Notify me when Sequoia Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,885 | $17,866,029,521 | +$1,685,863,980 | -$483,277,172 | +$1,202,586,808 | VTI, SFGV, AAPL, IXUS, NVDA | 13F-HR | 03 Feb 2026, 10:14 |
| Q3 2025 | 1,704 | $16,398,645,945 | +$1,356,529,472 | -$552,536,235 | +$803,993,237 | VTI, CCMG, IXUS, NVDA, AAPL | 13F-HR | 28 Oct 2025, 21:43 |
| Q2 2025 | 1 | $18,220,000 | $0 | $0 | $0 | BERKSHIRE HATHAWAY INC DEL | New Holdings | 08 Aug 2025, 17:14 |
| Q2 2025 | 1,554 | $14,587,052,755 | +$1,059,572,727 | -$500,898,095 | +$558,674,632 | VTI, CCMG, IXUS, NVDA, MSFT | 13F-HR | 25 Jul 2025, 16:12 |
| Q1 2025 | 1 | $19,961,050 | $0 | $0 | $0 | BERKSHIRE HATHAWAY INC DEL | New Holdings | 08 Aug 2025, 17:13 |
| Q1 2025 | 1,353 | $12,948,347,392 | +$3,435,113,509 | -$572,531,986 | +$2,862,581,523 | VTI, CCMG, IXUS, AAPL, VONG | 13F-HR | 23 Apr 2025, 16:49 |
| Q4 2024 | 1,334 | $10,375,478,443 | +$1,638,052,825 | -$528,930,610 | +$1,109,122,215 | VTI, AAPL, VONG, NVDA, IXUS | Restatement | 08 Aug 2025, 17:13 |
| Q3 2024 | 1,274 | $9,319,160,897 | +$963,973,921 | -$320,627,129 | +$643,346,792 | VTI, VONG, AAPL, IXUS, MSFT | 13F-HR | 21 Oct 2024, 13:37 |
| Q2 2024 | 1,200 | $8,292,929,072 | +$974,127,868 | -$725,665,200 | +$248,462,668 | VTI, VONG, AAPL, IXUS, MSFT | 13F-HR | 15 Jul 2024, 15:26 |
| Q1 2024 | 1,146 | $8,035,711,015 | +$519,504,211 | -$1,084,338,345 | -$564,834,134 | VTI, VONG, IXUS, MSFT, AGG | 13F-HR | 30 Apr 2024, 15:10 |
| Q4 2023 | 1,189 | $8,062,295,321 | +$2,161,595,503 | -$423,348,860 | +$1,738,246,643 | VTI, IXUS, VONG, AAPL, AGG | 13F-HR | 25 Jan 2024, 21:07 |
| Q3 2023 | 958 | $5,701,959,961 | +$355,837,769 | -$254,082,599 | +$101,755,170 | VTI, IXUS, VONG, AGG, RRR | 13F-HR | 08 Nov 2023, 16:52 |
| Q2 2023 | 964 | $5,827,775,354 | +$1,320,805,172 | -$202,640,844 | +$1,118,164,328 | VTI, IXUS, VONG, AGG, RRR | 13F-HR | 08 Aug 2023, 17:13 |
| Q1 2023 | 836 | $4,497,616,872 | +$444,750,625 | -$236,177,292 | +$208,573,333 | VTI, IXUS, VONG, AGG, AAPL | 13F-HR | 24 Apr 2023, 21:39 |
| Q4 2022 | 801 | $4,068,664,039 | +$841,434,665 | -$157,376,424 | +$684,058,241 | VTI, IXUS, AGG, VONG, FNDF | Restatement | 10 Feb 2023, 14:22 |
| Q3 2022 | 530 | $3,171,639,000 | +$197,341,130 | -$335,339,987 | -$137,998,857 | VTI, IXUS, AGG, VONG, MUB | 13F-HR | 26 Oct 2022, 09:52 |
