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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) |
|---|---|---|---|---|---|
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | — | 2,068 shares | $360,423 |
| PINNACLE WEST CAP CORP | COM | 723484101 | — | 3,853 shares | $358,520 |
| CARMAX INC | COM | 143130102 | — | 6,505 shares | $358,491 |
| ACUITY INC | COM | 00508Y102 | — | 1,155 shares | $357,865 |
| LINCOLN NATL CORP IND | COM | 534187109 | — | 8,865 shares | $356,894 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 8,062 shares | $355,514 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | — | 16,581 shares | $355,501 |
| RB GLOBAL INC | COM | 74935Q107 | — | 4,365 shares | $355,233 |
| RBC BEARINGS INC | COM | 75524B104 | — | 709 shares | $353,955 |
| MAIN STR CAP CORP | COM | 56035L104 | — | 6,420 shares | $353,404 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 2,329 shares | $353,054 |
| FIDELITY COVINGTON TRUST | DISRUPTORS ETF | 316092121 | — | 8,430 shares | $351,655 |
| CARLYLE GROUP INC | COM | 14316J108 | — | 8,865 shares | $351,568 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 3,968 shares | $351,556 |
| SKYWEST INC | COM | 830879102 | — | 3,623 shares | $351,172 |
| APTIV PLC | COM SHS | G3265R107 | — | 8,149 shares | $350,571 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 3,197 shares | $350,393 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 6,464 shares | $350,092 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | — | 9,633 shares | $349,473 |
| BANCO DE CHILE | SPONSORED ADS | 059520106 | — | 8,722 shares | $348,959 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | — | 1,583 shares | $348,799 |
| CELCUITY INC | COM | 15102K100 | — | 4,375 shares | $347,900 |
| ISHARES TR | GNMA BOND ETF | 46429B333 | — | 8,247 shares | $345,220 |
| ETF SER SOLUTIONS | DISTILLATE INTNL | 26922B501 | — | 10,206 shares | $345,219 |
| PRUDENTIAL PLC | ADR | 74435K204 | — | 13,933 shares | $344,700 |
| FARMERS NATIONAL BANC CORP | COM | 309627107 | — | 22,908 shares | $344,308 |
| COREBRIDGE FINL INC | COM | 21871X109 | — | 10,384 shares | $343,931 |
| ICL GROUP LTD | SHS | M53213100 | — | 68,443 shares | $343,585 |
| FVCBANKCORP INC | COM | 36120Q101 | — | 19,710 shares | $343,550 |
| SPDR INDEX SHS FDS | ST INTL CAP ETF | 78463X871 | — | 7,531 shares | $343,171 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 6,628 shares | $343,063 |
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | — | 3,867 shares | $342,077 |
| SPROTT FDS TR | URANI MINER ETF | 85208P303 | — | 7,205 shares | $341,966 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 15,515 shares | $341,945 |
| TEXAS ROADHOUSE INC | COM | 882681109 | — | 2,187 shares | $341,916 |
| PRESTIGE CONSMR HEALTHCARE I | COM | 74112D101 | — | 7,432 shares | $340,906 |
| MORGAN STANLEY ETF TRUST | CALVERT US MDCP | 61774R403 | — | 4,660 shares | $340,157 |
| AMERICAN CENTY ETF TR | AVAN EMER EX ETF | 02507A101 | — | 4,139 shares | $340,083 |
| SSR MINING IN | COM | 784730103 | — | 10,193 shares | $339,621 |
| ISHARES TR | SELECT US REIT | 464287564 | — | 5,397 shares | $339,472 |
| COMPANIA DE MINAS BUENAVENTU | SPONSORED ADR | 204448104 | — | 10,723 shares | $338,633 |
| STIFEL FINL CORP | COM | 860630102 | — | 4,824 shares | $337,859 |
| DARLING INGREDIENTS INC | COM | 237266101 | — | 5,550 shares | $336,917 |
| VONTIER CORPORATION | COM | 928881101 | — | 10,700 shares | $335,985 |
| SPDR SERIES TRUST | ST LON TREAS ETF | 78464A664 | — | 14,076 shares | $335,714 |
| EASTERN BANKSHARES INC | COM | 27627N105 | — | 16,031 shares | $335,529 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 | — | 2,432 shares | $335,495 |
| VALE S A | SPONSORED ADS | 91912E105 | — | 24,998 shares | $335,218 |
| ISHARES TR | US HLTHCARE ETF | 464287762 | — | 4,683 shares | $335,119 |
| FLEXSHARES TR | NORTHERN TR STOX | 33939L688 | — | 1,407 shares | $334,758 |
