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CIK: 0001599900
Total reported value
$20.1B
$20.1B
1704 檔
17.8%
As reported in its official Q3 2025 Form 13F filing, Sequoia Financial Advisors, LLC's tracked investment portfolio stood at $20.1B with 1704 total positions.
In Q3 2025, Sequoia Financial Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1704 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.27% | +0.26% | +2.59% | |
| 2 | SFGV | Sequoia Global Value ETF | ETF-Other | 6.07% | -0.34% | -4.73% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.93% | +0.06% | +5.25% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.21% | +2.72% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.10% | +5.06% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.04% | +6.60% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.33% | +0.04% | -3.15% | |
| 8 | DSTL | Distillate US Fundamental St | ETF-Other | 2.02% | -0.15% | +6.31% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.95% | +0.10% | +5.18% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.61% | -0.18% | +5.02% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | — | +4.55% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.31% | -0.07% | +8.25% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.30% | — | +71.01% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | +0.15% | +1.97% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.24% | +0.03% | +68.44% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.23% | +0.02% | +67.88% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.10% | -0.03% | +1.79% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.09% | -0.03% | -2.46% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.05% | -0.29% | +1.25% | |
| 20 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.00% | +0.01% | +1032.82% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.07% | +6.89% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.95% | +0.04% | +5.52% | |
| 23 | DIHP | Dimensional International Hi | ETF-Other | 0.90% | -0.06% | +11.28% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.13% | +1.85% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | +0.03% | +2.66% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | — | +20.17% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | +0.10% | +60.14% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.70% | +0.07% | +8.13% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.02% | +1.17% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.08% | -3.00% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.06% | -0.65% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.18% | +4.29% | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.66% | +0.08% | +67.77% | |
| 34 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.63% | +0.10% | +8.79% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.63% | -0.09% | +5.62% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.10% | +1.43% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.62% | +0.01% | -1.80% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.61% | -0.01% | +6.63% | |
| 39 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.58% | — | +0.15% | |
| 40 | DFAI | Dimensional International Co | ETF-Other | 0.56% | -0.01% | +8.26% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.29% | +3.32% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.49% | — | -0.12% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.02% | +2.55% | |
| 44 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.49% | -0.01% | -4.81% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.09% | +2.18% | |
| 46 | DFAT | Dimensional US Target Value | ETF-Other | 0.46% | — | +2.70% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.17% | +2.83% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.10% | +5.55% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | — | +3.75% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.05% | +12.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +2.72% | Add |
| 2 | TDVG | T Rowe Price Dividend Growth | +0.9% | +1032.82% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | +1.97% | Add |
| 4 | JPIE | Jpmorgan Income ETF | +0.5% | +71.01% | Add |
| 5 | PYLD | Pimco Multisector Bond Actv | +0.5% | +68.44% | Add |
| 6 | BINC | Ishares Flex I A Etf-usd Inc | +0.5% | +67.88% | Add |
| 7 | MSFT | Microsoft CORP | +0.5% | +6.60% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.3% | +60.14% | Add |
| 9 | DFAU | Dimensional US Core Equity M | +0.3% | +5.18% | Add |
| 10 | ETN | Eaton Corporation plc | +0.2% | +42.03% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +1.85% | Add |
| 12 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +5.25% | Add |
| 13 | CAT | Caterpillar Inc | +0.2% | +3.32% | Add |
| 14 | PWR | Quanta Services Inc | +0.2% | +33.20% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.00% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +8.13% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +6.89% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | -0.03% | Add |
| 19 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +67.77% | Add |
| 20 | DFAI | Dimensional International Co | +0.1% | +8.26% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | +1.68% | Add |
| 22 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +5.52% | Add |
| 23 | ACWI | Ishares Msci Acwi ETF | +0.1% | -2.46% | Add |
| 24 | RTX | Rtx CORP | +0.1% | +1.43% | Add |
| 25 | WYNN | Wynn Resorts LTD | +0.1% | +0.29% | Add |
| 26 | BLK | Blackrock Inc | +0.1% | +21.77% | Add |
| 27 | GLD | Spdr Gold Shares | +0.1% | +1.25% | Add |
| 28 | DFAT | Dimensional US Target Value | +0.1% | +2.70% | Add |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +7.05% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +12.86% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +1.17% | Add |
| 32 | TKO | Tko Group Holdings Inc | 0% | +0.15% | Add |
| 33 | AVUV | Avantis US Small Cap Value | 0% | +6.63% | Add |
| 34 | VONG | Vanguard Russell 1000 Growth | — | -3.15% | Trim |
| 35 | DIHP | Dimensional International Hi | — | +11.28% | Add |
| 36 | AAPL | Apple Inc | 0% | +5.06% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +20.17% | Add |
| 38 | AMZN | Amazon.com Inc | 0% | +4.55% | Add |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +2.59% | Add |
| 40 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -27.98% | Trim |
| 41 | DSTL | Distillate US Fundamental St | -0.2% | +6.31% | Add |
| 42 | BND | Vanguard Total Bond Market | -0.2% | -10.88% | Trim |
| 43 | MRSH | Marsh & Mclennan Cos | -0.3% | -90.37% | Trim |
| 44 | HON | Honeywell International Inc | -0.3% | -82.37% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | +1.69% | Trim |
| 46 | IJR | Ishares Core S&p Small-cap E | -0.4% | -44.07% | Trim |
| 47 | VCIT | Vanguard Int-term Corporate | -0.4% | -80.04% | Trim |
| 48 | DFCF | Dimensional Core Fixed Inc | -0.6% | -81.02% | Trim |
| 49 | SFGV | Sequoia Global Value ETF | -1.2% | -4.73% | Trim |
| 50 | BDYN | Ishares Dyn Act ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Sequoia Financial Advisors, LLC reported a total U.S. public equity portfolio value of $20.1B across 1704 disclosed positions in Q3 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 17.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
BDYN
市值: $22.5M
Top Position Liquidated / Trimmed
SFGV
前期市值: $935.0M
During Q3 2025, Sequoia Financial Advisors, LLC's top holdings by market value included VTI (7.3%)、SFGV (6.1%)、IXUS (2.9%). The largest single position, VTI, represented 7.3% of total portfolio value.
In Q3 2025, Sequoia Financial Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 39 positions, trimming 10 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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