Sequoia Financial Advisors, LLC

13F filer · CIK 0001599900

Reported Jul 17, 2026

Net buyer this quarter

13F portfolio value$20.1BU.S. long equity reported on 13F

Positions1,674296 new · 75 closed

Net flow last quarter+$259MBuys minus sells

Top 10 positions weight15.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 20261,674 positions
AAPLApple Inc.	$572M	2.85%	0.01%	+2.0%	Q4 2013
NVDANvidia Corp	$568M	2.83%	0.01%	+5.8%	Q3 2016
MSFTMicrosoft Corp	$338M	1.68%	0.01%	+8.8%	Q4 2013
BSVNBank7 Corp.	$283M	1.41%	38.15%	+7.5%	Q3 2016
GOOGAlphabet Inc.	$269M	1.34%	Not reported	+1.1%	Q4 2015
AMZNAmazon Com Inc	$261M	1.30%	0.01%	-2.3%	Q4 2013
AVGOBroadcom Inc.	$252M	1.25%	0.01%	+4.0%	Q1 2019
CATCaterpillar Inc	$200M	1.00%	0.04%	+5.3%	Q4 2017
LLYELI LILLY & Co	$185M	0.92%	0.02%	+7.8%	Q2 2016
GOOGLAlphabet Inc.	$169M	0.84%	0.00%	-0.2%	Q4 2015
GLDSPDR Gold Trust	$168M	0.84%	0.13%	-2.8%	Q2 2014
GSGoldman Sachs Group Inc	$155M	0.77%	0.05%	+4.4%	Q4 2018
METAMeta Platforms, Inc.	$155M	0.77%	Not reported	+4.2%	Q4 2013
JPMJPMorgan Chase & Co	$128M	0.64%	0.01%	+4.3%	Q4 2013
BRK.BBerkshire Hathaway Inc	$124M	0.62%	Not reported	-2.1%	Q2 2014
SPYSPDR S&P 500 ETF Trust	$120M	0.60%	Not reported	+1.2%	Q4 2013
RTXRTX Corp	$114M	0.57%	0.04%	-3.6%	Q2 2020
XOMExxonMobil Holdings Corp	$100M	0.50%	0.02%	+4.4%	Q4 2013
PWRQuanta Services, Inc.	$97.8M	0.49%	0.09%	+5.5%	Q4 2023
WMTWalmart Inc.	$96M	0.48%	0.01%	+4.2%	Q4 2013
VVisa Inc.	$95.2M	0.47%	0.01%	+4.4%	Q2 2015
COSTCostco Wholesale Corp	$88.7M	0.44%	0.02%	-2.5%	Q1 2018
HDHome Depot, Inc.	$81M	0.40%	0.02%	+4.9%	Q2 2014
