Sequoia Financial Advisors, LLC

Sequoia Financial Advisors, LLC reported 2,163 holdings worth US$20.1B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 17, 2026

Sequoia Financial Advisors, LLC reported 2,163 holdings worth US$20.1B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 17, 2026 (Form 13F).

Holdings
2,163
Value as reported
US$20.1B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc1.98MUS$572M2.9%
Nvidia Corporation2.84MUS$568M2.8%
Alphabet Inc (google) Class C1.23MUS$438M2.2%
Microsoft Corp.906KUS$338M1.7%
Amazon.com, Inc.1.09MUS$261M1.3%
Broadcom Inc.666KUS$252M1.3%
Caterpillar, Inc.188KUS$200M1.00%
Eli Lilly And Company155KUS$185M0.92%
Goldman Sachs Group, Inc. (the)154KUS$155M0.77%
Meta Platforms, Inc.275KUS$155M0.77%
Berkshire Hathaway Inc.282KUS$141M0.70%
Jp Morgan Chase & Co.391KUS$128M0.64%
Rtx Corporation602KUS$114M0.57%
Exxon Mobil Corporation731KUS$100M0.50%
Quanta Services, Inc.136KUS$97.8M0.49%
Walmart Inc.847KUS$96M0.48%
Visa Inc.277KUS$95.2M0.47%
Costco Wholesale Corporation94,833US$88.7M0.44%
Home Depot, Inc. (the)230KUS$81M0.40%
Micron Technology, Inc.58,236US$67.2M0.33%
Amgen Inc.173KUS$62.7M0.31%
International Business Machines Corporation221KUS$62.2M0.31%
Tesla, Inc.145KUS$61M0.30%
Bank Of America Corporation1.06MUS$60.7M0.30%
Parker-hannifin Corporation60,061US$58.7M0.29%
Morgan Stanley280KUS$58.5M0.29%
Waste Management, Inc.233KUS$52M0.26%
Johnson & Johnson203KUS$51.6M0.26%
Brookfield Corporation1.19MUS$50.5M0.25%
Procter & Gamble Company (the)339KUS$49.8M0.25%
Blackrock, Inc.49,801US$47.9M0.24%
Rockwell Automation, Inc.91,971US$45.5M0.23%
Advanced Micro Devices Inc71,085US$41.3M0.21%
Applied Materials, Inc.54,921US$39.7M0.20%
Citigroup, Inc.279KUS$39.1M0.19%
Mcdonald's Corporation144KUS$39M0.19%
Merck & Company, Inc.292KUS$37.5M0.19%
Palo Alto Networks, Inc.108KUS$36.9M0.18%
Tjx Companies, Inc. (the)241KUS$36.6M0.18%
Cheniere Energy, Inc.151KUS$36M0.18%
Labcorp Holdings Inc.127KUS$35.6M0.18%
Abbott Laboratories389KUS$35.3M0.18%
Arthur J. Gallagher & Co.150KUS$34.4M0.17%
Ge Vernova Inc.28,951US$34M0.17%
Xylem Inc.284KUS$33.6M0.17%
Ge Aerospace88,294US$33M0.16%
Taiwan Semiconductor Manufacturing Co., Ltd.65,597US$31.3M0.16%
Charles Schwab Corporation (the)328KUS$30.2M0.15%
Salesforce, Inc.191KUS$29.9M0.15%
Progressive Corporation (the)135KUS$29.6M0.15%
Lam Research Corporation67,276US$29.2M0.15%
Blackstone Inc.245KUS$28.9M0.14%
Chevron Corporation174KUS$28.8M0.14%
Palantir Technologies Inc.243KUS$28.4M0.14%
Qualcomm Incorporated153KUS$28.4M0.14%
Cisco Systems, Inc.218KUS$25.6M0.13%
Wells Fargo & Company302KUS$24.9M0.12%
Intel Corporation176KUS$24.5M0.12%
Abbvie Inc.94,884US$23.9M0.12%
Unitedhealth Group Incorporated56,842US$23.6M0.12%
Sherwin-williams Company (the)68,554US$23.6M0.12%
Coca-cola Company (the)284KUS$23M0.11%
Dell Technologies Inc.50,146US$21.6M0.11%
American Express Company60,686US$20.5M0.10%
General Dynamics Corporation55,163US$19.5M0.10%
L3harris Technologies, Inc.66,606US$19.4M0.10%
Philip Morris International Inc103KUS$18.6M0.09%
Oneok, Inc.213KUS$18.5M0.09%
American Electric Power Company, Inc.132KUS$18.1M0.09%
Brookfield Infrastructure Partners Lp Limited Partnership473KUS$17.3M0.09%
Texas Instruments Incorporated57,763US$17.2M0.09%
Mastercard Incorporated32,584US$16.7M0.08%
Kla Corporation54,263US$16.4M0.08%
Hubbell Inc31,236US$16.3M0.08%
Oracle Corporation109KUS$16M0.08%
Service Corporation International210KUS$15.9M0.08%
Williams-sonoma, Inc.67,858US$15.8M0.08%
Pepsico, Inc.116KUS$15.7M0.08%
Keysight Technologies Inc.44,732US$15.7M0.08%
Corning Incorporated61,122US$15.6M0.08%
Netflix, Inc.213KUS$15.2M0.08%
Verizon Communications Inc.339KUS$14.3M0.07%
Boeing Company (the)64,409US$13.9M0.07%
Dauch Corporation2.53MUS$13.7M0.07%
Union Pacific Corporation48,685US$13.2M0.07%
Comcast Corporation537KUS$13.2M0.07%
Nextera Energy, Inc.147KUS$12.9M0.06%
3m Company78,814US$12.8M0.06%
Brookfield Asset Management Inc282KUS$12.6M0.06%
Bwx Technologies, Inc.60,999US$11.9M0.06%
Deere & Company18,385US$11.7M0.06%
Lockheed Martin Corporation22,606US$11.5M0.06%
Mplx Lp204KUS$11.5M0.06%
Huntington Bancshares Incorporated639KUS$11.3M0.06%
Asml Holding Nv5,611US$11.2M0.06%
Western Digital Corporation17,263US$11M0.05%
The Travelers Companies, Inc.33,397US$11M0.05%
Sandisk Corporation4,829US$11M0.05%
Woodward, Inc.25,680US$10.9M0.05%
Cameco Corporation107KUS$10.9M0.05%

Every holding of Sequoia Financial Advisors, LLC

Source

View original at SEC

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