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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
+13.43%
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
$20.1B
AUM Growth
+$2.18B
(+12%)
Cap. Flow
+$381M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
30.48%
Holding
2,266
New
345
Increased
915
Reduced
800
Closed
103
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$37.1M |
| 2 |
BlackRock Flexible Income ETF
BINC
|
+$36M |
| 3 |
JPMorgan Income ETF
JPIE
|
+$34.4M |
| 4 |
Rockwell Automation
ROK
|
+$33.9M |
| 5 |
NVIDIA
NVDA
|
+$32.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wynn Resorts
WYNN
|
+$83.1M |
| 2 |
Salesforce
CRM
|
+$29.4M |
| 3 |
Sherwin-Williams
SHW
|
+$22.5M |
| 4 |
Accenture
ACN
|
+$18.4M |
| 5 |
Palo Alto Networks
PANW
|
+$18.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.3% |
| 2 | Financials | 6.88% |
| 3 | Industrials | 6.41% |
| 4 | Communication Services | 3.67% |
| 5 | Consumer Discretionary | 3.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Iris Energy
IREN
$14.8B
| $263K | ﹤0.01% |
+5,757
| New | +$299K |
|
1777
United States Lime & Minerals
USLM
$3.01B
| $263K | ﹤0.01% |
2,515
-1
| -0% | -$116 |
|
1778
Group 1 Automotive
GPI
$3.71B
| $263K | ﹤0.01% |
903
+13
| +1% | +$4.26K |
|
1779
First Commonwealth Financial
FCF
$2.13B
| $262K | ﹤0.01% |
12,903
+114
| +0.9% | +$2.15K |
|
1780
GoDaddy
GDDY
$12.2B
| $262K | ﹤0.01% |
3,088
-1,230
| -28% | -$104K |
|
1781
SiTime
SITM
$17.7B
| $262K | ﹤0.01% |
+351
| New | +$221K |
|
1782
Brunswick
BC
$5.14B
| $261K | ﹤0.01% |
3,094
+218
| +8% | +$17.5K |
|
|
RNTX
1783
Rein Therapeutics
RNTX
$76.5M
| $260K | ﹤0.01% |
+250,000
| New | +$303K |
|
1784
Central Garden & Pet Co Class A
CENTA
$2.38B
| $260K | ﹤0.01% |
6,702
+34
| +0.5% | +$1.19K |
|
1785
Mid Penn Bancorp
MPB
$893M
| $260K | ﹤0.01% |
+7,455
| New | +$247K |
|
1786
OSI Systems
OSIS
$3.47B
| $259K | ﹤0.01% |
1,186
-90
| -7% | -$22.1K |
|
1787
Liberty Broadband Class C
LBRDK
$4.31B
| $259K | ﹤0.01% |
7,797
-1,130
| -13% | -$44K |
|
1788
Polaris
PII
$4.14B
| $259K | ﹤0.01% |
+3,784
| New | +$244K |
|
1789
AppFolio
APPF
$5.93B
| $257K | ﹤0.01% |
+1,602
| New | +$256K |
|
1790
BrightSpring Health Services
BTSG
$14.2B
| $257K | ﹤0.01% |
+3,683
| New | +$205K |
|
1791
Lazard
LAZ
$4.15B
| $256K | ﹤0.01% |
6,109
-2,516
| -29% | -$115K |
|
1792
AutoNation
AN
$6.62B
| $256K | ﹤0.01% |
+1,377
| New | +$269K |
|
1793
Casella Waste Systems
CWST
$5.76B
| $256K | ﹤0.01% |
+2,638
| New | +$225K |
|
1794
Dorian LPG
LPG
$1.9B
| $255K | ﹤0.01% |
7,341
+307
| +4% | +$12.1K |
|
1795
First Business Financial Services
FBIZ
$550M
| $255K | ﹤0.01% |
+4,034
| New | +$234K |
|
1796
CareTrust REIT
CTRE
$10.3B
| $254K | ﹤0.01% |
6,307
-767
| -11% | -$30.1K |
|
1797
PDF Solutions
PDFS
$2.05B
| $254K | ﹤0.01% |
+3,591
| New | +$178K |
|
1798
Upstart Holdings
UPST
$2.8B
| $254K | ﹤0.01% |
+7,174
| New | +$221K |
|
1799
Invesco S&P 500 Pure Value ETF
RPV
$1.61B
| $254K | ﹤0.01% |
2,230
-5
| -0.2% | -$558 |
|
1800
Tenable Holdings
TENB
$3.76B
| $253K | ﹤0.01% |
6,871
-8,368
| -55% | -$197K |
|
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Sequoia Financial Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Sequoia Financial Advisors held 2,266 positions worth $20.1B, up 12% from $17.9B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Sequoia Financial Advisors's Q2 2026 filing shows 345 new, 915 increased, 800 reduced and 103 closed positions. Its largest new stake was Honeywell Aerospace: 109,349 shares worth $24.2M. The largest sale was Wynn Resorts, an estimated $83.1M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Industrials.
- Sequoia Financial Advisors's largest Q2 2026 buy was Honeywell Aerospace: 109,349 shares worth $24.2M.
- Sequoia Financial Advisors added most to PIMCO Multi Sector Bond Active ETF in Q2 2026, an estimated $37.1M increase.
- Sequoia Financial Advisors's biggest Q2 2026 reduction was Wynn Resorts, cutting an estimated $83.1M.
- Sequoia Financial Advisors fully exited iShares Core Universal USD Bond ETF in Q2 2026, selling an estimated $3.25M.
- Sequoia Financial Advisors's ten largest holdings make up 30% of its $20.1B portfolio in Q2 2026.
- Sequoia Financial Advisors opened 345 new positions and closed 103 in Q2 2026.
- Sequoia Financial Advisors's portfolio value rose 12% quarter-over-quarter to $20.1B.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.