Sequoia Wealth Management, LLC 13F Filings Tracker (Q4 2019): Interactive Charts, AI &amp; API

Add GSLC
-43.4%　-$1.3M
Trim VTI
-87.0%　-$7.1M
Add SPHD
-23.2%　-$255.0K
Add CIBR
-42.1%　-$572.0K
Add SKYY
-31.7%　-$277.0K
Add DGRW
-57.5%　-$996.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	15.54%	+8.79%	-43.38%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	8.96%	-7.83%	-86.99%
3	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	7.68%	+2.24%	-65.74%
4	HDV	Ishares Core High Dividend E	ETF-Other	7.60%	—	—
5	SPHD	Invesco S&p 500 High Dividen	ETF-Large Cap & Growth	7.49%	+4.99%	-23.16%
6	CIBR	First Trust Nasdaq Cybersecu	ETF-Tech	7.35%	+4.24%	-42.05%
7	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	6.40%	+2.68%	-57.54%
8	ITA	Ishares U.s. Aerospace & Def	ETF-Other	5.89%	—	-7.14%
9	SKYY	First Trust Cloud Computing	ETF-Other	5.70%	+3.63%	-31.65%
10	FTEC	Fidelity Msci Info Tech Indx	ETF-Tech	4.49%	—	—
11	IYW	Ishares Ustechnology ETF	ETF-Tech	4.29%	—	—
12	FBT	First Trust Nyse Arca Biotec	ETF-Other	3.07%	+1.66%	-51.82%
13	IGM	Ishares Expanded Tech Sector	ETF-Tech	3.06%	+1.76%	-43.82%
14	BOND	Pimco Active Bond Exchange-t	ETF-Other	2.84%	+2.43%	+83.45%
15	IYF	Ishares US Financials ETF	ETF-Other	2.27%	+1.41%	-33.93%
16	IYH	Ishares U.s. Healthcare ETF	ETF-Other	2.01%	—	—
17	EXK	Exact Sciences CORP	Stock-Materials	1.90%	—	—
18	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.74%	+0.10%	-73.81%
19	IWB	Ishares Russell 1000 ETF	ETF-Other	1.72%	+0.61%	-62.02%

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2019 Q4	19	$12.9M	100	1GSLC 2VTI 3IWM Top holdings2019 Q4 1.GSLC 2.VTI 3.IWM 4.HDV 5.SPHD 6.CIBR 7.DGRW 8.ITA 9.SKYY 10.FTEC
2019 Q3	56	$49.0M	100	1VTI 2GSLC 3IVV Top holdings2019 Q3 1.VTI 2.GSLC 3.IVV 4.IWM 5.FSICUSD 6.DGRW 7.IJH 8.CIBR 9.SPHD 10.QQQ
2019 Q2	51	$105.6M	26	1USMV 2ACWV 3QQQ Top holdings2019 Q2 1.USMV 2.ACWV 3.QQQ 4.RSP 5.XSLV 6.VTI 7.FPX 8.IVV 9.46137V 10.HDV
2019 Q1	73	$123.3M	25	1USMV 2ACWV 3QQQ Top holdings2019 Q1 1.USMV 2.ACWV 3.QQQ 4.RSP 5.XSLV 6.VTI 7.FPX 8.GSLC 9.FSICUSD 10.IWM
2018 Q4	59	$101.0M	41	1USMV 2ACWV 3RSP Top holdings2018 Q4 1.USMV 2.ACWV 3.RSP 4.QQQ 5.XSLV 6.VTI 7.FPX 8.GSLC 9.IWM 10.HDV
2018 Q3	60	$116.5M	22	1USMV 2RSP 3ACWV Top holdings2018 Q3 1.USMV 2.RSP 3.ACWV 4.XSLV 5.VTI 6.IWM 7.FPX 8.GSLC 9.AADR 10.IVV
2018 Q2	53	$94.2M	81	1USMV 2RSP 3ACWV Top holdings2018 Q2 1.USMV 2.RSP 3.ACWV 4.XSLV 5.VTI 6.IWM 7.FPX 8.GSLC 9.IVV 10.219880
2018 Q1	57	$103.5M	23	1SCHD 2USMV 3ACWV Top holdings2018 Q1 1.SCHD 2.USMV 3.ACWV 4.73937B 5.73935X 6.73937B 7.IWM 8.VTI 9.GSLC 10.FPX
2017 Q4	58	$110.7M	0	1SCHD273937B3USMV Top holdings2017 Q4 1.SCHD 2.73937B 3.USMV 4.ACWV 5.73935X 6.73937B 7.GSLC 8.IWM 9.IEMG 10.VTI

