SEQUOIA FINANCIAL ADVISORS, LLC

Filed: 4/30/2026ACC: 0001599900-26-000002

📋 What this filing means

SEQUOIA FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1885 equity positions with a total reported market value of $17.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1885

Positions

$17.88B

Total AUM (reported)

231.28M

Total Shares

Allocation by class

COM$5.75B32.2%

TOTAL STK MKT$1.22B6.8%

SEQUOIA GLOBAL V$1.04B5.8%

CORE MSCI TOTAL$524.10M2.9%

VNG RUS1000GRW$381.93M2.1%

DISTILLATE US$342.87M1.9%

US CORE EQT MKT$332.97M1.9%

Portfolio Concentration

Top 3$2.78B15.6%

4–10$2.63B14.7%

11–25$3.20B17.9%

Rest$9.27B51.8%

Top 3 weight

15.6%

Top 10 weight

30.3%

Voting Authority Distribution

Total shares with voting rights: 231.28M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

231.28M

% of voting shares100.0%

Investment Discretion (by position count)

Sole1885

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings1885

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares3.79M

TypeSH

Market value$1.22B

6.80%

Sole

0.00

Shared

0.00

None

3.79M

EA SERIES TRUST

SOLE

SEQUOIA GLOBAL V

Shares31.83M

TypeSH

Market value$1.04B

5.84%

Sole

0.00

Shared

0.00

None

31.83M

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares6.05M

TypeSH

Market value$524.10M

2.93%

Sole

0.00

Shared

0.00

None

6.05M

APPLE INC

SOLE

COM

Shares1.95M

TypeSH

Market value$494.38M

2.76%

Sole

0.00

Shared

0.00

None

1.95M

NVIDIA CORPORATION

SOLE

COM

Shares2.70M

TypeSH

Market value$470.82M

2.63%

Sole

0.00

Shared

0.00

None

2.70M

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares3.48M

TypeSH

Market value$381.93M

2.14%

Sole

0.00

Shared

0.00

None

3.48M

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares5.92M

TypeSH

Market value$342.87M

1.92%

Sole

0.00

Shared

0.00

None

5.92M

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares7.38M

TypeSH

Market value$332.97M

1.86%

Sole

0.00

Shared

0.00

None

7.38M

MICROSOFT CORP

SOLE

COM

Shares840.09K

TypeSH

Market value$310.98M

1.74%

Sole

0.00

Shared

0.00

None

840.09K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares6.38M

TypeSH

Market value$294.09M

1.64%

Sole

0.00

Shared

0.00

None

6.38M

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares3.68M

TypeSH

Market value$291.36M

1.63%

Sole

0.00

Shared

0.00

None

3.68M

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares10.99M

TypeSH

Market value$288.07M

1.61%

Sole

0.00

Shared

0.00

None

10.99M

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares5.44M

TypeSH

Market value$282.69M

1.58%

Sole

0.00

Shared

0.00

None

5.44M

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares3.38M

TypeSH

Market value$264.91M

1.48%

Sole

0.00

Shared

0.00

None

3.38M

AMAZON COM INC

SOLE

COM

Shares1.12M

TypeSH

Market value$233.18M

1.30%

Sole

0.00

Shared

0.00

None

1.12M

ALPHABET INC

SOLE

CAP STK CL C

Shares753.27K

TypeSH

Market value$216.08M

1.21%

Sole

0.00

Shared

0.00

None

753.27K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares1.98M

TypeSH

Market value$209.86M

1.17%

Sole

0.00

Shared

0.00

None

1.98M

SPDR GOLD TR

SOLE

GOLD SHS

Shares469.51K

TypeSH

Market value$202.02M

1.13%

Sole

0.00

Shared

0.00

None

469.51K

BROADCOM INC

SOLE

COM

Shares642.76K

TypeSH

Market value$198.91M

1.11%

Sole

0.00

Shared

0.00

None

642.76K

T ROWE PRICE ETF INC

SOLE

PRICE DIV GRWT

Shares4.23M

TypeSH

Market value$189.00M

1.06%

Sole

0.00

Shared

0.00

None

4.23M

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares5.35M

TypeSH

Market value$184.68M

1.03%

Sole

0.00

Shared

0.00

None

5.35M

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares5.28M

TypeSH

Market value$170.23M

0.95%

Sole

0.00

Shared

0.00

None

5.28M

ISHARES TR

SOLE

MSCI ACWI ETF

Shares1.20M

TypeSH

Market value$165.75M

0.93%

Sole

0.00

Shared

0.00

None

1.20M

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares781.28K

TypeSH

Market value$153.29M

0.86%

Sole

0.00

Shared

0.00

None

781.28K

SPDR INDEX SHS FDS

SOLE

STATE STREET SPD

Shares2M

TypeSH

Market value$151.77M

0.85%

Sole

0.00

Shared

0.00

None

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	3.79M	SH	$1.22B 6.80%	3.79M
EA SERIES TRUSTSOLE	SEQUOIA GLOBAL V	31.83M	SH	$1.04B 5.84%	31.83M
ISHARES TRSOLE	CORE MSCI TOTAL	6.05M	SH	$524.10M 2.93%	6.05M
APPLE INCSOLE	COM	1.95M	SH	$494.38M 2.76%	1.95M
NVIDIA CORPORATIONSOLE	COM	2.70M	SH	$470.82M 2.63%	2.70M
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	3.48M	SH	$381.93M 2.14%	3.48M
ETF SER SOLUTIONSSOLE	DISTILLATE US	5.92M	SH	$342.87M 1.92%	5.92M
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	7.38M	SH	$332.97M 1.86%	7.38M
MICROSOFT CORPSOLE	COM	840.09K	SH	$310.98M 1.74%	840.09K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	6.38M	SH	$294.09M 1.64%	6.38M
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	3.68M	SH	$291.36M 1.63%	3.68M
PIMCO ETF TRSOLE	MULTISECTOR BD	10.99M	SH	$288.07M 1.61%	10.99M
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	5.44M	SH	$282.69M 1.58%	5.44M
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	3.38M	SH	$264.91M 1.48%	3.38M
AMAZON COM INCSOLE	COM	1.12M	SH	$233.18M 1.30%	1.12M
ALPHABET INCSOLE	CAP STK CL C	753.27K	SH	$216.08M 1.21%	753.27K
ISHARES TRSOLE	NATIONAL MUN ETF	1.98M	SH	$209.86M 1.17%	1.98M
SPDR GOLD TRSOLE	GOLD SHS	469.51K	SH	$202.02M 1.13%	469.51K
BROADCOM INCSOLE	COM	642.76K	SH	$198.91M 1.11%	642.76K
T ROWE PRICE ETF INCSOLE	PRICE DIV GRWT	4.23M	SH	$189.00M 1.06%	4.23M
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	5.35M	SH	$184.68M 1.03%	5.35M
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	5.28M	SH	$170.23M 0.95%	5.28M
ISHARES TRSOLE	MSCI ACWI ETF	1.20M	SH	$165.75M 0.93%	1.20M
VANGUARD INDEX FDSSOLE	VALUE ETF	781.28K	SH	$153.29M 0.86%	781.28K
SPDR INDEX SHS FDSSOLE	STATE STREET SPD	2M	SH	$151.77M 0.85%	2M

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