top 3 weight
16.3%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 207.14M
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
207.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1704
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1704
Rows:
VANGUARD INDEX FDS
SOLEShares3.65M
TypeSH
Market value$1.20B
7.27%
Sole
0.00
Shared
0.00
None
3.65M
EA SERIES TRUST
SOLEShares32.13M
TypeSH
Market value$999.42M
6.07%
Sole
0.00
Shared
0.00
None
32.13M
ISHARES TR
SOLEShares5.84M
TypeSH
Market value$482.33M
2.93%
Sole
0.00
Shared
0.00
None
5.84M
NVIDIA CORPORATION
SOLEShares2.46M
TypeSH
Market value$459.72M
2.79%
Sole
0.00
Shared
0.00
None
2.46M
APPLE INC
SOLEShares1.68M
TypeSH
Market value$427.29M
2.60%
Sole
0.00
Shared
0.00
None
1.68M
MICROSOFT CORP
SOLEShares778.15K
TypeSH
Market value$403.04M
2.45%
Sole
0.00
Shared
0.00
None
778.15K
VANGUARD SCOTTSDALE FDS
SOLEShares3.18M
TypeSH
Market value$383.22M
2.33%
Sole
0.00
Shared
0.00
None
3.18M
ETF SER SOLUTIONS
SOLEShares5.74M
TypeSH
Market value$332.96M
2.02%
Sole
0.00
Shared
0.00
None
5.74M
DIMENSIONAL ETF TRUST
SOLEShares7.01M
TypeSH
Market value$320.65M
1.95%
Sole
0.00
Shared
0.00
None
7.01M
VANGUARD SCOTTSDALE FDS
SOLEShares3.31M
TypeSH
Market value$264.76M
1.61%
Sole
0.00
Shared
0.00
None
3.31M
AMAZON COM INC
SOLEShares1.16M
TypeSH
Market value$255.22M
1.55%
Sole
0.00
Shared
0.00
None
1.16M
VANGUARD BD INDEX FDS
SOLEShares2.74M
TypeSH
Market value$216.37M
1.31%
Sole
0.00
Shared
0.00
None
2.74M
J P MORGAN EXCHANGE TRADED F
SOLEShares4.61M
TypeSH
Market value$213.93M
1.30%
Sole
0.00
Shared
0.00
None
4.61M
BROADCOM INC
SOLEShares631.20K
TypeSH
Market value$208.24M
1.27%
Sole
0.00
Shared
0.00
None
631.20K
PIMCO ETF TR
SOLEShares7.63M
TypeSH
Market value$204.73M
1.24%
Sole
0.00
Shared
0.00
None
7.63M
BLACKROCK ETF TRUST II
SOLEShares3.79M
TypeSH
Market value$201.68M
1.23%
Sole
0.00
Shared
0.00
None
3.79M
ISHARES TR
SOLEShares1.70M
TypeSH
Market value$181.54M
1.10%
Sole
0.00
Shared
0.00
None
1.70M
ISHARES TR
SOLEShares1.29M
TypeSH
Market value$178.79M
1.09%
Sole
0.00
Shared
0.00
None
1.29M
SPDR GOLD TR
SOLEShares484.35K
TypeSH
Market value$172.17M
1.05%
Sole
0.00
Shared
0.00
None
484.35K
T ROWE PRICE ETF INC
SOLEShares3.76M
TypeSH
Market value$165.39M
1.00%
Sole
0.00
Shared
0.00
None
3.76M
META PLATFORMS INC
SOLEShares225.02K
TypeSH
Market value$165.25M
1.00%
Sole
0.00
Shared
0.00
None
225.02K
DIMENSIONAL ETF TRUST
SOLEShares4.89M
TypeSH
Market value$156.75M
0.95%
Sole
0.00
Shared
0.00
None
4.89M
DIMENSIONAL ETF TRUST
SOLEShares4.88M
TypeSH
Market value$148.30M
0.90%
Sole
0.00
Shared
0.00
None
4.88M
ALPHABET INC
SOLEShares605.96K
TypeSH
Market value$147.58M
0.90%
Sole
0.00
Shared
0.00
None
605.96K
VANGUARD INDEX FDS
SOLEShares697.39K
TypeSH
Market value$130.06M
0.79%
Sole
0.00
Shared
0.00
None
697.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.65M | SH | $1.20B 7.27% | 0.00 | 0.00 | 3.65M |
EA SERIES TRUSTSOLE | CCM GLOBAL EQUIT | 32.13M | SH | $999.42M 6.07% | 0.00 | 0.00 | 32.13M |
ISHARES TRSOLE | CORE MSCI TOTAL | 5.84M | SH | $482.33M 2.93% | 0.00 | 0.00 | 5.84M |
NVIDIA CORPORATIONSOLE | COM | 2.46M | SH | $459.72M 2.79% | 0.00 | 0.00 | 2.46M |
APPLE INCSOLE | COM | 1.68M | SH | $427.29M 2.60% | 0.00 | 0.00 | 1.68M |
MICROSOFT CORPSOLE | COM | 778.15K | SH | $403.04M 2.45% | 0.00 | 0.00 | 778.15K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 3.18M | SH | $383.22M 2.33% | 0.00 | 0.00 | 3.18M |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 5.74M | SH | $332.96M 2.02% | 0.00 | 0.00 | 5.74M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 7.01M | SH | $320.65M 1.95% | 0.00 | 0.00 | 7.01M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 3.31M | SH | $264.76M 1.61% | 0.00 | 0.00 | 3.31M |
AMAZON COM INCSOLE | COM | 1.16M | SH | $255.22M 1.55% | 0.00 | 0.00 | 1.16M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 2.74M | SH | $216.37M 1.31% | 0.00 | 0.00 | 2.74M |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 4.61M | SH | $213.93M 1.30% | 0.00 | 0.00 | 4.61M |
BROADCOM INCSOLE | COM | 631.20K | SH | $208.24M 1.27% | 0.00 | 0.00 | 631.20K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 7.63M | SH | $204.73M 1.24% | 0.00 | 0.00 | 7.63M |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 3.79M | SH | $201.68M 1.23% | 0.00 | 0.00 | 3.79M |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.70M | SH | $181.54M 1.10% | 0.00 | 0.00 | 1.70M |
ISHARES TRSOLE | MSCI ACWI ETF | 1.29M | SH | $178.79M 1.09% | 0.00 | 0.00 | 1.29M |
SPDR GOLD TRSOLE | GOLD SHS | 484.35K | SH | $172.17M 1.05% | 0.00 | 0.00 | 484.35K |
T ROWE PRICE ETF INCSOLE | PRICE DIV GRWT | 3.76M | SH | $165.39M 1.00% | 0.00 | 0.00 | 3.76M |
META PLATFORMS INCSOLE | CL A | 225.02K | SH | $165.25M 1.00% | 0.00 | 0.00 | 225.02K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 4.89M | SH | $156.75M 0.95% | 0.00 | 0.00 | 4.89M |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 4.88M | SH | $148.30M 0.90% | 0.00 | 0.00 | 4.88M |
ALPHABET INCSOLE | CAP STK CL C | 605.96K | SH | $147.58M 0.90% | 0.00 | 0.00 | 605.96K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 697.39K | SH | $130.06M 0.79% | 0.00 | 0.00 | 697.39K |
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