Filed: 2/3/2026ACC: 0001599900-26-000001
📋 What this filing means
SEQUOIA FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1917 equity positions with a total reported market value of $17.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1917
Positions
$17.93B
Total AUM (reported)
224.70M
Total Shares
Allocation by class
COM$5.96B33.2%
TOTAL STK MKT$1.25B6.9%
SEQUOIA GLOBAL V$1.00B5.6%
CORE MSCI TOTAL$492.23M2.7%
VNG RUS1000GRW$431.63M2.4%
CL A$355.61M2.0%
DISTILLATE US$338.82M1.9%
Portfolio Concentration
Top 3$2.79B15.6%
4–10$2.77B15.5%
11–25$3.05B17.0%
Rest$9.32B52.0%
Top 3 weight
15.6%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 224.70M
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
224.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1917
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1917
Rows:
VANGUARD INDEX FDS
SOLEShares3.72M
TypeSH
Market value$1.25B
6.95%
Sole
0.00
Shared
0.00
None
3.72M
EA SERIES TRUST
SOLEShares31.79M
TypeSH
Market value$1.00B
5.60%
Sole
0.00
Shared
0.00
None
31.79M
APPLE INC
SOLEShares1.99M
TypeSH
Market value$542.15M
3.02%
Sole
0.00
Shared
0.00
None
1.99M
ISHARES TR
SOLEShares5.82M
TypeSH
Market value$492.23M
2.75%
Sole
0.00
Shared
0.00
None
5.82M
NVIDIA CORPORATION
SOLEShares2.63M
TypeSH
Market value$489.94M
2.73%
Sole
0.00
Shared
0.00
None
2.63M
VANGUARD SCOTTSDALE FDS
SOLEShares3.55M
TypeSH
Market value$431.63M
2.41%
Sole
0.00
Shared
0.00
None
3.55M
MICROSOFT CORP
SOLEShares852.39K
TypeSH
Market value$412.23M
2.30%
Sole
0.00
Shared
0.00
None
852.39K
ETF SER SOLUTIONS
SOLEShares5.75M
TypeSH
Market value$338.82M
1.89%
Sole
0.00
Shared
0.00
None
5.75M
DIMENSIONAL ETF TRUST
SOLEShares7.13M
TypeSH
Market value$333.47M
1.86%
Sole
0.00
Shared
0.00
None
7.13M
VANGUARD SCOTTSDALE FDS
SOLEShares3.45M
TypeSH
Market value$275.05M
1.53%
Sole
0.00
Shared
0.00
None
3.45M
J P MORGAN EXCHANGE TRADED F
SOLEShares5.59M
TypeSH
Market value$258.86M
1.44%
Sole
0.00
Shared
0.00
None
5.59M
AMAZON COM INC
SOLEShares1.12M
TypeSH
Market value$258.16M
1.44%
Sole
0.00
Shared
0.00
None
1.12M
PIMCO ETF TR
SOLEShares9.46M
TypeSH
Market value$252.39M
1.41%
Sole
0.00
Shared
0.00
None
9.46M
BLACKROCK ETF TRUST II
SOLEShares4.69M
TypeSH
Market value$247.29M
1.38%
Sole
0.00
Shared
0.00
None
4.69M
VANGUARD BD INDEX FDS
SOLEShares2.93M
TypeSH
Market value$230.76M
1.29%
Sole
0.00
Shared
0.00
None
2.93M
BROADCOM INC
SOLEShares633.55K
TypeSH
Market value$219.27M
1.22%
Sole
0.00
Shared
0.00
None
633.55K
ALPHABET INC
SOLEShares637.77K
TypeSH
Market value$200.13M
1.12%
Sole
0.00
Shared
0.00
None
637.77K
ISHARES TR
SOLEShares1.77M
TypeSH
Market value$189.20M
1.06%
Sole
0.00
Shared
0.00
None
1.77M
SPDR GOLD TR
SOLEShares473.34K
TypeSH
Market value$187.55M
1.05%
Sole
0.00
Shared
0.00
None
473.34K
T ROWE PRICE ETF INC
SOLEShares4.14M
TypeSH
Market value$186.25M
1.04%
Sole
0.00
Shared
0.00
None
4.14M
ISHARES TR
