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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $17.9B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1927 New
Page 10 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BDVL BLACKROCK ETF TRUST 520,187.0 $12.9M 0.07% NEW $24.81 +3.7%
182 MMM 3M CO Industrials 78,450.0 $12.6M 0.07% NEW $160.10 +2.4%
183 MU MICRON TECHNOLOGY INC Technology 43,499.0 $12.4M 0.07% NEW $285.41 +296.7%
184 SCHB SCHWAB STRATEGIC TR 469,139.0 $12.3M 0.07% NEW $26.23 +8.0%
185 XLI SELECT SECTOR SPDR TR 78,303.0 $12.1M 0.07% NEW $155.12 +16.8%
186 AMAT APPLIED MATLS INC Technology 47,112.0 $12.1M 0.07% NEW $256.99 +143.9%
187 HBAN HUNTINGTON BANCSHARES INC Financial Services 691,202.0 $12.0M 0.07% NEW $17.35 +2.5%
188 T AT&T INC Communication Services 473,089.0 $11.8M 0.07% NEW $24.84 -8.5%
189 LOW LOWES COS INC Consumer Cyclical 47,515.0 $11.5M 0.06% NEW $241.16 -7.7%
190 VT VANGUARD INTL EQUITY INDEX F 80,119.0 $11.3M 0.06% NEW $141.06 +9.1%
191 APOS APOLLO GLOBAL MGMT INC Financial Services 77,766.0 $11.3M 0.06% NEW $144.76 -82.4%
192 VOE VANGUARD INDEX FDS 63,199.0 $11.2M 0.06% NEW $177.37 +12.2%
193 ITOT ISHARES TR 74,339.0 $11.1M 0.06% NEW $148.69 +8.2%
194 JEF JEFFERIES FINL GROUP INC Financial Services 176,605.0 $10.9M 0.06% NEW $61.97 -20.8%
195 BA BOEING CO Industrials 50,362.0 $10.9M 0.06% NEW $217.12 +0.1%
196 IWM ISHARES TR 44,128.0 $10.9M 0.06% NEW $246.16 +21.0%
197 ISHARES TR 235,569.0 $10.7M 0.06% NEW $45.45
198 SCHD SCHWAB STRATEGIC TR 389,715.0 $10.7M 0.06% NEW $27.43 +16.8%
199 NEE NEXTERA ENERGY INC Utilities 133,063.0 $10.7M 0.06% NEW $80.28 +10.3%
200 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,368,968.0 $10.6M 0.06% NEW $7.77 +4.0%
Page 10 of 97  ·  1,927 positions

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 30.5%
Financial Services 19.9%
Industrials 11.1%
Consumer Cyclical 9.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Defensive 4.3%
Energy 3.2%
Basic Materials 2.0%
Utilities 1.9%