Sequoia Financial Advisors, LLC
Follow13F filer, CIK 1599900, Akron, OH
Sequoia Financial Advisors, LLC reported $17,881,835,701 across 1,921 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-30. Its ten largest share positions make up 30.3% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001599900-26-000002
- Period
- 2026-03-31
- Reported value
- $17.9B
- Holdings
- 1,921
- Top 10 weight
- 30.3%
- New
- 186
- Sold out
- 193
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PYLDadded | +1,535,071 | $40.2M |
| BINCadded | +757,597 | $39.3M |
| JPIEadded | +791,361 | $36.5M |
| BSVadded | +450,453 | $35.3M |
| GOOGadded | +115,500 | $33.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SGOVreduced | -445,500 | -$44.8M |
| VNQreduced | -234,058 | -$20.8M |
| VICIreduced | -719,195 | -$19.6M |
| NXPIreduced | -95,319 | -$18.8M |
| NSCreduced | -62,391 | -$17.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,885 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T SHS | call | 37,700 | $24.5M | new |
| PGRPROGRESSIVE CORP COM | put | 25,500 | $5.06M | new |
| XOMEXXON MOBIL CORP COM | put | 19,400 | $3.29M | new |
| MSFTMICROSOFT CORP COM | put | 7,000 | $2.59M | new |
| NVDANVIDIA CORPORATION COM | put | 13,700 | $2.39M | new |
| JNJJOHNSON & JOHNSON COM | put | 8,600 | $2.1M | new |
| AAPLAPPLE INC COM | put | 7,100 | $1.8M | new |
| NVDANVIDIA CORPORATION COM | call | 6,000 | $1.05M | new |
| QQQINVESCO QQQ TR COM | call | 1,800 | $1.04M | new |
| VSTVISTRA CORP Stock | put | 5,900 | $887K | new |
| ABBVABBVIE INC COM | put | 4,000 | $870K | new |
| BHCBAUSCH HEALTH COS INC Stock | call | 147,200 | $795K | new |
| AVGOBROADCOM INC COM | put | 2,300 | $712K | new |
| ABTABBOTT LABORATORIES COM | put | 4,400 | $452K | new |
| JPMJPMORGAN CHASE & CO COM | put | 1,000 | $294K | new |
| PYPLPAYPAL HLDGS INC STOK | call | 5,000 | $226K | new |
| AMZNAMAZON COM INC COM | call | 900 | $187K | new |
| GLDSPDR GOLD TR GOLD SHS | call | 300 | $129K | +200 |
| MSFTMICROSOFT CORP COM | call | 300 | $111K | new |
| AAPLAPPLE INC COM | call | 400 | $102K | new |
| GSGOLDMAN SACHS GROUP INC COM | call | 100 | $84.6K | new |
| ORCLORACLE CORP COM | call | 500 | $73.6K | new |
| WMBWILLIAMS COS INC Stock | call | 1,000 | $72.8K | new |
| AVGOBROADCOM INC COM | call | 300 | $63.7K | new |
| EQTEQT CORP Stock | call | 1,000 | $63.6K | new |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | call | 400 | $50.2K | new |
| NKENIKE INC COM | call | 800 | $42.3K | new |
| PLTRPALANTIR TECHNOLOGIES INC COM | put | 200 | $29.3K | new |
| GEGE AEROSPACE COM | put | 100 | $28.4K | new |
| ADBEADOBE INC COM | call | 100 | $24.3K | new |
| AFRMAFFIRM HLDGS INC Stock | call | 100 | $4.58K | new |
| VSTVISTRA CORP Stock | call | 400 | $3.35K | new |
| NFLXNETFLIX INC. COM | call | 100 | $1.39K | new |
| GOSSGOSSAMER BIO INC Stock | call | 3,000 | $986 | new |
| XLESELECT SECTOR SPDR TR SHS | call | 100 | $285 | new |
| TECKTECK RESOURCES LTD Stock | call | 100 | $13 | new |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T | 42,000 | $28.6M | call |
| PENNPENN ENTERTAINMENT INC | 432,295 | $6.38M | shares |
| PGRPROGRESSIVE CORP | 25,500 | $5.81M | put |
| QQQINVESCO QQQ TR | 8,700 | $5.34M | call |