| Q2 2022 | 592 | $3,534,530,000 | +$473,993,334 | -$367,131,883 | +$106,861,451 | VTI, MUB, IXUS, AGG, VONG | 13F-HR | 21 Jul 2022, 20:49 |
| Q1 2022 | 670 | $3,998,808,000 | +$680,060,947 | -$130,750,040 | +$549,310,907 | VTI, IXUS, AGG, VONG, SJM | 13F-HR | 12 May 2022, 21:28 |
| Q4 2021 | 595 | $3,667,862,000 | +$2,630,824,380 | -$3,613,951 | +$2,627,210,429 | VTI, IXUS, VONG, AGG, SJM | Restatement | 18 Feb 2022, 17:58 |
| Q3 2021 | 257 | $983,111,000 | +$3,798,885 | -$1,735,705,889 | -$1,731,907,004 | VTI, IXUS, VONG, AGG, FNDF | 13F-HR | 26 Oct 2021, 11:53 |
| Q2 2021 | 476 | $2,739,153,000 | +$527,324,971 | -$211,223,710 | +$316,101,261 | VTI, IXUS, VONG, AGG, FNDF | 13F-HR | 26 Jul 2021, 18:52 |
| Q1 2021 | 445 | $2,387,017,000 | +$220,416,912 | -$106,976,885 | +$113,440,027 | VTI, IXUS, AGG, VONG, RWO | 13F-HR | 13 May 2021, 17:47 |
| Q4 2020 | 419 | $2,186,087,000 | +$109,813,942 | -$24,854,455 | +$84,959,487 | VTI, IXUS, AGG, VONG, SCHX | 13F-HR | 12 Feb 2021, 17:02 |
| Q3 2020 | 389 | $1,895,996,000 | +$160,478,446 | -$34,542,825 | +$125,935,621 | VTI, IXUS, AGG, VONG, SCHX | 13F-HR | 23 Oct 2020, 17:07 |
| Q2 2020 | 367 | $1,690,810,000 | +$183,488,691 | -$64,862,763 | +$118,625,928 | VTI, IXUS, AGG, VONG, RWO | Restatement | 25 Aug 2020, 17:03 |
| Q1 2020 | 366 | $1,354,198,000 | +$124,976,802 | -$56,867,444 | +$68,109,358 | VTI, IXUS, AGG, VONG, RWO | 13F-HR | 11 May 2020, 10:39 |
| Q4 2019 | 380 | $1,574,430,000 | +$138,915,519 | -$26,221,095 | +$112,694,424 | VTI, IXUS, AGG, RWO, GII | 13F-HR | 13 Feb 2020, 16:34 |
| Q3 2019 | 355 | $1,380,919,000 | +$142,065,018 | -$92,201,330 | +$49,863,688 | VTI, IXUS, AGG, RWO, GII | 13F-HR | 22 Oct 2019, 09:55 |
| Q2 2019 | 372 | $1,344,429,000 | +$120,544,160 | -$24,828,802 | +$95,715,358 | IXUS, VTI, RWO, GII, AGG | 13F-HR | 30 Jul 2019, 21:06 |
| Q1 2019 | 366 | $1,217,634,000 | +$328,065,079 | -$71,533,670 | +$256,531,409 | IXUS, VTI, RWO, GII, AGG | 13F-HR | 13 May 2019, 11:15 |
| Q4 2018 | 298 | $864,455,000 | +$90,777,441 | -$111,309,449 | -$20,532,008 | IXUS, VTI, RWO, GII, VONG | 13F-HR | 13 Feb 2019, 19:34 |
| Q3 2018 | 322 | $1,006,369,000 | +$85,744,127 | -$50,944,734 | +$34,799,393 | IXUS, VTI, GNR, RWO, GII | 13F-HR | 14 Nov 2018, 11:59 |
| Q2 2018 | 310 | $938,787,000 | +$85,486,402 | -$109,699,771 | -$24,213,369 | IXUS, VTI, GNR, RWO, VONG | 13F-HR | 13 Aug 2018, 19:09 |
