Sequoia Financial Advisors, LLC

CIK

1599900

Location

Akron, OH

Portfolio Value

Mid $8,829,753,752

Diversification

Diversified

Filing Date

Global Rank

#520 / 8,701 ▼ 183

Top Industry

Semiconductors 13.0%

Period ended 3 months ago

Filed Jul 17, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

1,634 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.5%

−2.9 pts

Top 5

22.6%

−13.2 pts

Top 10

32.6%

−14.7 pts

HHI

168

Diversified−163

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.2%	$2,670,925,810	246
Financial Services	15.6%	$1,376,707,556	314
Industrials	14.6%	$1,285,343,022	223
Consumer Cyclical	8.1%	$710,865,980	164
Healthcare	8.0%	$708,902,978	167
Communication Services	5.2%	$459,378,992	64
Unclassified	5.1%	$450,305,813	20
Consumer Defensive	4.3%	$380,289,121	74
Energy	3.8%	$336,533,303	90
Basic Materials	2.0%	$178,847,095	95
Utilities	1.8%	$155,615,691	62
Real Estate	1.3%	$116,038,391	115

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCH	Dauch Corp	+277,736	2,525,763	$13,689,635
LPL	LG Display Co., Ltd.	+267,189	504,582	$1,962,823
NVDA	Nvidia Corp	+150,881	2,850,515	$570,359,546
CYPH	Cypherpunk Technologies Inc.	+104,500	152,500	$93,330
NLY	Annaly Capital Management Inc	+92,812	301,362	$6,738,454
BAC	Bank Of America Corp /De/	+78,282	1,064,968	$60,681,876
ROK	Rockwell Automation, Inc	+78,032	91,971	$45,533,002
UWMC	UWM Holdings Corp	+76,160	107,312	$245,744
MPT	Medical Properties Trust Inc	+75,996	133,866	$618,460
GNSS	Genasys Inc.	+74,547	552,430	$939,131
MSFT	Microsoft Corp	+73,226	913,319	$340,686,253
DNP	Dnp Select Income Fund Inc	+73,007	86,734	$935,859
HBAN	Huntington Bancshares Inc /Md/	+72,920	638,779	$11,325,551
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+72,822	91,338	$527,933
KEP	Korea Electric Power Corp	+69,166	136,803	$1,655,316
SUNB	Sunbelt Rentals Holdings, Inc.	+57,836	68,618	$5,133,312
DXC	DXC Technology Co	+56,508	89,521	$792,260
FNB	Fnb Corp/Pa/	+52,508	115,720	$2,207,937
GTM	ZoomInfo Technologies Inc.	+51,787	77,636	$227,473
FMC	Fmc Corp	+51,768	65,414	$752,261
TME	Tencent Music Entertainment Group	+50,124	71,852	$599,964
KLAC	Kla Corp	+49,057	54,263	$16,371,689
PCG	PG&E Corp	+43,684	148,258	$2,493,699
CTSH	Cognizant Technology Solutions Corp	+40,379	98,919	$3,831,132
TKC	Turkcell Iletisim Hizmetleri A S	+40,253	157,343	$925,176
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WYNN	Wynn Resorts Ltd	−805,353	10,345	$1,004,396
GOOGL	Alphabet Inc.	−754,049	472,795	$168,962,749
DD	DuPont de Nemours, Inc.	−596,920	332,292	$45,072,086
LBTYA	Liberty Global Ltd.	−297,647	16,423	$186,729
STT	State Street Corp	−229,458	20,639	$3,500,374
CRM	Salesforce, Inc.	−166,288	192,112	$30,096,265
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 /De/	−88,637	60,981	$1,927,609
IVZ	Invesco Ltd.	−87,630	58,792	$1,551,520
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
PANW	Palo Alto Networks Inc	−80,361	108,160	$36,884,723
