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SFA

Sequoia Financial Advisors Portfolio holdings

AUM $20.1B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
+13.43%
1 Year Est. Return
+24.77%
3 Year Est. Return
+78.3%
5 Year Est. Return
+82.64%
10 Year Est. Return
+239.69%
AUM
$20.1B
AUM Growth
+$2.18B
Cap. Flow
+$381M
Cap. Flow %
1.9%
Top 10 Hldgs %
30.48%
Holding
2,266
New
345
Increased
915
Reduced
800
Closed
103

Top Buys

Rank Stock Value
1
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$37.1M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$36M
3
JPIE icon
JPMorgan Income ETF
JPIE
+$34.4M
4
ROK icon
Rockwell Automation
ROK
+$33.9M
5
NVDA icon
NVIDIA
NVDA
+$32.2M

Top Sells

Rank Stock Value
1
WYNN icon
Wynn Resorts
WYNN
+$83.1M
2
CRM icon
Salesforce
CRM
+$29.4M
3
SHW icon
Sherwin-Williams
SHW
+$22.5M
4
ACN icon
Accenture
ACN
+$18.4M
5
PANW icon
Palo Alto Networks
PANW
+$18.4M

Sector Composition

Rank Sector Weight
1 Technology 13.3%
2 Financials 6.88%
3 Industrials 6.41%
4 Communication Services 3.67%
5 Consumer Discretionary 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
251
Marvell Technology
MRVL
$175B
$8.5M 0.04%
28,530
+1,417
+5% +$284K
VRTX icon
252
Vertex Pharmaceuticals
VRTX
$122B
$8.31M 0.04%
16,729
+1,831
+12% +$811K
ONTO icon
253
Onto Innovation
ONTO
$13.9B
$8.28M 0.04%
21,878
+2,702
+14% +$765K
ACWV icon
254
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.25B
$8.2M 0.04%
68,179
-10,587
-13% -$1.28M
ANET icon
255
Arista Networks
ANET
$213B
$8.17M 0.04%
48,079
-468
-1% -$73.5K
AVDE icon
256
Avantis International Equity ETF
AVDE
$17.5B
$8.14M 0.04%
91,265
– –
VB icon
257
Vanguard Small-Cap ETF
VB
$79.2B
$8.06M 0.04%
26,593
-944
-3% -$271K
WCC
258
WESCO International
WCC
$15.5B
$8.06M 0.04%
23,336
+5,224
+29% +$1.77M
CRWD icon
259
CrowdStrike
CRWD
$202B
$8.04M 0.04%
42,132
-1,904
-4% -$271K
PFE icon
260
Pfizer
PFE
$141B
$8M 0.04%
332,178
-21,947
-6% -$574K
VGT icon
261
Vanguard Information Technology ETF
VGT
$139B
$7.98M 0.04%
66,744
-21,072
-24% -$2.31M
STUB
262
StubHub Holdings
STUB
$3.48B
$7.95M 0.04%
+617,968
New +$5.45M
BND icon
263
Vanguard Total Bond Market
BND
$158B
$7.94M 0.04%
108,164
-4,542
-4% -$333K
VYM icon
264
Vanguard High Dividend Yield ETF
VYM
$79.7B
$7.91M 0.04%
50,029
-1,514
-3% -$237K
CMPR icon
265
Cimpress
CMPR
$2.5B
$7.78M 0.04%
76,528
-51
-0.1% -$4.53K
TW icon
266
Tradeweb Markets
TW
$21.4B
$7.69M 0.04%
77,150
+9,472
+14% +$1.03M
SPLV icon
267
Invesco S&P 500 Low Volatility ETF
SPLV
$7.1B
$7.59M 0.04%
101,327
-264
-0.3% -$19.4K
XLE icon
268
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$7.5M 0.04%
141,274
+4,698
+3% +$269K
VRT icon
269
Vertiv
VRT
$112B
$7.45M 0.04%
22,258
+913
+4% +$290K
TMO icon
270
Thermo Fisher Scientific
TMO
$196B
$7.43M 0.04%
14,810
-1,000
-6% -$480K
KMB icon
271
Kimberly-Clark
KMB
$36B
$7.41M 0.04%
67,535
+4,750
+8% +$471K
GILD icon
272
Gilead Sciences
GILD
$165B
$7.41M 0.04%
58,662
+8,484
+17% +$1.12M
EVR icon
273
Evercore
EVR
$12.9B
$7.4M 0.04%
21,658
+5,286
+32% +$1.81M
WAT icon
274
Waters Corp
WAT
$35.1B
$7.36M 0.04%
19,624
+409
+2% +$140K
JMUB icon
275
JPMorgan Municipal ETF
JMUB
$8.26B
$7.3M 0.04%
144,042
-64,663
-31% -$3.26M
9 10
11
12 13

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Sequoia Financial Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Sequoia Financial Advisors held 2,266 positions worth $20.1B, up 12% from $17.9B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Sequoia Financial Advisors's Q2 2026 filing shows 345 new, 915 increased, 800 reduced and 103 closed positions. Its largest new stake was Honeywell Aerospace: 109,349 shares worth $24.2M. The largest sale was Wynn Resorts, an estimated $83.1M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Industrials.

  • Sequoia Financial Advisors's largest Q2 2026 buy was Honeywell Aerospace: 109,349 shares worth $24.2M.
  • Sequoia Financial Advisors added most to PIMCO Multi Sector Bond Active ETF in Q2 2026, an estimated $37.1M increase.
  • Sequoia Financial Advisors's biggest Q2 2026 reduction was Wynn Resorts, cutting an estimated $83.1M.
  • Sequoia Financial Advisors fully exited iShares Core Universal USD Bond ETF in Q2 2026, selling an estimated $3.25M.
  • Sequoia Financial Advisors's ten largest holdings make up 30% of its $20.1B portfolio in Q2 2026.
  • Sequoia Financial Advisors opened 345 new positions and closed 103 in Q2 2026.
  • Sequoia Financial Advisors's portfolio value rose 12% quarter-over-quarter to $20.1B.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.