QQQInvesco QQQ Trust, Series 1	$78.4M	0.39%	Not reported	+0.5%	Q2 2018
ETNEaton Corp plc	$74.6M	0.37%	0.05%	+6.6%	Q4 2014
MUMicron Technology Inc	$67.2M	0.33%	0.01%	+13.3%	Q2 2020
AMGNAmgen Inc	$62.7M	0.31%	0.03%	+4.5%	Q4 2013
IBMInternational Business Machines Corp	$62.2M	0.31%	0.02%	+6.9%	Q4 2013
TSLATesla, Inc.	$61M	0.30%	0.00%	+27.3%	Q2 2017
BACBank of America Corp	$60.7M	0.30%	0.02%	+7.9%	Q1 2014
PHParker-Hannifin Corp	$58.7M	0.29%	0.05%	+10.0%	Q4 2013
MSMorgan Stanley	$58.5M	0.29%	0.02%	+3.2%	Q3 2016
WMWaste Management Inc	$52M	0.26%	0.06%	+7.8%	Q4 2013
JNJJohnson & Johnson	$51.6M	0.26%	0.01%	+4.5%	Q4 2013
BNBROOKFIELD Corp	$50.5M	0.25%	Not reported	-2.2%	Q4 2022
PGPROCTER & GAMBLE Co	$49.8M	0.25%	0.01%	+1.0%	Q4 2013
BLKBlackRock, Inc.	$47.9M	0.24%	0.03%	+5.1%	Q2 2018
ROKRockwell Automation, Inc	$45.5M	0.23%	0.08%	+559.8%	Q2 2015
DDDuPont de Nemours, Inc.	$45.1M	0.22%	0.24%	+7.3%	Q2 2019
AMDAdvanced Micro Devices Inc	$41.3M	0.21%	0.00%	+5.5%	Q1 2017
AMATApplied Materials Inc	$39.7M	0.20%	0.01%	+7.5%	Q1 2018
CCitigroup Inc	$39.1M	0.19%	0.02%	+2.5%	Q2 2014
MCDMcdonalds Corp	$39M	0.19%	0.02%	+0.3%	Q4 2013
MRKMerck & Co., Inc.	$37.5M	0.19%	0.01%	-1.7%	Q4 2013
PANWPalo Alto Networks Inc	$36.9M	0.18%	0.01%	-42.6%	Q3 2019
TJXTJX Companies Inc	$36.6M	0.18%	0.02%	+6.6%	Q2 2015
LNGCheniere Energy, Inc.	$36M	0.18%	0.07%	+4.4%	Q3 2022
LHLabcorp Holdings Inc.	$35.6M	0.18%	0.16%	+5.5%	Q2 2024
ABTAbbott Laboratories	$35.3M	0.18%	0.02%	+7.1%	Q1 2015
AJGArthur J. Gallagher & Co.	$34.4M	0.17%	0.06%	+7.1%	Q1 2021

