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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
ABBV icon
126
AbbVie
ABBV
$455B
$20.9M 0.12%
91,663
+7,169
+8% +$1.63M
DFCF icon
127
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$20.8M 0.12%
488,685
-57,757
-11% -$2.47M
NFLX icon
128
Netflix
NFLX
$305B
$20.4M 0.11%
217,499
+39,699
+22% +$4.28M
GDIV icon
129
Harbor Dividend Growth Leaders ETF
GDIV
$236M
$20M 0.11%
1,200,422
+22,960
+2% +$376K
BSCS icon
130
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.56B
$20M 0.11%
+968,703
New +$19.9M
IDVO icon
131
Amplify International Enhanced Dividend Income ETF
IDVO
$1.35B
$19.9M 0.11%
+519,177
New +$19.6M
DFAX icon
132
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$19.9M 0.11%
608,324
-7,798
-1% -$249K
BSCW icon
133
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.49B
$19.7M 0.11%
+943,805
New +$19.7M
MA icon
134
Mastercard
MA
$510B
$19.5M 0.11%
34,138
+8,463
+33% +$4.73M
GEV icon
135
GE Vernova
GEV
$262B
$19.1M 0.11%
29,270
+957
+3% +$583K
UNH icon
136
UnitedHealth
UNH
$383B
$19M 0.11%
57,701
+3,568
+7% +$1.21M
DISV icon
137
Dimensional International Small Cap Value ETF
DISV
$4.98B
$18.9M 0.11%
496,410
+26,955
+6% +$978K
TSM icon
138
TSMC
TSM
$2.09T
$18.8M 0.1%
61,909
+2,864
+5% +$840K
PEP icon
139
PepsiCo
PEP
$191B
$18.4M 0.1%
128,279
+13,009
+11% +$1.91M
BRK.A icon
140
Berkshire Hathaway Class A
BRK.A
$1.1T
$18.1M 0.1%
24
– –
DFAC icon
141
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$18M 0.1%
455,552
-276
-0.1% -$10.8K
KO icon
142
Coca-Cola
KO
$381B
$17.9M 0.1%
255,595
+26,948
+12% +$1.88M
VGSH icon
143
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$17.7M 0.1%
301,219
-8,181
-3% -$481K
FDN icon
144
First Trust Dow Jones Internet Index Fund ETF
FDN
$5B
$17.7M 0.1%
65,646
-980
-1% -$269K
VV icon
145
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$17.3M 0.1%
54,878
-394
-0.7% -$123K
XLK icon
146
State Street Technology Select Sector SPDR ETF
XLK
$115B
$17.2M 0.1%
119,649
+18,821
+19% +$2.72M
BIP icon
147
Brookfield Infrastructure Partners
BIP
$19.5B
$17.1M 0.1%
493,220
-11,682
-2% -$407K
AGG icon
148
iShares Core US Aggregate Bond ETF
AGG
$138B
$16.8M 0.09%
168,392
+11,800
+8% +$1.18M
SCI icon
149
Service Corp International
SCI
$11.7B
$16.6M 0.09%
213,003
+3,360
+2% +$269K
PM icon
150
Philip Morris
PM
$299B
$16.5M 0.09%
102,950
+1,490
+1% +$231K
4 5
6
7 8

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.