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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 | |
|---|---|---|---|---|---|---|
2076
Lucid Diagnostics
LUCD
$185M
| $98.6K | ﹤0.01% |
+92,150
| New | +$99.3K |
|
2077
Compass Therapeutics
CMPX
$364M
| $98.5K | ﹤0.01% |
44,980
+29,445
| +190% | +$86.9K |
|
2078
Altimmune
ALT
$546M
| $98.1K | ﹤0.01% |
+32,285
| New | +$96.4K |
|
2079
CALL
UWM Holdings
UWMC
$641M
| $94.6K | ﹤0.01% |
+41,300
| New | +$128K |
|
2080
Neogen
NEOG
$2.18B
| $93.9K | ﹤0.01% |
+10,449
| New | +$95.9K |
|
|
CYPH
2081
Cypherpunk Technologies Inc
CYPH
$76.3M
| $93.4K | ﹤0.01% |
152,500
+104,500
| +218% | +$95.5K |
|
2082
MBIA
MBI
$325M
| $92.2K | ﹤0.01% |
+14,140
| New | +$85.2K |
|
2083
Dakota Gold
DC
$557M
| $91K | ﹤0.01% |
+21,359
| New | +$115K |
|
2084
Sweetgreen
SG
$790M
| $89.9K | ﹤0.01% |
+10,202
| New | +$77.9K |
|
2085
Joby Aviation
JOBY
$7.35B
| $89.4K | ﹤0.01% |
10,023
-651
| -6% | -$6.29K |
|
2086
Acco Brands
ACCO
$372M
| $88.7K | ﹤0.01% |
21,311
+8,877
| +71% | +$32.6K |
|
2087
ADMA Biologics
ADMA
$2.03B
| $88.6K | ﹤0.01% |
+10,580
| New | +$96.4K |
|
2088
Asana
ASAN
$1.75B
| $87.9K | ﹤0.01% |
+12,562
| New | +$84.3K |
|
2089
Helix Energy Solutions
HLX
$1.39B
| $87.9K | ﹤0.01% |
+10,057
| New | +$96.7K |
|
2090
Westrock Coffee
WEST
$711M
| $87.7K | ﹤0.01% |
+10,812
| New | +$77.6K |
|
2091
Orion
OEC
$397M
| $84.4K | ﹤0.01% |
12,725
+346
| +3% | +$2.49K |
|
|
EDF
2092
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$166M
| $84.2K | ﹤0.01% |
15,093
| – | – |
|
2093
Peloton Interactive
PTON
$2.82B
| $79.6K | ﹤0.01% |
+13,475
| New | +$72.7K |
|
2094
Liberty Latin America Class A
LILA
$1.48B
| $79.3K | ﹤0.01% |
+10,109
| New | +$56.4K |
|
2095
StealthGas
GASS
$321M
| $79K | ﹤0.01% |
10,000
| – | – |
|
2096
Stabilis Solutions
SLNG
$72.3M
| $78.8K | ﹤0.01% |
19,464
+2,000
| +11% | +$8.14K |
|
2097
Evolent Health
EVH
$667M
| $77.6K | ﹤0.01% |
+14,313
| New | +$54.9K |
|
2098
Grid Dynamics Holdings
GDYN
$479M
| $75.2K | ﹤0.01% |
+13,235
| New | +$81.9K |
|
2099
Rezolute
RZLT
$429M
| $75.1K | ﹤0.01% |
+14,448
| New | +$53.7K |
|
2100
CALL
Williams Companies
WMB
$90.7B
| $74.3K | ﹤0.01% |
1,000
| – | – |
|
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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.