Sequoia Financial Advisors, LLC

FundAkron · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$20.1B

Reported value of US stock holdings on Jun 30, the filing's own figure

2,124 positions · filed Jul 17, 17 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Jul 17 · against the report before it

New positions

334, biggest 4

DD DUPONT DE NEMOURS INC 332K shares0.2% of this fund's holdings

HON HONEYWELL INTL INC 115K shares0.1% of this fund's holdings

HONA HONEYWELL AEROSPACE INC 109K shares0.1% of this fund's holdings

STUB STUBHUB HLDGS INC 618K sharesunder 0.1% of this fund's holdings

Sold out

95, biggest 4

no ticker HOLOGIC INC All 24,029 shares

CTRA COTERRA ENERGY INC All 44,487 shares

SAM BOSTON BEER INC All 4,120 shares

no ticker AIR LEASE CORP All 12,569 shares

Added to

735, biggest 4

IXUS ISHARES TR +248K shares+4%

NVDA NVIDIA CORPORATION +151K shares+6%

DFAU DIMENSIONAL ETF TRUST +228K shares+3%

MSFT MICROSOFT CORP +73,226 shares+9%

Trimmed

634, biggest 4

AMZN AMAZON COM INC −25,790 shares−2%

ACWI ISHARES TR −51,251 shares−4%

GLD SPDR GOLD TR −13,259 shares−3%

SPY STATE STR SPDR S&P 500 ETF T −5,255 shares−3%

Top holdings

Reference, not news

Top holdings · 2,124 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 VTI VANGUARD INDEX FDS 3.8M 7.1% +1%

2 SFGV EA SERIES TRUST 31.5M 5.5% −1%

3 IXUS ISHARES TR 6.3M 3.0% +4%

4 AAPL APPLE INC 2.0M 2.9% +2%

5 NVDA NVIDIA CORPORATION 2.9M 2.8% +6%

6 VONG VANGUARD SCOTTSDALE FDS 3.4M 2.2% −2%

7 DFAU DIMENSIONAL ETF TRUST 7.6M 2.0% +3%

8 DSTL ETF SER SOLUTIONS 5.9M 1.8% No change

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.