account_balance
Investment manager · 13F filer · SEC CIK 1599900
Sequoia Financial Advisors, LLC
Reported value$20Bas of Jun 30, 2026
Positions2,124 334 new, 95 sold out
Top 10 weight30.6%VTI alone is 7%
FiledJul 1717 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
7.1%
SFGVEa Series Trust
5.5%
IXUSiShares Tr
3.0%Added +4%
AAPLApple Inc
2.9%
NVDANvidia Corporation
2.8%Added +6%
VONGVanguard Scottsdale FDS
2.2%
DFAUDimensional ETF Trust
2.0%Added +3%
DSTLETF Ser Solutions
1.8%
MSFTMicrosoft Corp
1.7%Added +9%
PYLDPimco ETF Tr
1.6%Added +13%
JPIEJ P Morgan Exchange Traded F
1.6%Added +12%
BINCBlackRock ETF Trust II
1.6%Added +13%
VTIVanguard Index FDS
7.1%
SFGVEa Series Trust
5.5%
IXUSiShares Tr
3.0%Added +4%
AAPLApple Inc
2.9%
NVDANvidia Corporation
2.8%Added +6%
VONG2.2%
DFAU2.0%
DSTL1.8%
MSFT1.7%PYLD1.6%
JPIE1.6%
BINC1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 7.1% Held
SFGV Ea Series Trust 5.5% Held
IXUS iShares Tr 3.0% Added +4%
AAPL Apple Inc 2.9% HeldNVDA Nvidia Corporation 2.8% Added +6%VONG Vanguard Scottsdale FDS 2.2% Held
DFAU Dimensional ETF Trust 2.0% Added +3%
DSTL ETF Ser Solutions 1.8% Held
MSFT Microsoft Corp 1.7% Added +9%PYLD Pimco ETF Tr 1.6% Added +13%
JPIE J P Morgan Exchange Traded F 1.6% Added +12%
BINC BlackRock ETF Trust II 1.6% Added +13%
What changed