Sequoia Financial Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 1,034,590 shares of $DFAU (~$43,825,232). This was an increase of ~18% over their previous position.
- An addition of 497,578 shares of $IXUS (~$38,467,755). This was an increase of ~10% over their previous position.
- A decrease of -85,560 shares of $TMO (~$34,691,158). This was a decrease of ~85% from their previous position.
- An addition of 765,145 shares of $DFCF (~$32,335,028). This was an increase of ~36% over their previous position.
- An addition of 96,600 shares of $VTI (~$29,359,638). This was an increase of ~3% over their previous position.
- A decrease of -1,124,082 shares of $SCHX (~$27,472,564). This was a decrease of ~44% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Sequoia Financial Advisors, LLC for more details.