Q1 2026Reported Apr 30, 20261,451 positions
AAPLApple Inc.	$492M	2.75%	0.01%	Not reported	Q4 2013
NVDANvidia Corp	$467M	2.61%	0.01%	Not reported	Q3 2016
MSFTMicrosoft Corp	$308M	1.72%	0.01%	Not reported	Q4 2013
BSVNBank7 Corp.	$265M	1.48%	35.49%	Not reported	Q3 2016
AMZNAmazon Com Inc	$233M	1.30%	0.01%	Not reported	Q4 2013
GOOGAlphabet Inc.	$216M	1.21%	Not reported	Not reported	Q4 2015
GLDSPDR Gold Trust	$202M	1.13%	0.12%	Not reported	Q2 2014
AVGOBroadcom Inc.	$198M	1.11%	0.01%	Not reported	Q1 2019
METAMeta Platforms, Inc.	$151M	0.84%	Not reported	Not reported	Q4 2013
GOOGLAlphabet Inc.	$136M	0.76%	0.00%	Not reported	Q4 2015
LLYELI LILLY & Co	$132M	0.74%	0.02%	Not reported	Q2 2016
CATCaterpillar Inc	$127M	0.71%	0.04%	Not reported	Q4 2017
GSGoldman Sachs Group Inc	$124M	0.70%	0.05%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$121M	0.68%	Not reported	Not reported	Q2 2014
RTXRTX Corp	$120M	0.67%	0.05%	Not reported	Q2 2020
XOMExxonMobil Holdings Corp	$119M	0.67%	0.02%	Not reported	Q4 2013
JPMJPMorgan Chase & Co	$110M	0.62%	0.01%	Not reported	Q4 2013
SPYSPDR S&P 500 ETF Trust	$103M	0.58%	Not reported	Not reported	Q4 2013
WMTWalmart Inc.	$101M	0.57%	0.01%	Not reported	Q4 2013
COSTCostco Wholesale Corp	$96.9M	0.54%	0.02%	Not reported	Q1 2018
WYNNWynn Resorts Ltd	$82.8M	0.46%	0.79%	Not reported	Q2 2023
VVisa Inc.	$80.3M	0.45%	0.01%	Not reported	Q2 2015
HDHome Depot, Inc.	$72M	0.40%	0.02%	Not reported	Q2 2014
PWRQuanta Services, Inc.	$70.7M	0.40%	0.09%	Not reported	Q4 2023
CRMSalesforce, Inc.	$66.9M	0.37%	0.04%	Not reported	Q1 2018
QQQInvesco QQQ Trust, Series 1	$61.2M	0.34%	Not reported	Not reported	Q2 2018
ETNEaton Corp plc	$58.8M	0.33%	0.04%	Not reported	Q4 2014
AMGNAmgen Inc	$58.2M	0.33%	0.03%	Not reported	Q4 2013
IBMInternational Business Machines Corp	$50.2M	0.28%	0.02%	Not reported	Q4 2013
WMWaste Management Inc	$49.8M	0.28%	0.05%	Not reported	Q4 2013
BNBROOKFIELD Corp	$49.1M	0.27%	Not reported	Not reported	Q4 2022
PHParker-Hannifin Corp	$48.9M	0.27%	0.04%	Not reported	Q4 2013
PGPROCTER & GAMBLE Co	$48.5M	0.27%	0.01%	Not reported	Q4 2013
BACBank of America Corp	$48.1M	0.27%	0.01%	Not reported	Q1 2014
JNJJohnson & Johnson	$47.5M	0.27%	0.01%	Not reported	Q4 2013
BLKBlackRock, Inc.	$45.6M	0.25%	0.03%	Not reported	Q2 2018
MSMorgan Stanley	$44.7M	0.25%	0.02%	Not reported	Q3 2016
MCDMcdonalds Corp	$44.7M	0.25%	0.02%	Not reported	Q4 2013
SHWSherwin Williams Co	$44.5M	0.25%	0.06%	Not reported	Q2 2015
XYLXylem Inc.	$43.7M	0.24%	0.15%	Not reported	Q4 2017
DDDuPont de Nemours, Inc.	$42.6M	0.24%	0.23%	Not reported	Q2 2019
TSLATesla, Inc.	$42.3M	0.24%	0.00%	Not reported	Q2 2017
LNGCheniere Energy, Inc.	$41M	0.23%	0.07%	Not reported	Q3 2022
ABTAbbott Laboratories	$37.3M	0.21%	0.02%	Not reported	Q1 2015
TJXTJX Companies Inc	$36.2M	0.20%	0.02%	Not reported	Q2 2015
GLTRabrdn Precious Metals Basket ETF Trust	$35.8M	0.20%	1.20%	Not reported	Q3 2024
MRKMerck & Co., Inc.	$35.7M	0.20%	0.01%	Not reported	Q4 2013
PLTRPalantir Technologies Inc.	$34.7M	0.19%	0.01%	Not reported	Q2 2023
CVXChevron Corp	$33.3M	0.19%	0.01%	Not reported	Q4 2013
ACNAccenture plc	$32.5M	0.18%	0.03%	Not reported	Q4 2014

