We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
2126
Tilly's
TLYS
$115M
| $50.6K | ﹤0.01% |
12,039
| – | – |
|
2127
Taboola.com
TBLA
$1.42B
| $50.1K | ﹤0.01% |
+10,018
| New | +$43.8K |
|
2128
CALL
Comcast
CMCSA
$84.8B
| $49.1K | ﹤0.01% |
+2,000
| New | +$51.6K |
|
2129
Vista Gold
VGZ
$242M
| $47.3K | ﹤0.01% |
+24,789
| New | +$54K |
|
2130
Burford Capital
BUR
$894M
| $44.3K | ﹤0.01% |
+10,815
| New | +$49.4K |
|
|
NAK
2131
Northern Dynasty Minerals
NAK
$953M
| $43.2K | ﹤0.01% |
22,516
+265
| +1% | +$531 |
|
2132
Prime Medicine
PRME
$556M
| $43.1K | ﹤0.01% |
11,686
+13
| +0.1% | +$43 |
|
2133
Recursion Pharmaceuticals
RXRX
$1.61B
| $41.1K | ﹤0.01% |
11,203
-3,959
| -26% | -$13.2K |
|
2134
Denison Mines
DNN
$2.68B
| $41K | ﹤0.01% |
13,402
-3,000
| -18% | -$10.5K |
|
|
FLNT
2135
Fluent
FLNT
$111M
| $38K | ﹤0.01% |
10,190
| – | – |
|
2136
CALL
Microsoft
MSFT
$2.98T
| $37.3K | ﹤0.01% |
100
-200
| -67% | -$80.9K |
|
|
OLPX
2137
DELISTED
Olaplex Holdings
OLPX
| $35.1K | ﹤0.01% |
17,104
-392
| -2% | -$799 |
|
2138
Organogenesis Holdings
ORGO
$344M
| $32.9K | ﹤0.01% |
+13,534
| New | +$33.1K |
|
2139
CALL
Nike
NKE
$63.9B
| $32.8K | ﹤0.01% |
800
| – | – |
|
2140
Virgin Galactic
SPCE
$350M
| $30.4K | ﹤0.01% |
+10,530
| New | +$34.4K |
|
2141
American Battery Technology Co
ABAT
$327M
| $29K | ﹤0.01% |
+10,262
| New | +$32.8K |
|
2142
Bit Digital
BTBT
$558M
| $27.7K | ﹤0.01% |
15,385
+721
| +5% | +$1.27K |
|
2143
Seer Inc
SEER
$114M
| $27.6K | ﹤0.01% |
16,600
| – | – |
|
2144
Eve Holding
EVEX
$871M
| $25.3K | ﹤0.01% |
+10,063
| New | +$29K |
|
2145
Ribbon Communications
RBBN
$396M
| $24.4K | ﹤0.01% |
+10,441
| New | +$27.6K |
|
2146
PUT
Palantir
PLTR
$322B
| $23.3K | ﹤0.01% |
200
| – | – |
|
2147
Ring Energy
REI
$327M
| $22.6K | ﹤0.01% |
20,941
+5,000
| +31% | +$6.97K |
|
|
URG
2148
Ur-Energy
URG
$513M
| $19.5K | ﹤0.01% |
+14,320
| New | +$23.4K |
|
|
NNDM
2149
Nano Dimension
NNDM
$322M
| $17.6K | ﹤0.01% |
12,156
| – | – |
|
2150
CALL
Kinross Gold
KGC
$27.6B
| $16.5K | ﹤0.01% |
+700
| New | +$20.6K |
|
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.