EdgeMarket › What Sequoia Financial Advisors, Llc reported owning
What Sequoia Financial Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
17.9BPositions
1,921Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 1.2B | 6.8% | 3.8M | 378.24 | +20.5% |
| SFGV Sequoia Global Value ETF | 1.0B | 5.8% | 31.8M | 36.74 | +21.0% |
| IXUS iShares Core MSCI Total International Stock ET | 524.1M | 2.9% | 6.0M | 97.94 | +22.5% |
| AAPL Apple Inc. | 492.5M | 2.8% | 1.9M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 467.4M | 2.6% | 2.7M | 214.72 | +22.4% |
| VONG Vanguard Russell 1000 Growth ETF | 381.9M | 2.1% | 3.5M | 125.99 | +11.3% |
| DSTL Distillate U.S. Fundamental Stability & Value | 342.9M | 1.9% | 5.9M | 69.81 | +23.1% |
| DFAU Dimensional US Core Equity Market ETF | 333.0M | 1.9% | 7.4M | 53.06 | +21.1% |
| MSFT MICROSOFT CORP | 308.3M | 1.7% | 832.8K | 483.24 | -4.4% |
| JPIE JPMorgan Income ETF | 294.1M | 1.6% | 6.4M | 45.85 | -1.1% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 291.4M | 1.6% | 3.7M | 78.59 | -1.3% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 288.1M | 1.6% | 11.0M | 26.16 | -1.4% |
| BINC iShares Flexible Income Active ETF | 282.7M | 1.6% | 5.4M | 52.00 | -1.7% |
| BSV Vanguard Short-Term Bond ETF | 264.9M | 1.5% | 3.4M | 77.57 | -1.4% |
| AMZN AMAZON COM INC | 233.0M | 1.3% | 1.1M | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 216.1M | 1.2% | 753.3K | 341.75 | +70.7% |
| MUB iShares National Muni Bond ETF | 209.9M | 1.2% | 2.0M | 105.34 | +1.2% |
| GLD SPDR GOLD TRUST | 201.9M | 1.1% | 469.2K | 423.36 | +37.3% |
| AVGO Broadcom Inc. | 198.1M | 1.1% | 640.2K | 368.45 | +26.5% |
| TDVG T. Rowe Price Dividend Growth ETF | 189.0M | 1.1% | 4.2M | 50.17 | +16.4% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 184.7M | 1.0% | 5.3M | 39.93 | +29.9% |
| DIHP Dimensional International High Profitability E | 170.2M | 1.0% | 5.3M | 35.74 | +18.9% |
| ACWI iShares MSCI ACWI ETF | 165.8M | 0.9% | 1.2M | 160.81 | +21.3% |
| VTV Vanguard Morningstar Value ETF | 153.3M | 0.9% | 781.3K | 226.40 | +24.6% |
| SPGM State Street SPDR Portfolio MSCI Global Stock | 151.8M | 0.8% | 2.0M | 87.80 | +22.7% |
| META Meta Platforms, Inc. | 151.0M | 0.8% | 263.9K | 549.90 | -26.5% |
| VUG Vanguard Morningstar Growth ETF | 150.9M | 0.8% | 345.5K | 87.50 | +15.9% |
| GOOGL Alphabet Inc. | 136.2M | 0.8% | 473.6K | 344.82 | +73.0% |
| LLY ELI LILLY & Co | 131.8M | 0.7% | 143.3K | 1,255.40 | +78.0% |
| CAT CATERPILLAR INC | 126.6M | 0.7% | 178.8K | 827.90 | +96.8% |
| GS GOLDMAN SACHS GROUP INC | 124.4M | 0.7% | 147.1K | 1,039.28 | +44.2% |
| unmapped CUSIP 084670702 | 121.0M | 0.7% | 252.5K | — | — |
| RTX RTX Corp | 120.4M | 0.7% | 624.3K | 209.91 | +34.1% |
| AVUV Avantis U.S. Small Cap Value ETF | 120.1M | 0.7% | 1.1M | 126.45 | +33.2% |
| XOM ExxonMobil Holdings Corp | 118.9M | 0.7% | 700.9K | 165.11 | +52.1% |
| COWZ Pacer US Cash Cows 100 ETF | 114.1M | 0.6% | 1.8M | 72.02 | +26.3% |
| JPM JPMORGAN CHASE & CO | 110.2M | 0.6% | 374.7K | 351.58 | +20.3% |
| DFAI Dimensional International Core Equity Market E | 105.8M | 0.6% | 2.7M | 43.35 | +21.1% |
| SPY SPDR S&P 500 ETF TRUST | 103.0M | 0.6% | 158.4K | 765.72 | +20.0% |
| WMT Walmart Inc. | 101.0M | 0.6% | 813.1K | 103.70 | +1.1% |
| COST COSTCO WHOLESALE CORP /NEW | 96.9M | 0.5% | 97.3K | 947.74 | -4.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 92.1M | 0.5% | 1.8M | 49.54 | +1.4% |
| DFUS Dimensional U.S. Equity Market ETF | 92.0M | 0.5% | 1.3M | 83.64 | +20.8% |
| IJR iShares Core S&P Small-Cap ETF | 87.7M | 0.5% | 705.5K | 147.31 | +29.0% |
| DFAT Dimensional U.S. Targeted Value ETF | 85.8M | 0.5% | 1.4M | 71.67 | +26.9% |
| WYNN WYNN RESORTS LTD | 82.8M | 0.5% | 815.7K | 100.28 | -10.1% |
| V VISA INC. | 80.3M | 0.4% | 265.8K | 371.04 | +7.9% |
| MGV Vanguard Morningstar Mega Cap Value ETF | 79.3M | 0.4% | 546.7K | 168.17 | +25.4% |
| VIG Vanguard Div Appreciation ETF | 77.7M | 0.4% | 361.5K | 243.91 | +16.2% |
| HD HOME DEPOT, INC. | 72.0M | 0.4% | 219.1K | 335.61 | -16.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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