Sequoia Financial Advisors, LLC
Long book
$17.83B
Q1 2026
Positions
1885
Top-10 weight
30%
concentration
Last quarter
+10.5%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsSequoia Financial Advisors, LLC is a wealth-management firm allocating client money, running a $17.83B US long book across 1885 positions.
The portfolio is moderately concentrated (top 10 ≈ 30% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, SEQUOIA GLOBAL VALUE ETF, ISHARES CORE INTL STOCK ETF, APPLE INC, NVIDIA CORP.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.2%
Q2 2024
+6.0%
Q3 2024
+1.4%
Q4 2024
-2.5%
Q1 2025
+8.9%
Q2 2025
+7.4%
Q3 2025
+2.7%
Q4 2025
-1.8%
Q1 2026
+10.5%
Sector allocation
Technology 36%
Financials 14%
Industrials 13%
Consumer discretionary 11%
Healthcare 7%
Services media 5%
Utilities 4%
Energy 3%
Long book by quarter
What does Sequoia Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 1.9M | $492.5M | 2.8% | -2.7% |
| NVDA NVIDIA CORP | Technology | 2.7M | $467.4M | 2.6% | +2.0% |
| MSFT MICROSOFT CORP | Technology | 832.8K | $308.3M | 1.7% | -2.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.1M | $233.0M | 1.3% | 0.0% |
| GOOG ALPHABET INC-CL C | Technology | 753.3K | $216.1M | 1.2% | +18.1% |
| AVGO BROADCOM INC | Technology | 640.2K | $198.1M | 1.1% | +1.0% |
| META META PLATFORMS INC-CLASS A | Technology | 263.9K | $151.0M | 0.8% | +4.6% |
| GOOGL ALPHABET INC-CL A | Technology | 473.6K | $136.2M | 0.8% | +1.4% |
| LLY ELI LILLY & CO | Healthcare | 143.3K | $131.8M | 0.7% | -3.0% |
| CAT CATERPILLAR INC | Industrials | 178.8K | $126.6M | 0.7% | +0.9% |
| GS GOLDMAN SACHS GROUP INC | Financials | 147.1K | $124.4M | 0.7% | +0.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 252.5K | $121.0M | 0.7% | -10.1% |
| RTX RTX CORP | Industrials | 624.3K | $120.4M | 0.7% | +1.5% |
| XOM EXXON MOBIL CORP | Energy | 700.9K | $118.9M | 0.7% | +3.6% |
| JPM JPMORGAN CHASE & CO | Financials | 374.7K | $110.2M | 0.6% | -4.9% |
| WMT WALMART INC | Consumer discretionary | 813.1K | $101.0M | 0.6% | -0.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 97.3K | $96.9M | 0.5% | +9.6% |
| WYNN WYNN RESORTS LTD | Services media | 815.7K | $82.8M | 0.5% | +5.9% |
| V VISA INC-CLASS A SHARES | Services media | 265.8K | $80.3M | 0.5% | -1.6% |
| HD HOME DEPOT INC | Consumer discretionary | 219.1K | $72.0M | 0.4% | +7.1% |
| PWR QUANTA SERVICES INC | Industrials | 128.8K | $70.7M | 0.4% | -1.2% |
| CRM SALESFORCE INC | Technology | 358.4K | $66.9M | 0.4% | +8.7% |
| ETN EATON CORP PLC | Industrials | 164.3K | $58.8M | 0.3% | +1.6% |
| AMGN AMGEN INC | Healthcare | 165.5K | $58.2M | 0.3% | -0.4% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 206.9K | $50.2M | 0.3% | +0.1% |
| WM WASTE MANAGEMENT INC | Utilities | 216.6K | $49.8M | 0.3% | +6.1% |
| BN BROOKFIELD CORP | Real estate | 1.2M | $49.1M | 0.3% | +1.4% |
| PH PARKER HANNIFIN CORP | Industrials | 54.6K | $48.9M | 0.3% | -3.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 336.0K | $48.5M | 0.3% | +1.7% |
| BAC BANK OF AMERICA CORP | Financials | 986.7K | $48.1M | 0.3% | -0.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 194.5K | $47.5M | 0.3% | +3.5% |
| BLK BLACKROCK INC | Financials | 47.4K | $45.6M | 0.3% | +8.3% |
| MS MORGAN STANLEY | Financials | 271.4K | $44.7M | 0.3% | 0.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 143.7K | $44.7M | 0.3% | +1.3% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 138.9K | $44.5M | 0.2% | -4.2% |
| XYL XYLEM INC | Industrials | 365.3K | $43.7M | 0.2% | +6.1% |
| DD DUPONT DE NEMOURS INC | Materials | 929.2K | $42.6M | 0.2% | +15.5% |
| TSLA TESLA INC | Industrials | 113.9K | $42.3M | 0.2% | +3.8% |
| LNG CHENIERE ENERGY INC | Utilities | 144.5K | $41.0M | 0.2% | -0.2% |
| ABT ABBOTT LABORATORIES | Healthcare | 363.1K | $37.3M | 0.2% | -1.2% |
| TJX TJX COMPANIES INC | Consumer discretionary | 226.5K | $36.2M | 0.2% | -0.7% |
| MRK MERCK & CO. INC. | Healthcare | 297.0K | $35.7M | 0.2% | -3.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 236.9K | $34.7M | 0.2% | +1.2% |
| CVX CHEVRON CORP | Energy | 160.7K | $33.3M | 0.2% | +2.5% |
| ACN ACCENTURE PLC-CL A | Services media | 163.8K | $32.5M | 0.2% | +15.8% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 343.0K | $32.2M | 0.2% | -4.5% |
| LH LABCORP HOLDINGS INC | Healthcare | 120.6K | $32.2M | 0.2% | -5.5% |
| C CITIGROUP INC | Financials | 272.4K | $30.9M | 0.2% | +1.4% |
| AJG ARTHUR J GALLAGHER & CO | Financials | 139.8K | $30.3M | 0.2% | +5.5% |
| PANW PALO ALTO NETWORKS INC | Technology | 188.5K | $30.2M | 0.2% | -14.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 30, 2026 | 1921 | $17.88B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 3, 2026 | 1928 | $17.93B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 1742 | $16.46B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR/ANEW HOLDINGS | Aug 8, 2025 | 1 | $18.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 25, 2025 | 1588 | $14.61B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ANEW HOLDINGS | Aug 8, 2025 | 1 | $20.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 1369 | $12.96B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR/ARESTATEMENT | Aug 8, 2025 | 1347 | $10.39B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 1347 | $10.35B | SEC ↗ | |
| Q3 2024 | 13F-HR | Oct 21, 2024 | 1289 | $9.32B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 15, 2024 | 1221 | $8.30B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 1164 | $8.04B | canonical | SEC ↗ |