Managers / Q3 2022 · view latest →
Sequoia Financial Advisors, LLC
CIK 0001599900 · 3500 EMBASSY PARKWAY, AKRON, OH, 44333 · 330-375-9480
Reported Value
$3.2B
Q3 2022
Positions
530
Filings on Record
36
2019–present window
Filed
Oct 26, 2022
original filing
Summary
Sequoia Financial Advisors, Llc reported $3.2B in U.S.-listed holdings across 530 positions for Q3 2022.
Its largest position, VTI, represents 11.5% of the portfolio.
Compared with Q2 2022, the fund opened 19 new positions and exited 81.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $17.9B | 1,921 | Apr 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $17.9B | 1,928 | Feb 3, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $16.5B | 1,742 | Oct 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025REVEALED | $10.4B | 1,349 | Aug 8, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2025 | $13.0B | 1,369 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $10.4B | 1,347 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $9.3B | 1,289 | Oct 21, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $8.3B | 1,221 | Jul 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $8.0B | 1,164 | Apr 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $8.1B | 1,200 | Jan 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $5.7B | 965 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $5.8B | 968 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $4.5B | 840 | Apr 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $4.07T | 807 | Feb 10, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $3.2B | 530 | Oct 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $3.5B | 592 | Jul 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $4.0B | 670 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $3.7B | 595 | Feb 22, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2021 | $984M | 257 | Oct 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $2.7B | 478 | Jul 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $2.4B | 447 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $2.2B | 419 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.9B | 389 | Oct 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.7B | 367 | Aug 25, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2020 | $1.4B | 366 | May 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.6B | 380 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.4B | 355 | Oct 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.3B | 372 | Jul 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.2B | 366 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $864M | 298 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.