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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
+2.81%
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
$17.9B
AUM Growth
+$1.47B
Cap. Flow
+$1.06B
Cap. Flow %
5.91%
Top 10 Hldgs %
31.04%
Holding
2,004
New
242
Increased
1,165
Reduced
422
Closed
92

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$87.8M
2
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$69.7M
3
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$49.1M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$47.7M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$45.5M

Top Sells

Rank Stock Value
1
TKO icon
TKO Group
TKO
+$91.1M
2
PLNT icon
Planet Fitness
PLNT
+$57.8M
3
WD icon
Walker & Dunlop
WD
+$21.9M
4
MTN icon
Vail Resorts
MTN
+$19M
5
GDEN
Golden Entertainment
GDEN
+$16.7M

Sector Composition

Rank Sector Weight
1 Technology 13.5%
2 Financials 7.42%
3 Industrials 5.01%
4 Consumer Discretionary 4.35%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
76
McDonald's
MCD
$193B
$43.3M 0.24%
141,831
+10,621
+8% +$3.25M
ORCL icon
77
Oracle
ORCL
$339B
$43M 0.24%
220,514
+1,992
+0.9% +$474K
SPHQ icon
78
Invesco S&P 500 Quality ETF
SPHQ
$19B
$42.2M 0.24%
561,746
+537,812
+2,247% +$39.9M
PLTR icon
79
Palantir
PLTR
$295B
$41.6M 0.23%
234,061
-849
-0.4% -$154K
DFNM icon
80
Dimensional National Municipal Bond ETF
DFNM
$2.23B
$40.9M 0.23%
849,872
+32,051
+4% +$1.54M
PANW icon
81
Palo Alto Networks
PANW
$256B
$40.7M 0.23%
221,141
-13,194
-6% -$2.66M
JNJ icon
82
Johnson & Johnson
JNJ
$640B
$38.9M 0.22%
187,798
+3,012
+2% +$596K
IJH icon
83
iShares Core S&P Mid-Cap ETF
IJH
$121B
$38.3M 0.21%
580,283
+38,670
+7% +$2.53M
SCHX icon
84
Schwab US Large- Cap ETF
SCHX
$70.3B
$38.2M 0.21%
1,420,177
+9,760
+0.7% +$261K
ACN icon
85
Accenture
ACN
$106B
$38M 0.21%
141,484
+93,880
+197% +$23.9M
SCHW
86
Charles Schwab
SCHW
$182B
$35.9M 0.2%
359,002
+30,413
+9% +$2.89M
VONV icon
87
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$35.6M 0.2%
386,206
-12,625
-3% -$1.14M
SCHG icon
88
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$35.1M 0.2%
1,075,135
-3,008
-0.3% -$97.8K
TJX icon
89
TJX Companies
TJX
$179B
$35M 0.2%
228,133
+13,027
+6% +$1.93M
AJG icon
90
Arthur J. Gallagher & Co
AJG
$69.1B
$34.3M 0.19%
132,594
+4,933
+4% +$1.31M
GLTR icon
91
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.45B
$34.2M 0.19%
166,391
-4,333
-3% -$796K
DIVO icon
92
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.45B
$33.5M 0.19%
+753,857
New +$33.9M
VOO icon
93
Vanguard S&P 500 ETF
VOO
$956B
$33.4M 0.19%
53,327
+4,175
+8% +$2.59M
DUHP icon
94
Dimensional US High Profitability ETF
DUHP
$12.1B
$32.5M 0.18%
853,367
-71,935
-8% -$2.72M
DD icon
95
DuPont de Nemours
DD
$18.6B
$32.3M 0.18%
268,173
-104,963
-28% -$11.8M
MRK icon
96
Merck
MRK
$322B
$32.2M 0.18%
306,143
-5,422
-2% -$509K
LH icon
97
Labcorp
LH
$25.2B
$32M 0.18%
127,618
-16,467
-11% -$4.37M
BX icon
98
Blackstone
BX
$104B
$31.8M 0.18%
206,498
+12,800
+7% +$1.95M
DFAS icon
99
Dimensional US Small Cap ETF
DFAS
$15.3B
$31.5M 0.18%
452,836
-2,905
-0.6% -$200K
C icon
100
Citigroup
C
$213B
$31.3M 0.17%
268,562
+5,672
+2% +$589K
2 3
4
5 6

Similar funds

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Sequoia Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Sequoia Financial Advisors held 2,004 positions worth $17.9B, up 8.9% from $16.5B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Sequoia Financial Advisors deployed $1.06B of net new capital in Q4 2025, opening 242 new positions and adding to 1,165 existing holdings. Its largest new stake was Amplify CWP Enhanced Dividend Income ETF: 753,857 shares worth $33.5M.

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

On the sell side, the largest reduction was TKO Group, an estimated $91.1M trimmed.

  • Sequoia Financial Advisors's largest Q4 2025 buy was Amplify CWP Enhanced Dividend Income ETF: 753,857 shares worth $33.5M.
  • Sequoia Financial Advisors added most to Apple in Q4 2025, an estimated $87.8M increase.
  • Sequoia Financial Advisors's biggest Q4 2025 reduction was TKO Group, cutting an estimated $91.1M.
  • Sequoia Financial Advisors fully exited Walker & Dunlop in Q4 2025, selling an estimated $21.9M.
  • Sequoia Financial Advisors's ten largest holdings make up 31% of its $17.9B portfolio in Q4 2025.
  • Sequoia Financial Advisors opened 242 new positions and closed 92 in Q4 2025.
  • Sequoia Financial Advisors's portfolio value rose 8.9% quarter-over-quarter to $17.9B.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.