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Sequoia Financial Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $21,072,104,101
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $1,438,912,929
- EA SERIES TRUST · SEQU GLO VAL ETF · 02072L276 · shares: $1,101,621,074
- APPLE INC · COM · 037833100 · shares: $692,655,304
- NVIDIA CORPORATION · COM · 67066G104 · shares: $637,021,845
- MICROSOFT CORP · COM · 594918104 · shares: $458,062,334
- VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW · 92206C680 · shares: $429,386,936
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $390,484,332
- ISHARES TR · CORE MSCI TOTAL · 46432F834 · shares: $380,409,604
- ETF SER SOLUTIONS · DISTILLATE US · 26922A321 · shares: $376,450,308
- J P MORGAN EXCHANGE TRADED F · INCOME ETF · 46641Q159 · shares: $352,331,970
Reported holdings
1,778 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | — | 4,791 shares | $529,659 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 1,827 shares | $529,272 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | — | 4,638 shares | $528,501 |
| RUBRIK INC. | CL A | 781154109 | — | 4,616 shares | $528,394 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 | — | 4,343 shares | $527,635 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 972 shares | $526,718 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 12,545 shares | $525,887 |
| CNH INDL N V | SHS | N20944109 | — | 40,914 shares | $525,745 |
| SANMINA CORP | COM | 801056102 | — | 2,446 shares | $525,670 |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 46138E263 | — | 8,373 shares | $521,951 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 32 MUN | 46139W833 | — | 22,045 shares | $520,448 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | — | 5,108 shares | $519,511 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | — | 5,268 shares | $519,402 |
| ALLY FINL INC | COM | 02005N100 | — | 13,800 shares | $519,183 |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | 46138J445 | — | 24,845 shares | $519,114 |
| FIRST TR EXCHANGE-TRADED FD | CONSUMR DISCRE | 33734X101 | — | 8,073 shares | $517,749 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 46138G102 | — | 10,572 shares | $517,428 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 5,176 shares | $516,048 |
| SAMSARA INC | COM CL A | 79589L106 | — | 13,485 shares | $514,184 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 6,149 shares | $513,327 |
| TURKCELL ILETISIM | SPON ADR NEW | 900111204 | — | 103,778 shares | $512,666 |
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 | — | 5,560 shares | $511,497 |
| IONQ INC | COM | 46222L108 | — | 11,620 shares | $509,654 |
| RLI CORP | COM | 749607107 | — | 9,199 shares | $508,773 |
| IDEX CORP | COM | 45167R104 | — | 2,231 shares | $508,677 |
| RALPH LAUREN CORP | CL A | 751212101 | — | 1,432 shares | $508,285 |
| RADIAN GROUP INC | COM | 750236101 | — | 16,599 shares | $508,084 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 10,024 shares | $507,908 |
| FLUOR CORP | COM | 343412102 | — | 10,593 shares | $507,166 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 31 MUN | 46138J411 | — | 25,475 shares | $506,739 |
| EAST WEST BANCORP INC | COM | 27579R104 | — | 4,086 shares | $506,378 |
| DIODES INC | COM | 254543101 | — | 5,229 shares | $506,151 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C573 | — | 11,074 shares | $505,211 |
| CNX RES CORP | COM | 12653C108 | — | 16,205 shares | $505,110 |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 316092782 | — | 6,216 shares | $502,035 |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | — | 3,098 shares | $501,660 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | — | 10,264 shares | $501,393 |
| TFS FINL CORP | COM | 87240R107 | — | 30,895 shares | $500,497 |
| ALBERTSONS COMPANIES INC | COMMON STOCK | 013091103 | — | 43,085 shares | $500,218 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 4,332 shares | $499,177 |
| EXELIXIS INC | COM | 30161Q104 | — | 8,536 shares | $498,606 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | — | 6,976 shares | $495,861 |
| BEONE MEDICINES LTD | SPONSORED ADS | 07725L102 | — | 1,355 shares | $495,850 |
| INVESCO LTD | SHS | G491BT108 | — | 16,408 shares | $494,863 |
| AMPLIFY ETF TR | JR SILV MINE ETF | 032108649 | — | 18,045 shares | $492,278 |
| ADVANCED ENERGY INDS | COM | 007973100 | — | 1,746 shares | $492,107 |
| STONEX GROUP INC | COM | 861896108 | — | 7,610 shares | $491,911 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 | — | 3,697 shares | $486,197 |
| IMPERIAL OIL LTD | COM NEW | 453038408 | — | 3,941 shares | $484,888 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | — | 6,694 shares | $480,897 |
| HOST HOTELS & RESORTS INC | COM | 44107P104 | — | 21,460 shares | $480,479 |
| ISHARES INC | EURO HIGH YIELD | 464286210 | — | 9,191 shares | $480,092 |
| TELEFONAKTIEBOLAGET LM ERICS | ADR B SEK 10 | 294821608 | — | 52,456 shares | $479,966 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | — | 9,248 shares | $479,677 |
| TEXTRON INC | COM | 883203101 | — | 6,287 shares | $479,052 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 9,472 shares | $478,048 |
| DOCUSIGN INC | COM | 256163106 | — | 7,109 shares | $477,354 |
| DAVITA INC | COM | 23918K108 | — | 2,726 shares | $476,832 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 5,244 shares | $476,405 |
| USA RARE EARTH INC | COM | 91733P107 | — | 33,756 shares | $475,285 |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | — | 6,473 shares | $475,086 |
| ENSIGN GROUP INC | COM | 29358P101 | — | 2,761 shares | $474,892 |
| BANCORP INC DEL | COM | 05969A105 | — | 9,858 shares | $474,762 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 30,200 shares | $474,740 |
| VERSANT MEDIA GROUP INC | COM CL A | 925283103 | — | 14,956 shares | $474,108 |
| PENTAIR PLC | SHS | G7S00T104 | — | 8,932 shares | $473,328 |
| THE CAMPBELLS COMPANY | COM | 134429109 | — | 23,863 shares | $473,200 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | — | 31,670 shares | $473,145 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 | — | 5,053 shares | $473,051 |
| AES CORP | COM | 00130H105 | — | 31,692 shares | $472,207 |
| PAYCOM SOFTWARE INC | COM | 70432V102 | — | 2,169 shares | $472,112 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | — | 8,380 shares | $471,963 |
| XPO INC | COM | 983793100 | — | 2,681 shares | $471,804 |
| APTARGROUP INC | COM | 038336103 | — | 3,877 shares | $469,770 |
| JD.COM INC | SPON ADS CL A | 47215P106 | — | 17,603 shares | $468,229 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 5,049 shares | $467,745 |
| STEREOTAXIS INC | COM NEW | 85916J409 | — | 380,243 shares | $467,699 |
| OWENS CORNING NEW | COM | 690742101 | — | 4,004 shares | $467,453 |
| OLD NATL BANCORP IND | COM | 680033107 | — | 18,948 shares | $466,879 |
| GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | — | 5,500 shares | $465,877 |
| THOMSON REUTERS CORP | COM | 884903881 | — | 4,775 shares | $464,806 |
| VALMONT INDS INC | COM | 920253101 | — | 997 shares | $461,599 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | 46138J494 | — | 19,710 shares | $458,510 |
| PACER FDS TR | TRENDPILOT 100 | 69374H303 | — | 5,135 shares | $457,991 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | — | 50,512 shares | $457,131 |
| ISHARES TR | INVT GRAD SY ETF | 46435G219 | — | 10,653 shares | $455,821 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | 46138J486 | — | 19,990 shares | $455,792 |
| SBA COMMUNICATIONS CORP | CL A | 78410G104 | — | 2,840 shares | $454,700 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 2,079 shares | $453,653 |
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 20441A102 | — | 85,182 shares | $452,316 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 23,700 shares | $451,486 |
| HALEON PLC | SPON ADS | 405552100 | — | 50,489 shares | $451,206 |
| RH | COM | 74967X103 | — | 3,701 shares | $450,612 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | — | 3,852 shares | $450,569 |
| INVESCO EXCH TRADED FD TR II | INTL CORP BD | 46138E636 | — | 20,246 shares | $450,175 |
| SCHEIN HENRY INC | COM | 806407102 | — | 5,355 shares | $449,661 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 5,340 shares | $449,054 |
| HORMEL FOODS CORP | COM | 440452100 | — | 22,508 shares | $448,814 |
| GODADDY INC | CL A | 380237107 | — | 4,698 shares | $448,707 |
| ALBEMARLE CORP | COM | 012653101 | — | 4,238 shares | $448,262 |