Latest Sequoia Financial Advisors, LLC Stock Portfolio

Sequoia Financial Advisors, LLC Performance:

2025 Q4: 0.74%YTD: 13.07%2024: 12.91%

Performance for 2025 Q4 is 0.74%, and YTD is 13.07%, and 2024 is 12.91%.

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

Sequoia Financial Advisors, LLC is a hedge fund based in Akron, OH. On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sequoia Financial Advisors, LLC reported an equity portfolio of $17.9 Billions as of 31 Dec, 2025.

The top stock holdings of Sequoia Financial Advisors, LLC are VB, BOB, AAPL. The fund has invested 7% of it's portfolio in VANGUARD INDEX FDS and 5.6% of portfolio in EA SERIES TRUST.

The fund managers got completely rid off WALKER & DUNLOP INC (WD), VAIL RESORTS INC (MTN) and CAESARS ENTERTAINMENT INC NE (CZR) stocks. They significantly reduced their stock positions in PLANET FITNESS INC (PLNT), TKO GROUP HOLDINGS INC and GOLDEN ENTMT INC (GDEN). Sequoia Financial Advisors, LLC opened new stock positions in AMPLIFY ETF TR (AMLX), J P MORGAN EXCHANGE TRADED F and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), INVESCO EXCHANGE TRADED FD T (CSD) and NETFLIX INC (NFLX).

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

Our best estimate is that Sequoia Financial Advisors, LLC made a return of 0.74% in the last quarter. In trailing 12 months, it's portfolio return was 13.07%.

Performance
S&P 500

New Buys

Ticker	$ Bought
amplify etf tr	33,546,600
j p morgan exchange traded f	31,059,100
ishares tr	29,930,300
ishares tr	22,220,000
invesco exch trd slf idx fd	19,955,300
amplify etf tr	19,910,500
invesco exch trd slf idx fd	19,701,900
penn entertainment inc	6,376,350

New stocks bought by Sequoia Financial Advisors, LLC

Additions

Ticker	% Inc.
ishares tr	8,501
invesco exchange traded fd t	2,247
netflix inc	1,123
ishares tr	993
dimensional etf trust	468
servicenow inc	449
mastec inc	352
sempra	312

Additions to existing portfolio by Sequoia Financial Advisors, LLC

Reductions

Ticker	% Reduced
vanguard charlotte fds	-57.7
vici pptys inc	-37.54
vanguard bd index fds	-35.16
ishares tr	-34.01
pimco etf tr	-32.17
j p morgan exchange traded f	-28.38
united parcel service inc	-28.1
ishares tr	-26.36

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 59.9% of it's holdings in Others sector.

Sector	%
Others	59.9
Technology	13.3
Financial Services	5.4
Industrials	4.9
Consumer Cyclical	4.3
Healthcare	3.5
Communication Services	3.5
Consumer Defensive	1.9
Energy	1.3

Market Cap. Distribution

Sequoia Financial Advisors, LLC has about 36.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	59.9
MEGA-CAP	20.8
LARGE-CAP	15.9
MID-CAP	2.7

Stocks belong to which Index?

About 36.9% of the stocks held by Sequoia Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	63
S&P 500	35.4
RUSSELL 2000	1.5

Top 5 Winners (%)		%
	fortrea hldgs inc	104.8 %
IMNM	immunome inc	83.2 %
	sandisk corp	79.0 %
EXAS	exact sciences corp	73.0 %
MU	micron technology inc	69.7 %

Top 5 Winners ($)		$
LLY	eli lilly & co	45.8 M
GOOG	alphabet inc	43.7 M
GOOG	alphabet inc	32.3 M
AAPL	apple inc	31.5 M
VB	vanguard index fds	26.1 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.4 %
NOW	servicenow inc	-74.7 %
LINK	interlink electrs inc	-65.5 %
CORT	corcept therapeutics inc	-57.7 %
LCID	lucid group inc	-55.0 %

Top 5 Losers ($)		$
NFLX	netflix inc	-130.0 M
MSFT	microsoft corp	-27.8 M
DD	dupont de nemours inc	-24.0 M
	brookfield corp	-22.6 M
ORCL	oracle corp	-19.0 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 1876 stocks in it's portfolio. About 31% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Sequoia Financial Advisors, LLC last quarter.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.03	41,570	5,656,400	reduced	-2.34

AAPL	apple inc	3.02	1,994,220	542,149,000	added	19.62

AAXJ	ishares tr	1.05	1,766,390	189,198,000	added	3.61

AAXJ	ishares tr	0.98	1,246,410	176,355,000	reduced	-3.63

AAXJ	ishares tr	0.13	337,299	22,642,900	added	15.68

AAXJ	ishares tr	0.08	206,159	14,721,800	reduced	-5.98

AAXJ	ishares tr	0.08	187,107	14,506,400	added	993

AAXJ	ishares tr	0.07	122,239	13,042,900	reduced	-5.01

AAXJ	ishares tr	0.03	56,131	6,025,720	reduced	-2.43

AAXJ	ishares tr	0.02	33,710	3,209,910	reduced	-34.01

ABBV	abbvie inc	0.12	91,663	20,944,100	added	8.48

ABC	cencora inc	0.02	12,428	4,197,440	added	25.56

ABT	abbott labs	0.26	367,423	46,034,500	added	3.86

ACGL	arch cap group ltd	0.02	35,127	3,369,420	added	61.87

ACIO	etf ser solutions	1.89	5,752,460	338,820,000	added	0.14

ACN	accenture plc ireland	0.21	141,484	37,960,200	added	197

ACWF	ishares tr	0.17	792,855	29,930,300	new

ACWF	ishares tr	0.06	235,569	10,706,600	reduced	-3.21

ACWF	ishares tr	0.06	204,800	9,824,250	reduced	-8.6

ACWF	ishares tr	0.03	79,967	5,676,070	added	11.11