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 51–100 of 1,885
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW | 89K | $1M+ | SH |
| IUSV | ISHARES TR | 695K | $1M+ | SH |
| HD | HOME DEPOT INC | 204K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 109K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 1.3M | $1M+ | SH |
| IVV | ISHARES TR | 93K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 207K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 637K | $1M+ | SH |
| ICOW | PACER FDS TR | 1.5M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 926K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 130K | $1M+ | SH |
| BN | BROOKFIELD CORP | 1.2M | $1M+ | SH |
| AMGN | AMGEN INC | 166K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 989K | $1M+ | SH |
| ETN | EATON CORP PLC | 162K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 56K | $1M+ | SH |
| TSLA | TESLA INC | 110K | $1M+ | SH |
| MS | MORGAN STANLEY | 271K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 330K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 145K | $1M+ | SH |
| XYL | XYLEM INC | 344K | $1M+ | SH |
| BLK | BLACKROCK INC | 44K | $1M+ | SH |
| ABT | ABBOTT LABS | 367K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 204K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 558K | $1M+ | SH |
| MCD | MCDONALDS CORP | 142K | $1M+ | SH |
| ORCL | ORACLE CORP | 221K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 562K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 234K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 850K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 221K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 188K | $1M+ | SH |
| IJH | ISHARES TR | 580K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 141K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 359K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 386K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| TJX | TJX COS INC NEW | 228K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 133K | $1M+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 166K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 754K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 53K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 853K | $1M+ | SH |
| DD | DUPONT DE NEMOURS INC | 805K | $1M+ | SH |
| MRK | MERCK & CO INC | 306K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 128K | $1M+ | SH |
| BX | BLACKSTONE INC | 206K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 453K | $1M+ | SH |
| C | CITIGROUP INC | 269K | $1M+ | SH |