SOLEShares1.25M
TypeSH
Market value$176.36M
0.98%
Sole
0.00
Shared
0.00
None
1.25M
META PLATFORMS INC
SOLEShares252.33K
TypeSH
Market value$166.56M
0.93%
Sole
0.00
Shared
0.00
None
252.33K
DIMENSIONAL ETF TRUST
SOLEShares4.97M
TypeSH
Market value$164.31M
0.92%
Sole
0.00
Shared
0.00
None
4.97M
ELI LILLY & CO
SOLEShares147.69K
TypeSH
Market value$158.72M
0.89%
Sole
0.00
Shared
0.00
None
147.69K
DIMENSIONAL ETF TRUST
SOLEShares4.88M
TypeSH
Market value$154.54M
0.86%
Sole
0.00
Shared
0.00
None
4.88M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.72M | SH | $1.25B 6.95% | 0.00 | 0.00 | 3.72M |
EA SERIES TRUSTSOLE | SEQUOIA GLOBAL V | 31.79M | SH | $1.00B 5.60% | 0.00 | 0.00 | 31.79M |
APPLE INCSOLE | COM | 1.99M | SH | $542.15M 3.02% | 0.00 | 0.00 | 1.99M |
ISHARES TRSOLE | CORE MSCI TOTAL | 5.82M | SH | $492.23M 2.75% | 0.00 | 0.00 | 5.82M |
NVIDIA CORPORATIONSOLE | COM | 2.63M | SH | $489.94M 2.73% | 0.00 | 0.00 | 2.63M |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 3.55M | SH | $431.63M 2.41% | 0.00 | 0.00 | 3.55M |
MICROSOFT CORPSOLE | COM | 852.39K | SH | $412.23M 2.30% | 0.00 | 0.00 | 852.39K |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 5.75M | SH | $338.82M 1.89% | 0.00 | 0.00 | 5.75M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 7.13M | SH | $333.47M 1.86% | 0.00 | 0.00 | 7.13M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 3.45M | SH | $275.05M 1.53% | 0.00 | 0.00 | 3.45M |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 5.59M | SH | $258.86M 1.44% | 0.00 | 0.00 | 5.59M |
AMAZON COM INCSOLE | COM | 1.12M | SH | $258.16M 1.44% | 0.00 | 0.00 | 1.12M |
PIMCO ETF TRSOLE | MULTISECTOR BD | 9.46M | SH | $252.39M 1.41% | 0.00 | 0.00 | 9.46M |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 4.69M | SH | $247.29M 1.38% | 0.00 | 0.00 | 4.69M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 2.93M | SH | $230.76M 1.29% | 0.00 | 0.00 | 2.93M |
BROADCOM INCSOLE | COM | 633.55K | SH | $219.27M 1.22% | 0.00 | 0.00 | 633.55K |
ALPHABET INCSOLE | CAP STK CL C | 637.77K | SH | $200.13M 1.12% | 0.00 | 0.00 | 637.77K |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.77M | SH | $189.20M 1.06% | 0.00 | 0.00 | 1.77M |
SPDR GOLD TRSOLE | GOLD SHS | 473.34K | SH | $187.55M 1.05% | 0.00 | 0.00 | 473.34K |
T ROWE PRICE ETF INCSOLE | PRICE DIV GRWT | 4.14M | SH | $186.25M 1.04% | 0.00 | 0.00 | 4.14M |
ISHARES TRSOLE | MSCI ACWI ETF | 1.25M | SH | $176.36M 0.98% | 0.00 | 0.00 | 1.25M |
META PLATFORMS INCSOLE | CL A | 252.33K | SH | $166.56M 0.93% | 0.00 | 0.00 | 252.33K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 4.97M | SH | $164.31M 0.92% | 0.00 | 0.00 | 4.97M |
ELI LILLY & COSOLE | COM | 147.69K | SH | $158.72M 0.89% | 0.00 | 0.00 | 147.69K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 4.88M | SH | $154.54M 0.86% | 0.00 | 0.00 | 4.88M |
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