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Matthew Dunn

Sequoia Financial Advisors, Llc

Assets Managed
$17.882B
Holdings
1885
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-0.27%(2Q avg: 4.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sequoia Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1885 positions.

Assets under management

The assets under management (AUM) of Sequoia Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 17.882B in assets, with a quarterly growth rate of -0.27% and a 2-quarter average growth rate of 4.34%. The portfolio is managed by Matthew Dunn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.95%
6.8%
$1.215B
3.788M shares@ $320.82 avg price
CCMG
Ccm Global Equity Etf
Recent Activity
Increased 0.14%
5.85%
$1.045B
31.83M shares@ $32.82 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 4.02%
2.94%
$524.095M
6.049M shares@ $86.64 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.66%
2.77%
$494.38M
1.948M shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.98%
2.64%
$470.816M
2.7M shares@ $174.4 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Decreased -1.78%
2.14%
$381.933M
3.482M shares@ $109.7 avg price
DSTL
Distillate Us Fundamental St
Recent Activity
Increased 2.98%
1.92%
$342.872M
5.924M shares@ $57.89 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 3.57%
1.87%
$332.969M
7.38M shares@ $45.12 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.43%
1.74%
$310.977M
840,093 shares@ $370.17 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 14.16%
1.65%
$294.089M
6.384M shares@ $46.07 avg price

1-10 of 1885