Sequoia Financial Advisors, LLC holds a diversified book of 1885 stocks worth $17.8B as of Q1 2026 (disclosed Apr 30, 2026, a ~30-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Apple Inc. Their largest long position is Vanguard Total Stock MKT ETF at 7% of the equity book. They also disclosed $20.5M in put options (a bearish bet) and $28.6M in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sequoia Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.8B |
| MORGAN STANLEY | 79 / 80 | $603.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $538.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $179.1B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $95.3B |
| LPL Financial LLC | 79 / 80 | $93.9B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $54.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $22.5B |
Ranked by how many of Sequoia Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $1.2B | 3.79M | 6.8% | ▲+1.9% Added · +72K sh | |
| 2 | Ea Series Trust SEQUOIA GLOBAL V | $1.0B | 31.83M | 5.9% | ▲+0.1% Added · +42K sh | |
| 3 | Ishares TR CORE MSCI TOTAL | $524.1M | 6.05M | 2.9% | ▲+4.0% Added · +233K sh | |
| 4 | Apple Inc COM | $492.5M | 1.94M | 2.8% | ▼−2.7% Reduced · −54K sh | |
| 5 | Nvidia Corporation COM | $467.4M | 2.68M | 2.6% | ▲+2.0% Added · +53K sh | |
| 6 | Vanguard Scottsdale FDS VNG RUS1000GRW | $381.9M | 3.48M | 2.1% | ▼−1.8% Reduced · −63K sh | |
| 7 | ETF Ser Solutions DISTILLATE US | $342.9M | 5.92M | 1.9% | ▲+3.0% Added · +171K sh | |
| 8 | Dimensional ETF Trust US CORE EQT MKT | $333.0M | 7.38M | 1.9% | ▲+3.6% Added · +254K sh | |
| 9 | Microsoft Corp COM | $308.3M | 832.8K | 1.7% | ▼−2.3% Reduced · −20K sh | |
| 10 | J P Morgan Exchange Traded F INCOME ETF | $294.1M | 6.38M | 1.6% | ▲+14% Added · +791K sh | |
| 11 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $291.4M | 3.68M | 1.6% | ▲+6.5% Added · +226K sh | |
| 12 | Pimco ETF TR MULTISECTOR BD | $288.1M | 10.99M | 1.6% | ▲+16% Added · +1.5M sh | |
| 13 | BlackRock ETF Trust II ISHARES FLEXIBLE | $282.7M | 5.44M | 1.6% | ▲+16% Added · +758K sh | |
| 14 | Vanguard BD Index FDS SHORT TRM BOND | $264.9M | 3.38M | 1.5% | ▲+15% Added · +450K sh | |
| 15 | Amazon Com Inc COM | $233.0M | 1.12M | 1.3% | ▲~0% Added · +288 sh | |
| 16 | Alphabet Inc CAP STK CL C | $216.1M | 753.3K | 1.2% | ▲+18% Added · +116K sh | |
| 17 | Ishares TR NATIONAL MUN ETF | $209.9M | 1.98M | 1.2% | ▲+12% Added · +211K sh | |
| 18 | SPDR Gold TR GOLD SHS | $201.9M | 469.2K | 1.1% | ▼−0.8% Reduced · −4K sh | |
| 19 | Broadcom Inc COM | $198.1M | 640.2K | 1.1% | ▲+1.0% Added · +7K sh | |
| 20 | T Rowe Price ETF Inc PRICE DIV GRWT | $189.0M | 4.23M | 1.1% | ▲+2.2% Added · +93K sh | |
| 21 | Dimensional ETF Trust EMERGING MKTS CO | $184.7M | 5.35M | 1.0% | ▲+7.6% Added · +378K sh | |
| 22 | Dimensional ETF Trust INTL HIGH PROFIT | $170.2M | 5.28M | 1.0% | ▲+8.3% Added · +403K sh | |
| 23 | Ishares TR MSCI ACWI ETF | $165.8M | 1.20M | 0.9% | ▼−3.9% Reduced · −49K sh | |
| 24 | Vanguard Index FDS VALUE ETF | $153.3M | 781.3K | 0.9% | ▲+5.4% Added · +40K sh | |
| 25 | SPDR Index SHS FDS STATE STREET SPD | $151.8M | 2.00M | 0.9% | ▲+15% Added · +267K sh | |
| 26 | Meta Platforms Inc CL A | $151.0M | 263.9K | 0.8% | ▲+4.6% Added · +12K sh | |
| 27 | Vanguard Index FDS GROWTH ETF | $150.9M | 345.5K | 0.8% | ▲+12% Added · +36K sh | |
| 28 | Alphabet Inc CAP STK CL A | $136.2M | 473.6K | 0.8% | ▲+1.4% Added · +6K sh | |
| 29 | Eli Lilly & Co COM | $131.8M | 143.3K | 0.7% | ▼−3.0% Reduced · −4K sh | |
| 30 | Caterpillar Inc COM | $126.6M | 178.8K | 0.7% | ▲+0.8% Added · +2K sh | |
| 31 | Goldman Sachs Group Inc COM | $124.4M | 147.1K | 0.7% | ▲+0.3% Added · +380 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $121.0M | 252.5K | 0.7% | ▼−10% Reduced · −28K sh | |
| 33 | RTX Corporation COM | $120.4M | 624.3K | 0.7% | ▲+1.5% Added · +9K sh | |
| 34 | American Centy ETF TR US SML CP VALU | $120.1M | 1.09M | 0.7% | ▲+7.2% Added · +73K sh | |
| 35 | Exxon Mobil Corp COM | $118.9M | 700.9K | 0.7% | ▲+3.6% Added · +25K sh | |
| 36 | Pacer FDS TR US CASH COWS 100 | $114.1M | 1.82M | 0.6% | ▲+1.3% Added · +23K sh | |
