Sequoia Financial Advisors, LLC
Registered adviserFiling Date
Global Rank
#359
/ 8,823
▼ 22
Top Industry
Semiconductors
12.5%
Period ended 4 months ago
Filed Jul 17, 2026 · 4mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Nov 1, 2026
Regulatory AUM
$32,243,580,060
Main clients
Individuals and high net worth
(93% of AUM)
Private funds
17 funds
· Mixed
Focus by fund count, roster of Nov 1, 2026
$1,637,985,248 gross assets
Private funds on Schedule D 7.B.(1)
As filed Aug 22, 2024; SEC's bulk Form ADV archive ends with 2024 filings.
$1,479,892,089 gross assets in 17 funds
Hedge funds
$937,664,820
(6)
Other private funds
$386,204,617
(6)
Private equity funds
$115,750,381
(2)
Real estate funds
$40,272,271
(3)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $32,243,580,060 | Individuals and high net worth (93%) |
| Dec 2025 to Mar 2026 | $23,033,619,111 | Individuals and high net worth (91%) |
| Apr 2025 to Sep 2025 | $23,033,619,111 | Individuals and high net worth (91%) |
| Mar 2025 | $23,033,619,111 | Individuals and high net worth (91%) |
| Sep 2024 to Feb 2025 | $19,964,189,243 | Individuals and high net worth (90%) |
| Apr 2024 to Aug 2024 | $17,865,170,338 | Individuals and high net worth (91%) |
9 earlier changes not shown.
Stated strategy
Fundamental active, Quantitative / systematic, Fixed income / rates, Multi-asset, Long/short hedge, Private markets, Wealth management / planning
Form ADV Part 2A, Jun 12, 2026
· original
In the firm's words
- Fundamental active:
We generally review the Forms ADV, prospectus, or similar documents combined with industry specific fundamental analysis and other analysis if deemed appropriate.
- Quantitative / systematic:
This process involves three steps, including initial screening, quantitative analysis, and qualitative analysis that are utilized to distinguish the most attractive investments within an asset class and investment style.
- Fixed income / rates:
Overall equity market valuations and economic fundamentals drive the Investment Committee's allocation decisions when determining the amount of each asset allocation strategy’s exposure to equity, fixed income, alternative assets and cash for each risk profile/investment objective.
- Multi-asset:
Our goal is to allocate the client’s portfolio with the appropriate asset mix to optimize portfolio return based on the client’s investment objective and risk tolerance.
- Long/short hedge:
Investment strategies used to implement any investment advice given to clients includes long term purchases (securities held at least a year), short term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions and option writing including covered options and uncovered options or spreading strategies.
- Private markets:
These investments may include direct investments in private equity, private credit, realestate, and other non-traditional assets.
- Wealth management / planning:
SFA provides research, conducts due diligence and provides a listing of recommended money managers, mutual funds, ETFs, ETNs, individual stocks, and alternative assets to our advisors.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 47.3%, 29.8 effective positions, active share 51.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
11.9% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 19.3 quarters (12+), a floor since 50.5% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 51.2%; sector active share 43.7% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
2,121 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.4%
+0.3 pts
Top 5
35.6%
+0.0 pts
Top 10
47.2%
+0.3 pts
HHI
334
Diversified+6
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 56.6% | $11,360,678,755 |
| Technology | 13.3% | $2,676,618,776 |
