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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001599900

Sequoia Financial Advisors, LLC

Akron, OH · File #028-15819

Latest AUM
$17.93B
Positions
1,928
Top-10 Concentration
49.4%
Filings
16

Sector Allocation

Technology
12.5%$2.24B
Financials
5.3%$956.0M
Industrials
3.7%$658.6M
Healthcare
3.0%$543.6M
Energy
1.2%$209.8M
Consumer Staples
1.0%$187.1M
Materials
0.7%$134.3M
Utilities
0.3%$55.2M
Real Estate
0.2%$37.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS9229087693,715,482$1.25B11.05%
2EA SERIES TRUST02072L27631,787,963$1.00B8.91%
3APPLE INCAAPL1,994,220$542.1M4.81%
4ISHARES TR46432F8345,815,625$492.2M4.37%
5NVIDIA CORPORATIONNVDA2,627,032$489.9M4.35%
6VANGUARD SCOTTSDALE FDS92206C6803,545,177$431.6M3.83%
7MICROSOFT CORPMSFT852,389$412.2M3.66%
8ETF SER SOLUTIONS26922A3215,752,460$338.8M3.01%
9DIMENSIONAL ETF TRUST25434V1047,125,424$333.5M2.96%
10VANGUARD SCOTTSDALE FDS92206C4093,449,814$275.1M2.44%
11J P MORGAN EXCHANGE TRADED F46641Q1595,592,163$258.9M2.30%
12AMAZON COM INCAMZN1,118,435$258.2M2.29%
13PIMCO ETF TR72201R5859,459,806$252.4M2.24%
14BLACKROCK ETF TRUST IIBLK4,686,138$247.3M2.19%
15VANGUARD BD INDEX FDS9219378272,928,028$230.8M2.05%
16BROADCOM INCAVGO633,547$219.3M1.95%
17ALPHABET INCGOOG637,767$200.1M1.78%
18ISHARES TR4642884141,766,391$189.2M1.68%
19SPDR GOLD TRGLD473,242$187.6M1.66%
20T ROWE PRICE ETF INC87283Q4044,141,709$186.3M1.65%