Holding changes this quarter

Sequoia Wealth Management, LLC's most significant position changes for 2019-12-31: Sold out: Ishares Core S&p 500 ETF (IVV); Sold out: Fs Kkr Capital CORP (FSICUSD); Sold out: Ishares Core S&p Midcap ETF (IJH); Sold out: Invesco Qqq Trust Series 1 (QQQ); Sold out: Ishares Core S&p U.s. Growth (IUSG).

Position changes disclosed by Sequoia Wealth Management, LLC for the quarter ending 2019-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GSLC	Goldman Activebeta US Lc ETF	+8.8%	-43.38%	Trim
2	SPHD	Invesco S&p 500 High Dividen	+5%	-23.16%	Trim
3	CIBR	First Trust Nasdaq Cybersecu	+4.2%	-42.05%	Trim
4	SKYY	First Trust Cloud Computing	+3.6%	-31.65%	Trim
5	DGRW	Wisdomtree U.s. Quality Divi	+2.7%	-57.54%	Trim
6	BOND	Pimco Active Bond Exchange-t	+2.4%	+83.45%	Add
7	IWM	Ishares Russell 2000 ETF	+2.2%	-65.74%	Trim
8	IGM	Ishares Expanded Tech Sector	+1.8%	-43.82%	Trim
9	FBT	First Trust Nyse Arca Biotec	+1.7%	-51.82%	Trim
10	IYF	Ishares US Financials ETF	+1.4%	-33.93%	Trim
11	IWB	Ishares Russell 1000 ETF	+0.6%	-62.02%	Trim
12	IJR	Ishares Core S&p Small-cap E	+0.1%	-73.81%	Trim
13	VTI	Vanguard Total Stock Mkt ETF	-7.8%	-86.99%	Trim
14	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
15	FSICUSD	Fs Kkr Capital CORP	—	EXIT	Sold out
16	IJH	Ishares Core S&p Midcap ETF	—	EXIT	Sold out
17	QQQ	Invesco Qqq Trust Series 1	—	EXIT	Sold out
18	IUSG	Ishares Core S&p U.s. Growth	—	EXIT	Sold out
19	VUG	Vanguard Growth ETF	—	EXIT	Sold out
20	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
21	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
22	IUSV	Ishares Core S&p U.s. Value	—	EXIT	Sold out
23	VYM	Vanguard High Dvd Yield ETF	—	EXIT	Sold out
24	BND	Vanguard Total Bond Market	—	EXIT	Sold out
25	VCIT	Vanguard Int-term Corporate	—	EXIT	Sold out
26	VOT	Vanguard Mid-cap Growth ETF	—	EXIT	Sold out
27	GWPH	Gw Pharmaceuticals LTD	—	EXIT	Sold out
28	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
29	TLT	Ishares 20+ Year Treasury Bd	—	EXIT	Sold out
30	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	Sold out
31	FEMS	First Trust Emerging Markets	—	EXIT	Sold out
32	VEA	Vanguard Ftse Developed ETF	—	EXIT	Sold out
33	IEF	Ishares 7-10 Year Treasury B	—	EXIT	Sold out
34	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	Sold out
35	IEMG	Ishares Core Msci Emerging	—	EXIT	Sold out
36	IWR	Ishares Russell Mid-cap ETF	—	EXIT	Sold out
37	VBR	Vanguard Small-cap Value ETF	—	EXIT	Sold out
38	QUAL	Ishares Msci USA Quality Fac	—	EXIT	Sold out
39	SRE	Sempra	—	EXIT	Sold out
40	VWO	Vanguard Ftse Emerging Marke	—	EXIT	Sold out
41	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	—	EXIT	Sold out
42	FPE	Ft-preferred Secur & INC ETF	—	EXIT	Sold out
43	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
44	FXO	First Trust Financial Alphad	—	EXIT	Sold out
45	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	Sold out
46	FHLC	Fidelity Msci Health Care	—	EXIT	Sold out
47	VOE	Vanguard Mid-cap Value ETF	—	EXIT	Sold out
48	FEYECHF	Mandiant INC	—	EXIT	Sold out
49	SLV	Ishares Silver Trust	—	EXIT	Sold out
50	XEADX	Allspring Income Opport	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2019 Q4	2020-01-14	13F-HR	View on EDGAR
2019 Q3	2019-10-30	13F-HR	View on EDGAR
2019 Q2	2019-08-06	13F-HR	View on EDGAR
2019 Q1	2019-05-15	13F-HR	View on EDGAR
2018 Q4	2019-01-22	13F-HR	View on EDGAR
2018 Q3	2018-11-27	13F-HR	View on EDGAR
2018 Q2	2018-08-10	13F-HR	View on EDGAR
2018 Q1	2018-05-08	13F-HR	View on EDGAR
2017 Q4	2018-02-09	13F-HR	View on EDGAR

