Sequoia Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
2,163
Total value ($000)
$20,066,393
Net value change ($000)
+2,184,557 (12.2%)
New positions
334
Sold out positions
95
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 202,540 16.7%
NVDA 100,138 21.4%
AAPL 80,006 16.2%
IXUS 76,876 14.7%
CAT 73,846 58.3%
DFAU 60,258 18.1%
SFGV 59,676 5.7%
VONG 56,065 14.7%
LLY 53,555 40.6%
AVGO 53,402 27.0%
Top Reduces (Value $000, Stocks/ETFs)
WYNN -81,830 -98.8%
DD -42,558 -100.0%
CRM -36,963 -55.2%
GLD -33,823 -16.8%
HON -28,274 -100.0%
ACN -25,312 -77.9%
SHW -20,919 -47.0%
XOM -18,919 -15.9%
XYL -10,098 -23.1%
BSCS -8,315 -43.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 46,779 (0.2% 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