Sequoia Financial Advisors
Sequoia Financial Advisors reported 2,124 stocks worth $20B in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are VTI (7.1%), SFGV (5.5%) and IXUS (3.0%). Compared with Q1 2026, the fund opened new positions in DD, added to VTI, IXUS and AAPL, trimmed SFGV, VONG and AMZN and sold out of DD, IUSB and CTRA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $1.4B | 7.1% | 3.8M | +43K (+1%) | 8 of 8 | |
| 2 |  SFGV EA Series Trust | $1.1B | 5.5% | 31.5M | −359K (−1%) | 6 of 8 | |
| 3 |  IXUS Ishares Core Msci Totl | $601M | 3.0% | 6.3M | +248K (+4%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $572M | 2.9% | 2M | +38K (+2%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $568M | 2.8% | 2.8M | +156K (+6%) | 8 of 8 | |
| 6 |  VONG Vanguard Russell 1000 | $438M | 2.2% | 3.4M | −55K (−2%) | 8 of 8 | |
| 7 |  DFAU Dimensional ETF Trust | $393M | 2.0% | 7.6M | +228K (+3%) | 8 of 8 | |
| 8 |  DSTL Distillate US Fundamental Stability & Value ETF | $356M | 1.8% | 5.9M | +19K (+0%) | 6 of 8 | |
| 9 |  MSFT Microsoft Corp | $338M | 1.7% | 906K | +73K (+9%) | 8 of 8 | |
| 10 |  PYLD Pimco ETF TR | $329M | 1.6% | 12.4M | +1.4M (+13%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DD Dupont DE Nemours Inc | $42.6M | 929K |
HONEYWELL INTL INC | $28.3M | 125K |
 IUSB Ishares Core | $3.2M | 70K |
HOLOGIC INC | $1.8M | 24K |
 CTRA Coterra Energy Inc | $1.6M | 44K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Call | $22.8M | 31K | −7,200 |
 PGR Progressive Corp | Put | $5.6M | 26K | 0 |
 XOM Exxon Mobil Corp | Put | $2.7M | 20K | +500 |
MSFT Microsoft Corp | Put | $2.6M | 7,000 | 0 |
AAPL Apple Inc | Put | $2.2M | 7,500 | +400 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sequoia Financial Advisors 13F FAQ
What does Sequoia Financial Advisors own?
Sequoia Financial Advisors reported 2,124 stocks worth $20B in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are VTI (7.1%), SFGV (5.5%) and IXUS (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Sequoia Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 334 new positions, 898 added to, 774 trimmed and 95 sold out. New positions include DD. It sold all of DD, IUSB and CTRA.
When will Sequoia Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sequoia Financial Advisors's portfolio worth?
The Q2 2026 filing reports $20B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.