Notify me when Sequoia Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,704 | $16.4B | +$1.36B | -$553M | +$804M | VTI, CCMG, IXUS, NVDA, AAPL | 13F-HR | 10/28/2025, 09:43 PM |
| Q2 2025 | 1 | $18.2M | $0 | $0 | BRKA | New Holdings | 8/8/2025, 05:14 PM | |
| Q2 2025 | 1,554 | $14.6B | +$1.06B | -$501M | +$559M | VTI, CCMG, IXUS, NVDA, MSFT | 13F-HR | 7/25/2025, 04:12 PM |
| Q1 2025 | 1 | $20M | $0 | $0 | BRKA | New Holdings | 8/8/2025, 05:13 PM | |
| Q1 2025 | 1,353 | $12.9B | +$3.44B | -$573M | +$2.86B | VTI, CCMG, IXUS, AAPL, VONG | 13F-HR | 4/23/2025, 04:49 PM |
| Q4 2024 | 1,334 | $10.4B | +$1.64B | -$529M | +$1.11B | VTI, AAPL, VONG, NVDA, IXUS | Restatement | 8/8/2025, 05:13 PM |
| Q3 2024 | 1,274 | $9.32B | +$964M | -$321M | +$643M | VTI, VONG, AAPL, IXUS, MSFT | 13F-HR | 10/21/2024, 01:37 PM |
| Q2 2024 | 1,200 | $8.29B | +$974M | -$726M | +$248M | VTI, VONG, AAPL, IXUS, MSFT | 13F-HR | 7/15/2024, 03:26 PM |
| Q1 2024 | 1,143 | $8.03B | +$517M | -$1.08B | -$567M | VTI, VONG, IXUS, MSFT, AGG | 13F-HR | 4/30/2024, 03:10 PM |
| Q4 2023 | 1,200 | $8.06B | +$2.16B | -$423M | +$1.74B | VTI, IXUS, VONG, AAPL, AGG | 13F-HR | 1/25/2024, 09:07 PM |
| Q3 2023 | 1,026 | $5.7B | +$357M | -$255M | +$102M | VTI, IXUS, VONG, AGG, RRR | 13F-HR | 11/8/2023, 04:52 PM |
| Q2 2023 | 967 | $5.83B | +$1.32B | -$184M | +$1.14B | VTI, IXUS, VONG, AGG, RRR | 13F-HR | 8/8/2023, 05:13 PM |
| Q1 2023 | 839 | $4.5B | +$446M | -$210M | +$236M | VTI, IXUS, VONG, AGG, AAPL | 13F-HR | 4/24/2023, 09:39 PM |
| Q4 2022 | 807 | $4.07B | +$842M | -$155M | +$687M | VTI, IXUS, AGG, VONG, FNDF | Restatement | 2/10/2023, 01:22 PM |
| Q3 2022 | 529 | $3.17B | +$197M | -$312M | -$115M | VTI, IXUS, AGG, VONG, MUB | 13F-HR | 10/26/2022, 09:52 AM |
| Q2 2022 | 590 | $3.53B | +$474M | -$331M | +$143M | VTI, MUB, IXUS, AGG, VONG | 13F-HR | 7/21/2022, 08:49 PM |
| Q1 2022 | 669 | $4B | +$680M | -$89.7M | +$590M | VTI, IXUS, AGG, VONG, SJM | 13F-HR | 5/12/2022, 09:28 PM |
| Q4 2021 | 594 | $3.67B | +$2.63B | -$2.8M | +$2.63B | VTI, IXUS, VONG, AGG, SJM | Restatement | 2/18/2022, 04:58 PM |
| Q3 2021 | 257 | $984M | +$3.8M | -$1.74B | -$1.73B | VTI, IXUS, VONG, AGG, FNDF | 13F-HR | 10/26/2021, 11:53 AM |
| Q2 2021 | 475 | $2.74B | +$527M | -$211M | +$316M | VTI, IXUS, VONG, AGG, FNDF | 13F-HR | 7/26/2021, 06:52 PM |
| Q1 2021 | 444 | $2.39B | +$220M | -$107M | +$113M | VTI, IXUS, AGG, VONG, RWO | 13F-HR | 5/13/2021, 05:47 PM |
| Q4 2020 | 418 | $2.19B | +$110M | -$20.3M | +$89.5M | VTI, IXUS, AGG, VONG, SCHX | 13F-HR | 2/12/2021, 04:02 PM |
| Q3 2020 | 387 | $1.9B | +$160M | -$28.9M | +$132M | VTI, IXUS, AGG, VONG, SCHX | 13F-HR | 10/23/2020, 05:07 PM |
| Q2 2020 | 367 | $1.69B | +$183M | -$48.1M | +$135M | VTI, IXUS, AGG, VONG, RWO | Restatement | 8/25/2020, 05:03 PM |
| Q1 2020 | 366 | $1.35B | +$125M | -$28M | +$97.1M | VTI, IXUS, AGG, VONG, RWO | 13F-HR | 5/11/2020, 10:39 AM |
