Sequoia Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
1,778
Total value ($000)
$21,072,104
Net value change ($000)
+1,005,711 (5.0%)
New positions
112
Sold out positions
505
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IDEV 260,357 11434.2%
VUG 135,325 71.8%
IVV 134,090 185.4%
IEMG 129,764 1329.0%
AAPL 120,172 21.0%
MSFT 120,024 35.5%
XOM 112,506 NEW
VTV 98,693 55.5%
VGIT 87,020 8916.0%
SPYM 84,728 183.2%
Top Reduces (Value $000, Stocks/ETFs)
IXUS -220,561 -36.7%
SPGM -121,489 -64.1%
ACWI -120,509 -67.0%
XOM -100,002 -100.0%
CAT -46,122 -23.0%
WM -43,058 -82.7%
DUHP -34,409 -100.0%
DFSV -27,728 -100.0%
GLD -21,377 -12.7%
HON -19,961 -77.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 67,484 (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