Q3 2025Reported Oct 29, 20251,302 positions
NVDANvidia Corp	$458M	2.78%	0.01%	Not reported	Q3 2016
AAPLApple Inc.	$424M	2.58%	0.01%	Not reported	Q4 2013
MSFTMicrosoft Corp	$399M	2.42%	0.01%	Not reported	Q4 2013
AMZNAmazon Com Inc	$254M	1.55%	0.01%	Not reported	Q4 2013
BSVNBank7 Corp.	$216M	1.31%	29.01%	Not reported	Q3 2016
AVGOBroadcom Inc.	$207M	1.26%	0.01%	Not reported	Q1 2019
GLDSPDR Gold Trust	$172M	1.05%	0.15%	Not reported	Q2 2014
METAMeta Platforms, Inc.	$165M	1.00%	Not reported	Not reported	Q4 2013
GOOGAlphabet Inc.	$148M	0.90%	Not reported	Not reported	Q4 2015
GSGoldman Sachs Group Inc	$116M	0.70%	0.05%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$115M	0.70%	0.01%	Not reported	Q4 2013
BRK.BBerkshire Hathaway Inc	$114M	0.69%	Not reported	Not reported	Q2 2014
LLYELI LILLY & Co	$112M	0.68%	0.02%	Not reported	Q2 2016
GOOGLAlphabet Inc.	$111M	0.68%	0.00%	Not reported	Q4 2015
RTXRTX Corp	$103M	0.63%	0.05%	Not reported	Q2 2020
SPYSPDR S&P 500 ETF Trust	$101M	0.61%	Not reported	Not reported	Q4 2013
TKOTKO Group Holdings, Inc.	$95.1M	0.58%	Not reported	Not reported	Q4 2023
CATCaterpillar Inc	$84.3M	0.51%	0.04%	Not reported	Q4 2017
VVisa Inc.	$81.1M	0.49%	0.01%	Not reported	Q2 2015
WMTWalmart Inc.	$79.6M	0.48%	0.01%	Not reported	Q4 2013
COSTCostco Wholesale Corp	$73.8M	0.45%	0.02%	Not reported	Q1 2018
XOMExxonMobil Holdings Corp	$73.1M	0.44%	0.02%	Not reported	Q4 2013
HDHome Depot, Inc.	$71.7M	0.44%	0.02%	Not reported	Q2 2014
WYNNWynn Resorts Ltd	$67.6M	0.41%	0.51%	Not reported	Q2 2023
QQQInvesco QQQ Trust, Series 1	$64.5M	0.39%	Not reported	Not reported	Q2 2018
CRMSalesforce, Inc.	$61.8M	0.38%	0.03%	Not reported	Q1 2018
ORCLOracle Corp	$61.5M	0.37%	0.01%	Not reported	Q4 2014
PLNTPlanet Fitness, Inc.	$58.5M	0.36%	563590.00%	Not reported	Q3 2023
ETNEaton Corp plc	$57.5M	0.35%	0.04%	Not reported	Q4 2014
IBMInternational Business Machines Corp	$55.1M	0.33%	0.02%	Not reported	Q4 2013
BNBROOKFIELD Corp	$54.9M	0.33%	Not reported	Not reported	Q4 2022
PWRQuanta Services, Inc.	$52.4M	0.32%	0.08%	Not reported	Q4 2023
PGPROCTER & GAMBLE Co	$51.5M	0.31%	0.01%	Not reported	Q4 2013
XYLXylem Inc.	$48.7M	0.30%	0.14%	Not reported	Q4 2017
BACBank of America Corp	$48.3M	0.29%	0.01%	Not reported	Q1 2014
BLKBlackRock, Inc.	$47.8M	0.29%	0.03%	Not reported	Q2 2018
PANWPalo Alto Networks Inc	$47.7M	0.29%	0.04%	Not reported	Q3 2019
VICIVici Properties Inc.	$47.4M	0.29%	0.14%	Not reported	Q2 2023
ABTAbbott Laboratories	$47.4M	0.29%	0.02%	Not reported	Q1 2015
SHWSherwin Williams Co	$46.4M	0.28%	0.05%	Not reported	Q2 2015
TSLATesla, Inc.	$46.2M	0.28%	0.00%	Not reported	Q2 2017
AMGNAmgen Inc	$45.3M	0.28%	0.03%	Not reported	Q4 2013
WMWaste Management Inc	$43M	0.26%	0.05%	Not reported	Q4 2013
PLTRPalantir Technologies Inc.	$42.9M	0.26%	0.01%	Not reported	Q2 2023
LHLabcorp Holdings Inc.	$41.4M	0.25%	0.17%	Not reported	Q2 2024
PHParker-Hannifin Corp	$41.3M	0.25%	0.04%	Not reported	Q4 2013
MSMorgan Stanley	$41.2M	0.25%	0.02%	Not reported	Q3 2016
MCDMcdonalds Corp	$39.9M	0.24%	0.02%	Not reported	Q4 2013
AJGArthur J. Gallagher & Co.	$39.5M	0.24%	0.05%	Not reported	Q1 2021
DDDuPont de Nemours, Inc.	$36.5M	0.22%	0.11%	Not reported	Q2 2019

