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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
+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 | |
|---|---|---|---|---|---|---|
1351
Owens Corning
OC
$11B
| $254K | ﹤0.01% |
1,849
+26
| +1% | +$3.59K |
|
1352
CALL
Tesla
TSLA
$1.18T
| – | – |
0
| – | – |
|
1353
Hanover Insurance
THG
$8.13B
| $254K | ﹤0.01% |
+1,495
| New | +$250K |
|
1354
Middleby
MIDD
$6.01B
| $254K | ﹤0.01% |
+1,762
| New | +$248K |
|
1355
Yeti Holdings
YETI
$3.87B
| $253K | ﹤0.01% |
+8,039
| New | +$241K |
|
1356
Valmont Industries
VMI
$8.81B
| $253K | ﹤0.01% |
+775
| New | +$238K |
|
1357
First Citizens BancShares
FCNCA
$24.7B
| $253K | ﹤0.01% |
129
+3
| +2% | +$5.44K |
|
1358
Lincoln National
LNC
$7.92B
| $252K | ﹤0.01% |
7,272
+814
| +13% | +$26.6K |
|
1359
Morningstar
MORN
$7.55B
| $251K | ﹤0.01% |
+800
| New | +$237K |
|
1360
FRP Holdings
FRPH
$439M
| $251K | ﹤0.01% |
9,337
+113
| +1% | +$3.06K |
|
1361
EPAM Systems
EPAM
$5.58B
| $250K | ﹤0.01% |
+1,416
| New | +$237K |
|
1362
Cleveland-Cliffs
CLF
$6.49B
| $250K | ﹤0.01% |
32,932
-2,769
| -8% | -$20.6K |
|
1363
Toast
TOST
$18.9B
| $250K | ﹤0.01% |
+5,641
| New | +$222K |
|
1364
iShares US Healthcare ETF
IYH
$3.44B
| $250K | ﹤0.01% |
4,423
-173
| -4% | -$9.76K |
|
1365
Telkom Indonesia
TLK
$14.2B
| $249K | ﹤0.01% |
+14,728
| New | +$236K |
|
1366
Texas Pacific Land
TPL
$26.9B
| $249K | ﹤0.01% |
708
+42
| +6% | +$17.2K |
|
1367
CF Industries
CF
$19.6B
| $249K | ﹤0.01% |
+2,703
| New | +$230K |
|
1368
Elanco Animal Health
ELAN
$13.2B
| $248K | ﹤0.01% |
+17,396
| New | +$203K |
|
1369
On Holding
ONON
$12.6B
| $248K | ﹤0.01% |
+4,766
| New | +$243K |
|
1370
Teradata
TDC
$2.88B
| $248K | ﹤0.01% |
+11,117
| New | +$242K |
|
1371
Schwab 1000 Index ETF
SCHK
$5.59B
| $247K | ﹤0.01% |
8,290
+347
| +4% | +$9.56K |
|
1372
Unum
UNM
$13.2B
| $247K | ﹤0.01% |
3,056
+401
| +15% | +$31.7K |
|
1373
FMC
FMC
$1.25B
| $246K | ﹤0.01% |
+5,894
| New | +$234K |
|
1374
Medpace
MEDP
$16.3B
| $245K | ﹤0.01% |
781
-44
| -5% | -$13.2K |
|
1375
Petrobras
PBR
$120B
| $245K | ﹤0.01% |
+19,560
| New | +$234K |
|
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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.