1y return+16.5%S&P 500 +20.9%
3y return+52.9%S&P 500 +68.5%
5y return+46.8%S&P 500 +74.5%
10y return+138.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $239 against $357 in the S&P 500.2
Sequoia Financial Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $1.4B | 7.1% | +1.1% |
| SFGVEa Series Trust | $1.1B | 5.5% | −1.1% |
| IXUSIshares Tr | $601.0M | 3.0% | +4.1% |
| AAPLApple Inc | $572.5M | 2.9% | +2.0% |
| NVDANvidia Corporation | $567.5M | 2.8% | +5.8% |
| VONGVanguard Scottsdale Fds | $438.0M | 2.2% | −1.6% |
| DFAUDimensional Etf Trust | $393.2M | 2.0% | +3.1% |
| DSTLEtf Ser Solutions | $356.0M | 1.8% | |
| MSFTMicrosoft Corp | $338.0M | 1.7% | +8.8% |
| PYLDPimco Etf Tr | $328.9M | 1.6% | +12.8% |
| JPIEJ P Morgan Exchange Traded F | $328.4M | 1.6% | +11.7% |
| BINCBlackrock Etf Trust II | $321.0M | 1.6% | +12.7% |
| VCSHVanguard Scottsdale Fds | $290.2M | 1.4% | |
| BSVVanguard Bd Index Fds | $282.9M | 1.4% | +7.5% |
| GOOGAlphabet Inc | $269.0M | 1.3% | +1.1% |
| AMZNAmazon Com Inc | $260.6M | 1.3% | −2.3% |
| AVGOBroadcom Inc | $251.5M | 1.3% | +4.0% |
| MUBIshares Tr | $229.1M | 1.1% | +7.7% |
| TDVGT Rowe Price Exchange-traded | $215.5M | 1.1% | +3.8% |
| DFEMDimensional Etf Trust | $215.4M | 1.1% | |
| CATCaterpillar Inc | $200.5M | 1.0% | +5.3% |
| SPGMSpdr Index Shs Fds | $189.7M | 0.9% | +10.4% |
| VUGVanguard Index Fds | $188.4M | 0.9% | +5.5% |
| LLYEli Lilly & Co | $185.4M | 0.9% | +7.8% |
| ACWIIshares Tr | $180.0M | 0.9% | −4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $567.5M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $200.5M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $185.4M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $251.5M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $155.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $168.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $269.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $127.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $572.5M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $114.2M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $42.6M
- Honeywell Intl IncCUSIP 438516106 was $28.3M
- IUSBIshares Tr was $3.2M
- Hologic IncCUSIP 436440101 was $1.8M
- CTRACoterra Energy Inc was $1.6M
- Carnival CorpCUSIP 143658300 was $1.4M
- SAMBoston Beer Inc was $949K
- Air Lease CorpCUSIP 00912X302 was $816K
- Thomson Reuters CorpCUSIP 884903808 was $793K
- EUSBIshares Tr was $760K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −13.9% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +6.0% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sequoia Financial Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1599900&type=13F-HR&dateb=&owner=include&count=40CIK 1599900
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1599900/000159990026000003/Filed July 17, 2026 · accession 0001599900-26-000003