Sequoia Financial Advisors, LLC
All 13F Filings
- Location
- Akron, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 17,881,836
- Description
- Akron Ohio based advisory led wealth manager with an independent advisory structure and a mandate specific and implementation minded investment mandate. The approach emphasizes active stewardship and governance oversight, long duration private asset evaluation, and planning integrated mandate design for private client and family mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through portfolio adaptability governance and mandate continuity.
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 1,921 | 17,881,836 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q4 2025 | 2/3/2026 | 1,928 | 17,931,293 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q3 2025 | 10/29/2025 | 1,742 | 16,458,937 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q2 2025 | 8/8/2025 | 1 | 18,220 | 13F-HR/A - NEW HOLDINGS | Sequoia Financial Advisors, LLC |
| Q2 2025 | 7/25/2025 | 1,588 | 14,606,213 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q1 2025 | 8/8/2025 | 1 | 19,961 | 13F-HR/A - NEW HOLDINGS | Sequoia Financial Advisors, LLC |
| Q1 2025 | 4/23/2025 | 1,369 | 12,957,703 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q4 2024 | 8/8/2025 | 1,347 | 10,394,186 | 13F-HR/A - RESTATEMENT | Sequoia Financial Advisors, LLC |
| Q4 2024 | 2/7/2025 | 1,347 | 10,350,976 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q3 2024 | 10/21/2024 | 1,289 | 9,321,906 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q2 2024 | 7/15/2024 | 1,221 | 8,299,342 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q1 2024 | 4/30/2024 | 1,164 | 8,042,265 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q4 2023 | 1/26/2024 | 1,200 | 8,064,014 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q3 2023 | 11/8/2023 | 965 | 5,703,927 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q2 2023 | 8/8/2023 | 968 | 5,828,859 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q1 2023 | 4/25/2023 | 840 | 4,499,188 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q4 2022 | 2/10/2023 | 807 | 4,069,054 | 13F-HR/A - RESTATEMENT | Sequoia Financial Advisors, LLC |
| Q4 2022 | 1/18/2023 | 812 | 4,430,459 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q3 2022 | 10/26/2022 | 530 | 3,172,734 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q2 2022 | 7/22/2022 | 592 | 3,535,678 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q1 2022 | 5/13/2022 | 670 | 4,000,412 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q4 2021 | 2/22/2022 | 595 | 3,669,652 | 13F-HR/A - RESTATEMENT | Sequoia Financial Advisors, LLC |
| Q4 2021 | 2/11/2022 | 595 | 5,462,593 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q3 2021 | 10/26/2021 | 257 | 983,984 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q2 2021 | 7/27/2021 | 478 | 2,740,800 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q1 2021 | 5/14/2021 | 447 | 2,388,265 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q4 2020 | 2/12/2021 | 419 | 2,187,222 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q3 2020 | 10/23/2020 | 389 | 1,895,996 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q2 2020 | 8/25/2020 | 367 | 1,690,810 | 13F-HR/A - RESTATEMENT | Sequoia Financial Advisors, LLC |
| Q2 2020 | 8/11/2020 | 349 | 1,688,829 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q1 2020 | 5/11/2020 | 366 | 1,354,292 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q4 2019 | 2/13/2020 | 380 | 1,574,430 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q2 2014 | 8/5/2014 | 159 | 131,565 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q1 2014 | 5/15/2014 | 155 | 120,085 | 13F-HR | Sequoia Financial Advisors, LLC |
| Q4 2013 | 2/12/2014 | 148 | 120,841 | 13F-HR | Sequoia Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
49.14 K
(0.3% of total reported value)
· QoQ Δ:
-16.12 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.851 M | 49.6% | 0 | 6.555 M | -6.555 M |
| ETFs | 8.694 M | 48.8% | 6.507 M | 0 | 6.507 M |
| Debt | 280.6 K | 1.6% | 19.17 K | 0 | 19.17 K |
| Other | 7.306 K | 0.0% | 0 | 5.147 K | -5.147 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
17,881,836
Holdings
1921
QoQ value change ($000)
-49,457
(-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.