| Q1 2018 | 311 | $950,525,000 | +$88,298,174 | -$74,869,939 | +$13,428,235 | IXUS, VTI, GNR, RWO, VONG | 13F-HR | 14 May 2018, 13:26 |
| Q4 2017 | 308 | $949,262,000 | +$105,438,798 | -$41,130,597 | +$64,308,201 | IXUS, VTI, GNR, RWO, AAPL | 13F-HR | 13 Feb 2018, 11:54 |
| Q3 2017 | 289 | $844,329,000 | +$58,430,667 | -$50,418,374 | +$8,012,293 | IXUS, VTI, GNR, RWO, AAPL | 13F-HR | 13 Nov 2017, 07:18 |
| Q2 2017 | 285 | $807,036,000 | +$53,818,867 | -$52,130,254 | +$1,688,613 | IXUS, VTI, GNR, RWO, AAPL | 13F-HR | 09 Aug 2017, 11:39 |
| Q1 2017 | 287 | $786,087,000 | +$100,476,074 | -$48,379,337 | +$52,096,737 | VTI, IXUS, GNR, RWO, AGG | 13F-HR | 01 May 2017, 14:15 |
| Q4 2016 | 275 | $699,371,000 | +$186,132,486 | -$23,423,007 | +$162,709,479 | VTI, RWO, IXUS, GNR, AGG | 13F-HR | 14 Feb 2017, 15:08 |
| Q3 2016 | 250 | $536,505,000 | +$258,531,141 | -$88,626,092 | +$169,905,049 | VTI, RWO, IXUS, AGG, GNR | 13F-HR | 14 Nov 2016, 10:35 |
| Q2 2016 | 255 | $356,803,000 | +$63,608,771 | -$17,859,685 | +$45,749,086 | RWO, AAPL, SCHZ, SCHV, LVLT | 13F-HR | 29 Jul 2016, 13:32 |
| Q1 2016 | 203 | $309,428,000 | +$89,717,235 | -$33,645,760 | +$56,071,475 | RWO, AAPL, SCHZ, NKE, LVLT | Restatement | 29 Jul 2016, 11:21 |
| Q4 2015 | 177 | $247,952,000 | +$38,872,316 | -$27,533,603 | +$11,338,713 | RWO, IWD, SCHV, SCHZ, QAI | Restatement | 11 Mar 2016, 13:06 |
| Q3 2015 | 173 | $229,953,000 | +$29,532,975 | -$19,149,693 | +$10,383,282 | RWO, IWD, EFV, AMJ, SCHV | 13F-HR | 12 Nov 2015, 18:29 |
| Q2 2015 | 189 | $236,714,000 | +$37,134,736 | -$14,007,116 | +$23,127,620 | RWO, AMJ, IWD, EFV, SCHV | 13F-HR | 03 Aug 2015, 15:48 |
| Q1 2015 | 182 | $218,316,000 | +$91,453,237 | -$19,654,164 | +$71,799,073 | RWO, AMJ, SCHV, EFV, IWD | 13F-HR | 04 May 2015, 19:34 |
| Q4 2014 | 161 | $146,417,000 | +$24,669,769 | -$23,008,549 | +$1,661,220 | AMJ, RWO, DJP, SCHV, AAPL | 13F-HR | 17 Feb 2015, 06:41 |
| Q3 2014 | 162 | $144,200,000 | +$29,371,566 | -$15,268,811 | +$14,102,755 | AMJ, DJP, SCHV, RWO, AAPL | 13F-HR | 29 Oct 2014, 10:23 |
| Q2 2014 | 159 | $131,565,000 | +$34,181,124 | -$25,072,556 | +$9,108,568 | AMJ, DJP, SCHV, SCHG, GLD | 13F-HR | 05 Aug 2014, 12:11 |
| Q1 2014 | 155 | $120,085,000 | +$12,497,172 | -$15,262,953 | -$2,765,781 | AMJ, SCHG, SCHV, XLU, AAPL | 13F-HR | 14 May 2014, 19:10 |
| Q4 2013 | 148 | $120,841,000 | $0 | $0 | $0 | AMJ, SCHV, SCHG, XLU, AAPL | 13F-HR | 12 Feb 2014, 11:14 |