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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 3 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 270,182.0 $94.8M 0.53% NEW $350.71 -4.1%
42 WYNN WYNN RESORTS LTD Consumer Cyclical 770,178.0 $92.7M 0.52% NEW $120.33 -16.5%
43 WMT WALMART INC Consumer Defensive 816,420.0 $91.0M 0.51% NEW $111.41 +3.8%
44 CRM SALESFORCE INC Technology 329,731.0 $87.3M 0.49% NEW $264.91 -40.2%
45 VTEB VANGUARD MUN BD FDS 1,705,535.0 $85.8M 0.48% NEW $50.29 +0.5%
46 IJR ISHARES TR 689,326.0 $82.8M 0.46% NEW $120.18 +22.7%
47 XOM EXXON MOBIL CORP Energy 676,394.0 $81.4M 0.45% NEW $120.34 +13.5%
48 MGV VANGUARD WORLD FD 565,790.0 $79.9M 0.45% NEW $141.16 +15.6%
49 DFAT DIMENSIONAL ETF TRUST 1,339,926.0 $79.8M 0.45% NEW $59.54 +17.4%
50 VIG VANGUARD SPECIALIZED FUNDS 348,480.0 $76.6M 0.43% NEW $219.78 +6.7%
51 COST COSTCO WHSL CORP NEW Consumer Defensive 88,744.0 $76.5M 0.43% NEW $862.34 +10.5%
52 IUSV ISHARES TR 695,290.0 $71.3M 0.40% NEW $102.54 +7.1%
53 HD HOME DEPOT INC Consumer Cyclical 204,453.0 $70.4M 0.39% NEW $344.10 +1.4%
54 QQQ INVESCO QQQ TR Financial Services 109,159.0 $67.1M 0.37% NEW $614.31 +15.0%
55 DFIV DIMENSIONAL ETF TRUST 1,286,363.0 $64.2M 0.36% NEW $49.90 +8.0%
56 IVV ISHARES TR 92,974.0 $63.7M 0.35% NEW $684.94 +7.0%
57 IBM INTERNATIONAL BUSINESS MACHS Technology 206,622.0 $61.2M 0.34% NEW $296.21 -8.3%
58 AVDV AMERICAN CENTY ETF TR 636,545.0 $59.8M 0.33% NEW $93.97 +10.5%
59 ICOW PACER FDS TR 1,536,927.0 $59.4M 0.33% NEW $38.68 +7.8%
60 VEA VANGUARD TAX-MANAGED FDS 926,457.0 $57.9M 0.32% NEW $62.47 +13.0%
Page 3 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%