| Q4 2019 | 380 | $1.56B | +$138M | -$13.6M | +$124M | VTI, IXUS, AGG, RWO, GII | 13F-HR | 2/13/2020, 03:34 PM |
| Q3 2019 | 355 | $1.38B | +$142M | -$52.7M | +$89.3M | VTI, IXUS, AGG, RWO, GII | 13F-HR | 10/22/2019, 09:55 AM |
| Q2 2019 | 372 | $1.34B | +$121M | -$17.8M | +$103M | IXUS, VTI, RWO, GII, AGG | 13F-HR | 7/30/2019, 09:06 PM |
| Q1 2019 | 366 | $1.22B | +$328M | -$66.9M | +$261M | IXUS, VTI, RWO, GII, AGG | 13F-HR | 5/13/2019, 11:15 AM |
| Q4 2018 | 298 | $864M | +$90.8M | -$80.3M | +$10.5M | IXUS, VTI, RWO, GII, VONG | 13F-HR | 2/13/2019, 06:34 PM |
| Q3 2018 | 322 | $1.01B | +$85.7M | -$45.2M | +$40.5M | IXUS, VTI, GNR, RWO, GII | 13F-HR | 11/14/2018, 10:59 AM |
| Q2 2018 | 310 | $939M | +$85.5M | -$64.1M | +$21.4M | IXUS, VTI, GNR, RWO, VONG | 13F-HR | 8/13/2018, 07:09 PM |
| Q1 2018 | 311 | $950M | +$88.2M | -$37.7M | +$50.5M | IXUS, VTI, GNR, RWO, VONG | 13F-HR | 5/14/2018, 01:26 PM |
| Q4 2017 | 307 | $949M | +$105M | -$13M | +$92.1M | IXUS, VTI, GNR, RWO, AAPL | 13F-HR | 2/13/2018, 10:54 AM |
| Q3 2017 | 289 | $844M | +$58.4M | -$15.5M | +$43M | IXUS, VTI, GNR, RWO, AAPL | 13F-HR | 11/13/2017, 06:18 AM |
| Q2 2017 | 285 | $807M | +$53.8M | -$43.7M | +$10.1M | IXUS, VTI, GNR, RWO, AAPL | 13F-HR | 8/9/2017, 11:39 AM |
| Q1 2017 | 287 | $786M | +$100M | -$29.2M | +$71.3M | VTI, IXUS, GNR, RWO, AGG | 13F-HR | 5/1/2017, 02:15 PM |
| Q4 2016 | 275 | $699M | +$186M | -$12.3M | +$174M | VTI, RWO, IXUS, GNR, AGG | 13F-HR | 2/14/2017, 02:08 PM |
| Q3 2016 | 249 | $536M | +$259M | -$70.6M | +$188M | VTI, RWO, IXUS, AGG, GNR | 13F-HR | 11/14/2016, 09:35 AM |
| Q2 2016 | 255 | $357M | +$63.6M | -$14.8M | +$48.8M | RWO, AAPL, SCHZ, SCHV, LVLT | 13F-HR | 7/29/2016, 01:32 PM |
| Q1 2016 | 203 | $309M | +$89.7M | -$26.2M | +$63.6M | RWO, AAPL, SCHZ, NKE, LVLT | Restatement | 7/29/2016, 11:21 AM |
| Q4 2015 | 177 | $248M | +$38.9M | -$17.6M | +$21.3M | RWO, IWD, SCHV, SCHZ, QAI | Restatement | 3/11/2016, 12:06 PM |
| Q3 2015 | 173 | $230M | +$29.5M | -$7.88M | +$21.7M | RWO, IWD, EFV, AMJ, SCHV | 13F-HR | 11/12/2015, 05:29 PM |
| Q2 2015 | 189 | $237M | +$37.1M | -$8.17M | +$29M | RWO, AMJ, IWD, EFV, SCHV | 13F-HR | 8/3/2015, 03:48 PM |
| Q1 2015 | 182 | $218M | +$91.5M | -$13.4M | +$78.1M | RWO, AMJ, SCHV, EFV, IWD | 13F-HR | 5/4/2015, 07:34 PM |
| Q4 2014 | 161 | $146M | +$24.7M | -$13.1M | +$11.6M | AMJ, RWO, DJP, SCHV, AAPL | 13F-HR | 2/17/2015, 05:41 AM |
| Q3 2014 | 162 | $144M | +$29.4M | -$5.66M | +$23.7M | AMJ, DJP, SCHV, RWO, AAPL | 13F-HR | 10/29/2014, 10:23 AM |
| Q2 2014 | 159 | $132M | +$34.2M | -$10.1M | +$24.1M | AMJ, DJP, SCHV, SCHG, GLD | 13F-HR | 8/5/2014, 12:11 PM |
| Q1 2014 | 155 | $120M | +$12.5M | -$10.2M | +$2.34M | AMJ, SCHG, SCHV, XLU, AAPL | 13F-HR | 5/14/2014, 07:10 PM |
| Q4 2013 | 148 | $121M | AMJ, SCHV, SCHG, XLU, AAPL | 13F-HR | 2/12/2014, 10:14 AM |