Sequoia Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Akron, OH
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
1,742
Total value ($000)
$16,458,937
Net value change ($000)
+1,852,724 (12.7%)
New positions
213
Sold out positions
64
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TDVG 151,317 1075.1%
VTI 116,406 10.8%
AAPL 97,678 29.9%
JPIE 89,074 71.3%
PYLD 84,544 70.3%
BINC 82,446 69.1%
NVDA 79,905 21.1%
VUG 55,123 75.2%
IXUS 53,304 12.4%
SGOV 43,813 67.8%
Top Reduces (Value $000, Stocks/ETFs)
DFCF -98,293 -80.8%
VCIT -58,488 -79.8%
HON -44,957 -84.1%
IJR -44,033 -39.2%
MRSH -36,803 -91.1%
VONV -14,593 -29.0%
RRR -10,453 -100.0%
TXN -10,355 -56.8%
CRM -8,285 -11.8%
Enstar Group LTD -6,505 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 60,292 (0.4% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type