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 101–150 of 1,885
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JGRO | J P MORGAN EXCHANGE TRADED F | 335K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 347K | $1M+ | SH |
| INTF | ISHARES TR | 793K | $1M+ | SH |
| IWB | ISHARES TR | 79K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 132K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 145K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 146K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 299K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 115K | $1M+ | SH |
| GE | GE AEROSPACE | 85K | $1M+ | SH |
| VICI | VICI PPTYS INC | 908K | $1M+ | SH |
| MTUM | ISHARES TR | 99K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 748K | $1M+ | SH |
| QCOM | QUALCOMM INC | 144K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 157K | $1M+ | SH |
| IVW | ISHARES TR | 190K | $1M+ | SH |
| BDYN | BLACKROCK ETF TRUST | 903K | $1M+ | SH |
| ACWX | ISHARES TR | 337K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 78K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 61K | $1M+ | SH |
| IBHF | ISHARES TR | 963K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 487K | $1M+ | SH |
| QUAL | ISHARES TR | 109K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 451K | $1M+ | SH |
| ABBV | ABBVIE INC | 92K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 489K | $1M+ | SH |
| NFLX | NETFLIX INC | 217K | $1M+ | SH |
| GDIV | HARBOR ETF TRUST | 1.2M | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 969K | $1M+ | SH |
| IDVO | AMPLIFY ETF TR | 519K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 608K | $1M+ | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 944K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 34K | $1M+ | SH |
| GEV | GE VERNOVA INC | 29K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 58K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 496K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 62K | $1M+ | SH |
| PEP | PEPSICO INC | 128K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 24 | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 456K | $1M+ | SH |
| KO | COCA COLA CO | 256K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 301K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 66K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 55K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 120K | $1M+ | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 493K | $1M+ | SH |
| AGG | ISHARES TR | 168K | $1M+ | SH |
| SCI | SERVICE CORP INTL | 213K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 103K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 500K | $1M+ | SH |