Sequoia Financial Advisors, LLC
Q2 2026 13F filing
Updated 55 days ago2,163 disclosed positions worth $20.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $1.4B | 3.83M | 7.07% | Added(+1.1%) |
| 2 | ? N/A EA SERIES TRUST | $1.1B | 31.47M | 5.50% | Trimmed(-1.1%) |
| 3 | E ETHA ISHARES TR | $601M | 6.30M | 2.99% | Added(+4.1%) |
| 4 | A AAPL APPLE INC | $572.5M | 1.98M | 2.85% | Added(+27765.4%) |
| 5 | N NVDA NVIDIA CORPORATION | $567.5M | 2.84M | 2.83% | Added(+20603.0%) |
| 6 | V VGES VANGUARD SCOTTSDALE FDS | $438M | 3.43M | 2.18% | Trimmed(-1.6%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $393.2M | 7.61M | 1.96% | Added(+3.1%) |
| 8 | ? N/A ETF SER SOLUTIONS | $356M | 5.94M | 1.77% | Added(+0.3%) |
| 9 | M MSFT MICROSOFT CORP | $338M | 906.2K | 1.68% | Added(+12846.0%) |
| 10 | ? N/A PIMCO ETF TR | $328.9M | 12.40M | 1.64% | Added(+12.8%) |
| 11 | ? N/A J P MORGAN EXCHANGE TRADED F | $328.4M | 7.13M | 1.64% | Added(+11.7%) |
| 12 | E ETHA BLACKROCK ETF TRUST II | $321M | 6.13M | 1.60% | Added(+12.7%) |
| 13 | ? N/A VANGUARD SCOTTSDALE FDS | $290.2M | 3.67M | 1.45% | Trimmed(-0.1%) |
| 14 | V VGES VANGUARD BD INDEX FDS | $282.9M | 3.63M | 1.41% | Added(+7.5%) |
| 15 | G GOOGN ALPHABET INC | $269M | 761.3K | 1.34% | Added(+1.1%) |
| 16 | A AMZN AMAZON COM INC | $260.6M | 1.09M | 1.30% | Added(+121381.4%) |
| 17 | A AVGO BROADCOM INC | $251.5M | 665.9K | 1.25% | Added(+28851.5%) |
| 18 | E ETHA ISHARES TR | $229.1M | 2.13M | 1.14% | Added(+7.7%) |
| 19 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $215.5M | 4.40M | 1.07% | Added(+3.8%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $215.4M | 5.30M | 1.07% | Trimmed(-0.9%) |
| 21 | C CAT CATERPILLAR INC | $200.5M | 188.3K | 1.00% | Added(+5.3%) |
| 22 | ? N/A SPDR INDEX SHS FDS | $189.7M | 2.21M | 0.95% | Added(+10.4%) |
| 23 | V VGES VANGUARD INDEX FDS | $188.4M | 2.19M | 0.94% | Added(+533.1%) |
| 24 | L LLY ELI LILLY & CO | $185.4M | 154.5K | 0.92% | Added(+7.8%) |
| 25 | ? N/A ISHARES TR | $180M | 1.15M | 0.90% | Trimmed(-4.3%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $179.6M | 5.26M | 0.89% | Trimmed(-0.4%) |
| 27 | V VGES VANGUARD INDEX FDS | $177.7M | 815.4K | 0.89% | Added(+4.4%) |
| 28 | G GOOGN ALPHABET INC | $168.9M | 472.5K | 0.84% | Trimmed(-0.2%) |
| 29 | G GLD SPDR GOLD TR | $168.1M | 456.2K | 0.84% | Added(+151983.0%) |
| 30 | G GS-PD GOLDMAN SACHS GROUP INC | $155.3M | 153.5K | 0.77% | Added(+153422.0%) |
| 31 | M META META PLATFORMS INC | $154.9M | 275.0K | 0.77% | Added(+4.2%) |
| 32 | ? N/A AMERICAN CENTY ETF TR | $132.7M | 1.06M | 0.66% | Trimmed(-2.1%) |
| 33 | J JPM-PM JPMORGAN CHASE & CO | $127.9M | 390.9K | 0.64% | Added(+38988.1%) |
| 34 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $123.7M | 247.2K | 0.62% | Trimmed(-2.1%) |
| 35 | S SPY STATE STR SPDR S&P 500 ETF T | $119.8M | 160.4K | 0.60% | Added(+325.4%) |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $116.6M | 2.83M | 0.58% | Added(+4.1%) |
| 37 | R RTX RTX CORPORATION | $114.2M | 601.9K | 0.57% | Trimmed(-3.6%) |
| 38 | ? N/A PACER FDS TR | $110.8M | 1.78M | 0.55% | Trimmed(-2.4%) |
| 39 | E ETHA ISHARES TR | $108.8M | 733.7K | 0.54% | Added(+4.0%) |
| 40 | ? N/A VANGUARD MUN BD FDS | $104.9M | 2.07M | 0.52% | Added(+12.3%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $104M | 1.27M | 0.52% | Trimmed(-2.1%) |
| 42 | X XOM EXXON MOBIL CORP | $100M | 731.4K | 0.50% | Added(+3670.3%) |
| 43 | P PWR QUANTA SVCS INC | $97.8M | 135.9K | 0.49% | Added(+5.5%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $97.3M | 1.39M | 0.48% | Added(+1.3%) |
| 45 | W WMT WALMART INC | $96M | 847.5K | 0.48% | Added(+4.2%) |
| 46 | V V VISA INC | $95.2M | 277.5K | 0.47% | Added(+4.4%) |
| 47 | C COST COSTCO WHOLESALE CORPORATION | $88.7M | 94.8K | 0.44% | Trimmed(-2.5%) |
| 48 | B BX VANGUARD SPECIALIZED FUNDS | $87.9M | 371.4K | 0.44% | Added(+2.8%) |
| 49 | ? N/A VANGUARD WORLD FD | $86.9M | 531.7K | 0.43% | Trimmed(-2.8%) |
| 50 | H HD HOME DEPOT INC | $81M | 229.7K | 0.40% | Added(+4.9%) |