Filed: 7/17/2026ACC: 0001599900-26-000003
📋 What this filing means
SEQUOIA FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 2124 equity positions with a total reported market value of $20.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2124
Positions
$20.07B
Total AUM (reported)
239.95M
Total Shares
Allocation by class
COM$6.55B32.6%
TOTAL STK MKT$1.42B7.1%
SEQU GLO VAL ETF$1.10B5.5%
CORE MSCI TOTAL$600.97M3.0%
VNG RUS1000GRW$438.00M2.2%
US CORE EQT MKT$393.23M2.0%
DISTILLATE US$355.97M1.8%
Portfolio Concentration
Top 3$3.12B15.6%
4–10$3.00B15.0%
11–25$3.61B18.0%
Rest$10.33B51.5%
Top 3 weight
15.6%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 239.95M
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
239.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole2124
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings2124
Rows:
VANGUARD INDEX FDS
SOLEShares3.83M
TypeSH
Market value$1.42B
7.06%
Sole
0.00
Shared
0.00
None
3.83M
EA SERIES TRUST
SOLEShares31.47M
TypeSH
Market value$1.10B
5.50%
Sole
0.00
Shared
0.00
None
31.47M
ISHARES TR
SOLEShares6.30M
TypeSH
Market value$600.97M
2.99%
Sole
0.00
Shared
0.00
None
6.30M
APPLE INC
SOLEShares1.99M
TypeSH
Market value$574.71M
2.86%
Sole
0.00
Shared
0.00
None
1.99M
NVIDIA CORPORATION
SOLEShares2.85M
TypeSH
Market value$570.36M
2.84%
Sole
0.00
Shared
0.00
None
2.85M
VANGUARD SCOTTSDALE FDS
SOLEShares3.43M
TypeSH
Market value$438.00M
2.18%
Sole
0.00
Shared
0.00
None
3.43M
DIMENSIONAL ETF TRUST
SOLEShares7.61M
TypeSH
Market value$393.23M
1.96%
Sole
0.00
Shared
0.00
None
7.61M
ETF SER SOLUTIONS
SOLEShares5.94M
TypeSH
Market value$355.97M
1.77%
Sole
0.00
Shared
0.00
None
5.94M
MICROSOFT CORP
SOLEShares913.32K
TypeSH
Market value$340.69M
1.70%
Sole
0.00
Shared
0.00
None
913.32K
PIMCO ETF TR
SOLEShares12.40M
TypeSH
Market value$328.88M
1.64%
Sole
0.00
Shared
0.00
None
12.40M
J P MORGAN EXCHANGE TRADED F
SOLEShares7.13M
TypeSH
Market value$328.40M
1.64%
Sole
0.00
Shared
0.00
None
7.13M
BLACKROCK ETF TRUST II
SOLEShares6.13M
TypeSH
Market value$321.04M
1.60%
Sole
0.00
Shared
0.00
None
6.13M
VANGUARD SCOTTSDALE FDS
SOLEShares3.67M
TypeSH
Market value$290.20M
1.45%
Sole
0.00
Shared
0.00
None
3.67M
VANGUARD BD INDEX FDS
SOLEShares3.63M
TypeSH
Market value$282.90M
1.41%
Sole
0.00
Shared
0.00
None
3.63M
ALPHABET INC
SOLEShares761.62K
TypeSH
Market value$269.10M
1.34%
Sole
0.00
Shared
0.00
None
761.62K
AMAZON COM INC
SOLEShares1.09M
TypeSH
Market value$260.70M
1.30%
Sole
0.00
Shared
0.00
None
1.09M
BROADCOM INC
SOLEShares668.18K
TypeSH
Market value$252.41M
1.26%
Sole
0.00
Shared
0.00
None
668.18K
ISHARES TR
SOLEShares2.13M
TypeSH
Market value$229.09M
1.14%
Sole
0.00
Shared
0.00
None
2.13M
T ROWE PRICE EXCHANGE-TRADED
SOLEShares4.40M
TypeSH
Market value$215.54M
1.07%
Sole
0.00
Shared
0.00
None
4.40M
DIMENSIONAL ETF TRUST
SOLEShares5.30M
TypeSH
Market value$215.36M
1.07%
Sole
0.00
Shared
0.00
None