FAQ

What is Sequoia Wealth Management, LLC and what type of investor is it?

Sequoia Wealth Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2019-12-31), the firm manages a tracked equity portfolio valued at approximately $12.9M, spread across 19 disclosed positions.

What are Sequoia Wealth Management, LLC's largest equity positions?

Based on the latest 13F filing, Sequoia Wealth Management, LLC's top holdings by market value are: 1. Goldman Activebeta US Lc ETF (GSLC) — $2.0M (15.5%) 2. Vanguard Total Stock Mkt ETF (VTI) — $1.2M (9.0%) 3. Ishares Russell 2000 ETF (IWM) — $991.0K (7.7%) 4. Ishares Core High Dividend E (HDV) — $981.0K (7.6%) 5. Invesco S&p 500 High Dividen (SPHD) — $967.0K (7.5%)

What changes did Sequoia Wealth Management, LLC make in its most recent portfolio filing?

In the latest reported quarter, Sequoia Wealth Management, LLC made 50 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 12 positions were partially reduced, and 37 were completely exited. The largest of these moves: Sold out: Ishares Core S&p 500 ETF (IVV); Sold out: Fs Kkr Capital CORP (FSICUSD); Sold out: Ishares Core S&p Midcap ETF (IJH); Sold out: Invesco Qqq Trust Series 1 (QQQ); Sold out: Ishares Core S&p U.s. Growth (IUSG)

What sectors does Sequoia Wealth Management, LLC focus on?

Sequoia Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Materials: 100.0%

Peer Institutions

Institutions with a similar AUM

Solaris Asset Management LLC

CIK 0001364739

Total reported value

$12.8M

41 stks

2018-09-30

Stale — no recent filing

Concentration25.3

Portfolio Stability17.3

Sector conviction100.0

AUM within 0.8% of this institution

Glade Brook Capital Partners LLC

CIK 0001529872

Total reported value

$12.8M

1 stks

2026-03-31

AUM within 1.0% of this institution

SQN Investors LP

CIK 0001665887

Total reported value

$12.8M

1 stks

2025-09-30

Stale — no recent filing

AUM within 1.2% of this institution

Similar Holdings Style

Institutions with overlapping top holdings

Hunter Associates Investment Management LLC

CIK 0001380137

Total reported value

$755.9M

274 stks

2026-03-31

Concentration7.0

Portfolio Stability15.6

Sector conviction69.5

Also holds Goldman Activebeta US Lc ETF as its largest position

Financial Management Professionals, Inc.

CIK 0001568132

Total reported value

$1.1B

1,055 stks

2026-06-30

Concentration17.0

Portfolio Stability28.3

Sector conviction56.4

Also holds Goldman Activebeta US Lc ETF as its largest position

Riverpoint Wealth Management Holdings, LLC

CIK 0001682733

Total reported value

$470.0M

62 stks

2026-03-31

Concentration35.3

Portfolio Stability5.1

Sector conviction76.8

Also holds Goldman Activebeta US Lc ETF as its largest position

Full API & MCP documentation →

Developer Access

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REST API

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Sequoia Wealth Management, LLC 13F Filings Tracker (Q4 2019): Interactive Charts, AI & API

CIK: 0001730811

High-turnover traderMomentum followerQuality / disciplined sizing

Total reported value

$12.9M

Reporting period: 2019-12-31 · Number of holdings: 19

Sequoia Wealth Management, LLC disclosed 19 holdings in its latest 13F filing for the period ending 2019-12-31, with total reported value of $12.9M and a quarterly turnover rate of 100.0%.

Browse other institutions with under $100M AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 29.63
Portfolio Stability: 100
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 38
Sizing Uniformity: 93.44

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/sequoia-wealth-management-llc

Recent moves

Add GSLC
-43.4%　-$1.3M
Trim VTI
-87.0%　-$7.1M
Add SPHD
-23.2%　-$255.0K
Add CIBR
-42.1%　-$572.0K
Add SKYY
-31.7%　-$277.0K
Add DGRW
-57.5%　-$996.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	15.54%	+8.79%	-43.38%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	8.96%	-7.83%	-86.99%
3	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	7.68%	+2.24%	-65.74%
4	HDV	Ishares Core High Dividend E	ETF-Other	7.60%	—	—
5	SPHD	Invesco S&p 500 High Dividen	ETF-Large Cap & Growth	7.49%	+4.99%	-23.16%
6	CIBR	First Trust Nasdaq Cybersecu	ETF-Tech	7.35%	+4.24%	-42.05%
7	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	6.40%	+2.68%	-57.54%
8	ITA	Ishares U.s. Aerospace & Def	ETF-Other	5.89%	—	-7.14%
9	SKYY	First Trust Cloud Computing	ETF-Other	5.70%	+3.63%	-31.65%
10	FTEC	Fidelity Msci Info Tech Indx	ETF-Tech	4.49%	—	—
11	IYW	Ishares Ustechnology ETF	ETF-Tech	4.29%	—	—
12	FBT	First Trust Nyse Arca Biotec	ETF-Other	3.07%	+1.66%	-51.82%
13	IGM	Ishares Expanded Tech Sector	ETF-Tech	3.06%	+1.76%	-43.82%
14	BOND	Pimco Active Bond Exchange-t	ETF-Other	2.84%	+2.43%	+83.45%
15	IYF	Ishares US Financials ETF	ETF-Other	2.27%	+1.41%	-33.93%
16	IYH	Ishares U.s. Healthcare ETF	ETF-Other	2.01%	—	—
17	EXK	Exact Sciences CORP	Stock-Materials	1.90%	—	—
18	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.74%	+0.10%	-73.81%
19	IWB	Ishares Russell 1000 ETF	ETF-Other	1.72%	+0.61%	-62.02%

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2019 Q4	19	$12.9M	100	1GSLC 2VTI 3IWM Top holdings2019 Q4 1.GSLC 2.VTI 3.IWM 4.HDV 5.SPHD 6.CIBR 7.DGRW 8.ITA 9.SKYY 10.FTEC
2019 Q3	56	$49.0M	100	1VTI 2GSLC 3IVV Top holdings2019 Q3 1.VTI 2.GSLC 3.IVV 4.IWM 5.FSICUSD 6.DGRW 7.IJH 8.CIBR 9.SPHD 10.QQQ
2019 Q2	51	$105.6M	26	1USMV 2ACWV 3QQQ Top holdings2019 Q2 1.USMV 2.ACWV 3.QQQ 4.RSP 5.XSLV 6.VTI 7.FPX 8.IVV 9.46137V 10.HDV
2019 Q1	73	$123.3M	25	1USMV 2ACWV 3QQQ Top holdings2019 Q1 1.USMV 2.ACWV 3.QQQ 4.RSP 5.XSLV 6.VTI 7.FPX 8.GSLC 9.FSICUSD 10.IWM
2018 Q4	59	$101.0M	41	1USMV 2ACWV 3RSP Top holdings2018 Q4 1.USMV 2.ACWV 3.RSP 4.QQQ 5.XSLV 6.VTI 7.FPX 8.GSLC 9.IWM 10.HDV
2018 Q3	60	$116.5M	22	1USMV 2RSP 3ACWV Top holdings2018 Q3 1.USMV 2.RSP 3.ACWV 4.XSLV 5.VTI 6.IWM 7.FPX 8.GSLC 9.AADR 10.IVV
2018 Q2	53	$94.2M	81	1USMV 2RSP 3ACWV Top holdings2018 Q2 1.USMV 2.RSP 3.ACWV 4.XSLV 5.VTI 6.IWM 7.FPX 8.GSLC 9.IVV 10.219880
2018 Q1	57	$103.5M	23	1SCHD 2USMV 3ACWV Top holdings2018 Q1 1.SCHD 2.USMV 3.ACWV 4.73937B 5.73935X 6.73937B 7.IWM 8.VTI 9.GSLC 10.FPX
2017 Q4	58	$110.7M	0	1SCHD273937B3USMV Top holdings2017 Q4 1.SCHD 2.73937B 3.USMV 4.ACWV 5.73935X 6.73937B 7.GSLC 8.IWM 9.IEMG 10.VTI

Holding changes this quarter

Position changes disclosed by Sequoia Wealth Management, LLC for the quarter ending 2019-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GSLC	Goldman Activebeta US Lc ETF	+8.8%	-43.38%	Trim
2	SPHD	Invesco S&p 500 High Dividen	+5%	-23.16%	Trim
3	CIBR	First Trust Nasdaq Cybersecu	+4.2%	-42.05%	Trim
4	SKYY	First Trust Cloud Computing	+3.6%	-31.65%	Trim
5	DGRW	Wisdomtree U.s. Quality Divi	+2.7%	-57.54%	Trim
6	BOND	Pimco Active Bond Exchange-t	+2.4%	+83.45%	Add
7	IWM	Ishares Russell 2000 ETF	+2.2%	-65.74%	Trim
8	IGM	Ishares Expanded Tech Sector	+1.8%	-43.82%	Trim
9	FBT	First Trust Nyse Arca Biotec	+1.7%	-51.82%	Trim
10	IYF	Ishares US Financials ETF	+1.4%	-33.93%	Trim
11	IWB	Ishares Russell 1000 ETF	+0.6%	-62.02%	Trim
12	IJR	Ishares Core S&p Small-cap E	+0.1%	-73.81%	Trim
13	VTI	Vanguard Total Stock Mkt ETF	-7.8%	-86.99%	Trim
14	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
15	FSICUSD	Fs Kkr Capital CORP	—	EXIT	Sold out
16	IJH	Ishares Core S&p Midcap ETF	—	EXIT	Sold out
17	QQQ	Invesco Qqq Trust Series 1	—	EXIT	Sold out
18	IUSG	Ishares Core S&p U.s. Growth	—	EXIT	Sold out
19	VUG	Vanguard Growth ETF	—	EXIT	Sold out
20	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
21	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
22	IUSV	Ishares Core S&p U.s. Value	—	EXIT	Sold out
23	VYM	Vanguard High Dvd Yield ETF	—	EXIT	Sold out
24	BND	Vanguard Total Bond Market	—	EXIT	Sold out
25	VCIT	Vanguard Int-term Corporate	—	EXIT	Sold out
26	VOT	Vanguard Mid-cap Growth ETF	—	EXIT	Sold out
27	GWPH	Gw Pharmaceuticals LTD	—	EXIT	Sold out
28	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
29	TLT	Ishares 20+ Year Treasury Bd	—	EXIT	Sold out
30	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	Sold out
31	FEMS	First Trust Emerging Markets	—	EXIT	Sold out
32	VEA	Vanguard Ftse Developed ETF	—	EXIT	Sold out
33	IEF	Ishares 7-10 Year Treasury B	—	EXIT	Sold out
34	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	Sold out
35	IEMG	Ishares Core Msci Emerging	—	EXIT	Sold out
36	IWR	Ishares Russell Mid-cap ETF	—	EXIT	Sold out
37	VBR	Vanguard Small-cap Value ETF	—	EXIT	Sold out
38	QUAL	Ishares Msci USA Quality Fac	—	EXIT	Sold out
39	SRE	Sempra	—	EXIT	Sold out
40	VWO	Vanguard Ftse Emerging Marke	—	EXIT	Sold out
41	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	—	EXIT	Sold out
42	FPE	Ft-preferred Secur & INC ETF	—	EXIT	Sold out
43	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
44	FXO	First Trust Financial Alphad	—	EXIT	Sold out
45	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	Sold out
46	FHLC	Fidelity Msci Health Care	—	EXIT	Sold out
47	VOE	Vanguard Mid-cap Value ETF	—	EXIT	Sold out
48	FEYECHF	Mandiant INC	—	EXIT	Sold out
49	SLV	Ishares Silver Trust	—	EXIT	Sold out
50	XEADX	Allspring Income Opport	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2019 Q4	2020-01-14	13F-HR	View on EDGAR
2019 Q3	2019-10-30	13F-HR	View on EDGAR
2019 Q2	2019-08-06	13F-HR	View on EDGAR
2019 Q1	2019-05-15	13F-HR	View on EDGAR
2018 Q4	2019-01-22	13F-HR	View on EDGAR
2018 Q3	2018-11-27	13F-HR	View on EDGAR
2018 Q2	2018-08-10	13F-HR	View on EDGAR
2018 Q1	2018-05-08	13F-HR	View on EDGAR
2017 Q4	2018-02-09	13F-HR	View on EDGAR

