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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 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 | |
|---|---|---|---|---|---|---|
126
Berkshire Hathaway Class A
BRK.A
$1.1T
| $18.2M | 0.12% |
25
| – | – |
|
127
Texas Instruments
TXN
$248B
| $18.2M | 0.12% |
87,748
+920
| +1% | +$163K |
|
128
Philip Morris
PM
$309B
| $18M | 0.12% |
98,956
+9,801
| +11% | +$1.68M |
|
129
iShares MSCI ACWI ex US ETF
ACWX
$11.2B
| $17.9M | 0.12% |
294,254
+25,314
| +9% | +$1.46M |
|
130
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $17.9M | 0.12% |
304,709
-8,139
| -3% | -$477K |
|
131
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.99B
| $17.7M | 0.12% |
65,871
-1,469
| -2% | -$353K |
|
|
132
Vanguard Total Bond Market
BND
$158B
| $17.6M | 0.12% |
239,624
-290,018
| -55% | -$21.1M |
|
133
American Express
AXP
$224B
| $17.6M | 0.12% |
55,181
+3,148
| +6% | +$886K |
|
134
Oneok
OKE
$56.7B
| $17.5M | 0.12% |
214,400
+2,439
| +1% | +$203K |
|
135
Zscaler
ZS
$24.9B
| $17.3M | 0.12% |
55,188
+1,877
| +4% | +$468K |
|
136
Brookfield Infrastructure Partners
BIP
$19.6B
| $17.2M | 0.12% |
513,589
-4,606
| -0.9% | -$144K |
|
137
Service Corp International
SCI
$11.8B
| $17.1M | 0.12% |
209,560
+252
| +0.1% | +$19.7K |
|
|
138
Caesars Entertainment
CZR
$6.06B
| $16.9M | 0.12% |
594,998
-610,915
| -51% | -$16.6M |
|
139
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| $16.5M | 0.11% |
176,246
-69,112
| -28% | -$6.36M |
|
140
Dimensional US Marketwide Value ETF
DFUV
$15.3B
| $16.4M | 0.11% |
388,473
-15,933
| -4% | -$640K |
|
141
UnitedHealth
UNH
$382B
| $16.1M | 0.11% |
51,717
-573
| -1% | -$219K |
|
142
Brookfield Asset Management
BAM
$75.6B
| $16.1M | 0.11% |
290,496
+1,114
| +0.4% | +$59.8K |
|
143
DraftKings
DKNG
$12.2B
| $16M | 0.11% |
+373,670
| New | +$13.4M |
|
144
Vanguard Small-Cap Value ETF
VBR
$37.2B
| $15.9M | 0.11% |
81,670
-58,734
| -42% | -$10.9M |
|
145
Comcast
CMCSA
$87.3B
| $15.8M | 0.11% |
443,407
+16,527
| +4% | +$572K |
|
146
Dimensional US Core Equity 2 ETF
DFAC
$47B
| $15.7M | 0.11% |
438,070
-60,933
| -12% | -$2.03M |
|
147
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
| $15.3M | 0.1% |
291,873
-68,761
| -19% | -$3.4M |
|
148
Accenture
ACN
$106B
| $15.2M | 0.1% |
50,743
+1,049
| +2% | +$319K |
|
149
Vanguard Large-Cap ETF
VV
$51.2B
| $15M | 0.1% |
52,725
-1,526
| -3% | -$402K |
|
150
Coca-Cola
KO
$383B
| $14.9M | 0.1% |
210,931
+14,600
| +7% | +$1.04M |
|
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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.