| Financial Services | 7.0% | $1,410,181,102 |
| Industrials | 6.4% | $1,287,651,350 |
| Communication Services | 3.7% | $732,972,247 |
| Consumer Cyclical | 3.5% | $710,880,429 |
| Healthcare | 3.5% | $708,903,020 |
| Consumer Defensive | 1.9% | $380,796,428 |
| Energy | 1.7% | $336,739,967 |
| Basic Materials | 0.9% | $178,847,095 |
| Utilities | 0.8% | $165,576,835 |
| Real Estate | 0.6% | $115,774,414 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +1,841,664 | 2,187,134 | $188,399,722 | |
| PYLD | +1,406,458 | 12,401,335 | $328,883,404 | ||
| JPIE | JPMorgan Income ETF | +747,797 | 7,131,321 | $328,397,332 | |
| BINC | +690,001 | 6,133,736 | $321,039,742 | ||
| DCH | Dauch Corp | +277,736 | 2,525,763 | $13,689,635 | |
| LPL | LG Display Co., Ltd. | +267,189 | 504,582 | $1,962,823 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +252,678 | 3,631,159 | $282,903,597 | |
| IXUS | iShares Core MSCI Total International Stock ETF | +247,729 | 6,296,845 | $600,970,886 | |
| DFAU | Dimensional US Core Equity Market ETF | +227,760 | 7,607,402 | $393,226,609 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +226,758 | 2,073,127 | $104,858,763 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | +219,462 | 738,944 | $74,389,492 | |
| SPGM | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF | +209,359 | 2,214,046 | $189,677,320 | |
| TDVG | T. Rowe Price Dividend Growth ETF | +161,288 | 4,396,076 | $215,539,606 | |
| NVDA | Nvidia Corp | +156,381 | 2,836,315 | $567,518,268 | |
| MUB | iShares National Muni Bond ETF | +151,637 | 2,128,656 | $229,085,958 | |
| — | +131,296 | 174,432 | $15,984,948 | ||
| DFAI | Dimensional International Core Equity Market ETF | +112,388 | 2,827,567 | $116,637,138 | |
| CYPH | Cypherpunk Technologies Inc. | +104,500 | 152,500 | $93,330 | |
| IWF | iShares Russell 1000 Growth ETF | +94,275 | 123,391 | $15,321,460 | |
| NLY | Annaly Capital Management Inc | +92,812 | 301,362 | $6,738,454 | |
| BAC | Bank Of America Corp | +78,282 | 1,064,968 | $60,681,876 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | +78,175 | 152,622 | $25,071,215 | |
| ROK | Rockwell Automation, Inc | +78,032 | 91,971 | $45,533,002 | |
| MPT | Medical Properties Trust Inc | +75,996 | 133,866 | $618,460 | |
| GNSS | Genasys Inc. | +74,547 | 552,430 | $939,131 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WYNN | Wynn Resorts Ltd | −805,353 | 10,345 | $1,004,396 | |
| DD | DuPont de Nemours, Inc. | −596,920 | 332,292 | $45,072,086 | |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | −405,637 | 525,021 | $10,694,677 | |
| BSCW | −393,206 | 512,884 | $10,519,250 | ||
| SFGV | Sequoia Global Value ETF | −359,363 | 31,470,764 | $1,104,340,579 | |
| IBHF | iShares iBonds 2026 Term High Yield and Income ETF | −178,118 | 159,854 | $3,620,693 | |
| CRM | Salesforce, Inc. | −167,288 | 191,112 | $29,939,605 | |
| INTF | iShares International Equity Factor ETF | −142,322 | 371,000 | $15,196,160 | |
| ACN | Accenture plc | −106,176 | 57,667 | $7,176,081 | |
| NMR | Nomura Holdings Inc | −97,951 | 68,922 | $605,135 | |
| F | Ford Motor Co | −96,614 | 275,710 | $3,832,369 | |
| TSCO | Tractor Supply Co | −88,637 | 60,981 | $1,927,609 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | −82,384 | 628,175 | $28,707,597 | |
| GRAB | Grab Holdings Ltd | −81,752 | 69,958 | $263,741 | |
| XYL | Xylem Inc. | −81,439 | 283,835 | $33,552,135 | |
| VNT | Vontier Corp | −80,685 | 31,410 | $910,890 | |
| SPHQ | Invesco S&P 500 Quality ETF | −80,524 | 468,394 | $42,202,299 | |
| PANW | Palo Alto Networks Inc | −80,361 | 108,160 | $36,884,723 | |
| ICOW | Pacer Developed Markets International Cash Cows 100 ETF | −77,882 | 1,431,215 | $59,581,480 | |
| VICI | Vici Properties Inc. | −77,166 | 111,945 | $2,972,139 | |