5.30M
CATERPILLAR INC
SOLEShares188.27K
TypeSH
Market value$200.49M
1.00%
Sole
0.00
Shared
0.00
None
188.27K
SPDR INDEX SHS FDS
SOLEShares2.21M
TypeSH
Market value$189.68M
0.95%
Sole
0.00
Shared
0.00
None
2.21M
VANGUARD INDEX FDS
SOLEShares2.19M
TypeSH
Market value$188.40M
0.94%
Sole
0.00
Shared
0.00
None
2.19M
ELI LILLY & CO
SOLEShares154.54K
TypeSH
Market value$185.36M
0.92%
Sole
0.00
Shared
0.00
None
154.54K
ISHARES TR
SOLEShares1.15M
TypeSH
Market value$179.99M
0.90%
Sole
0.00
Shared
0.00
None
1.15M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.83M | SH | $1.42B 7.06% | 0.00 | 0.00 | 3.83M |
EA SERIES TRUSTSOLE | SEQU GLO VAL ETF | 31.47M | SH | $1.10B 5.50% | 0.00 | 0.00 | 31.47M |
ISHARES TRSOLE | CORE MSCI TOTAL | 6.30M | SH | $600.97M 2.99% | 0.00 | 0.00 | 6.30M |
APPLE INCSOLE | COM | 1.99M | SH | $574.71M 2.86% | 0.00 | 0.00 | 1.99M |
NVIDIA CORPORATIONSOLE | COM | 2.85M | SH | $570.36M 2.84% | 0.00 | 0.00 | 2.85M |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 3.43M | SH | $438.00M 2.18% | 0.00 | 0.00 | 3.43M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 7.61M | SH | $393.23M 1.96% | 0.00 | 0.00 | 7.61M |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 5.94M | SH | $355.97M 1.77% | 0.00 | 0.00 | 5.94M |
MICROSOFT CORPSOLE | COM | 913.32K | SH | $340.69M 1.70% | 0.00 | 0.00 | 913.32K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 12.40M | SH | $328.88M 1.64% | 0.00 | 0.00 | 12.40M |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 7.13M | SH | $328.40M 1.64% | 0.00 | 0.00 | 7.13M |
BLACKROCK ETF TRUST IISOLE | ISHA FLEX IN ETF | 6.13M | SH | $321.04M 1.60% | 0.00 | 0.00 | 6.13M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 3.67M | SH | $290.20M 1.45% | 0.00 | 0.00 | 3.67M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 3.63M | SH | $282.90M 1.41% | 0.00 | 0.00 | 3.63M |
ALPHABET INCSOLE | CAP STK CL C | 761.62K | SH | $269.10M 1.34% | 0.00 | 0.00 | 761.62K |
AMAZON COM INCSOLE | COM | 1.09M | SH | $260.70M 1.30% | 0.00 | 0.00 | 1.09M |
BROADCOM INCSOLE | COM | 668.18K | SH | $252.41M 1.26% | 0.00 | 0.00 | 668.18K |
ISHARES TRSOLE | NATIONAL MUN ETF | 2.13M | SH | $229.09M 1.14% | 0.00 | 0.00 | 2.13M |
T ROWE PRICE EXCHANGE-TRADEDSOLE | PRICE DIV GRWT | 4.40M | SH | $215.54M 1.07% | 0.00 | 0.00 | 4.40M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 5.30M | SH | $215.36M 1.07% | 0.00 | 0.00 | 5.30M |
CATERPILLAR INCSOLE | COM | 188.27K | SH | $200.49M 1.00% | 0.00 | 0.00 | 188.27K |
SPDR INDEX SHS FDSSOLE | ST STR MSCI GLB | 2.21M | SH | $189.68M 0.95% | 0.00 | 0.00 | 2.21M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.19M | SH | $188.40M 0.94% | 0.00 | 0.00 | 2.19M |
ELI LILLY & COSOLE | COM | 154.54K | SH | $185.36M 0.92% | 0.00 | 0.00 | 154.54K |
ISHARES TRSOLE | MSCI ACWI ETF | 1.15M | SH | $179.99M 0.90% | 0.00 | 0.00 | 1.15M |
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