Sequoia Financial Advisors, LLC 13F Holdings

CIK 0001599900 · Akron, OH

As of Sep 30, 2025, Sequoia Financial Advisors, LLC reported 1,742 positions worth 4.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—3,647,344 .2B8.40%
EA SERIES TRUSTSFGV—32,130,783$999.4M7.01%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFIXUS—5,840,747$482.3M3.38%
NVIDIA CORPNVDATechnology2,455,031$458.1M3.21%
APPLE INCAAPLTechnology1,667,078$424.5M2.98%
MICROSOFT CORPMSFTTechnology769,950$398.8M2.80%
VANGUARD RUSSELL 1000 GROWTH INDEX FUNDVONG—3,180,226$383.2M2.69%
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETFDSTL—5,744,635$333.0M2.34%
DIMENSIONAL US CORE EQUITY MARKET ETFDFAU—7,007,237$320.7M2.25%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—3,312,431$264.8M1.86%
AMAZON.COM INCAMZNEquity1,158,785$254.4M1.79%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—2,741,955$216.4M1.52%
JPMORGAN INCOME ETFJPIE—4,609,570$213.9M1.50%
BROADCOM INCAVGOTechnology626,802$206.8M1.45%
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDPYLD—7,627,847$204.7M1.44%
ISHARES FLEX I A ETF-USD INCBINC—3,788,082$201.7M1.42%
ISHARES NATIONAL MUNI BOND ETFMUB—1,704,780 81.5M1.27%
ISHARES MSCI ACWI ETFACWI—1,293,324 78.8M1.25%
SPDR GOLD TRUSTGQ9—483,951 72.0M1.21%
T ROWE PRICE DIVIDEND GROWTH ETFTDVG—3,762,326 65.4M1.16%
META PLATFORMS INCMETACommunication Services224,924 65.2M1.16%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFDFEM—4,887,858 56.8M1.10%
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETFDIHP—4,879,012 48.3M1.04%
ALPHABET INCGOOGEquity605,962 47.6M1.04%
VANGUARD VALUE INDEX FUNDVTV—697,392 30.1M0.91%