| IDVO | Amplify CWP International Enhanced Dividend Income ETF | −72,899 | 422,510 | $17,745,420 | |
| SHW | Sherwin Williams Co | −70,344 | 68,554 | $23,604,513 | |
| GOSS | Gossamer Bio, Inc. | −68,619 | 21,951 | $3,621 | |
| JMUB | JPMorgan Municipal ETF | −64,663 | 144,042 | $7,296,447 | |
| FALN | iShares Fallen Angels USD Bond ETF | −62,012 | 22,840 | $622,161 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 109,349 | $24,174,876 | |
| STUB | StubHub Holdings, Inc. | 617,968 | $7,953,248 | |
| BFLX | Cann American Corp. | 140,557 | $3,601,070 | |
| SPCX | Space Exploration Technologies Corp | 15,954 | $2,725,900 | |
| CNK | Cinemark Holdings, Inc. | 78,056 | $2,476,716 | |
| FRMI | Fermi Inc. | 201,456 | $1,845,336 | |
| FBIN | Fortune Brands Innovations, Inc. | 22,958 | $1,260,394 | |
| COHU | Cohu Inc | 16,567 | $1,224,466 | |
| VECO | Veeco Instruments Inc | 14,568 | $1,104,254 | |
| MTBA | Simplify MBS ETF | 22,391 | $1,098,726 | |
| FDXF | FedEx Freight Holding Company, Inc. | 6,891 | $1,040,541 | |
| SECU | 19,285 | $961,550 | ||
| HIW | Highwoods Properties, Inc. | 29,055 | $876,298 | |
| RHI | Robert Half Inc. | 25,400 | $779,780 | |
| EVT | Eaton Vance Tax-Advantaged Dividend Income Fund | 25,816 | $714,586 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | 6,418 | $656,561 | |
| SCHJ | Schwab 1-5 Year Corporate Bond ETF | 26,246 | $647,226 | |
| CORT | Corcept Therapeutics Inc | 7,423 | $645,429 | |
| CVIE | Calvert International Responsible Index ETF | 7,581 | $644,483 | |
| BY | Byline Bancorp, Inc. | 16,654 | $627,189 | |
| RVMD | Revolution Medicines, Inc. | 3,342 | $625,889 | |
| GDV | Gabelli Dividend & Income Trust | 21,000 | $617,400 | |
| OGC | OceanaGold Corp | 24,251 | $608,215 | |
| RUN | Sunrun Inc. | 44,374 | $593,724 | |
| GABC | German American Bancorp, Inc. | 12,491 | $592,822 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IUSB | iShares Core Universal USD Bond ETF | 70,333 | $3,248,681 | |
| — | 24,029 | $1,816,359 | ||
| — | 44,487 | $1,563,264 | ||
| SAM | Boston Beer Co Inc | 4,120 | $949,248 | |
| — | 12,569 | $816,245 | ||
| EUSB | iShares ESG Advanced Universal USD Bond ETF | 17,462 | $759,597 | |
| VAW | VANGUARD MATERIALS INDEX FUND | 3,053 | $687,963 | |
| — | 24,820 | $662,446 | ||
| NXST | Nexstar Media Group, Inc. | 3,360 | $607,588 | |
| FER | Ferrovial N.V. | 8,599 | $559,364 | |
| ONDS | Ondas Inc. | 56,162 | $507,704 | |
| PHI | PLDT Inc. | 23,983 | $504,602 | |
| HYGW | iShares High Yield Corporate Bond BuyWrite Strategy ETF | 15,749 | $464,548 | |
| VIOO | VANGUARD S&P SMALL-CAP 600 INDEX FUND | 3,917 | $449,789 | |
| LI | Li Auto Inc. | 24,610 | $438,796 | |
| CALM | Cal-Maine Foods Inc | 5,540 | $438,491 | |
| IDCC | InterDigital, Inc. | 1,400 | $422,800 | |
| ATR | Aptargroup, Inc. | 3,317 | $418,008 | |
| ASO | Academy Sports & Outdoors, Inc. | 6,852 | $386,795 | |
| KNSL | Kinsale Capital Group, Inc. | 1,128 | $385,392 | |
| PULS | PGIM Ultra Short Bond ETF | 7,502 | $371,349 | |
| AFG | American Financial Group Inc | 2,854 | $364,484 | |
| ZG | Zillow Group, Inc. | 8,785 | $363,611 | |
| BOXX | Alpha Architect 1-3 Month Box ETF | 2,980 | $346,544 | |
| FLTR | VanEck IG Floating Rate ETF | 13,362 | $340,463 | |
| No positions match the current search. | ||||
2,121 tracked positions ·
$20,065,620,418 total
· filing declares
2,163 positions · $20,066,393,200
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 2,121 positions by value
· page 1 of 43
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 3,831,169 | $1,417,685,776 | 7.07% | |
| SFGV |
Sequoia Global Value ETF
|
Reduced | 31,470,764 | $1,104,340,579 | 5.50% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
Added | 6,296,845 | $600,970,886 | 3.00% | |
| AAPL |
Apple Inc.
