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Latest Sequoia Financial Advisors, LLC Stock Portfolio

$20.07Billion | No. of Holdings #2115

Sequoia Financial Advisors, LLC Performance

2026 Q2+6.50%
YTD+4.41%
2025+14.71%

About Sequoia Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

Sequoia Financial Advisors, LLC is a hedge fund based in Akron, OH. On 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sequoia Financial Advisors, LLC reported an equity portfolio of $20.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Sequoia Financial Advisors, LLC are VB, BOB, IBCE. The fund has invested 7.1% of it's portfolio in VANGUARD INDEX FDS and 5.5% of portfolio in EA SERIES TRUST. <br><br> The fund managers got completely rid off DUPONT DE NEMOURS INC (DD), HONEYWELL INTL INC (HON) and ISHARES TR (ACWF) stocks. They significantly reduced their stock positions in WYNN RESORTS LTD (WYNN), SCHWAB STRATEGIC TR (FNDA) and GOSSAMER BIO INC (GOSS). Sequoia Financial Advisors, LLC opened new stock positions in DUPONT DE NEMOURS INC (DD), HONEYWELL INTL INC (HON) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to REGAL REXNORD CORPORATION (RRX), VANGUARD ADMIRAL FDS INC (IVOG) and ROCKWELL AUTOMATION INC (ROK).
Sequoia Financial Advisors, LLC Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$20.07Billion
  as of Jul 17, 2026

Sequoia Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sequoia Financial Advisors, LLC made a return of 6.5% in the last quarter. In trailing 12 months, it's portfolio return was 13.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dupont de nemours inc45,072,100
honeywell intl inc25,699,000
honeywell aerospace inc24,174,800
stubhub hldgs inc7,953,250
blackrock etf trust3,600,800
New stocks bought by Sequoia Financial Advisors, LLC

Additions

Ticker% Inc.
regal rexnord corporation1,196
vanguard admiral fds inc565
rockwell automation inc559
sunbelt rentals holdings inc536
vanguard index fds533
vanguard world fd508
ati inc485
ishares tr358
Additions to existing portfolio by Sequoia Financial Advisors, LLC

Reductions

Ticker% Reduced
accenture plc ireland-64.8
ishares tr-52.7
sherwin williams co-50.64
intuit-48.61
salesforce inc-46.68
invesco exch trd slf idx fd-43.59
invesco exch trd slf idx fd-43.4
palo alto networks inc-42.63
Sequoia Financial Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sequoia Financial Advisors, LLC

Sector Distribution

Sequoia Financial Advisors, LLC has about 60.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
Sector%
Others60.4
Technology12.9
Industrials6
Financial Services5.2
Communication Services3.5
Healthcare3.4
Consumer Cyclical3.4
Consumer Defensive1.8
Energy1.5

Market Cap. Distribution

Sequoia Financial Advisors, LLC has about 37.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED60.4
MEGA-CAP24.3
LARGE-CAP13
MID-CAP1.6

Stocks belong to which Index?

About 36.5% of the stocks held by Sequoia Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others63.6
S&P 50034.7
RUSSELL 20001.8
Top 5 Winners (%)%
astera labs inc
246.4 %
sandisk corp
242.7 %
MU
micron technology inc
199.2 %
UMC
united microelectronics corp
193.3 %
MRVL
marvell technology inc
186.5 %
Top 5 Winners ($)$
VB
vanguard index fds
187.5 M
BOB
ea series trust
71.9 M
NVDA
nvidia corporation
70.9 M
AAPL
apple inc
69.7 M
CAT
caterpillar inc
65.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.8 %
SBS
companhia de saneamento basi
-72.0 %
AMPS
ishares tr
-70.6 %
VB
vanguard index fds
-70.2 %
CVNA
carvana co
-69.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-444.0 M
GLD
spdr gold tr
-28.6 M
XOM
exxon mobil corp
-23.6 M
IJR
ishares tr
-23.0 M
VAW
vanguard world fd
-22.5 M

Sequoia Financial Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sequoia Financial Advisors, LLC

Sequoia Financial Advisors, LLC has 2115 stocks in it's portfolio. About 30.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Sequoia Financial Advisors, LLC last quarter.

$18.77BTotal Value
498Positions
17 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Sequoia Financial Advisors, LLC, last reported on 17 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
1.14%2,128,660
$229.09M
1.14%
increased 7.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.9%1,146,640
$179.99M
0.9%
decreased 4.28 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.14%383,334
$29.18M
0.14%
increased 10.65 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.08%203,677
$15.59M
0.08%
increased 1.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.07%175,462
$14.44M
0.07%
increased 0.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.06%118,563
$12.62M
0.06%
decreased 3.98 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.03%50,653
$5.37M
0.03%
decreased 4.06 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Sequoia Financial Advisors, LLC's holding in Etf Ser Solutions over time
1.77%5,942,710
$355.97M
1.77%
increased 0.32 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.08%371,000
$15.20M
0.08%
decreased 27.73 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.05%220,256
$10.91M
0.05%
decreased 3.5 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.05%199,961
$10.66M
0.05%
decreased 0.56 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.03%78,940
$5.98M
0.03%
decreased 0.3 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Sequoia Financial Advisors, LLC's holding in Ishares Tr over time
0.03%100,669
$5.09M
0.03%
increased 1.03 percentadded