Sequoia Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
1,921
Total value ($000)
$17,881,836
Net value change ($000)
-49,457 (-0.3%)
New positions
151
Sold out positions
151
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SFGV 40,566 4.0%
XOM 37,524 46.1%
PYLD 35,678 14.1%
BINC 35,406 14.3%
JPIE 35,228 13.6%
IXUS 31,861 6.5%
AVRE 27,501 172.1%
CAT 25,108 24.7%
MUB 20,663 10.9%
HON 20,403 259.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -103,957 -25.2%
VONG -49,692 -11.5%
AAPL -49,672 -9.2%
SGOV -44,574 -46.0%
VTI -30,544 -2.5%
LLY -26,911 -17.0%
ORCL -25,964 -60.4%
AMZN -25,161 -9.7%
NVDA -22,561 -4.6%
NXPI -21,437 -74.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 49,141 (0.3% 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