Funds › Sequoia Financial Advisors, LLC
Sequoia Financial Advisors, LLC
13F for Q3 2026, filed Nov 13, 2026. 1,733 positions worth $21.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$21.1B
+$1.0B (5.0%) vs Q2 2026
Positions
1,733
2,124 in Q2 2026
Top 10 share
29.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds Mrngstr Ttl Stk | 3.84M | $1.4B | 6.8% | +0.4% | 13F ↗ |
| 2 | Ea Series Trust Sequ Glo Val Etf | 31.34M | $1.1B | 5.2% | -0.4% | 13F ↗ |
| 3 | AAPL Apple Inc. | 2.08M | $692.7M | 3.3% | +5.1% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 2.79M | $637.0M | 3.0% | -1.7% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 893,084 | $458.1M | 2.2% | -1.4% | 13F ↗ |
| 6 | Vanguard Scottsdale Fds Vng RUS1000GRW | 3.33M | $429.4M | 2.0% | -2.8% | 13F ↗ |
| 7 | Dimensional ETF Trust Us Core Eqt Mkt | 7.46M | $390.5M | 1.9% | -2.0% | 13F ↗ |
| 8 | iShares Tr Core Msci Total | 4.00M | $380.4M | 1.8% | -36.4% | 13F ↗ |
| 9 | ETF Ser Solutions Etf | 5.88M | $376.5M | 1.8% | -1.0% | 13F ↗ |
| 10 | J P Morgan Exchange Traded F Income Etf | 7.85M | $352.3M | 1.7% | +10.1% | 13F ↗ |
| 11 | Pimco ETF Tr Multisector Bd | 13.67M | $347.0M | 1.6% | +10.2% | 13F ↗ |
| 12 | BlackRock ETF Trust II Isha Flex In Etf | 6.77M | $344.1M | 1.6% | +10.5% | 13F ↗ |
| 13 | Vanguard Index Fds Mrngstr Grwt Etf | 3.59M | $323.7M | 1.5% | +64.3% | 13F ↗ |
| 14 | AMZN Amazon.com, Inc. | 1.20M | $298.3M | 1.4% | +9.5% | 13F ↗ |
| 15 | Vanguard Scottsdale Fds Shrt Trm Corp Bd | 3.85M | $297.5M | 1.4% | +4.9% | 13F ↗ |
| 16 | Vanguard Bd Index Fds Short Trm Bond | 3.88M | $296.5M | 1.4% | +6.9% | 13F ↗ |
| 17 | Vanguard Index Fds Mrngstr Val Etf | 1.28M | $276.4M | 1.3% | +56.9% | 13F ↗ |
| 18 | GOOG Alphabet Inc. Class C | 807,223 | $275.1M | 1.3% | +6.0% | 13F ↗ |
| 19 | iShares Tr Core Msci Intl | 2.94M | $262.6M | 1.2% | +11374% | 13F ↗ |
| 20 | iShares Tr National Mun Etf | 2.41M | $243.8M | 1.2% | +13.3% | 13F ↗ |
| 21 | AVGO Broadcom Inc. | 667,132 | $234.3M | 1.1% | +0.2% | 13F ↗ |
| 22 | T Rowe Price Exchange-Traded Etf | 4.47M | $215.6M | 1.0% | +1.6% | 13F ↗ |
| 23 | Dimensional ETF Trust Emerging Mkts Co | 5.37M | $213.4M | 1.0% | +1.4% | 13F ↗ |
| 24 | iShares Tr Core S&P500 Etf | 269,500 | $206.4M | 1.0% | +179% | 13F ↗ |
