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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
Cap. Flow
+$381M
Cap. Flow %
1.9%
Top 10 Hldgs %
30.48%
Holding
2,266
New
345
Increased
915
Reduced
800
Closed
103

Top Buys

Rank Stock Value
1
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$37.1M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$36M
3
JPIE icon
JPMorgan Income ETF
JPIE
+$34.4M
4
ROK icon
Rockwell Automation
ROK
+$33.9M
5
NVDA icon
NVIDIA
NVDA
+$32.2M

Top Sells

Rank Stock Value
1
WYNN icon
Wynn Resorts
WYNN
+$83.1M
2
CRM icon
Salesforce
CRM
+$29.4M
3
SHW icon
Sherwin-Williams
SHW
+$22.5M
4
ACN icon
Accenture
ACN
+$18.4M
5
PANW icon
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
PHR icon
2026
Phreesia
PHR
$655M
$159K ﹤0.01%
+15,432
New +$143K
CRM icon
2027
CALL
Salesforce
CRM
$139B
$157K ﹤0.01%
+1,000
New +$176K
TE
2028
T1 Energy
TE
$1.7B
$152K ﹤0.01%
+16,066
New +$114K
AHRT
2029
AH Realty Trust
AHRT
$542M
$152K ﹤0.01%
+21,414
New +$137K
UWMC icon
2030
UWM Holdings
UWMC
$645M
$151K ﹤0.01%
66,012
+34,860
+112% +$108K
ETHE
2031
Grayscale Ethereum Staking ETF Shares
ETHE
$1.56B
$150K ﹤0.01%
11,748
-14
-0.1% -$233
BHC icon
2032
Bausch Health
BHC
$1.69B
$149K ﹤0.01%
30,160
-13,998
-32% -$75.1K
SD icon
2033
SandRidge Energy
SD
$510M
$148K ﹤0.01%
+10,793
New +$161K
BRBR icon
2034
BellRing Brands
BRBR
$1.47B
$148K ﹤0.01%
+11,400
New +$138K
BMNR
2035
BitMine Immersion Technologies
BMNR
$10.4B
$147K ﹤0.01%
11,065
+381
+4% +$7.37K
FRSH icon
2036
Freshworks
FRSH
$2.96B
$145K ﹤0.01%
14,358
-1,799
-11% -$16K
HYLN icon
2037
Hyliion Holdings
HYLN
$692M
$145K ﹤0.01%
+27,887
New +$116K
ALOY
2038
REalloys Inc
ALOY
$614M
$145K ﹤0.01%
+10,000
New +$114K
BDN
2039
Brandywine Realty Trust
BDN
$547M
$142K ﹤0.01%
44,740
+33,869
+312% +$102K
GT icon
2040
Goodyear
GT
$2.1B
$141K ﹤0.01%
21,396
+3,064
+17% +$19.7K
CXM icon
2041
Sprinklr
CXM
$1.36B
$140K ﹤0.01%
27,151
+8,322
+44% +$44.2K
OI icon
2042
O-I Glass
OI
$1.36B
$139K ﹤0.01%
+14,450
New +$136K
STNE icon
2043
StoneCo
STNE
$2.74B
$139K ﹤0.01%
+12,802
New +$152K
IOVA icon
2044
Iovance Biotherapeutics
IOVA
$2.45B
$137K ﹤0.01%
32,957
+1,691
+5% +$6.42K
SRI icon
2045
Stoneridge
SRI
$208M
$134K ﹤0.01%
18,241
-362
-2% -$2.48K
CIG icon
2046
CEMIG Preferred Shares
CIG
$6.15B
$133K ﹤0.01%
63,478
+2,198
+4% +$5.12K
INDI icon
2047
indie Semiconductor
INDI
$816M
$133K ﹤0.01%
+29,623
New +$118K
XRAY icon
2048
Dentsply Sirona
XRAY
$2.73B
$126K ﹤0.01%
11,891
-13,511
-53% -$148K
SMR icon
2049
NuScale Power
SMR
$3.01B
$126K ﹤0.01%
+12,554
New +$142K
BGC icon
2050
BGC Group
BGC
$5.44B
$125K ﹤0.01%
+11,714
New +$131K
80 81
82
83 84

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EIM
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OSAM
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HHII
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BG
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NIM
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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.