| 37 | JPMorgan Chase & Co COM | $110.2M | 374.7K | 0.6% | ▼−4.9% Reduced · −19K sh | |
| 38 | Dimensional ETF Trust INTL CORE EQT MK | $105.8M | 2.72M | 0.6% | ▲+2.3% Added · +61K sh | |
| 39 | State STR SPDR S&P 500 ETF T TR UNIT | $103.0M | 158.4K | 0.6% | ▲+0.1% Added · +207 sh | |
| 40 | Walmart Inc COM | $101.0M | 813.1K | 0.6% | ▼−0.4% Reduced · −3K sh | |
| 41 | Costco Wholesale Corporation COM | $96.9M | 97.3K | 0.5% | ▲+9.6% Added · +9K sh | |
| 42 | Vanguard Mun BD FDS TAX EXEMPT BD | $92.1M | 1.85M | 0.5% | ▲+8.3% Added · +141K sh | |
| 43 | Dimensional ETF Trust US EQUITY MARKET | $92.0M | 1.30M | 0.5% | ▼−5.8% Reduced · −79K sh | |
| 44 | Ishares TR CORE S&P SCP ETF | $87.7M | 705.5K | 0.5% | ▲+2.3% Added · +16K sh | |
| 45 | Dimensional ETF Trust US TARGETED VLU | $85.8M | 1.37M | 0.5% | ▲+2.5% Added · +33K sh | |
| 46 | Wynn Resorts Ltd COM | $82.8M | 815.7K | 0.5% | ▲+5.9% Added · +46K sh | |
| 47 | Visa Inc COM CL A | $80.3M | 265.8K | 0.5% | ▼−1.6% Reduced · −4K sh | |
| 48 | Vanguard World FD MEGA CAP VAL ETF | $79.3M | 546.7K | 0.4% | ▼−3.4% Reduced · −19K sh | |
| 49 | Vanguard Specialized Funds DIV APP ETF | $77.7M | 361.5K | 0.4% | ▲+3.7% Added · +13K sh | |
| 50 | Home Depot Inc COM | $72.0M | 219.1K | 0.4% | ▲+7.1% Added · +15K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1599900/holdings"
Use Arkolith to show Sequoia Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $24.5M | 38K |
| PUT · bearish | PROGRESSIVE CORPPGR | $5.1M | 26K |
| PUT · bearish | EXXONMOBIL HOLDINGS CORPXOM | $3.3M | 19K |
| PUT · bearish | MICROSOFT CORPMSFT | $2.6M | 7K |
| PUT · bearish | NVIDIA CORPNVDA | $2.4M | 14K |
| PUT · bearish | JOHNSON & JOHNSONJNJ | $2.1M | 9K |
| PUT · bearish | APPLE INCAAPL | $1.8M | 7K |
| CALL · bullish | NVIDIA CORPNVDA | $1.0M | 6K |
| CALL · bullish | INVESCO QQQ TRUST SERIES 1QQQ | $1.0M | 2K |
| PUT · bearish | VISTRA CORPVST | $887K | 6K |
| PUT · bearish | ABBVIE INCABBV | $870K | 4K |
| CALL · bullish | BAUSCH HEALTH COS INCBHC | $795K | 147K |
| PUT · bearish | BROADCOM INCAVGO | $712K | 2K |
| PUT · bearish | ABBOTT LABORATORIESABT | $452K | 4K |
| PUT · bearish | JPMORGAN CHASE & COJPM | $294K | 1K |
| CALL · bullish | PAYPAL HOLDINGS INCPYPL | $226K | 5K |
| CALL · bullish | AMAZON.COM INCAMZN | $187K | 900 |
| CALL · bullish | SPDR GOLD SHARESGLD | $129K | 300 |
| CALL · bullish | MICROSOFT CORPMSFT | $111K | 300 |
| CALL · bullish | APPLE INCAAPL | $102K | 400 |
| CALL · bullish | GOLDMAN SACHS GROUP INCGS | $85K | 100 |
| CALL · bullish | ORACLE CORPORCL | $74K | 500 |
| CALL · bullish | WILLIAMS COS INCWMB | $73K | 1K |
| CALL · bullish | BROADCOM INCAVGO | $64K | 300 |
| CALL · bullish | EQT CORPEQT | $64K | 1K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 36 option legs.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 1,921 | $17.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 1,928 | $17.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 1,742 | $16.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 1,589 | $14.6B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Aug 8, 2025 | 1,370 | $13.0B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Aug 8, 2025 | 1,347 | $10.4B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 1,289 | $9.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 15, 2024 | 1,221 | $8.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 1,164 | $8.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 26, 2024 | 1,200 | $8.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 965 | $5.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 968 | $5.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 840 | $4.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 807 | $4.1B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 26, 2022 | 530 | $3.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 592 | $3.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 670 | $4.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 22, 2022 | 595 | $3.7B | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Oct 26, 2021 | 257 | $984.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.