Manager record

Sequoia Financial Advisors, LLC

Akron, OH · CIK 1599900 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record

Jul 17 2026 13F-HR · period Q2 2026

$20.07B · 2,163 positions · View original SEC filing ↗

Apr 30 2026 13F-HR · period Q1 2026

$17.88B · 1,921 positions · View original SEC filing ↗

Feb 03 2026 13F-HR · period Q4 2025

$17.93B · 1,928 positions · View original SEC filing ↗

Oct 29 2025 13F-HR · period Q3 2025

$16.46B · 1,742 positions · View original SEC filing ↗

Aug 08 2025 13F-HR/A · period Q1 2025

$19.96M · 1 positions · amendment (new holdings) · View original SEC filing ↗

Aug 08 2025 13F-HR/A · period Q2 2025

$18.22M · 1 positions · amendment (new holdings) · View original SEC filing ↗

Aug 08 2025 13F-HR/A · period Q4 2024

$10.39B · 1,347 positions · amendment (restatement) · View original SEC filing ↗

Jul 25 2025 13F-HR · period Q2 2025

$14.61B · 1,588 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: — · latest filing Jul 17, 2026 · Change methodology

☆ Sequoia Financial Advisors, LLC

Sequoia Financial Advisors, LLC