Universe · entity
Sequoia Financial Advisors, LLC
Institutional manager (13F) · CIK 1599900
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $11.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $1.2B | 3,787,743 |
| 2 | EA SERIES TRUST | $1.0B | 31,830,127 |
| 3 | ISHARES TR | $524M | 6,049,116 |
| 4 | APPLE INC | $492M | 1,940,490 |
| 5 | NVIDIA CORPORATION | $467M | 2,679,934 |
| 6 | VANGUARD SCOTTSDALE FDS | $382M | 3,481,927 |
| 7 | ETF SER SOLUTIONS | $343M | 5,923,843 |
| 8 | DIMENSIONAL ETF TRUST | $333M | 7,379,642 |
| 9 | MICROSOFT CORP | $308M | 832,793 |
| 10 | J P MORGAN EXCHANGE TRADED F | $294M | 6,383,524 |
| 11 | VANGUARD SCOTTSDALE FDS | $291M | 3,675,562 |
| 12 | PIMCO ETF TR | $288M | 10,994,877 |
| 13 | BLACKROCK ETF TRUST II | $283M | 5,443,735 |
| 14 | VANGUARD BD INDEX FDS | $265M | 3,378,481 |
| 15 | AMAZON COM INC | $233M | 1,118,723 |
| 16 | ALPHABET INC | $216M | 753,267 |
| 17 | ISHARES TR | $210M | 1,977,019 |
| 18 | SPDR GOLD TR | $202M | 469,208 |
| 19 | BROADCOM INC | $198M | 640,160 |
| 20 | T ROWE PRICE ETF INC | $189M | 4,234,788 |
| 21 | DIMENSIONAL ETF TRUST | $185M | 5,345,392 |
| 22 | DIMENSIONAL ETF TRUST | $170M | 5,283,468 |
| 23 | ISHARES TR | $166M | 1,197,896 |
| 24 | VANGUARD INDEX FDS | $153M | 781,277 |
| 25 | SPDR INDEX SHS FDS | $152M | 2,004,687 |
| 26 | META PLATFORMS INC | $151M | 263,851 |
| 27 | VANGUARD INDEX FDS | $151M | 345,470 |
| 28 | ALPHABET INC | $136M | 473,577 |
| 29 | ELI LILLY & CO | $132M | 143,305 |
| 30 | CATERPILLAR INC | $127M | 178,760 |
| 31 | GOLDMAN SACHS GROUP INC | $124M | 147,053 |
| 32 | BERKSHIRE HATHAWAY INC DEL | $121M | 252,527 |
| 33 | RTX CORPORATION | $120M | 624,341 |
| 34 | AMERICAN CENTY ETF TR | $120M | 1,087,142 |
| 35 | EXXON MOBIL CORP | $119M | 700,935 |
| 36 | PACER FDS TR | $114M | 1,824,648 |
| 37 | JPMORGAN CHASE & CO | $110M | 374,677 |
| 38 | DIMENSIONAL ETF TRUST | $106M | 2,715,179 |
| 39 | STATE STR SPDR S&P 500 ETF T | $103M | 158,417 |
| 40 | WALMART INC | $101M | 813,060 |
| 41 | COSTCO WHOLESALE CORPORATION | $97M | 97,275 |
| 42 | VANGUARD MUN BD FDS | $92M | 1,846,369 |
| 43 | DIMENSIONAL ETF TRUST | $92M | 1,297,323 |
| 44 | ISHARES TR | $88M | 705,455 |
| 45 | DIMENSIONAL ETF TRUST | $86M | 1,373,292 |
| 46 | WYNN RESORTS LTD | $83M | 815,698 |
| 47 | VISA INC | $80M | 265,787 |
| 48 | VANGUARD WORLD FD | $79M | 546,743 |
| 49 | VANGUARD SPECIALIZED FUNDS | $78M | 361,475 |
| 50 | HOME DEPOT INC | $72M | 219,054 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.