| 25 | META Meta Platforms, Inc. | 275,157 | $199.5M | 0.9% | +0.1% | 13F ↗ |
| 26 | LLY Eli Lilly and Company | 156,560 | $181.2M | 0.9% | +1.3% | 13F ↗ |
| 27 | Dimensional ETF Trust Intl High Profit | 5.30M | $178.6M | 0.8% | +0.7% | 13F ↗ |
| 28 | Vanguard Mun Bd Fds Tax Exempt Bd | 3.52M | $166.5M | 0.8% | +69.6% | 13F ↗ |
| 29 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 206,270 | $157.3M | 0.7% | +28.6% | 13F ↗ |
| 30 | GOOGL Alphabet Inc. Class A | 451,007 | $155.2M | 0.7% | -4.5% | 13F ↗ |
| 31 | CAT Caterpillar, Inc. | 190,393 | $154.4M | 0.7% | +1.1% | 13F ↗ |
| 32 | GLD SPDR Gold Shares · Gold Shs | 385,191 | $146.7M | 0.7% | -15.6% | 13F ↗ |
| 33 | Vanguard Tax-Managed Fds | 2.04M | $144.3M | 0.7% | +113% | 13F ↗ |
| 34 | iShares Inc Core Msci Emkt | 1.72M | $139.5M | 0.7% | +1359% | 13F ↗ |
| 35 | GS Goldman Sachs Group, Inc. | 154,569 | $139.2M | 0.7% | +0.7% | 13F ↗ |
| 36 | Invesco Qqq Tr | 188,035 | $139.2M | 0.7% | +76.5% | 13F ↗ |
| 37 | American Centy ETF Tr Us Sml Cp Valu | 1.16M | $136.3M | 0.6% | +8.8% | 13F ↗ |
| 38 | JPM JPMorgan Chase & Co. | 397,553 | $131.5M | 0.6% | +1.7% | 13F ↗ |
| 39 | Spdr Series Trust St Str P500ETF | 1.46M | $131.0M | 0.6% | +177% | 13F ↗ |
| 40 | Dimensional ETF Trust Intl Core Eqt Mk | 2.91M | $120.4M | 0.6% | +2.8% | 13F ↗ |
| 41 | BRK-B Berkshire Hathaway Inc. Class B | 238,426 | $118.7M | 0.6% | -3.6% | 13F ↗ |
| 42 | Pacer Fds Tr Us Cash Cows 100 | 1.77M | $118.2M | 0.6% | -0.6% | 13F ↗ |
| 43 | XOM ExxonMobil Holdings Corporation | 691,282 | $112.5M | 0.5% | New | 13F ↗ |
| 44 | RTX RTX Corporation | 603,143 | $112.0M | 0.5% | +0.2% | 13F ↗ |
| 45 | iShares Tr Core S&P Scp Etf | 776,388 | $105.6M | 0.5% | +5.8% | 13F ↗ |
| 46 | Dimensional ETF Trust Us Equi Mark Etf | 1.25M | $103.9M | 0.5% | -1.4% | 13F ↗ |
| 47 | iShares Tr 0-3 Mth Treasury | 1.03M | $103.3M | 0.5% | +38.9% | 13F ↗ |
| 48 | V Visa Inc. | 274,408 | $98.6M | 0.5% | -1.1% | 13F ↗ |
| 49 | Dimensional ETF Trust Us Targeted Vlu | 1.42M | $94.0M | 0.4% | +1.7% | 13F ↗ |
| 50 | iShares Tr Core S&P Mcp Etf | 1.28M | $92.4M | 0.4% | +104% | 13F ↗ |
Showing the top 50 of 1,733 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
114 new, 564 added to, 987 trimmed, 505 exited, 68 unchanged. By estimated dollars.
