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CIK: 0001599900
Total reported value
$20.1B
$20.1B
1885 檔
18.7%
During the Q1 2026 filing period, Sequoia Financial Advisors, LLC (CIK: 0001599900) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $20.1B across 1885 reported positions.
In Q1 2026, Sequoia Financial Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 112 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 | 6.80% | +0.26% | +1.94% | |
| 2 | SFGV | Sequoia Global Value ETF | ETF-Other | 5.84% | -0.34% | +0.13% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.93% | +0.06% | +4.01% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.76% | +0.10% | -2.66% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.63% | +0.21% | +1.98% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.14% | +0.04% | -1.78% | |
| 7 | DSTL | Distillate US Fundamental St | ETF-Other | 1.92% | -0.15% | +2.98% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.86% | +0.10% | +3.57% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.04% | -2.44% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.64% | — | +14.15% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.63% | -0.18% | +6.54% | |
| 12 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.61% | +0.03% | +16.23% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.58% | +0.02% | +16.17% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.48% | -0.07% | +15.38% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | — | +0.07% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.13% | +18.04% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.17% | -0.03% | +11.92% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.13% | -0.29% | -0.91% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.15% | +1.07% | |
| 20 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.06% | +0.01% | +2.25% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.03% | +0.04% | +7.61% | |
| 22 | DIHP | Dimensional International Hi | ETF-Other | 0.95% | -0.06% | +8.26% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.93% | -0.03% | -3.89% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | +0.03% | +5.42% | |
| 25 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.85% | +0.10% | +15.34% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.07% | +4.56% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.10% | +11.71% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.08% | -1.33% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.18% | -2.97% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | — | -2.04% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.71% | +0.29% | +0.86% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.70% | +0.07% | +0.26% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.17% | +3.53% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.06% | -10.06% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.67% | -0.10% | +1.50% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.67% | -0.01% | +7.18% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.64% | -0.09% | +1.30% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.02% | -4.65% | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.59% | -0.01% | +2.29% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.09% | -2.21% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.10% | +9.37% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | — | +8.26% | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.51% | +0.01% | -5.77% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.05% | +2.34% | |
| 45 | DFAT | Dimensional US Target Value | ETF-Other | 0.48% | — | +2.49% | |
| 46 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.46% | -0.46% | +5.91% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.02% | -1.63% | |
| 48 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.44% | -0.01% | -3.37% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | +0.01% | +3.73% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | — | +7.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SFGV | Sequoia Global Value ETF | +0.2% | +0.13% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.2% | +3.53% | Add |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.2% | +16.23% | Add |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +16.17% | Add |
| 5 | JPIE | Jpmorgan Income ETF | +0.2% | +14.15% | Add |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.2% | +15.38% | Add |
| 7 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +4.01% | Add |
| 8 | AVRE | Avantis Real Estate ETF | +0.2% | +169.11% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +0.86% | Add |
| 10 | HON | Honeywell International Inc | +0.1% | +210.06% | Add |
| 11 | MUB | Ishares National Muni Bond E | +0.1% | +11.92% | Add |
| 12 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +7.61% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +9.37% | Add |
| 14 | SPGM | State Street Spdr Portfolio | +0.1% | +15.34% | Add |
| 15 | LHX | L3harris Technologies Inc | +0.1% | +387.11% | Add |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +6.54% | Add |
| 17 | AVUV | Avantis US Small Cap Value | +0.1% | +7.18% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +18.04% | Add |
| 19 | DIHP | Dimensional International Hi | +0.1% | +8.26% | Add |
| 20 | PWR | Quanta Services Inc | +0.1% | -1.22% | Trim |
| 21 | GLD | Spdr Gold Shares | +0.1% | -0.91% | Trim |
| 22 | LNG | Cheniere Energy Inc | +0.1% | -0.18% | Trim |
| 23 | VTV | Vanguard Value ETF | +0.1% | +5.42% | Add |
| 24 | 6D8 | Dupont De Nemours Inc | +0.1% | +15.50% | Add |
| 25 | TPL | Texas Pacific Land CORP | +0.1% | +1358.72% | Add |
| 26 | CVX | Chevron CORP | +0.1% | +2.53% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | +3.18% | Add |
| 28 | WMT | Walmart Inc | +0.1% | -2.21% | Trim |
| 29 | RTX | Rtx CORP | 0% | +1.50% | Add |
| 30 | ETN | Eaton Corporation plc | 0% | +1.58% | Add |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +8.26% | Add |
| 32 | DFAT | Dimensional US Target Value | 0% | +2.49% | Add |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +1.30% | Add |
| 34 | GEV | GE Vernova Inc | 0% | -0.39% | Trim |
| 35 | AMAT | Applied Materials Inc | 0% | +8.48% | Add |
| 36 | MU | Micron Technology Inc | 0% | +18.15% | Add |
| 37 | WM | Waste Management Inc | 0% | +6.13% | Add |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | +2.34% | Add |
| 39 | AVDV | Avantis Intl S/c Value ETF | 0% | +1.67% | Add |
| 40 | DFAI | Dimensional International Co | 0% | +2.29% | Add |
| 41 | ICOW | Pacer Developed Markets Inte | 0% | -1.81% | Trim |
| 42 | GLW | Corning Inc | 0% | +29.60% | Add |
| 43 | JMST | JPM Ultra-short Muni Income | 0% | +41.58% | Add |
| 44 | DSTL | Distillate US Fundamental St | 0% | +2.98% | Add |
| 45 | AMGN | Amgen Inc | 0% | -0.51% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | +19.69% | Add |
| 47 | LRCX | Lam Research CORP | 0% | +15.33% | Add |
| 48 | KMI | Kinder Morgan, Inc. | 0% | +37.80% | Add |
| 49 | VZ | Verizon Communications Inc | 0% | +5.34% | Add |
| 50 | OKE | Oneok Inc | 0% | +1.01% | 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 1885 disclosed positions in Q1 2026.
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 18.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $4.0M
Top Position Liquidated / Trimmed
PENN
前期市值: $6.4M
During Q1 2026, Sequoia Financial Advisors, LLC's top holdings by market value included VTI (6.8%)、SFGV (5.8%)、IXUS (2.9%). The largest single position, VTI, represented 6.8% of total portfolio value.
In Q1 2026, Sequoia Financial Advisors, LLC made 200 total portfolio adjustments, initiating 4 new buys, adding to 112 positions, trimming 81 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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