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Manager record

Sequoia Financial Advisors, LLC

Akron, OH · CIK 1599900 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$20.07BReported 13F valueQ2 2026 · as filed
2,163Holdings listed
+12.2%vs prior quartervalue change includes market moves
7Quarters on record
Jul 17Latest filed
Reported 13F value by quarter, Q4 2024 to Q2 2026Q4 2024: $10.4B$10.4BQ4 20241,347 holdingsQ1 2025: $20.0M$20.0MQ1 20251 holdingsQ2 2025: $18.2M$18.2MQ2 20251 holdingsQ3 2025: $16.5B$16.5BQ3 20251,742 holdingsQ4 2025: $17.9B$17.9BQ4 20251,928 holdingsQ1 2026: $17.9B$17.9BQ1 20261,921 holdingsQ2 2026: $20.1B$20.1BQ2 20262,163 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar. One or more quarters appear to be reported in $ thousands; figures are shown exactly as filed.
Filing record
Jul 17 2026 13F-HR · period Q2 2026

$20.07B · 2,163 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$17.88B · 1,921 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$17.93B · 1,928 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$16.46B · 1,742 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR/A · period Q1 2025

$19.96M · 1 holdings listed · amendment (new holdings) · View original SEC filing ↗
Aug 08 2025 13F-HR/A · period Q2 2025

$18.22M · 1 holdings listed · amendment (new holdings) · View original SEC filing ↗
Aug 08 2025 13F-HR/A · period Q4 2024

$10.39B · 1,347 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$14.61B · 1,588 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 17, 2026 · Change methodology