Sequoia Financial Advisors, LLC
CIK 0001599900 · AKRON, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$20.07B
2026 Q2
Positions
2,163
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
7.1%
SFGV
EA SERIES TRUST
5.5%
IXUS
ISHARES TR
3.0%
AAPL
APPLE INC
2.9%
NVDA
NVIDIA CORPORATION
2.8%
VONG
VANGUARD SCOTTSDALE FDS
2.2%
DFAU
DIMENSIONAL ETF TRUST
2.0%
DSTL
ETF SER SOLUTIONS
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.