13F Insight
DOSSIER · 13F-HR · Q2 2026

Sequoia Financial Advisors, LLC

$20.1B in tracked AUM across 2,163 positions as of Q2 2026.

SF
CIK 0001599900 · last filed Jun 30, 2026
Total AUM
$20.1B
as of Q2 2026
Holdings
2,163
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive SEC 13F Analysis: Sequoia Financial Advisors, LLC
1. Portfolio Overview

The most striking feature of this filing is the dramatic expansion in portfolio size, with total assets under management (AUM) surging from approximately $18.22 million to $16.46 billion—a reported increase of over 90,000%. This indicates a structural event rather than standard organic growth, likely attributable to the consolidation of reporting entities, the acquisition of a large book of business, or ...

Despite the massive scale increase, the portfolio demonstrates a high degree of diversification, holding 1,742 positions. The investment strategy appears to be a "Core-Satellite" approach, heavily reliant on broad market and factor-based ETFs for core exposure, supplemented by significant direct allocations to mega-cap technology stocks. The portfolio is highly liquid, with the top 10 positions accounting for approximately 29% of the total value, suggesting a preference for large-cap, established securities.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$1.4B3.8M7.1%02
SFGV
EA SERIES TRUST
$1.1B31.5M5.5%03
IXUS
ISHARES TR
$601M6.3M3.0%04
AAPL
APPLE INC
$575M2.0M2.9%05
NVDA
NVIDIA CORPORATION
$570M2.9M2.8%06
VONG
VANGUARD SCOTTSDALE FDS
$438M3.4M2.2%07
DFAU
DIMENSIONAL ETF TRUST
$393M7.6M2.0%08
DSTL
ETF SER SOLUTIONS
$356M5.9M1.8%09
MSFT
MICROSOFT CORP
$341M913K1.7%10
PYLD
PIMCO ETF TR
$329M12.4M1.6%

Filing history

2026Q2Jun 30
$20.1B▲ 12.2%
2,163 positionsView →2026Q1Mar 31
$17.9B▼ 0.3%
1,921 positionsView →2025Q4Dec 31
$17.9B▲ 8.9%
1,928 positionsView →2025Q3Sep 30
$16.5B▲ 12.7%
1,742 positionsView →2025Q2Jun 30
$14.6B▲ 12.5%
1,588 positionsLocked2025Q1Mar 31
$13.0B▲ 24.9%
1,370 positionsLocked2024Q4Dec 31
$10.4B▲ 11.5%
1,347 positionsLocked2024Q3Sep 30
$9.3B▲ 12.3%
1,289 positionsLocked2024Q2Jun 30
$8.3B▲ 3.2%
1,221 positionsLocked2024Q1Mar 31
$8.0B▼ 0.3%
1,164 positionsLocked2023Q4Dec 31
$8.1B▲ 41.4%
1,200 positionsLocked2023Q3Sep 30
$5.7B▼ 2.1%
965 positionsLocked
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