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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $20.1B AUM 2,163 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 349 New 856 Added 740 Reduced 107 Exited
Page 4 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTF ISHARES TR — 371,000.0 $15.2M 0.08% -142K -27.7% $40.96 +2.5%
62 NFLX NETFLIX INC. Communication Services 212,622.0 $15.2M 0.08% -12K -5.4% $71.40 -0.2%
63 USMV ISHARES TR — 150,253.0 $14.5M 0.07% -820.0 -0.5% $96.46 +1.9%
64 CWI SPDR INDEX SHS FDS — 355,329.0 $14.5M 0.07% -11K -2.9% $40.67 +0.3%
65 VCIT VANGUARD SCOTTSDALE FDS — 161,962.0 $13.4M 0.07% -20K -11.2% $82.65 -4.9%
66 UNP UNION PAC CORP Industrials 48,685.0 $13.2M 0.07% -610.0 -1.2% $272.00 +0.4%
67 XLI SELECT SECTOR SPDR TR — 71,332.0 $13.2M 0.07% -4K -4.9% $185.23 -8.5%
68 CMCSA COMCAST CORP NEW Communication Services 537,097.0 $13.2M 0.07% -61K -10.2% $24.55 -11.5%
69 JMST J P MORGAN EXCHANGE TRADED F — 257,948.0 $13.2M 0.07% -14K -5.2% $51.00 -0.8%
70 BDVL BLACKROCK ETF TRUST — 496,841.0 $12.9M 0.06% -15K -3.0% $25.98 +1.3%
71 MMM 3M CO Industrials 78,814.0 $12.8M 0.06% -1K -1.8% $161.91 +4.4%
72 — BROOKFIELD ASSET MANAGMT LTD — 281,732.0 $12.6M 0.06% -10K -3.4% $44.85 —
73 SUB ISHARES TR — 118,563.0 $12.6M 0.06% -5K -4.0% $106.47 -1.9%
74 SCHB SCHWAB STRATEGIC TR — 427,052.0 $12.4M 0.06% -12K -2.7% $28.96 +2.1%
75 VOE VANGUARD INDEX FDS — 60,957.0 $12.0M 0.06% -322.0 -0.5% $197.60 +0.7%
76 SCHD SCHWAB STRATEGIC TR — 357,685.0 $11.3M 0.06% -27K -6.9% $31.71 +4.6%
77 XSMO INVESCO EXCHANGE TRADED FD T — 120,337.0 $11.3M 0.06% -8K -6.5% $93.63 -12.1%
78 SNDK SANDISK CORP Technology 4,829.0 $11.0M 0.06% -646.0 -11.8% $2273.75 -22.1%
79 — ISHARES TR — 220,256.0 $10.9M 0.05% -8K -3.5% $49.55 —
80 XLF SELECT SECTOR SPDR TR — 203,162.0 $10.9M 0.05% -28K -11.9% $53.61 +1.7%
Page 4 of 37  ·  740 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 19.3%
Industrials 14.1%
Healthcare 8.2%
Consumer Cyclical 8.1%
Communication Services 5.3%
Consumer Defensive 4.5%
Energy 3.9%
Utilities 2.3%
Basic Materials 1.5%