Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sequoia Financial Advisors, LLC (CIK 1599900) reported $17.88B across 1,843 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($1.22B, 6.80%), CCMG ($1.04B, 5.84%), IXUS ($524.1M, 2.93%), AAPL ($494.4M, 2.76%), NVDA ($470.8M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $1.22B | 6.80% | 3.8M | Added |
| 2 | CCMG | EA SERIES TRUST | $1.04B | 5.84% | 31.8M | Added |
| 3 | IXUS | ISHARES TR | $524.1M | 2.93% | 6.0M | Added |
| 4 | AAPL | APPLE INC | $494.4M | 2.76% | 1.9M | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $470.8M | 2.63% | 2.7M | Added |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $381.9M | 2.14% | 3.5M | Trimmed |
| 7 | DSTL | ETF SER SOLUTIONS | $342.9M | 1.92% | 5.9M | Added |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $333.0M | 1.86% | 7.4M | Added |
| 9 | MSFT | MICROSOFT CORP | $311.0M | 1.74% | 840,093 | Trimmed |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | $294.1M | 1.64% | 6.4M | Added |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $291.4M | 1.63% | 3.7M | Added |
| 12 | PYLD | PIMCO ETF TR | $288.1M | 1.61% | 11.0M | Added |
| 13 | BINC | BLACKROCK ETF TRUST II | $282.7M | 1.58% | 5.4M | Added |
| 14 | BSV | VANGUARD BD INDEX FDS | $264.9M | 1.48% | 3.4M | Added |
| 15 | AMZN | AMAZON COM INC | $233.2M | 1.30% | 1.1M | Added |
| 16 | GOOG | ALPHABET INC | $216.1M | 1.21% | 753,267 | Added |
| 17 | MUB | ISHARES TR | $209.9M | 1.17% | 2.0M | Added |
| 18 | GLD | SPDR GOLD TR | $202.0M | 1.13% | 469,508 | Trimmed |
| 19 | AVGO | BROADCOM INC | $198.9M | 1.11% | 642,760 | Added |
| 20 | TDVG | T ROWE PRICE ETF INC | $189.0M | 1.06% | 4.2M | Added |
| 21 | DFEM | DIMENSIONAL ETF TRUST | $184.7M | 1.03% | 5.3M | Added |
| 22 | DIHP | DIMENSIONAL ETF TRUST | $170.2M | 0.95% | 5.3M | Added |
| 23 | ACWI | ISHARES TR | $165.8M | 0.93% | 1.2M | Trimmed |
| 24 | VTV | VANGUARD INDEX FDS | $153.3M | 0.86% | 781,277 | Added |
| 25 | SPGM | SPDR INDEX SHS FDS | $151.8M | 0.85% | 2.0M | Added |
Source: SEC Form 13F filings · as of 2026-03-31