Sequoia Financial Advisors, LLC 13F Holdings
CIK 0001599900 · Akron, OH
As of Sep 30, 2025, Sequoia Financial Advisors, LLC reported 1,742 positions worth
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.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 3,647,344 | .2B | 8.40% |
| EA SERIES TRUST | SFGV | — | 32,130,783 | $999.4M | 7.01% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 5,840,747 | $482.3M | 3.38% |
| NVIDIA CORP | NVDA | Technology | 2,455,031 | $458.1M | 3.21% |
| APPLE INC | AAPL | Technology | 1,667,078 | $424.5M | 2.98% |
| MICROSOFT CORP | MSFT | Technology | 769,950 | $398.8M | 2.80% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 3,180,226 | $383.2M | 2.69% |
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | DSTL | — | 5,744,635 | $333.0M | 2.34% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 7,007,237 | $320.7M | 2.25% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 3,312,431 | $264.8M | 1.86% |
| AMAZON.COM INC | AMZN | Equity | 1,158,785 | $254.4M | 1.79% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 2,741,955 | $216.4M | 1.52% |
| JPMORGAN INCOME ETF | JPIE | — | 4,609,570 | $213.9M | 1.50% |
| BROADCOM INC | AVGO | Technology | 626,802 | $206.8M | 1.45% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 7,627,847 | $204.7M | 1.44% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 3,788,082 | $201.7M | 1.42% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 1,704,780 | 81.5M | 1.27% |
| ISHARES MSCI ACWI ETF | ACWI | — | 1,293,324 | 78.8M | 1.25% |
| SPDR GOLD TRUST | GQ9 | — | 483,951 | 72.0M | 1.21% |
| T ROWE PRICE DIVIDEND GROWTH ETF | TDVG | — | 3,762,326 | 65.4M | 1.16% |
| META PLATFORMS INC | META | Communication Services | 224,924 | 65.2M | 1.16% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 4,887,858 | 56.8M | 1.10% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 4,879,012 | 48.3M | 1.04% |
| ALPHABET INC | GOOG | Equity | 605,962 | 47.6M | 1.04% |
| VANGUARD VALUE INDEX FUND | VTV | — | 697,392 | 30.1M | 0.91% |