Sequoia Financial Advisors, LLC
Annual return '25
+23.9%
SPY '25
+17.7%
Alpha
+6.2ptsvs SPY
Invested
$17.9B
Holdings
1,884
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Increased +1.9% (3.65M → 3.72M shares)
6.8%
02
$SFGV
EA SERIES TRUST
Q4 2025: Sold 1.1% (32.13M → 31.79M shares)
5.8%
03
$IXUS
ISHARES TR
Q3 2025: New position (5.84M shares)
2.9%
04
$AAPL
APPLE INC
Q4 2025: Sold 35.5% (22.0k → 14.2k shares)
2.8%
05
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +139.3% (17.8k → 42.6k shares)
2.6%
06
$VONG
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +11.5% (3.18M → 3.55M shares)
2.1%
07
$DSTL
ETF SER SOLUTIONS
Q3 2025: New position (5.74M shares)
1.9%
08
$DFAU
DIMENSIONAL ETF TRUST
Q4 2025: Increased +1.7% (7.01M → 7.13M shares)
1.9%
09
$MSFT
MICROSOFT CORP
Q4 2025: Increased +50.0% (16.4k → 24.6k shares)
1.7%
10
$JPIE
J P MORGAN EXCHANGE TRADED F
Q4 2025: Increased +21.3% (4.61M → 5.59M shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.