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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 | |
|---|---|---|---|---|---|---|
1401
Sanmina
SANM
$8.78B
| $234K | ﹤0.01% |
+2,392
| New | +$198K |
|
1402
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
| $234K | ﹤0.01% |
7,524
| – | – |
|
1403
VanEck IG Floating Rate ETF
FLTR
$2.94B
| $234K | ﹤0.01% |
+9,170
| New | +$233K |
|
1404
Columbia Financial
CLBK
$1.14B
| $233K | ﹤0.01% |
16,070
+41
| +0.3% | +$584 |
|
1405
Royalty Pharma
RPRX
$26.2B
| $233K | ﹤0.01% |
+6,470
| New | +$214K |
|
1406
Kyndryl
KD
$3.09B
| $233K | ﹤0.01% |
+5,552
| New | +$201K |
|
1407
Ameris Bancorp
ABCB
$5.89B
| $233K | ﹤0.01% |
3,600
-86
| -2% | -$5.09K |
|
|
BCPC
1408
Balchem Corp
BCPC
$5.26B
| $233K | ﹤0.01% |
+1,463
| New | +$237K |
|
1409
Ares Capital
ARCC
$13.4B
| $232K | ﹤0.01% |
10,575
+152
| +1% | +$3.23K |
|
1410
Western Midstream Partners
WES
$19.4B
| $232K | ﹤0.01% |
6,000
-400
| -6% | -$15.2K |
|
1411
Primerica
PRI
$10.1B
| $232K | ﹤0.01% |
+848
| New | +$225K |
|
1412
Ubiquiti
UI
$31.6B
| $232K | ﹤0.01% |
+563
| New | +$205K |
|
1413
Visteon
VC
$2.85B
| $232K | ﹤0.01% |
+2,484
| New | +$204K |
|
1414
Vanguard Communication Services ETF
VOX
$5.68B
| $231K | ﹤0.01% |
1,350
-18
| -1% | -$2.77K |
|
1415
Telephone and Data Systems
TDS
$3.87B
| $230K | ﹤0.01% |
6,468
-76
| -1% | -$2.67K |
|
1416
Duolingo
DUOL
$6.53B
| $230K | ﹤0.01% |
+561
| New | +$246K |
|
1417
Coca-Cola Europacific Partners
CCEP
$49.1B
| $230K | ﹤0.01% |
+2,479
| New | +$222K |
|
1418
FVCBankcorp
FVCB
$335M
| $229K | ﹤0.01% |
19,429
| – | – |
|
1419
Ball Corp
BALL
$17.5B
| $229K | ﹤0.01% |
4,086
-679
| -14% | -$35.5K |
|
1420
iShares Core US REIT ETF
USRT
$4.71B
| $229K | ﹤0.01% |
4,050
-800
| -16% | -$44.8K |
|
1421
Koppers
KOP
$946M
| $228K | ﹤0.01% |
+7,084
| New | +$203K |
|
1422
Rivian
RIVN
$23.6B
| $227K | ﹤0.01% |
16,554
+1,458
| +10% | +$19.8K |
|
1423
Murphy USA
MUSA
$11.4B
| $227K | ﹤0.01% |
558
+80
| +17% | +$36.4K |
|
1424
Tapestry
TPR
$30.3B
| $227K | ﹤0.01% |
+2,583
| New | +$196K |
|
1425
WisdomTree India Earnings Fund ETF
EPI
$2.04B
| $227K | ﹤0.01% |
4,772
| – | – |
|
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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.