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CIK: 0001599900
Total reported value
$20.1B
$20.1B
1553 檔
16.1%
The Q2 2025 SEC filing reveals that Sequoia Financial Advisors, LLC held a total portfolio value of $20.1B, covering 1553 public equity positions.
In Q2 2025, Sequoia Financial Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1553 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.40% | +0.26% | +2.79% | |
| 2 | SFGV | Sequoia Global Value ETF | ETF-Other | 6.76% | -0.34% | +0.32% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.94% | +0.06% | +9.85% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | +0.21% | +6.65% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.04% | +6.70% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.45% | +0.04% | +1.11% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.10% | +4.90% | |
| 8 | DSTL | Distillate US Fundamental St | ETF-Other | 2.05% | -0.15% | +2.71% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.93% | +0.10% | +18.38% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.72% | -0.18% | -0.71% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | — | +4.01% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.36% | -0.07% | -0.98% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.03% | +6.20% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.15% | +11.01% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.17% | -0.03% | +17.89% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.07% | +11.03% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | -0.29% | +6.93% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.94% | +0.04% | +10.09% | |
| 19 | DIHP | Dimensional International Hi | ETF-Other | 0.89% | -0.06% | +1.51% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.85% | — | +24.84% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.83% | -0.02% | +36.20% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.82% | +0.03% | +27.33% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | +0.03% | -7.02% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.82% | +0.02% | +24.96% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | — | +2.27% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | +0.05% | +8.28% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.06% | +0.29% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.18% | +19.03% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.13% | +7.43% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.02% | +3.33% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.66% | +0.01% | -1.32% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | +0.07% | +6.52% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.64% | -0.09% | +0.11% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.10% | +11.20% | |
| 35 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.60% | +0.10% | -6.88% | |
| 36 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.59% | — | +0.04% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | -0.01% | +7.94% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.08% | +11.18% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.02% | +5.15% | |
| 40 | DFAI | Dimensional International Co | ETF-Other | 0.55% | -0.01% | +26.75% | |
| 41 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.55% | -0.01% | -0.13% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | — | +1.06% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.10% | +7.84% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.09% | +4.18% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.50% | -0.01% | +17.30% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | +0.10% | -1.69% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.22% | +2.66% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.17% | +22.84% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.47% | — | +24.34% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.29% | +36.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +6.65% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +6.70% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +11.01% | Add |
| 4 | DFAU | Dimensional US Core Equity M | +0.3% | +18.38% | Add |
| 5 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +9.85% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +11.03% | Add |
| 7 | ACWI | Ishares Msci Acwi ETF | +0.2% | +17.89% | Add |
| 8 | ETN | Eaton Corporation plc | +0.2% | +110.66% | Add |
| 9 | DFCF | Dimensional Core Fixed Inc | +0.1% | +36.20% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +36.29% | Add |
| 11 | VONG | Vanguard Russell 1000 Growth | +0.1% | +1.11% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +6.52% | Add |
| 13 | PWR | Quanta Services Inc | +0.1% | +44.34% | Add |
| 14 | DFAI | Dimensional International Co | +0.1% | +26.75% | Add |
| 15 | DKNG | Draftkings Inc-cl A | +0.1% | NEW | New buy |
| 16 | AMZN | Amazon.com Inc | +0.1% | +4.01% | Add |
| 17 | PYLD | Pimco Multisector Bond Actv | +0.1% | +27.33% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | +4.03% | Add |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +24.96% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.71% | Add |
| 21 | ABT | Abbott Laboratories | +0.1% | +46.71% | Add |
| 22 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +10.09% | Add |
| 23 | JPIE | Jpmorgan Income ETF | +0.1% | +24.84% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.18% | Add |
| 25 | DFAT | Dimensional US Target Value | +0.1% | +24.34% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.79% | Add |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +3.33% | Add |
| 28 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +29.72% | Add |
| 29 | 6D8 | Dupont De Nemours Inc | +0.1% | +75.16% | Add |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | +7.43% | Add |
| 31 | RTX | Rtx CORP | +0.1% | +11.20% | Add |
| 32 | TKO | Tko Group Holdings Inc | 0% | +0.04% | Add |
| 33 | IBM | Intl Business Machines CORP | 0% | +5.69% | Add |
| 34 | VCIT | Vanguard Int-term Corporate | 0% | +17.30% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | +6.93% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.27% | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | — | +8.28% | Add |
| 38 | LLY | Eli Lilly & Co | — | +19.03% | Add |
| 39 | DIHP | Dimensional International Hi | 0% | +1.51% | Add |
| 40 | JNJ | Johnson & Johnson | -0.1% | -86.92% | Trim |
| 41 | XLY | Ss Consumer Disc Select Sect | -0.1% | -85.47% | Trim |
| 42 | CZR | Caesars Entertainment Inc | -0.1% | -50.66% | Trim |
| 43 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -60.83% | Trim |
| 44 | DSTL | Distillate US Fundamental St | -0.2% | +2.71% | Add |
| 45 | PEP | Pepsico Inc | -0.2% | -42.05% | Trim |
| 46 | SHW | Sherwin-williams Co/the | -0.2% | -29.65% | Trim |
| 47 | BND | Vanguard Total Bond Market | -0.2% | -54.76% | Trim |
| 48 | SCHX | Schwab US Large-cap ETF | -0.2% | -44.35% | Trim |
| 49 | TMO | Thermo Fisher Scientific Inc | -0.3% | -85.40% | Trim |
| 50 | SFGV | Sequoia Global Value ETF | -0.5% | +0.32% | Add |
According to official SEC Form 13F filings, Sequoia Financial Advisors, LLC reported a total U.S. public equity portfolio value of $20.1B across 1553 disclosed positions in Q2 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 16.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
DKNG
市值: $16.0M
Top Position Liquidated / Trimmed
SCHX
前期市值: $56.0M
During Q2 2025, Sequoia Financial Advisors, LLC's top holdings by market value included VTI (7.4%)、SFGV (6.8%)、IXUS (2.9%). The largest single position, VTI, represented 7.4% of total portfolio value.
In Q2 2025, Sequoia Financial Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 40 positions, trimming 9 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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