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CIK: 0001599900
Total reported value
$20.1B
$20.1B
1352 檔
14.3%
According to the latest 13F quarterly dataset, Sequoia Financial Advisors, LLC managed an equity portfolio of $20.1B at the end of Q1 2025, spanning 1352 distinct U.S. exchange-listed positions.
In Q1 2025, Sequoia Financial Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1352 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.34% | +0.26% | +7.78% | |
| 2 | SFGV | Sequoia Global Value ETF | ETF-Other | 7.22% | -0.34% | — | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.72% | +0.06% | +22.64% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.61% | +0.10% | +4.73% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.33% | +0.04% | -0.75% | |
| 6 | DSTL | Distillate US Fundamental St | ETF-Other | 2.20% | -0.15% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.04% | +10.29% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.94% | -0.18% | +1404.77% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | +0.21% | +4.61% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.67% | +0.10% | +13.82% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | — | +13.93% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.55% | -0.07% | +690.06% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.28% | -0.03% | +20.13% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.01% | -0.03% | -13.43% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | -0.29% | -2.74% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | +0.03% | -4.98% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.06% | -8.31% | |
| 18 | DIHP | Dimensional International Hi | ETF-Other | 0.90% | -0.06% | +1084.11% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.86% | +0.04% | +185.73% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.07% | +9.20% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | — | +6.87% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.77% | — | +21.18% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | +0.05% | +1.47% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.18% | +15.78% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.73% | +0.02% | +19.68% | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.72% | +0.03% | +19.10% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.15% | +1.39% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.72% | -0.09% | — | |
| 29 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.69% | -0.02% | +50.34% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.68% | +0.01% | -1.17% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.13% | +2.54% | |
| 32 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.66% | +0.10% | +4.44% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.02% | +19.18% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | — | +4.92% | |
| 35 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.61% | -0.01% | -0.79% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.02% | +1.46% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | -0.01% | +1118.45% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.56% | -0.10% | +2.32% | |
| 39 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.55% | — | — | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.53% | +0.07% | +53.82% | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | +0.08% | +42.27% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.08% | +5.24% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.52% | -0.22% | -3.78% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.10% | +1.58% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.09% | -0.35% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.10% | -3.15% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.17% | -2.76% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.48% | -0.01% | +25.55% | |
| 49 | DFAI | Dimensional International Co | ETF-Other | 0.44% | -0.01% | +14.81% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | — | +22.15% |
According to official SEC Form 13F filings, Sequoia Financial Advisors, LLC reported a total U.S. public equity portfolio value of $20.1B across 1352 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SFGV, IXUS) accounted for 14.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $950.6M
During Q1 2025, Sequoia Financial Advisors, LLC's top holdings by market value included VTI (7.3%)、SFGV (7.2%)、IXUS (2.7%). The largest single position, VTI, represented 7.3% of total portfolio value.
In Q1 2025, Sequoia Financial Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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