CIK: 1599900
SEQUOIA FINANCIAL ADVISORS, LLC
Address: 3500 Embassy Parkway, Akron, OH 44333
α Alpha 0.6700↭ Flow 0.5800Mixed Active/Passive
1,943holdings (Q4 2025)
$17.93B13F reported value
+239 NEW+1,061 INCREASED-427 DECREASED-58 EXITED158 UNCHANGED
Total (Q4 25): $17,931,293,096
Top Holdings by Value
Position Changes (Q4 vs Q3)
Top 15 Positions ($)
Historical AUM (13F Reported)
$8.04B+$3.54B QoQPortfolio Value History (13F Reported)
Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).
| Quarter | Portfolio Value | QoQ Change | QoQ % |
|---|---|---|---|
| Q4 25 | $17.93B | +$1.47B | +8.9% |
| Q3 25 | $16.46B | +$1.85B | +12.7% |
| Q2 25 | $14.61B | +$1.65B | +12.7% |
| Q1 25 | $12.96B | +$2.56B | +24.7% |
| Q4 24 | $10.39B | +$1.07B | +11.5% |
| Q3 24 | $9.32B | +$1.02B | +12.3% |
| Q2 24 | $8.30B | +$0.26B | +3.2% |
| Q1 24 | $8.04B | $-0.02B | -0.3% |
| Q4 23 | $8.06B | +$2.36B | +41.4% |
| Q3 23 | $5.70B | $-0.12B | -2.1% |
| Q2 23 | $5.83B | +$1.33B | +29.6% |
| Q1 23 | $4.50B | — | — |
QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.
Information for Viewing 13F Reports:
- Name: The name of the company.
- CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
- Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
- Value: The monetary value of the holdings in USD.
- Shares: The number of shares held.
- Share Price: The price of shares at the time of filing.
- Investment: The type of investment.
- % of Portfolio: The percentage that this position represents in the total portfolio.
| Quarter | Period of Report | Holdings | Value | Type | Filling Date | Filling ID |
|---|---|---|---|---|---|---|
| Q4 25 | 31-Dec-2025 | 1928 | $17,931,293,096 | 13F-HR | 3-Feb-2026 | 0001599900-26-000001 |
| Q3 25 | 30-Sep-2025 | 1742 | $16,458,937,356 | 13F-HR | 29-Oct-2025 | 0001599900-25-000004 |
| Q2 25 | 30-Jun-2025 | 1588 | $14,606,212,604 | 13F-HR | 25-Jul-2025 | 0001085146-25-004180 |
| Q2 25 | 30-Jun-2025 | 1 | $18,220,000 | 13F-HR/A | 8-Aug-2025 | 0001085146-25-004761 |
| Q1 25 | 31-Mar-2025 | 1369 | $12,957,703,490 | 13F-HR | 23-Apr-2025 | 0001085146-25-002275 |
| Q1 25 | 31-Mar-2025 | 1 | $19,961,050 | 13F-HR/A | 8-Aug-2025 | 0001085146-25-004760 |
| Q4 24 | 31-Dec-2024 | 1347 | $10,350,975,665 | 13F-HR | 7-Feb-2025 | 0001085146-25-000918 |
| Q4 24 | 31-Dec-2024 | 1347 | $10,394,185,555 | 13F-HR/A | 8-Aug-2025 | 0001085146-25-004759 |
| Q3 24 | 30-Sep-2024 | 1289 | $9,321,905,558 | 13F-HR | 21-Oct-2024 | 0001085146-24-005038 |
| Q2 24 | 30-Jun-2024 | 1221 | $8,299,341,904 | 13F-HR | 15-Jul-2024 | 0001085146-24-002982 |
| Q1 24 | 31-Mar-2024 | 1164 | $8,042,264,606 | 13F-HR | 30-Apr-2024 | 0001085146-24-002134 |
| Q4 23 | 31-Dec-2023 | 1200 | $8,064,014,180 | 13F-HR | 26-Jan-2024 | 0001085146-24-000500 |
| Q3 23 | 30-Sep-2023 | 965 | $5,703,927,407 | 13F-HR | 8-Nov-2023 | 0001085146-23-004200 |
| Q2 23 | 30-Jun-2023 | 968 | $5,828,858,645 | 13F-HR | 8-Aug-2023 | 0001085146-23-003173 |
