Sequoia Financial Advisors, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$17.9B

Total Positions

1,885

New This Quarter

239

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

VTI6.95%

SFGV5.60%

AAPL3.02%

IXUS2.75%

NVDA2.73%

VONG2.41%

MSFT2.30%

DSTL1.89%

DFAU1.86%

VCSH1.53%

Other17.01%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PLTR11Q held

Palantir Technologies Inc

Avg $23.98 · $36.7M est. P&L

Est. P&L

+654.05%

NAK12Q held

NORTHERN DYNASTY MINERALS LT COM NE

Avg $0.53 · $18,033 est. P&L

Est. P&L

+274.92%

BVN11Q held

COMPANIA DE MINAS BUENAVENTU SPONSO

Avg $7.95 · $218,656 est. P&L

Est. P&L

+258.59%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1885 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTI VANGUARD INDEX FDS	3.7M	$1.2B	6.9%	—	$223.69	+51.04%	28 qtrs	Increased 63
SFGV EA SERIES TRUST	31.8M	$1B	5.6%	—	$27.14	+17.04%	4 qtrs	Decreased 0
AAPL Apple Inc	2M	$542.1M	3.0%	—	$194.80	+40.05%	28 qtrs	Increased 68
IXUS ISHARES TR	5.8M	$492.2M	2.7%	—	$62.01	+37.04%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	2.6M	$489.9M	2.7%	—	$124.87	+50.19%	28 qtrs	Increased 58
VONG VANGUARD SCOTTSDALE FDS	3.5M	$431.6M	2.4%	—	$74.56	+64.63%	28 qtrs	Increased 60
MSFT Microsoft Corp	852,389	$412.2M	2.3%	—	$373.65	+30.47%	28 qtrs	Increased 59
DSTL ETF SER SOLUTIONS	5.8M	$338.8M	1.9%	—	$53.59	+10.85%	4 qtrs	Increased 49
DFAU DIMENSIONAL ETF TRUST	7.1M	$333.5M	1.9%	—	$34.60	+36.30%	17 qtrs	Increased 50
VCSH VANGUARD SCOTTSDALE FDS	3.4M	$275.1M	1.5%	—	$75.98	+4.65%	28 qtrs	Increased 51
JPIE JP MORGAN EXCHANGE TRADED F	5.6M	$258.9M	1.4%	—	$44.08	+4.59%	7 qtrs	Increased 58
AMZN Amazon.com Inc	1.1M	$258.2M	1.4%	—	$140.90	+65.03%	28 qtrs	Decreased 0
PYLD PIMCO ETF TR	9.5M	$252.4M	1.4%	—	$25.18	+5.70%	7 qtrs	Increased 59
BINC BLACKROCK ETF TRUST II	4.7M	$247.3M	1.4%	—	$50.25	+4.65%	7 qtrs	Increased 59
921937827 VANGUARD BD INDEX FDS	2.9M	$230.8M	1.3%	—	—	—	—	Increased 52
AVGO Broadcom Inc	633,547	$219.3M	1.2%	—	$184.15	+89.98%	17 qtrs	Increased 49
GOOG Alphabet Inc	637,767	$200.1M	1.1%	—	$139.08	+126.16%	28 qtrs	Increased 51
MUB ISHARES TR	1.8M	$189.2M	1.1%	—	$100.08	+6.74%	28 qtrs	Increased 50
GLD SPDR GOLD TR	473,242	$187.6M	1.0%	—	$185.33	+115.24%	28 qtrs	Decreased 0
TDVG T ROWE PRICE ETF INC	4.1M	$186.3M	1.0%	—	$43.08	+5.16%	9 qtrs	Increased 53
ACWI ISHARES TR	1.2M	$176.4M	1.0%	—	$99.32	+43.39%	28 qtrs	Decreased 0
META Meta Platforms Inc	252,334	$166.6M	0.9%	—	$491.94	+35.37%	28 qtrs	Increased 48
DFEM DIMENSIONAL ETF TRUST	5M	$164.3M	0.9%	—	$25.98	+27.64%	13 qtrs	Increased 43
LLY Eli Lilly & Co	147,690	$158.7M	0.9%	—	$692.07	+55.76%	28 qtrs	Increased 43
DIHP DIMENSIONAL ETF TRUST	4.9M	$154.5M	0.9%	—	$26.79	+18.78%	12 qtrs	Increased 43
Showing 25 of 1,885 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JLLJones Lang LaSalle Inc

Q1 2024 → Q4 2025+5,316 shares+$2M

DIHPDIMENSIONAL ETF TRUST

Q1 2024 → Q4 2025+4.6M shares+$147.4M

DFARDIMENSIONAL ETF TRUST

Q1 2024 → Q4 2025+446,939 shares+$10.3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer