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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
CRDO icon
676
Credo Technology Group
CRDO
$42.4B
$1.81M 0.01%
6,659
+1,063
+19% +$210K
BWA icon
677
BorgWarner
BWA
$13.4B
$1.8M 0.01%
27,127
+2,051
+8% +$130K
TM icon
678
Toyota
TM
$214B
$1.8M 0.01%
10,666
-4,000
-27% -$758K
JEPI icon
679
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$1.79M 0.01%
31,720
+409
+1% +$23.1K
HCA icon
680
HCA Healthcare
HCA
$83.4B
$1.79M 0.01%
4,593
-1,507
-25% -$637K
ATO icon
681
Atmos Energy
ATO
$29.5B
$1.79M 0.01%
10,364
-254
-2% -$45.5K
PFG icon
682
Principal Financial Group
PFG
$23.7B
$1.78M 0.01%
16,558
+899
+6% +$91.3K
CHD icon
683
Church & Dwight Co
CHD
$22.9B
$1.78M 0.01%
18,352
+2,221
+14% +$212K
ALAB icon
684
Astera Labs
ALAB
$55.6B
$1.78M 0.01%
3,677
+588
+19% +$156K
NKE icon
685
Nike
NKE
$62.8B
$1.76M 0.01%
42,850
+14,927
+53% +$657K
OVV icon
686
Ovintiv
OVV
$17B
$1.75M 0.01%
33,268
+5,160
+18% +$295K
NJUL icon
687
Innovator Growth-100 Power Buffer ETF July
NJUL
$249M
$1.75M 0.01%
22,613
– –
GGG icon
688
Graco
GGG
$12.3B
$1.74M 0.01%
22,992
-9,786
-30% -$772K
CORP icon
689
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
$1.74M 0.01%
17,935
-17,718
-50% -$1.72M
CMG icon
690
Chipotle Mexican Grill
CMG
$42.7B
$1.73M 0.01%
50,929
+1,104
+2% +$36.1K
SWK icon
691
Stanley Black & Decker
SWK
$14B
$1.73M 0.01%
18,375
+2,934
+19% +$230K
XAR icon
692
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.02B
$1.73M 0.01%
6,091
-76
-1% -$20.6K
XLG icon
693
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
$1.73M 0.01%
28,231
+6,390
+29% +$390K
MGM icon
694
MGM Resorts International
MGM
$11.6B
$1.72M 0.01%
36,005
+1,075
+3% +$44.7K
FEZ icon
695
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.34B
$1.71M 0.01%
24,915
-716
-3% -$47.8K
LNT icon
696
Alliant Energy
LNT
$19.1B
$1.71M 0.01%
22,426
-2,179
-9% -$159K
FERG icon
697
Ferguson
FERG
$44.6B
$1.71M 0.01%
7,208
-509
-7% -$123K
HHH icon
698
Howard Hughes
HHH
$3.94B
$1.71M 0.01%
23,904
-414
-2% -$26.9K
SHY icon
699
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$1.71M 0.01%
20,811
+2,591
+14% +$213K
MFG icon
700
Mizuho Financial
MFG
$128B
$1.71M 0.01%
178,125
-27,386
-13% -$246K
26 27
28
29 30

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OSAM
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HHII
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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.