Sequoia Financial Advisors, LLC
CIK 1599900
13F filing for Q2 2026・No. 375
- Holdings
- US$20.07B
- Quarter change
- +US$2.18B
- Entries
- 2,163
- Net bought (estimate)
- +US$461.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 334
- Sold out 95
- Cut 790
- Added 911
- Corporate actions 4
- Unchanged 89
Largest holdings
2,124 stocks worth US$20.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 3,831,169 | US$1.42B | 7.08% |
| EA SERIES TRUSTSEQU GLO VAL ETF | Cut | 31,470,764 | US$1.1B | 5.52% |
| ISHARES TRCORE MSCI TOTAL | Added | 6,296,845 | US$600.97M | 3.00% |
| AAPLAppleCOM | Added | 1,978,445 | US$572.48M | 2.86% |
| NVDANvidiaCOM | Added | 2,836,315 | US$567.52M | 2.83% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | Cut | 3,426,943 | US$438M | 2.19% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 7,607,402 | US$393.23M | 1.96% |
| ETF SER SOLUTIONSDISTILLATE US | Added | 5,942,710 | US$355.97M | 1.78% |
| MSFTMicrosoftCOM | Added | 906,219 | US$338.04M | 1.69% |
| PIMCO ETF TRMULTISECTOR BD | Added | 12,401,335 | US$328.88M | 1.64% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.