| INVESCO DB MULTI-SECTOR COMM | BASE METALS FD | 46140H700 | — | 13,173 shares | $333,277 |
| LIBERTY ENERGY INC | COM CL A | 53115L104 | — | 18,265 shares | $332,786 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | — | 2,479 shares | $332,346 |
| FIRST BUSEY CORP | COM NEW | 319383204 | — | 11,394 shares | $331,917 |
| JPMORGAN CHASE & CO | COM | 46625H100 | PUT | 1,000 shares | $330,830 |
| COLUMBIA BKG SYS INC | COM | 197236102 | — | 11,564 shares | $330,740 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | 14020X104 | — | 8,300 shares | $330,174 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | — | 2,923 shares | $329,773 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | — | 8,055 shares | $329,278 |
| SERIES PORTFOLIOS TR | ELDR AAA CLO ETF | 81752T486 | — | 12,857 shares | $329,269 |
| FRONTDOOR INC | COM | 35905A109 | — | 4,491 shares | $328,382 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | — | 2,774 shares | $326,565 |
| EMPIRE ST RLTY OP L P | UNIT LTD PRTNSP | 292102100 | — | 81,409 shares | $325,636 |
| AGREE RLTY CORP | COM | 008492100 | — | 4,874 shares | $325,606 |
| HESS MIDSTREAM LP | CL A SHS | 428103105 | — | 8,700 shares | $325,119 |
| BNY MELLON ETF TRUST | US LRG CP CORE | 09661T107 | — | 6,639 shares | $324,382 |
| MATCH GROUP INC NEW | COM | 57667L107 | — | 8,077 shares | $324,279 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 2,628 shares | $322,790 |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | — | 6,480 shares | $322,396 |
| VODAFONE GROUP PLC | SPONSORED ADR | 92857W308 | — | 19,944 shares | $322,099 |
| HASBRO INC | COM | 418056107 | — | 3,661 shares | $321,014 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | — | 2,555 shares | $320,960 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 | — | 5,442 shares | $320,317 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | 14020V108 | — | 7,189 shares | $319,911 |
| PETROLEO BRASILEIRO S A | SPONSORED ADR | 71654V408 | — | 15,292 shares | $319,138 |
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 003260106 | — | 20,600 shares | $317,447 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | — | 3,371 shares | $317,237 |
| FAIR ISAAC CORP | COM | 303250104 | — | 535 shares | $317,037 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 | — | 34,762 shares | $315,987 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | — | 6,813 shares | $315,519 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C383 | — | 6,440 shares | $315,299 |
| CVB FINL CORP | COM | 126600105 | — | 14,569 shares | $314,837 |
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | — | 5,344 shares | $314,655 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 4,991 shares | $314,627 |
| LIBERTY MEDIA CORP DEL | COM SER A | 531229771 | — | 3,711 shares | $314,063 |
| BLACKROCK ETF TRUST | ISHA INFR AC ETF | 09290C673 | — | 12,124 shares | $313,893 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 45782C615 | — | 4,857 shares | $313,180 |
| FEDERAL SIGNAL CORP | COM | 313855108 | — | 2,813 shares | $311,653 |
| NATIONAL FUEL GAS CO | COM | 636180101 | — | 4,107 shares | $311,558 |
| AEHR TEST SYS | COM | 00760J108 | — | 3,127 shares | $311,512 |
| BAXTER INTL INC | COM | 071813109 | — | 12,977 shares | $311,456 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 | — | 15,650 shares | $311,122 |
| CHEMED CORP NEW | COM | 16359R103 | — | 614 shares | $310,212 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 2,173 shares | $309,827 |
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | — | 2,057 shares | $309,538 |
| HEALTHCARE RLTY TR | CL A COM | 42226K105 | — | 17,385 shares | $308,410 |
| DONALDSON INC | COM | 257651109 | — | 3,543 shares | $308,389 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 46138E362 | — | 6,395 shares | $308,117 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | — | 4,997 shares | $307,709 |
| BANCO SANTANDER CHILE NEW | SP ADR REP COM | 05965X109 | — | 9,221 shares | $307,600 |