New positions (114)
| XOM ExxonMobil Holdings Corporation | 691,282 | New | $112.5M |
| iShares Tr Core Univrsl Usd | 981,423 | New | $43.3M |
| Dfa Invt Dimensions Group In U.S. High Relati | 775,197 | New | $32.5M |
| Dfa Invt Dimensions Group In U.S. Sml Cp Val | 711,825 | New | $26.7M |
| Dfa Invt Dimensions Group In Real Estate Secu | 807,625 | New | $19.5M |
| iShares Tr | 56,564 | New | $14.5M |
| OKE ONEOK, Inc. | 152,201 | New | $13.0M |
| American Centy ETF Tr Emerging Mkt Val | 184,128 | New | $12.0M |
| TEVA Teva Pharmaceutical Industries Limited | 190,584 | New | $7.5M |
| SKHY SK hynix Inc. · American Deposit | 36,459 | New | $6.7M |
Added to (564)
| iShares Tr Core Msci Intl | 2.94M | +11374% | $260.3M |
| iShares Tr Core S&P500 Etf | 269,500 | +179% | $132.5M |
| iShares Inc Core Msci Emkt | 1.72M | +1359% | $130.0M |
| Vanguard Index Fds Mrngstr Grwt Etf | 3.59M | +64.3% | $126.6M |
| Vanguard Index Fds Mrngstr Val Etf | 1.28M | +56.9% | $100.2M |
| Vanguard Scottsdale Fds Inter Term Treas | 1.55M | +9288% | $87.1M |
| Spdr Series Trust St Str P500ETF | 1.46M | +177% | $83.7M |
| Vanguard Tax-Managed Fds | 2.04M | +113% | $76.5M |
| Vanguard Mun Bd Fds Tax Exempt Bd | 3.52M | +69.6% | $68.3M |
| Vanguard Malvern Fds Strm Infproidx | 1.39M | +1480% | $64.3M |
Trimmed (987)
| iShares Tr Core Msci Total | 4.00M | -36.4% | -$217.7M |
| Spdr Index Shs Fds St Str Msci Glb | 788,297 | -64.4% | -$123.3M |
| iShares Tr Msci Acwi Etf | 374,641 | -67.3% | -$122.6M |
| WM Waste Management, Inc. | 44,052 | -81.1% | -$38.6M |
| GLD SPDR Gold Shares · Gold Shs | 385,191 | -15.6% | -$27.1M |
| HON Honeywell International Inc. | 27,202 | -76.3% | -$18.5M |
| MRK Merck & Company, Inc. | 182,120 | -37.7% | -$16.0M |
| HUBB Hubbell Inc | 2,771 | -91.1% | -$12.9M |
| Vanguard Scottsdale Fds Vng RUS1000GRW | 3.33M | -2.8% | -$12.4M |
| AJG Arthur J. Gallagher & Co. | 98,811 | -34.0% | -$11.6M |
Exited (505)
| Exxon Mobil Corp | 731,436 | Exited | -$100.0M |
| Dimensional ETF Trust Us High Prof Etf | 824,569 | Exited | -$34.4M |
| Dimensional ETF Trust Us Small Cap Etf | 714,818 | Exited | -$27.7M |
| Dimensional ETF Trust Us Real Esta Etf | 757,577 | Exited | -$19.8M |
| Oneok Inc | 213,266 | Exited | -$18.5M |
| RDNT RadNet, Inc. | 115,120 | Exited | -$7.1M |
| Teva Pharmaceutical Industries Ltd ADR | 190,940 | Exited | -$6.5M |
| CACC Credit Acceptance Corporation | 8,994 | Exited | -$5.7M |
| ZWS Zurn Elkay Water Solutions Corporation | 87,106 | Exited | -$4.4M |
| AXS Axis Capital Holdings Limited | 30,646 | Exited | -$3.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 1,778 | $21.1B | Current | SEC ↗ |
| Q2 2026 | Jul 17, 2026 | 13F-HR | 2,163 | $20.1B | Current | SEC ↗ |
| Q1 2026 | Apr 30, 2026 | 13F-HR | 1,921 | $17.9B | Current | SEC ↗ |
| Q4 2025 | Feb 3, 2026 | 13F-HR | 1,928 | $17.9B | Current | SEC ↗ |
| Q3 2025 | Oct 29, 2025 | 13F-HR | 1,742 | $16.5B | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR/A (new holdings) | 1 | $18.2M | Current | SEC ↗ |
| Q2 2025 | Jul 25, 2025 | 13F-HR | 1,588 | $14.6B | Current | SEC ↗ |
| Q1 2025 | Aug 8, 2025 | 13F-HR/A (new holdings) | 1 | $20.0M | Current | SEC ↗ |
| Q1 2025 | Apr 23, 2025 | 13F-HR | 1,369 | $13.0B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer