CIK 1599900
Sequoia Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,885
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,885
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 3.7M | $1M+ | SH |
| SFGV | EA SERIES TRUST | 31.8M | $1M+ | SH |
| AAPL | APPLE INC | 2.0M | $1M+ | SH |
| IXUS | ISHARES TR | 5.8M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 2.6M | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 3.5M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 852K | $1M+ | SH |
| DSTL | ETF SER SOLUTIONS | 5.8M | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 7.1M | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.4M | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.6M | $1M+ | SH |
| AMZN | AMAZON COM INC | 1.1M | $1M+ | SH |
| PYLD | PIMCO ETF TR | 9.5M | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 4.7M | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 2.9M | $1M+ | SH |
| AVGO | BROADCOM INC | 634K | $1M+ | SH |
| GOOG | ALPHABET INC | 638K | $1M+ | SH |
| MUB | ISHARES TR | 1.8M | $1M+ | SH |
| GLD | SPDR GOLD TR | 473K | $1M+ | SH |
| TDVG | T ROWE PRICE ETF INC | 4.1M | $1M+ | SH |
| ACWI | ISHARES TR | 1.2M | $1M+ | SH |
| META | META PLATFORMS INC | 252K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 5.0M | $1M+ | SH |
| LLY | ELI LILLY & CO | 148K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 4.9M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 309K | $1M+ | SH |
| GOOGL | ALPHABET INC | 467K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 741K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 281K | $1M+ | SH |
| SPGM | SPDR INDEX SHS FDS | 1.7M | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 147K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 394K | $1M+ | SH |
| RTX | RTX CORPORATION | 615K | $1M+ | SH |
| COWZ | PACER FDS TR | 1.8M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 158K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 1.0M | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| CAT | CATERPILLAR INC | 177K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 2.7M | $1M+ | SH |
| SGOV | ISHARES TR | 965K | $1M+ | SH |
| V | VISA INC | 270K | $1M+ | SH |
| WYNN | WYNN RESORTS LTD | 770K | $1M+ | SH |
| WMT | WALMART INC | 816K | $1M+ | SH |
| CRM | SALESFORCE INC | 330K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 1.7M | $1M+ | SH |
| IJR | ISHARES TR | 689K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 676K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 566K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 1.3M | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 348K | $1M+ | SH |