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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 | |
|---|---|---|---|---|---|---|
2101
Invesco Senior Income Trust
VVR
$462M
| $73.4K | ﹤0.01% |
24,456
| – | – |
|
2102
HighPeak Energy
HPK
$931M
| $72.9K | ﹤0.01% |
+10,433
| New | +$72K |
|
2103
Evolus
EOLS
$365M
| $70.9K | ﹤0.01% |
+10,218
| New | +$60.3K |
|
2104
Savara
SVRA
$1.13B
| $69.5K | ﹤0.01% |
+11,278
| New | +$60.5K |
|
2105
Sabre
SABR
$680M
| $69.1K | ﹤0.01% |
+33,069
| New | +$58K |
|
|
KLC
2106
KinderCare Learning Companies
KLC
$616M
| $67.4K | ﹤0.01% |
+15,856
| New | +$58.5K |
|
2107
Priority Technology Holdings
PRTH
$524M
| $67K | ﹤0.01% |
+10,041
| New | +$58.1K |
|
|
SVC
2108
Service Properties Trust
SVC
$1.13B
| $66K | ﹤0.01% |
+7,810
| New | +$61.4K |
|
2109
Verra Mobility
VRRM
$618M
| $65K | ﹤0.01% |
+15,288
| New | +$161K |
|
2110
Community Health Systems
CYH
$440M
| $64K | ﹤0.01% |
+19,175
| New | +$56.4K |
|
2111
Evolv Technologies
EVLV
$1.01B
| $63.2K | ﹤0.01% |
+10,895
| New | +$68.3K |
|
2112
Blend Labs
BLND
$436M
| $62.2K | ﹤0.01% |
+36,373
| New | +$58K |
|
|
AIOT
2113
PowerFleet Inc
AIOT
$580M
| $61.8K | ﹤0.01% |
+16,139
| New | +$56.6K |
|
2114
Enovix
ENVX
$997M
| $61.4K | ﹤0.01% |
+10,123
| New | +$67.1K |
|
|
IAUX
2115
i-80 Gold Corp
IAUX
$1.09B
| $60.9K | ﹤0.01% |
42,297
-155
| -0.4% | -$239 |
|
2116
Cellectar Biosciences
CLRB
$20.1M
| $60.7K | ﹤0.01% |
21,850
+3,000
| +16% | +$8.39K |
|
2117
Rocket Pharmaceuticals
RCKT
$375M
| $60.4K | ﹤0.01% |
17,653
-2,696
| -13% | -$8.96K |
|
2118
National CineMedia
NCMI
$376M
| $59.9K | ﹤0.01% |
+15,769
| New | +$53.7K |
|
2119
CALL
Apple
AAPL
$4.8T
| $57.9K | ﹤0.01% |
200
-200
| -50% | -$57.2K |
|
2120
PUT
Meta Platforms (Facebook)
META
$1.64T
| $56.3K | ﹤0.01% |
+100
| New | +$61.1K |
|
2121
Krispy Kreme
DNUT
$552M
| $56.3K | ﹤0.01% |
+15,950
| New | +$56.9K |
|
2122
Sana Biotechnology
SANA
$874M
| $54.3K | ﹤0.01% |
+15,552
| New | +$50.1K |
|
|
SRTA
2123
Strata Critical Medical Inc
SRTA
$438M
| $53.2K | ﹤0.01% |
+10,094
| New | +$53.1K |
|
2124
Pacific Biosciences
PACB
$422M
| $52.7K | ﹤0.01% |
+31,355
| New | +$45.6K |
|
2125
Claros Mortgage Trust
CMTG
$315M
| $52.6K | ﹤0.01% |
+22,386
| New | +$54.9K |
|
Similar funds
RAM
EIM
OSAM
HHII
P
BG
EWA
NIM
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.