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
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,928 pos · $17.93B
- 13F HOLDINGS REPORTQ/E Sep 20251,742 pos · $16.46B
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20251 pos · $20.0M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20251 pos · $18.2M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20251,347 pos · $10.39B
- 13F HOLDINGS REPORTQ/E Jun 20251,588 pos · $14.61B
- 13F HOLDINGS REPORTQ/E Mar 20251,369 pos · $12.96B
- 13F HOLDINGS REPORTQ/E Dec 20241,347 pos · $10.35B
- 13F HOLDINGS REPORTQ/E Sep 20241,289 pos · $9.32B
- 13F HOLDINGS REPORTQ/E Jun 20241,221 pos · $8.30B
- 13F HOLDINGS REPORTQ/E Mar 20241,164 pos · $8.04B
- 13F HOLDINGS REPORTQ/E Dec 2023965 pos · $5.70B
- 13F HOLDINGS REPORTQ/E Sep 2023968 pos · $5.83B
- 13F HOLDINGS REPORTQ/E Jun 2023840 pos · $4.50B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2023807 pos · $4.07B
- 13F HOLDINGS REPORTQ/E Mar 2023812 pos · $4.43B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 3,715,482 | $1.25B | 11.05% |
| 2 | EA SERIES TRUST | 02072L276 | 31,787,963 | $1.00B | 8.91% |
| 3 | APPLE INC | AAPL | 1,994,220 | $542.1M | 4.81% |
| 4 | ISHARES TR | 46432F834 | 5,815,625 | $492.2M | 4.37% |
| 5 | NVIDIA CORPORATION | NVDA | 2,627,032 | $489.9M | 4.35% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C680 | 3,545,177 | $431.6M | 3.83% |
| 7 | MICROSOFT CORP | MSFT | 852,389 | $412.2M | 3.66% |
| 8 | ETF SER SOLUTIONS | 26922A321 | 5,752,460 | $338.8M | 3.01% |
| 9 | DIMENSIONAL ETF TRUST | 25434V104 | 7,125,424 | $333.5M | 2.96% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C409 | 3,449,814 | $275.1M | 2.44% |
| 11 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 5,592,163 | $258.9M | 2.30% |
| 12 | AMAZON COM INC | AMZN | 1,118,435 | $258.2M | 2.29% |
| 13 | PIMCO ETF TR | 72201R585 | 9,459,806 | $252.4M | 2.24% |
| 14 | BLACKROCK ETF TRUST II | BLK | 4,686,138 | $247.3M | 2.19% |
| 15 | VANGUARD BD INDEX FDS | 921937827 | 2,928,028 | $230.8M | 2.05% |
| 16 | BROADCOM INC | AVGO | 633,547 | $219.3M | 1.95% |
| 17 | ALPHABET INC | GOOG | 637,767 | $200.1M | 1.78% |
| 18 | ISHARES TR | 464288414 | 1,766,391 | $189.2M | 1.68% |
| 19 | SPDR GOLD TR | GLD | 473,242 | $187.6M | 1.66% |
| 20 | T ROWE PRICE ETF INC | 87283Q404 | 4,141,709 | $186.3M | 1.65% |