VICI	Vici Properties Inc.	−77,166	111,945	$2,972,139
GOSS	Gossamer Bio, Inc.	−71,619	21,951	$3,621
SHW	Sherwin Williams Co	−70,344	68,554	$23,604,513
STLA	Stellantis N.V.	−59,207	38,737	$222,350
CMCSA	Comcast Corp	−58,722	539,097	$13,234,831
RYN	Rayonier Inc	−51,781	42,450	$903,336
MUFG	Mitsubishi Ufj Financial Group Inc	−51,670	80,661	$1,604,347
QXO	QXO, Inc.	−51,427	31,497	$544,268
FBLA	FB Bancorp, Inc. /MD/	−49,866	20,244	$304,874
AEG	Aegon Ltd.	−48,997	72,711	$613,680
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	109,349	$24,144,259
STUB	StubHub Holdings, Inc.	617,968	$7,953,248
BFLX	Cann American Corp.	140,557	$3,600,803
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
FDXF	FedEx Freight Holding Company, Inc.	6,891	$1,040,541
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
CORT	Corcept Therapeutics Inc	7,423	$645,429
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
FMBH	First Mid Bancshares, Inc.	12,320	$592,468
IRDM	Iridium Communications Inc.	10,660	$584,701
CHE	Chemed Corp	1,209	$563,079
CVLT	Commvault Systems Inc	3,792	$537,440
THFF	First Financial Corp /In/	6,755	$523,107
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	17,000,743	$1,635,414,163
VB	Vanguard Morningstar Small-Cap ETF	5,222,921	$1,487,501,410
DCOR	Dimensional US Core Equity 1 ETF	31,945,343	$1,326,902,400
AAAA	Amplius Aggressive Asset Allocation ETF	31,833,107	$1,045,011,312
BNDW	Vanguard Total World Bond ETF	8,102,513	$746,257,299
—		5,936,914	$343,510,181
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	7,131,927	$332,687,580
BILZ	PIMCO Ultra Short Government Active ETF	11,081,073	$296,538,622
BCLO	iShares BBB-B CLO Active ETF	5,478,380	$284,488,981
BIV	Vanguard Intermediate-Term Bond ETF	3,494,553	$273,466,151
ACSG	American Century Small Cap Growth Insights ETF	2,900,963	$243,600,121
CWI	State Street SPDR MSCI ACWI ex-US ETF	2,483,206	$172,383,761
FNDA	Schwab Fundamental U.S. Small Company ETF	5,378,608	$159,608,515
AAAP	Pacer Barings CLO Market Flex ETF	1,829,783	$114,524,627
EDV	Vanguard World Funds Extended Duration ETF	663,006	$94,109,241
VCRM	Vanguard Core Tax-Exempt Bond ETF	1,854,437	$92,721,659
VIG	Vanguard Dividend Appreciation ETF	474,095	$87,728,207
VEA	Vanguard FTSE Developed Markets ETF	956,431	$61,288,098
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	689,014	$55,823,218
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	527,336	$52,667,396
AIEQ	Amplify AI Powered Equity ETF	1,223,368	$52,434,901
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	2,451,967	$51,388,064
ABI	VictoryShares Pioneer Asset-Based Income ETF	410,478	$45,265,946
VEU	Vanguard FTSE All-World Ex-US ETF	542,657	$43,480,199
CVY	Invesco Zacks Multi-Asset Income ETF	573,420	$42,534,547
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,634 tracked positions · $8,829,753,752 total · 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 1,634 positions by value · page 1 of 33