PUT
CALL
+ SHARES
Technology
|
Added | 1,986,145 | $574,710,917 | 2.86% | |
| NVDA |
Nvidia Corp
PUT
CALL
+ SHARES
Technology
|
Added | 2,850,515 | $570,359,546 | 2.84% | |
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
Reduced | 3,426,943 | $437,997,584 | 2.18% | |
| DFAU |
Dimensional US Core Equity Market ETF
|
Added | 7,607,402 | $393,226,609 | 1.96% | |
|
|
Added | 5,942,710 | $355,968,329 | 1.77% | ||
| MSFT |
Microsoft Corp
PUT
CALL
+ SHARES
Technology
|
Added | 913,319 | $340,686,253 | 1.70% | |
| PYLD |
|
Added | 12,401,335 | $328,883,404 | 1.64% | |
| JPIE |
JPMorgan Income ETF
|
Added | 7,131,321 | $328,397,332 | 1.64% | |
| BINC |
|
Added | 6,133,736 | $321,039,742 | 1.60% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Reduced | 3,671,995 | $290,197,764 | 1.45% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 3,631,159 | $282,903,597 | 1.41% | |
| GOOG |
Alphabet Inc.
PUT
+ SHARES
Communication Services
|
Added | 761,620 | $269,103,194 | 1.34% | |
| AMZN |
Amazon Com Inc
CALL
+ SHARES
Consumer Cyclical
|
Reduced | 1,093,833 | $260,704,157 | 1.30% | |
| AVGO |
Broadcom Inc.
PUT
+ SHARES
Technology
|
Added | 668,184 | $252,406,506 | 1.26% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 2,128,656 | $229,085,958 | 1.14% | |
| TDVG |
T. Rowe Price Dividend Growth ETF
|
Added | 4,396,076 | $215,539,606 | 1.07% | |
| DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
|
Reduced | 5,299,151 | $215,357,496 | 1.07% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 188,272 | $200,490,852 | 1.00% | |
| SPGM |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
|
Added | 2,214,046 | $189,677,320 | 0.95% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 2,187,134 | $188,399,722 | 0.94% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 154,543 | $185,363,525 | 0.92% | |
| ACWI |
iShares MSCI ACWI ETF
|
Reduced | 1,146,645 | $179,988,865 | 0.90% | |
| DIHP |
Dimensional International High Profitability ETF
|
Reduced | 5,261,652 | $179,553,874 | 0.89% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 815,425 | $177,705,570 | 0.89% | |
| GOOGL |
Alphabet Inc.
PUT
+ SHARES
Communication Services
|
Reduced | 472,795 | $168,962,749 | 0.84% | |
| GLD |
Spdr Gold Trust
|
Reduced | 456,249 | $168,073,006 | 0.84% | |
| GS |
Goldman Sachs Group Inc
CALL
+ SHARES
Financial Services
|
Added | 153,622 | $155,368,682 | 0.77% | |
| META |
Meta Platforms, Inc.
PUT
+ SHARES
Communication Services
|
Added | 275,117 | $154,970,654 | 0.77% | |
| SPY |
Spdr S&P 500 ETF Trust
CALL
+ SHARES
|
Reduced | 190,862 | $142,530,015 | 0.71% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Reduced | 1,063,743 | $132,712,576 | 0.66% | |
| JPM |
Jpmorgan Chase & Co
PUT
+ SHARES
Financial Services
|
Added | 391,881 | $128,274,407 | 0.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 247,243 | $123,717,924 | 0.62% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
Added | 2,827,567 | $116,637,138 | 0.58% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 601,888 | $114,196,210 | 0.57% | |
| COWZ |
Pacer US Cash Cows 100 ETF
|
Reduced | 1,781,365 | $110,800,903 | 0.55% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 733,683 | $108,812,525 | 0.54% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 2,073,127 | $104,858,763 | 0.52% | |
| DFUS |
Dimensional U.S. Equity Market ETF
|
Reduced | 1,269,391 | $104,013,898 | 0.52% | |
| XOM |
ExxonMobil Holdings Corp
PUT
+ SHARES
Energy
|
Added | 751,336 | $102,722,657 | 0.51% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 135,883 | $97,841,195 | 0.49% | |
| DFAT |
Dimensional U.S. Targeted Value ETF
|
Added | 1,391,428 | $97,260,817 | 0.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 847,495 | $95,987,283 | 0.48% | |
| V |
Visa Inc.
Financial Services
|
Added | 277,453 | $95,191,349 | 0.47% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 94,833 | $88,713,426 | 0.44% | |
| VIG |
Vanguard Specialized Funds
|
Added | 371,405 | $87,881,851 | 0.44% | |
| MGV |
VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND
|
Reduced | 531,727 | $86,910,778 | 0.43% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 229,708 | $81,013,417 | 0.40% |
Showing the top 50 of 2,121 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.