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CIK: 0001599900
Total reported value
$20.1B
$20.1B
1885 檔
18.8%
At the close of Q4 2025, Sequoia Financial Advisors, LLC disclosed equity holdings valued at approximately $20.1B, spread across 1885 reported holdings.
In Q4 2025, Sequoia Financial Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1885 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.95% | +0.26% | +1.87% | |
| 2 | SFGV | Sequoia Global Value ETF | ETF-Other | 5.60% | -0.34% | -1.07% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.03% | +0.10% | +19.26% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | +0.21% | +7.44% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.75% | +0.06% | -0.43% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.41% | +0.04% | +11.48% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.04% | +10.66% | |
| 8 | DSTL | Distillate US Fundamental St | ETF-Other | 1.89% | -0.15% | +0.14% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.86% | +0.10% | +1.69% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.53% | -0.18% | +4.15% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.44% | — | +21.32% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | — | -3.75% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.41% | +0.03% | +24.02% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.38% | +0.02% | +23.71% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.29% | -0.07% | +6.79% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.15% | +0.75% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.13% | +5.31% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.06% | -0.03% | +3.61% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.05% | -0.29% | -2.17% | |
| 20 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.04% | +0.01% | +10.08% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.98% | -0.03% | -3.63% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.07% | +12.14% | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.92% | +0.04% | +1.62% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.18% | +1.00% | |
| 25 | DIHP | Dimensional International Hi | ETF-Other | 0.86% | -0.06% | +0.03% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.10% | +15.49% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.08% | +1.92% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | +0.03% | +6.27% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.06% | +23.97% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | — | -11.38% | |
| 31 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.74% | +0.10% | +24.75% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.72% | +0.07% | +0.77% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.02% | +8.08% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.10% | -0.02% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.60% | -0.09% | +0.19% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.58% | -0.01% | +1.27% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.57% | +0.01% | -2.42% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.29% | +0.35% | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.56% | -0.01% | +4.99% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.54% | +0.08% | -10.39% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.02% | +13.80% | |
| 42 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.52% | -0.46% | +46.14% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.09% | +7.65% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.49% | -0.22% | +26.40% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.48% | — | +4.85% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.17% | +6.04% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | +0.05% | +19.88% | |
| 48 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.45% | -0.01% | -3.39% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.44% | — | +3.44% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.10% | +11.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +19.26% | Add |
| 2 | IUSV | Ishares Core S&p U.s. Value | +0.4% | +8501.88% | Add |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +2247.06% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +5.31% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | +1.00% | Add |
| 6 | PYLD | Pimco Multisector Bond Actv | +0.2% | +24.02% | Add |
| 7 | DFIV | Dimensional International Va | +0.2% | +84.25% | Add |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +23.71% | Add |
| 9 | JPIE | Jpmorgan Income ETF | +0.1% | +21.32% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.92% | Add |
| 11 | ACN | Accenture plc | +0.1% | +197.21% | Add |
| 12 | SPGM | State Street Spdr Portfolio | +0.1% | +24.75% | Add |
| 13 | CRM | Salesforce Inc | +0.1% | +26.40% | Add |
| 14 | WYNN | Wynn Resorts LTD | +0.1% | +46.14% | Add |
| 15 | DFSV | Dimensional US Small Cap Val | +0.1% | +468.24% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +23.97% | Add |
| 17 | VONG | Vanguard Russell 1000 Growth | +0.1% | +11.48% | Add |
| 18 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +30.60% | Add |
| 19 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +993.81% | Add |
| 20 | VUG | Vanguard Growth ETF | +0.1% | +15.49% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | +0.35% | Add |
| 22 | TDVG | T Rowe Price Dividend Growth | 0% | +10.08% | Add |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | +19.88% | Add |
| 24 | V | Visa Inc-class A Shares | 0% | +13.80% | Add |
| 25 | WMT | Walmart Inc | 0% | +7.65% | Add |
| 26 | GS | Goldman Sachs Group Inc | 0% | +0.77% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +8.08% | Add |
| 28 | GLD | Spdr Gold Shares | — | -2.17% | Trim |
| 29 | BSV | Vanguard Short-term Bond ETF | 0% | +6.79% | Add |
| 30 | NVDA | Nvidia CORP | 0% | +7.44% | Add |
| 31 | AVGO | Broadcom Inc | 0% | +0.75% | Add |
| 32 | DKNG | Draftkings Inc-cl A | -0.1% | -95.93% | Trim |
| 33 | DFAU | Dimensional US Core Equity M | -0.1% | +1.69% | Add |
| 34 | GDEN | Golden Entertainment Inc | -0.1% | -96.30% | Trim |
| 35 | ORCL | Oracle CORP | -0.1% | +0.91% | Add |
| 36 | MSFT | Microsoft CORP | -0.1% | +10.66% | Add |
| 37 | VICI | Vici Properties Inc | -0.2% | -37.54% | Trim |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | +1.87% | Add |
| 39 | PLNT | Planet Fitness Inc - Cl A | -0.4% | -99.61% | Trim |
| 40 | TKO | Tko Group Holdings Inc | -0.6% | -99.54% | Trim |
| 41 | DIVO | Amplify Cwp Enhan Divid ETF | — | NEW | New buy |
| 42 | JGRO | Jpmorgan Active Growth ETF | — | NEW | New buy |
| 43 | INTF | Ishares International Equity | — | NEW | New buy |
| 44 | IBHF | Ishares Ibond 2026 Hy & Inc | — | NEW | New buy |
| 45 | WD | Walker & Dunlop Inc | — | EXIT | Sold out |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | — | NEW | New buy |
| 47 | IDVO | Amplify Cwp Intl Enh Dvd Inc | — | NEW | New buy |
| 48 | BSCW | Invesco Bulletshares 2032 Cb | — | NEW | New buy |
| 49 | MTN | Vail Resorts Inc | — | EXIT | Sold out |
| 50 | CZR | Caesars Entertainment Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Sequoia Financial Advisors, LLC reported a total U.S. public equity portfolio value of $20.1B across 1885 disclosed positions in Q4 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, AAPL) accounted for 18.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
DIVO
市值: $33.5M
Top Position Liquidated / Trimmed
WD
前期市值: $21.9M
During Q4 2025, Sequoia Financial Advisors, LLC's top holdings by market value included VTI (7.0%)、SFGV (5.6%)、AAPL (3.0%). The largest single position, VTI, represented 7.0% of total portfolio value.
In Q4 2025, Sequoia Financial Advisors, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 34 positions, trimming 6 holdings, and fully liquidating 3 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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