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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
UHAL icon
2251
U-Haul Holding Co
UHAL
$14.1B
– –
-4,917
Closed -$235K
VAW icon
2252
Vanguard Materials ETF
VAW
$2.96B
– –
-3,053
Closed -$688K
VIGI icon
2253
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
– –
-2,981
Closed -$264K
VIOO icon
2254
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.17B
– –
-3,917
Closed -$450K
VNLA icon
2255
Janus Henderson Short Duration Income ETF
VNLA
$3.32B
– –
-4,668
Closed -$228K
VST icon
2256
CALL
Vistra
VST
$51.4B
– –
-400
Closed -$3.35K
WLDN icon
2257
Willdan Group
WLDN
$1.13B
– –
-2,739
Closed -$210K
XLE icon
2258
CALL
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
– –
-100
Closed -$285
YELP icon
2259
Yelp
YELP
$1.51B
– –
-8,491
Closed -$210K
YEXT icon
2260
Yext
YEXT
$546M
– –
-12,641
Closed -$48.5K
ZG icon
2261
Zillow
ZG
$7.78B
– –
-8,785
Closed -$364K
FER icon
2262
Ferrovial N.V. Ordinary Shares
FER
$45.6B
– –
-8,682
Closed -$559K
WAY
2263
Waystar Holding Corp
WAY
$4.44B
– –
-8,405
Closed -$203K
LTM
2264
LATAM Airlines Group S.A.
LTM
$15.3B
– –
-4,403
Closed -$218K
JBS
2265
JBS N.V.
JBS
$39.6B
– –
-11,591
Closed -$208K
PSKY
2266
Paramount Skydance Corp
PSKY
$10.2B
– –
-13,521
Closed -$122K
87 88 89 90
91

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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.