FAQ

What is Sequoia Wealth Management, LLC and what type of investor is it?

What are Sequoia Wealth Management, LLC's largest equity positions?

What changes did Sequoia Wealth Management, LLC make in its most recent portfolio filing?

What sectors does Sequoia Wealth Management, LLC focus on?

Sequoia Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Materials: 100.0%

Peer Institutions

Institutions with a similar AUM

Solaris Asset Management LLC

CIK 0001364739

Total reported value

$12.8M

41 stks

2018-09-30

Stale — no recent filing

Concentration25.3

Portfolio Stability17.3

Sector conviction100.0

AUM within 0.8% of this institution

Glade Brook Capital Partners LLC

CIK 0001529872

Total reported value

$12.8M

1 stks

2026-03-31

AUM within 1.0% of this institution

SQN Investors LP

CIK 0001665887

Total reported value

$12.8M

1 stks

2025-09-30

Stale — no recent filing

AUM within 1.2% of this institution

Similar Holdings Style

Institutions with overlapping top holdings

Hunter Associates Investment Management LLC

CIK 0001380137

Total reported value

$755.9M

274 stks

2026-03-31

Concentration7.0

Portfolio Stability15.6

Sector conviction69.5

Also holds Goldman Activebeta US Lc ETF as its largest position

Financial Management Professionals, Inc.

CIK 0001568132

Total reported value

$1.1B

1,055 stks

2026-06-30

Concentration17.0

Portfolio Stability28.3

Sector conviction56.4

Also holds Goldman Activebeta US Lc ETF as its largest position

Riverpoint Wealth Management Holdings, LLC

CIK 0001682733

Total reported value

$470.0M

62 stks

2026-03-31

Concentration35.3

Portfolio Stability5.1

Sector conviction76.8

Also holds Goldman Activebeta US Lc ETF as its largest position