| GOOGLALPHABET INC | 12,700 | $3.98M | put |
| MSFTMICROSOFT CORP | 8,200 | $3.97M | put |
| AZNASTRAZENECA PLC-SPONS ADR | 39,691 | $3.65M | shares |
| HQYHEALTHEQUITY INC | 36,141 | $3.31M | shares |
| NVDANVIDIA CORPORATION | 14,200 | $2.65M | put |
| XOMEXXON MOBIL CORP | 19,400 | $2.33M | put |
| AAPLAPPLE INC | 7,100 | $1.93M | put |
| JNJJOHNSON & JOHNSON | 9,000 | $1.86M | put |
| WMTWALMART INC | 15,000 | $1.67M | call |
| AONAON PLC | 3,700 | $1.31M | put |
| EXASEXACT SCIENCES CORP | 11,120 | $1.13M | shares |
| MTBASIMPLIFY EXCHANGE TRADED FUN | 22,391 | $1.13M | shares |
| NVDANVIDIA CORPORATION | 6,000 | $1.12M | call |
| VSTVISTRA CORP | 5,900 | $952K | put |
| CMACOMERICA INC | 9,191 | $799K | shares |
| AVGOBROADCOM INC | 2,300 | $796K | put |
| RHIROBERT HALF INC. | 27,129 | $737K | shares |
| EFOREVERFORTH INC | 12,807 | $617K | shares |
| AMHAMERICAN HOMES 4 RENT | 18,805 | $604K | shares |
| NEUNEWMARKET CORP | 868 | $597K | shares |
| PYPLPAYPAL HLDGS INC | 10,000 | $584K | call |
| OKLOOKLO INC | 7,854 | $564K | shares |
| MMSMAXIMUS INC | 6,503 | $561K | shares |
| EPAMEPAM SYS INC | 2,683 | $550K | shares |
| POOLPOOL CORP | 2,328 | $533K | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 1,129 | $504K | shares |
| AMCOR PLCAMCOR PLC | 60,070 | $501K | shares |
| ANAUTONATION INC | 2,417 | $499K | shares |
| CHECHEMED CORP NEW | 1,088 | $466K | shares |
| HLNEHAMILTON LANE INC | 3,414 | $459K | shares |
| HIMSHIMS & HERS HEALTH INC | 13,617 | $442K | shares |
| FSCOFS CREDIT OPPORTUNITIES CORP | 67,473 | $425K | shares |
| PAGPENSKE AUTOMOTIVE GRP INC | 2,577 | $408K | shares |
| SNVSYNOVUS FINANCIAL CORP | 8,098 | $405K | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 4,170 | $398K | shares |
| TXNMTXNM ENERGY INC | 6,622 | $390K | shares |
| WTFCWINTRUST FINL CORP | 2,785 | $389K | shares |
| TMFDIREXION SHARES ETF TRUST | 10,000 | $373K | call |
| DVDOUBLEVERIFY HLDGS INC | 32,513 | $372K | shares |
| ESSESSEX PPTY TR INC | 1,415 | $370K | shares |
| CIVICIVITAS RESOURCES INC | 13,521 | $366K | shares |
| MMSIMERIT MED SYS INC | 4,101 | $361K | shares |
| FYBRFRONTIER COMMUNICATIONS PARE | 9,443 | $359K | shares |
| HAEHAEMONETICS CORP MASS | 4,480 | $359K | shares |
| OZKBANK OZK LITTLE ROCK ARK | 7,770 | $358K | shares |
| PIPRPIPER SANDLER COS | 1,052 | $357K | shares |
| MPMP MATERIALS CORP | 7,012 | $354K | shares |
| ZZILLOW GROUP INC | 5,106 | $348K | shares |
| HALOHALOZYME THERAPEUTICS INC | 5,148 | $346K | shares |
| GLOBGLOBANT S A | 5,256 | $344K | shares |
| QLDPROSHARES TR | 4,837 | $341K | shares |
| MKTXMARKETAXESS HLDGS INC | 1,877 | $340K | shares |
| HIWHIGHWOODS PPTYS INC | 13,139 | $339K | shares |
| OPCHOPTION CARE HEALTH INC | 10,641 | $339K | shares |
| REYNREYNOLDS CONSUMER PRODS INC | 14,668 | $336K | shares |
| FSSLFS SPECIALTY LENDING FD | 23,718 | $335K | shares |
| KFYKORN FERRY | 4,982 | $329K | shares |
| MPAAMOTORCAR PTS AMER INC | 26,190 | $323K | shares |
| QRVOQORVO INC | 3,775 | $319K | shares |
| VCVISTEON CORP | 3,327 | $316K | shares |
| APPFAPPFOLIO INC | 1,358 | $316K | shares |
| BHCBAUSCH HEALTH COS INC | 45,000 | $313K | call |
| MIDDMIDDLEBY CORP | 2,099 | $312K | shares |
| UHAL-BU HAUL HOLDING COMPANY | 6,660 | $311K | shares |
