Sequoia Financial Advisors, LLC - Portfolio overview

Sequoia Financial Advisors, LLC has 1991 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 6.38%
2. SFGV - EA SERIES TRUST, 5.48%
3. CCMG - EA SERIES TRUST, 5.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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