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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
AVPT icon
2176
AvePoint
AVPT
$2.8B
– –
-12,441
Closed -$118K
BABA icon
2177
CALL
Alibaba
BABA
$276B
– –
-400
Closed -$50.2K
BCH icon
2178
Banco de Chile
BCH
$20.3B
– –
-5,760
Closed -$213K
BDC icon
2179
Belden
BDC
$3.95B
– –
-1,761
Closed -$202K
BIO icon
2180
Bio-Rad Laboratories Class A
BIO
$8.15B
– –
-750
Closed -$209K
BKF icon
2181
iShares MSCI BIC ETF
BKF
$75.3M
– –
-5,000
Closed -$203K
BOX icon
2182
Box
BOX
$4.22B
– –
-10,363
Closed -$245K
BOXX icon
2183
Alpha Architect 1-3 Month Box ETF
BOXX
$12.7B
– –
-2,980
Closed -$347K
BRC icon
2184
Brady Corp
BRC
$4.41B
– –
-3,333
Closed -$271K
BSY icon
2185
Bentley Systems
BSY
$9.82B
– –
-7,470
Closed -$262K
BUZZ icon
2186
VanEck Social Sentiment ETF
BUZZ
$94.3M
– –
-7,275
Closed -$209K
CALM icon
2187
Cal-Maine
CALM
$4.2B
– –
-5,540
Closed -$438K
CAVA icon
2188
CAVA Group
CAVA
$8.02B
– –
-2,899
Closed -$235K
CHWY icon
2189
Chewy
CHWY
$8.57B
– –
-8,044
Closed -$217K
CTRA
2190
DELISTED
Coterra Energy
CTRA
– –
-44,487
Closed -$1.56M
CUK
2191
DELISTED
Carnival PLC
CUK
– –
-8,545
Closed -$220K
EGHT icon
2192
8x8 Inc
EGHT
$267M
– –
-15,350
Closed -$25.5K
EQT icon
2193
CALL
EQT Corp
EQT
$31B
– –
-1,000
Closed -$63.6K
ETV
2194
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.74B
– –
-15,900
Closed -$217K
ETY icon
2195
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.27B
– –
-11,483
Closed -$158K
EUSB icon
2196
iShares ESG Advanced Universal USD Bond ETF
EUSB
$716M
– –
-17,462
Closed -$760K
FAF icon
2197
First American
FAF
$7.44B
– –
-4,837
Closed -$292K
DMC
2198
Del Monte Corp
DMC
$1.4B
– –
-5,173
Closed -$208K
FIVN icon
2199
FIVE9
FIVN
$1.96B
– –
-10,494
Closed -$159K
FLTR icon
2200
VanEck IG Floating Rate ETF
FLTR
$2.88B
– –
-13,362
Closed -$340K
86 87
88
89 90

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EIM
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OSAM
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HHII
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P
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BG
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EWA
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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.