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. PUT CALL + SHARES Technology	Added	1,986,145	+38,155	$574,710,917	+16.2%	6.51%
NVDA	Nvidia Corp PUT CALL + SHARES Technology	Added	2,850,515	+150,881	$570,359,546	+21.1%	6.46%
MSFT	Microsoft Corp PUT CALL + SHARES Technology	Added	913,319	+73,226	$340,686,253	+9.6%	3.86%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Reduced	1,093,833	-25,790	$260,704,157	+11.8%	2.95%
AVGO	Broadcom Inc. PUT + SHARES Technology	Added	668,184	+25,424	$252,406,506	+26.9%	2.86%
CAT	Caterpillar Inc Industrials	Added	188,272	+9,512	$200,490,852	+58.3%	2.27%
LLY	ELI LILLY & Co Healthcare	Added	154,543	+11,238	$185,363,525	+40.6%	2.10%
GOOGL	Alphabet Inc. PUT + SHARES Communication Services	Reduced	472,795	-754,049	$168,962,749	−52.0%	1.91%
GLD	Spdr Gold Trust	Reduced	456,249	-13,259	$168,073,006	−16.8%	1.90%
GS	Goldman Sachs Group Inc CALL + SHARES Financial Services	Added	153,622	+6,469	$155,368,682	+24.8%	1.76%
META	Meta Platforms, Inc. PUT + SHARES Communication Services	Added	275,117	+11,266	$154,970,654	+2.7%	1.76%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Reduced	190,862	-5,255	$142,530,015	+11.8%	1.61%
JPM	Jpmorgan Chase & Co PUT + SHARES Financial Services	Added	391,881	+16,204	$128,274,407	+16.1%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	247,243	-5,308	$123,717,924	−10.5%	1.40%
RTX	RTX Corp Industrials	Reduced	601,888	-22,453	$114,196,210	−5.2%	1.29%
XOM	ExxonMobil Holdings Corp PUT + SHARES Energy	Added	751,336	+31,001	$102,722,657	−15.9%	1.16%
PWR	Quanta Services, Inc. Industrials	Added	135,883	+7,039	$97,841,195	+38.3%	1.11%
WMT	Walmart Inc. Consumer Defensive	Added	847,495	+34,435	$95,987,283	−5.0%	1.09%
V	Visa Inc. Financial Services	Added	277,453	+11,666	$95,191,349	+18.5%	1.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	94,833	-2,442	$88,713,426	−8.5%	1.00%
HD	Home Depot, Inc. Consumer Cyclical	Added	229,708	+10,654	$81,013,417	+12.4%	0.92%
QQQ	Invesco Qqq Trust, Series 1 CALL + SHARES	Added	108,309	+495	$79,758,747	+28.2%	0.90%
ETN	Eaton Corp plc Industrials	Added	175,147	+10,831	$74,633,639	+27.0%	0.85%
MU	Micron Technology Inc Technology	Added	58,236	+6,842	$67,221,232	+287.2%	0.76%
AMGN	Amgen Inc Healthcare	Added	173,024	+7,513	$62,655,450	+7.6%	0.71%
IBM	International Business Machines Corp Technology	Added	221,104	+14,178	$62,176,655	+24.0%	0.70%
TSLA	Tesla, Inc. Consumer Cyclical	Added	144,986	+31,090	$60,981,111	+44.0%	0.69%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,064,968	+78,282	$60,681,876	+26.2%	0.69%
PH	Parker-Hannifin Corp Industrials	Added	60,061	+5,473	$58,746,865	+20.2%	0.67%
MS	Morgan Stanley Financial Services	Added	280,037	+8,596	$58,538,934	+31.0%	0.66%
JNJ	Johnson & Johnson PUT + SHARES Healthcare	Added	206,567	+3,516	$52,461,820	+5.7%	0.59%
WM	Waste Management Inc Industrials	Added	233,493	+16,917	$52,040,919	+4.6%	0.59%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	1,185,621	-26,882	$50,495,598	+2.9%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	339,293	+3,272	$49,753,925	+2.5%	0.56%
BLK	BlackRock, Inc. Financial Services	Added	49,801	+2,398	$47,886,649	+5.0%	0.54%
ROK	Rockwell Automation, Inc Industrials	Added	91,971	+78,032	$45,533,002	+810.2%	0.52%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	332,292	-596,920	$45,072,086	+5.9%	0.51%
AMD	Advanced Micro Devices Inc Technology	Added	71,085	+3,732	$41,293,987	+201.4%	0.47%
AMAT	Applied Materials Inc /De Technology	Added	54,921	+3,814	$39,707,883	+127.3%	0.45%
C	Citigroup Inc Financial Services	Added	279,216	+6,806	$39,079,071	+26.5%	0.44%
MCD	Mcdonalds Corp Consumer Cyclical	Added	144,126	+447	$38,958,699	−12.8%	0.44%
MRK	Merck & Co., Inc. Healthcare	Reduced	292,117	-4,929	$37,537,034	+5.1%	0.43%
PANW	Palo Alto Networks Inc Technology	Reduced	108,160	-80,361	$36,884,723	+22.0%	0.42%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	241,412	+14,878	$36,573,918	+1.1%	0.41%
LNG	Cheniere Energy, Inc. Energy	Added	150,826	+6,366	$36,048,922	−12.1%	0.41%
ABT	Abbott Laboratories PUT + SHARES Healthcare	Added	393,298	+25,838	$35,687,860	−5.4%	0.40%
LH	Labcorp Holdings Inc. Healthcare	Added	127,231	+6,595	$35,624,680	+10.7%	0.40%
PGR	Progressive Corp/Oh/ PUT + SHARES Financial Services	Reduced	160,959	-1,936	$35,161,493	+8.9%	0.40%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	149,799	+9,966	$34,389,356	+13.6%	0.39%
GEV	GE Vernova Inc. Industrials	Reduced	28,951	-205	$34,013,371	+33.6%	0.39%

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.