| FNCLFIDELITY COVINGTON TRUST | 3,879 | $302K | shares |
| CPBTHE CAMPBELLS COMPANY | 10,738 | $299K | shares |
| CADECADENCE BANK | 6,977 | $299K | shares |
| BUFRFIRST TR EXCHNG TRADED FD VI | 8,687 | $298K | shares |
| PRGOPERRIGO CO PLC | 21,281 | $296K | shares |
| FBINFORTUNE BRANDS INNOVATIONS I | 5,893 | $295K | shares |
| WINGWINGSTOP INC | 1,235 | $295K | shares |
| AIVAPARTMENT INVT & MGMT CO | 49,418 | $294K | shares |
| LADLITHIA MTRS INC | 877 | $291K | shares |
| CVCOCAVCO INDS INC DEL | 491 | $290K | shares |
| ERIEERIE INDTY CO | 1,001 | $287K | shares |
| ACIWACI WORLDWIDE INC | 5,986 | $286K | shares |
| GSLCGOLDMAN SACHS ETF TR | 2,091 | $277K | shares |
| MCYMERCURY GENL CORP NEW | 2,930 | $276K | shares |
| ARKKARK ETF TR | 3,548 | $273K | shares |
| QFINQFIN HOLDINGS INC | 14,111 | $272K | shares |
| PRIPRIMERICA INC | 1,044 | $270K | shares |
| OLLIOLLIES BARGAIN OUTLET HLDGS | 2,424 | $266K | shares |
| WMSADVANCED DRAIN SYS INC DEL | 1,833 | $265K | shares |
| LPXLOUISIANA PAC CORP | 3,285 | $265K | shares |
| TCBITEXAS CAP BANCSHARES INC | 2,922 | $265K | shares |
| ETHAISHARES ETHEREUM TR | 11,779 | $264K | shares |
| UPSTUPSTART HLDGS INC | 6,007 | $263K | shares |
| BXPBXP INC | 3,892 | $263K | shares |
| SPHDINVESCO EXCH TRADED FD TR II | 5,457 | $262K | shares |
| CVSACOVISTA INC | 2,506 | $259K | shares |
| BFAMBRIGHT HORIZONS FAM SOL IN D | 2,554 | $259K | shares |
| SFBSSERVISFIRST BANCSHARES INC | 3,537 | $254K | shares |
| BROSDUTCH BROS INC | 4,126 | $253K | shares |
| ROIVROIVANT SCIENCES LTD | 11,615 | $252K | shares |
| BRBRBELLRING BRANDS INC | 9,421 | $252K | shares |
| GBCIGLACIER BANCORP INC NEW | 5,664 | $250K | shares |
| CBUCOMMUNITY FINANCIAL SYSTEM I | 4,334 | $249K | shares |
| PIIPOLARIS INC | 3,871 | $245K | shares |
| ESABESAB CORPORATION | 2,178 | $243K | shares |
| MATMATTEL INC | 12,224 | $243K | shares |
| ROOTROOT INC | 3,352 | $242K | shares |
| WWAYFAIR INC | 2,410 | $242K | shares |
| MSFTMICROSOFT CORP | 500 | $242K | call |
| CORTCORCEPT THERAPEUTICS INC | 6,904 | $240K | shares |
| AALAMERICAN AIRLINES GROUP INC | 15,661 | $240K | shares |
| BBIOBRIDGEBIO PHARMA INC | 3,134 | $240K | shares |
| AXAXOS FINANCIAL INC | 2,778 | $239K | shares |
| ABGASBURY AUTOMOTIVE GROUP INC | 1,029 | $239K | shares |
| PLNTPLANET FITNESS MASTER ISSUER | 2,202 | $239K | shares |
| DAYDAYFORCE INC | 3,437 | $238K | shares |
| GLXYGALAXY DIGITAL INC. | 10,543 | $236K | shares |
| CHDNCHURCHILL DOWNS INC | 2,069 | $235K | shares |
| WIXWIX COM LTD | 2,263 | $235K | shares |
| WPPWPP PLC NEW | 10,468 | $235K | shares |
| PRMPERIMETER SOLUTIONS INC | 8,524 | $235K | shares |
| UEURBAN EDGE PPTYS | 12,063 | $231K | shares |
| MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC | 17,173 | $230K | shares |
| AROCARCHROCK INC | 8,652 | $225K | shares |
| SHOOMADDEN STEVEN LTD | 5,398 | $225K | shares |
| HURNHURON CONSULTING GROUP INC | 1,296 | $224K | shares |
| PFSIPENNYMAC FINL SVCS INC NEW | 1,688 | $223K | shares |
| RLIRLI CORP | 3,432 | $220K | shares |
| JETSETF SER SOLUTIONS | 7,811 | $219K | shares |
| OLEDUNIVERSAL DISPLAY CORP | 1,863 | $218K | shares |
| ONONON HLDG AG | 4,679 | $217K | shares |
| JBTMJBT MAREL CORPORATION | 1,443 | $217K | shares |
