Holdings of Sequoia Financial Advisors, LLC

Name: Holdings of Sequoia Financial Advisors, LLC
Creator: Titelia

1618 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.3 % of the equity sleeve

Sector breakdown

Technology 12.9 %
Funds 6.5 %
Financials 6.4 %
Industrials 5.3 %
Communication 4.0 %
Consumer discretionary 3.6 %
Health care 3.3 %
Consumer staples 2.4 %
Energy 1.7 %
Utilities 0.7 %
Materials 0.6 %
Real estate 0.2 %
Unattributed 52.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.0 %
TW 0.2 %
GB 0.1 %
KR 0.1 %
NL 0.1 %
JP 0.1 %
IN 0.1 %
ES 0.0 %
IL 0.0 %
AU 0.0 %
BR 0.0 %
KY 0.0 %
Other countries 0.2 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	1,513	15.1B $	99.02 %
2	TW	3	27.3M $	0.18 %
3	GB	18	21.4M $	0.14 %
4	KR	8	15.3M $	0.10 %
5	NL	5	11.8M $	0.08 %
6	JP	6	11.5M $	0.08 %
7	IN	5	9.9M $	0.06 %
8	ES	3	6.1M $	0.04 %
9	IL	3	5.8M $	0.04 %
10	AU	3	5.7M $	0.04 %
11	BR	14	5.3M $	0.03 %
12	KY	7	4.4M $	0.03 %

Positions

Rank	Company	Shares	Value
1	Vanguard Total Stock Market ETF	3,787,743	1.2B $
2	iShares Core MSCI Total International Stock ETF	6,049,116	524.1M $
3	Apple Inc	1,940,490	492.5M $
4	NVIDIA Corp	2,679,934	467.4M $
5	Vanguard Russell 1000 Growth ETF	3,481,927	381.9M $
6	Distillate US Fundamental Stability & Value ETF	5,923,843	342.9M $
7	Microsoft Corp	832,793	308.3M $
8	JPMorgan Income ETF	6,383,524	294.1M $
9	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	3,675,562	291.4M $
10	PIMCO Multisector Bond Active	10,994,877	288.1M $
11	BlackRock ETF Trust II	5,443,735	282.7M $
12	Vanguard Short-term Bond Etf	3,378,481	264.9M $
13	Amazon.com Inc	1,118,723	233M $
14	Alphabet Inc	753,267	216.1M $
15	iShares National Muni Bond ETF	1,977,019	209.9M $
16	SPDR Gold Shares	469,208	201.9M $
17	Broadcom Inc	640,160	198.1M $
18	TRP DIVIDEND GROWTH ETF	4,234,788	189M $
19	iShares Trust	1,197,896	165.8M $
20	Vanguard Value ETF	781,277	153.3M $
21	Meta Platforms Inc	263,851	151M $
22	Vanguard Growth ETF	345,470	150.9M $
23	Alphabet Inc	473,577	136.2M $
24	Eli Lilly & Co	143,305	131.8M $
25	Caterpillar Inc	178,760	126.6M $
26	Goldman Sachs Group Inc/The	147,053	124.4M $
27	Berkshire Hathaway Inc	252,527	121M $
28	RTX Corp	624,341	120.4M $
29	American Century ETF Trust	1,087,142	120.1M $
30	Exxon Mobil Corp	700,935	118.9M $
31	Pacer Funds Trust	1,824,648	114.1M $
32	JPMorgan Chase & Co	374,677	110.2M $
33	Dimensional ETF Trust	2,715,179	105.8M $
34	State Street SPDR S&P 500 ETF Trust	158,417	103M $
35	Walmart Inc	813,060	101M $
36	Costco Wholesale Corp	97,275	96.9M $
37	Vanguard Tax-Exempt Bond Index ETF	1,846,369	92.1M $
38	Dimensional ETF Trust	1,297,323	92M $
39	iShares Core S&P Small-Cap ETF	705,455	87.7M $
40	Dimensional U S Targeted Value ETF	1,373,292	85.8M $
41	Wynn Resorts Ltd	815,698	82.8M $
42	Visa Inc	265,787	80.3M $
43	Vanguard World Fund	546,743	79.3M $
44	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	361,475	77.7M $
45	Home Depot Inc/The	219,054	72M $
46	iShares Trust	695,650	71.1M $
47	Quanta Services Inc	128,844	70.7M $
48	Salesforce Inc	358,400	66.9M $
49	Dimensional International Value ETF	1,245,125	65.7M $
50	Avantis International Small Cap Value ETF	647,182	64.6M $
51	Pacer Developed Markets Intern	1,509,097	64M $
52	iShares Core S&P 500 ETF	96,226	62.9M $
53	Vanguard FTSE Developed Markets ETF	956,431	61.3M $
54	Invesco QQQ Trust Series 1	106,014	61.2M $
55	Amgen Inc	165,511	58.2M $
56	iShares Trust	519,482	52.3M $
57	International Business Machines Corp.	206,926	50.2M $
58	Waste Management Inc	216,576	49.8M $
59	Parker-Hannifin Corp	54,588	48.9M $
60	Procter & Gamble Co/The	336,021	48.5M $
61	Bank of America Corp	986,686	48.1M $
62	Johnson & Johnson	194,451	47.5M $
63	Blackrock Inc	47,403	45.6M $
64	Morgan Stanley	271,441	44.7M $
65	McDonald's Corp.	143,679	44.7M $
66	Sherwin-Williams Co/The	138,898	44.5M $
67	Xylem Inc/NY	365,274	43.7M $
68	Avantis Real Estate ETF	987,667	43.5M $
69	DuPont de Nemours Inc	929,212	42.6M $
70	Tesla Inc	113,896	42.3M $
71	DFA Dimensional National Municipal Bond ETF	880,025	42.2M $
72	Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf	548,918	41.3M $
73	Cheniere Energy Inc	144,460	41M $
74	iShares Core S&P Mid-Cap ETF	604,672	40.8M $
75	SPDR Series Trust	509,074	39M $
76	Vanguard S&P 500 ETF	63,825	38.1M $
77	Abbott Laboratories	363,060	37.3M $
78	Schwab U.S. Large-Cap ETF	1,413,731	36.2M $
79	TJX Cos Inc/The	226,534	36.2M $
80	ABRDN PRECIOUS METALS BASKET ETF TRUST	163,518	35.8M $
81	Merck & Co Inc	297,046	35.7M $
82	VANGUARD SCOTTSDALE FUNDS	374,185	35.1M $
83	Palantir Technologies Inc	236,896	34.7M $
84	Chevron Corp	160,718	33.3M $
85	Charles Schwab Corp/The	343,001	32.2M $
86	Labcorp Holdings Inc	120,636	32.2M $
87	Citigroup Inc	272,410	30.9M $
88	Dimensional U S Small Cap ETF	429,834	30.6M $
89	Arthur J Gallagher & Co	139,833	30.3M $
90	Palo Alto Networks Inc	188,521	30.2M $
91	Dimensional ETF Trust	820,348	30.2M $
92	Schwab Strategic Trust	1,007,873	29.4M $
93	Invesco S&P 500 Equal Weight ETF	150,025	28.8M $
94	Honeywell International Inc	125,089	28.3M $
95	Progressive Corp/The	137,395	27.2M $
96	Blackstone Inc	233,387	26.8M $
97	iShares Trust	74,728	26.6M $
98	JPMorgan Active Growth ETF	307,936	26M $
99	GE Vernova Inc	29,156	25.5M $
100	General Electric Co	86,760	24.6M $