We are live on
!
Find out more
SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$20.1B
1-Year Est. Return
24.77%
This Fund
S&P 500
This Quarter
Est. Return
+10.18%
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
$14.6B
AUM Growth
+$1.65B
(+13%)
Cap. Flow
+$519M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
32.51%
Holding
1,652
New
268
Increased
858
Reduced
376
Closed
59
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$40.6M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$36.3M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
+$31.9M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$27.2M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$25.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Thermo Fisher Scientific
TMO
|
+$35.8M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$25.4M |
| 3 |
Vanguard Total Bond Market
BND
|
+$21.1M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$17.6M |
| 5 |
Caesars Entertainment
CZR
|
+$16.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.77% |
| 2 | Financials | 7.49% |
| 3 | Consumer Discretionary | 5.15% |
| 4 | Industrials | 4.88% |
| 5 | Communication Services | 3.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Graham Holdings Company
GHC
$5.28B
| $355K | ﹤0.01% |
+375
| New | +$353K |
|
1177
BCE
BCE
$20.2B
| $355K | ﹤0.01% |
15,997
+2,671
| +20% | +$58.4K |
|
1178
TD Synnex
SNX
$20.2B
| $353K | ﹤0.01% |
+2,603
| New | +$306K |
|
1179
First Trust Preferred Securities and Income ETF
FPE
$6.31B
| $350K | ﹤0.01% |
19,649
-898
| -4% | -$15.7K |
|
1180
UGI
UGI
$7.76B
| $349K | ﹤0.01% |
9,585
-621
| -6% | -$21.4K |
|
1181
Entegris
ENTG
$17.8B
| $348K | ﹤0.01% |
4,319
+1,552
| +56% | +$118K |
|
1182
WisdomTree US High Dividend Fund
DHS
$1.56B
| $348K | ﹤0.01% |
3,623
+20
| +0.6% | +$1.88K |
|
1183
UMB Financial
UMBF
$11.1B
| $348K | ﹤0.01% |
+3,306
| New | +$330K |
|
1184
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
| $348K | ﹤0.01% |
9,268
-12,665
| -58% | -$464K |
|
1185
Lloyds Banking Group
LYG
$90.7B
| $347K | ﹤0.01% |
81,683
+6,312
| +8% | +$25.1K |
|
|
CIVI
1186
DELISTED
Civitas Resources
CIVI
| $347K | ﹤0.01% |
+12,601
| New | +$365K |
|
1187
Amcor
AMCR
$20.9B
| $347K | ﹤0.01% |
7,545
+4,708
| +166% | +$217K |
|
1188
NorthWestern Energy
NWE
$4.29B
| $347K | ﹤0.01% |
+6,757
| New | +$373K |
|
1189
America Movil
AMX
$76B
| $344K | ﹤0.01% |
19,177
+4,199
| +28% | +$69.8K |
|
1190
Invesco S&P MidCap Quality ETF
XMHQ
$5.46B
| $344K | ﹤0.01% |
3,498
-160
| -4% | -$15.1K |
|
1191
Genuine Parts
GPC
$17.2B
| $343K | ﹤0.01% |
2,830
-509
| -15% | -$61.2K |
|
1192
Chemed
CHE
$7.1B
| $342K | ﹤0.01% |
+703
| New | +$401K |
|
1193
Okta
OKTA
$24.4B
| $342K | ﹤0.01% |
3,421
+903
| +36% | +$96.4K |
|
1194
WPP
WPP
$4.41B
| $342K | ﹤0.01% |
+9,764
| New | +$366K |
|
|
GLXY
1195
Galaxy Digital Inc
GLXY
$4.12B
| $342K | ﹤0.01% |
+15,607
| New | +$317K |
|
1196
Neurocrine Biosciences
NBIX
$18.7B
| $342K | ﹤0.01% |
+2,718
| New | +$312K |
|
1197
Gen Digital
GEN
$16.3B
| $341K | ﹤0.01% |
+11,608
| New | +$317K |
|
1198
STMicroelectronics
STM
$47.3B
| $341K | ﹤0.01% |
+11,221
| New | +$278K |
|
1199
Cognex
CGNX
$10.4B
| $340K | ﹤0.01% |
+10,733
| New | +$307K |
|
1200
iShares Core MSCI International Developed Markets ETF
IDEV
$31.9B
| $340K | ﹤0.01% |
4,474
+441
| +11% | +$31.9K |
|
Similar funds
EIM
OSAM
HHII
P
BG
EWA
NIM
GT
Sequoia Financial Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Sequoia Financial Advisors held 1,652 positions worth $14.6B, up 13% from $13B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Sequoia Financial Advisors deployed $519M of net new capital in Q2 2025, opening 268 new positions and adding to 858 existing holdings. Its largest new stake was DraftKings: 373,670 shares worth $16M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Thermo Fisher Scientific, an estimated $35.8M trimmed.
- Sequoia Financial Advisors's largest Q2 2025 buy was DraftKings: 373,670 shares worth $16M.
- Sequoia Financial Advisors added most to Dimensional US Core Equity Market ETF in Q2 2025, an estimated $40.6M increase.
- Sequoia Financial Advisors's biggest Q2 2025 reduction was Thermo Fisher Scientific, cutting an estimated $35.8M.
- Sequoia Financial Advisors fully exited Churchill Downs in Q2 2025, selling an estimated $8.68M.
- Sequoia Financial Advisors's ten largest holdings make up 33% of its $14.6B portfolio in Q2 2025.
- Sequoia Financial Advisors opened 268 new positions and closed 59 in Q2 2025.
- Sequoia Financial Advisors's portfolio value rose 13% quarter-over-quarter to $14.6B.
Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.