Q1 2025Reported Aug 8, 2025991 positions
AAPLApple Inc.	$337M	2.59%	0.01%	+4.4%	Q4 2013
MSFTMicrosoft Corp	$256M	1.98%	0.01%	+10.1%	Q4 2013
NVDANvidia Corp	$243M	1.87%	0.01%	+4.4%	Q3 2016
AMZNAmazon Com Inc	$203M	1.57%	0.01%	+13.9%	Q4 2013
BSVNBank7 Corp.	$200M	1.54%	27.07%	+690.1%	Q3 2016
GLDSPDR Gold Trust	$129M	0.99%	0.15%	-2.7%	Q2 2014
BRK.BBerkshire Hathaway Inc	$121M	0.93%	Not reported	-8.3%	Q2 2014
METAMeta Platforms, Inc.	$109M	0.84%	Not reported	+9.2%	Q4 2013
LLYELI LILLY & Co	$97.3M	0.75%	0.01%	+15.8%	Q2 2016
AVGOBroadcom Inc.	$93.4M	0.72%	0.01%	+1.4%	Q1 2019
GOOGAlphabet Inc.	$86.5M	0.67%	Not reported	+2.5%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$85.8M	0.66%	Not reported	-0.3%	Q4 2013
JPMJPMorgan Chase & Co	$85.5M	0.66%	0.01%	+19.2%	Q4 2013
VVisa Inc.	$77.2M	0.59%	0.01%	+1.5%	Q2 2015
RTXRTX Corp	$72.2M	0.56%	0.04%	+2.3%	Q2 2020
TKOTKO Group Holdings, Inc.	$71.8M	0.55%	Not reported	Not reported	Q4 2023
GSGoldman Sachs Group Inc	$69.1M	0.53%	0.04%	+53.8%	Q4 2018
GOOGLAlphabet Inc.	$67.5M	0.52%	0.00%	+5.2%	Q4 2015
CRMSalesforce, Inc.	$67.2M	0.52%	0.03%	-3.8%	Q1 2018
COSTCostco Wholesale Corp	$66.3M	0.51%	0.02%	+1.6%	Q1 2018
WMTWalmart Inc.	$63.7M	0.49%	0.01%	-0.4%	Q4 2013
XOMExxonMobil Holdings Corp	$61.8M	0.48%	0.01%	-2.8%	Q4 2013
HDHome Depot, Inc.	$57.2M	0.44%	0.02%	+22.2%	Q2 2014
PLNTPlanet Fitness, Inc.	$54.4M	0.42%	562920.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$54.2M	0.42%	0.01%	+8.6%	Q4 2013
SHWSherwin Williams Co	$53.3M	0.41%	0.06%	+54.4%	Q2 2015
TMOThermo Fisher Scientific Inc.	$49.9M	0.38%	0.03%	+5.9%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$49.6M	0.38%	Not reported	+5.8%	Q2 2018
AMGNAmgen Inc	$46.4M	0.36%	0.03%	+3.6%	Q4 2013
HONHoneywell International Inc	$46.1M	0.35%	0.03%	+6.4%	Q1 2015
VICIVici Properties Inc.	$45.7M	0.35%	0.13%	+0.1%	Q2 2023
IBMInternational Business Machines Corp	$44.7M	0.34%	0.02%	+3.3%	Q4 2013
WYNNWynn Resorts Ltd	$43.9M	0.34%	0.50%	0.0%	Q2 2023
BNBROOKFIELD Corp	$42.3M	0.33%	Not reported	-12.2%	Q4 2022
MRSHMarsh & Mclennan Companies, Inc.	$41.6M	0.32%	0.03%	+30.6%	Q4 2021
CATCaterpillar Inc	$41.4M	0.32%	0.03%	+3.5%	Q4 2017
WMWaste Management Inc	$41M	0.32%	0.04%	+1.2%	Q4 2013
AJGArthur J. Gallagher & Co.	$40.3M	0.31%	0.05%	+44.8%	Q1 2021
JNJJohnson & Johnson	$40.2M	0.31%	0.01%	-0.8%	Q4 2013
MCDMcdonalds Corp	$37M	0.29%	0.02%	+4.9%	Q4 2013
XYLXylem Inc.	$35.4M	0.27%	0.12%	+8.7%	Q4 2017
LNGCheniere Energy, Inc.	$34.2M	0.26%	0.07%	-0.9%	Q3 2022
PEPPepsico Inc	$33.8M	0.26%	0.02%	+5.3%	Q4 2013
LHLabcorp Holdings Inc.	$33.6M	0.26%	0.17%	+6.1%	Q2 2024
PANWPalo Alto Networks Inc	$33M	0.25%	0.03%	-2.6%	Q3 2019
ABTAbbott Laboratories	$31.7M	0.24%	0.01%	+10.2%	Q1 2015
BACBank of America Corp	$31.2M	0.24%	0.01%	+16.0%	Q1 2014
PHParker-Hannifin Corp	$30.9M	0.24%	0.04%	+1.1%	Q4 2013
CZRCaesars Entertainment, Inc.	$30.1M	0.23%	0.57%	Not reported	Q2 2023
ORCLOracle Corp	$29.4M	0.23%	0.01%	-0.8%	Q4 2014

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