Institutional Fund
Sequoia Financial Advisors, LLC
Akron, OHCIK 15999008 filings on record
Portfolio Value
$17.83B
Q1 2026
Holdings
1,885
Reported positions
New Buys
151
Opened this quarter
QoQ Change
-0.2%
from $17.87B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds6.8%
- Ea Series Trust5.9%
- Ishares Tr2.9%
- Apple Inc2.8%
- Nvidia Corporation2.6%
- Vanguard Scottsdale Fds2.1%
- Other76.9%
Portfolio Holdings
1,885 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 3.79M | $1.22B | 6.8% | +72.3K | Added |
| 2 | Ea Series Trust | 31.83M | $1.04B | 5.9% | +42.2K | Added |
| 3 | Ishares Tr | 6.05M | $524.10M | 2.9% | +233.5K | Added |
| 4 | Apple Inc | 1.94M | $492.48M | 2.8% | −53.7K | Reduced |
| 5 | Nvidia Corporation | 2.68M | $467.38M | 2.6% | +52.9K | Added |
| 6 | Vanguard Scottsdale Fds | 3.48M | $381.93M | 2.1% | −63.3K | Reduced |
| 7 | ETF Ser Solutions | 5.92M | $342.87M | 1.9% | +171.4K | Added |
| 8 | Dimensional ETF Trust | 7.38M | $332.97M | 1.9% | +254.2K | Added |
| 9 | Microsoft Corp | 832.8K | $308.27M | 1.7% | −19.6K | Reduced |
| 10 | J P Morgan Exchange Traded F | 6.38M | $294.09M | 1.6% | +791.4K | Added |
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