| Q1 23 | 31-Mar-2023 | 840 | $4,499,188,025 | 13F-HR | 25-Apr-2023 | 0001085146-23-001856 |
| Q4 22 | 31-Dec-2022 | 812 | $4,430,458,851 | 13F-HR | 18-Jan-2023 | 0001085146-23-000161 |
| Q4 22 | 31-Dec-2022 | 807 | $4,069,054,390 | 13F-HR/A | 10-Feb-2023 | 0001085146-23-001013 |
| Q3 22 | 30-Sep-2022 | 530 | $3,172,734,000 | 13F-HR | 26-Oct-2022 | 0001085146-22-003603 |
| Q2 22 | 30-Jun-2022 | 592 | $3,535,678,000 | 13F-HR | 22-Jul-2022 | 0001085146-22-002518 |
| Q1 22 | 31-Mar-2022 | 670 | $4,000,412,000 | 13F-HR | 13-May-2022 | 0001085146-22-002031 |
| Q4 21 | 31-Dec-2021 | 595 | $3,669,652,000 | 13F-HR/A | 22-Feb-2022 | 0001085146-22-001195 |
| Q4 21 | 31-Dec-2021 | 595 | $5,462,593,000 | 13F-HR | 11-Feb-2022 | 0001085146-22-000890 |
| Q3 21 | 30-Sep-2021 | 257 | $983,984,000 | 13F-HR | 26-Oct-2021 | 0001085146-21-002890 |
| Q2 21 | 30-Jun-2021 | 478 | $2,740,800,000 | 13F-HR | 27-Jul-2021 | 0001085146-21-002079 |
| Q1 21 | 31-Mar-2021 | 447 | $2,388,265,000 | 13F-HR | 14-May-2021 | 0001085146-21-001626 |
| Q4 20 | 31-Dec-2020 | 419 | $2,187,222,000 | 13F-HR | 12-Feb-2021 | 0001085146-21-000736 |
| Q3 20 | 30-Sep-2020 | 389 | $1,895,996,000 | 13F-HR | 23-Oct-2020 | 0001085146-20-002632 |
| Q2 20 | 30-Jun-2020 | 367 | $1,690,810,000 | 13F-HR/A | 25-Aug-2020 | 0001085146-20-002373 |
| Q2 20 | 30-Jun-2020 | 349 | $1,688,829,000 | 13F-HR | 11-Aug-2020 | 0001085146-20-002127 |
| Q1 20 | 31-Mar-2020 | 6090 | $2,903,158,000 | 13F-HR | 11-May-2020 | 0001085146-20-001379 |
| Q4 19 | 31-Dec-2019 | 380 | $1,574,430,000 | 13F-HR | 13-Feb-2020 | 0001085146-20-000675 |
| Q3 19 | 30-Sep-2019 | 355 | $1,380,919,000 | 13F-HR | 22-Oct-2019 | 0001085146-19-002596 |
| Q2 19 | 30-Jun-2019 | 372 | $1,344,429,000 | 13F-HR | 31-Jul-2019 | 0001085146-19-002010 |
| Q1 19 | 31-Mar-2019 | 366 | $1,217,634,000 | 13F-HR | 13-May-2019 | 0001085146-19-001473 |
| Q4 18 | 31-Dec-2018 | 298 | $864,455,000 | 13F-HR | 14-Feb-2019 | 0001085146-19-000724 |
| Q3 18 | 30-Sep-2018 | 322 | $1,006,369,000 | 13F-HR | 14-Nov-2018 | 0001085146-18-002706 |
| Q2 18 | 30-Jun-2018 | 310 | $938,787,000 | 13F-HR | 14-Aug-2018 | 0001085146-18-002042 |
| Q1 18 | 31-Mar-2018 | 311 | $950,525,000 | 13F-HR | 14-May-2018 | 0001085146-18-001407 |
| Q4 17 | 31-Dec-2017 | 308 | $949,262,000 | 13F-HR | 13-Feb-2018 | 0001085146-18-000658 |
| Q1 17 | 31-Mar-2017 | 287 | $786,087 | 13F-HR | 1-May-2017 | 0001085146-17-001060 |
| Q4 16 | 31-Dec-2016 | 275 | $699,371 | 13F-HR | 14-Feb-2017 | 0001085146-17-000756 |
| Q2 16 | 30-Jun-2016 | 206 | $7,344,862 | 13F-HR | 9-Jun-2016 | 0001599900-16-000001 |
| Q2 16 | 30-Jun-2016 | 203 | $309,428 | 13F-HR | 29-Jul-2016 | 0001085146-16-004086 |
| Q2 16 | 30-Jun-2016 | 255 | $356,803 | 13F-HR | 29-Jul-2016 | 0001085146-16-004089 |
| Q1 16 | 31-Mar-2016 | 177 | $247,952 | 13F-HR | 11-Mar-2016 | 0001085146-16-003354 |
| Q4 15 | 31-Dec-2015 | 161 | $144,645 | 13F-HR | 16-Feb-2016 | 0001085146-16-003224 |