| VGMINVESCO TR INVT GRADE MUNS | 20,953 | $217K | shares |
| RALRALLIANT CORP | 4,219 | $215K | shares |
| PFGCPERFORMANCE FOOD GROUP CO | 2,385 | $214K | shares |
| NMIHNMI HLDGS INC | 5,246 | $214K | shares |
| DORMDORMAN PRODS INC | 1,730 | $213K | shares |
| SLMSLM CORP | 7,852 | $212K | shares |
| CFLTCONFLUENT INC-CLASS A | 7,000 | $212K | shares |
| LAURLAUREATE ED INC | 6,282 | $212K | shares |
| CFRCULLEN FROST BANKERS INC | 1,650 | $209K | shares |
| SXTSENSIENT TECHNOLOGIES CORP | 2,222 | $209K | shares |
| LEUCENTRUS ENERGY CORP | 849 | $206K | shares |
| AUBATLANTIC UN BANKSHARES CORP | 5,826 | $206K | shares |
| FFINFIRST FINL BANKSHARES INC | 6,883 | $206K | shares |
| BRKRBRUKER CORP | 4,351 | $205K | shares |
| HOMBHOME BANCSHARES INC | 7,363 | $205K | shares |
| FULTFULTON FINL CORP PA | 10,557 | $204K | shares |
| NNINELNET INC | 1,534 | $204K | shares |
| ATHMAUTOHOME INC | 9,159 | $204K | shares |
| GATXGATX CORP | 1,202 | $204K | shares |
| SMTCSEMTECH CORP | 2,754 | $203K | shares |
| AEOAMERICAN EAGLE OUTFITTERS IN | 7,669 | $202K | shares |
| SEESEALED AIR CORP NEW | 4,874 | $202K | shares |
| CNMCORE & MAIN INC | 3,881 | $202K | shares |
| CARTMAPLEBEAR INC | 4,470 | $201K | shares |
| VFCV F CORP | 11,039 | $200K | shares |
| GLDSPDR GOLD TR | 500 | $198K | call |
| COSTCOSTCO WHOLESALE CORPORATION | 200 | $172K | call |
| BBDCBARINGS BDC INC | 14,854 | $136K | shares |
| TDGTRANSDIGM GROUP INC | 100 | $133K | put |
| GOOGALPHABET INC | 400 | $126K | call |
| GEGE AEROSPACE | 400 | $123K | call |
| WUWESTERN UN CO | 13,027 | $121K | shares |
| WMBWILLIAMS COS INC | 2,000 | $120K | call |
| LCIDLUCID GROUP INC | 10,746 | $114K | shares |
| CLSKCLEANSPARK INC | 10,385 | $105K | shares |
| XBGYXBLACKROCK ENHANCED INTL DIV | 17,763 | $104K | shares |
| BGCBGC GROUP INC | 11,225 | $100K | shares |
| OGNORGANON & CO | 12,916 | $92.6K | shares |
| AMZNAMAZON COM INC | 400 | $92.3K | call |
| GSGOLDMAN SACHS GROUP INC | 100 | $87.9K | call |
| TELFYTELEFONICA SA-SPON ADR | 17,549 | $71.1K | shares |
| DVSDOLLY VARDEN SILVER LTD | 14,937 | $65.9K | shares |
| NFLXNETFLIX INC. | 700 | $65.6K | call |
| IBMINTERNATIONAL BUSINESS MACHS | 200 | $59.2K | call |
| NKENIKE INC | 800 | $51K | call |
| ALTALTIMMUNE INC | 12,428 | $44.9K | shares |
| ALITALIGHT INC | 22,472 | $43.8K | shares |
| AVGOBROADCOM INC | 100 | $34.6K | call |
| AMGNAMGEN INC | 100 | $32.7K | call |
| RCREADY CAPITAL CORP | 12,577 | $27.4K | shares |
| MRVLMARVELL TECHNOLOGY INC | 300 | $25.5K | call |
| MMACYS INC | 1,000 | $22.1K | put |
| SOFISOFI TECHNOLOGIES INC | 800 | $20.9K | call |
| AGLAGILON HEALTH INC COM (DE) | 27,814 | $19.2K | shares |
| TMFDIREXION SHARES ETF TRUST | 481 | $18K | shares |
| SLVISHARES SILVER TR | 200 | $12.9K | put |
| SLVISHARES SILVER TR | 200 | $12.9K | call |
| RIORIO TINTO PLC | 500 | $2.02K | call |
| HLHECLA MINING COMPANY | 400 | $1.87K | call |
| UECURANIUM ENERGY CORP | 1,100 | $1.48K | call |
| JBHTHUNT J B TRANS SVCS INC | 100 | $1.24K | call |
| NGNOVAGOLD RESOURCES INC | 400 | $964 | call |
| MPMP MATERIALS CORP | 200 | $44 | call |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001599900-26-000002 | base | 2026-04-30 | acceptance time not in the bulk data set |