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Matthew Dunn

Sequoia Financial Advisors, Llc

Assets Managed
$20.066B
Holdings
2124
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.22%(2Q avg: 5.98%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sequoia Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2124 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 20.066B in assets, with a quarterly growth rate of 12.22% and a 2-quarter average growth rate of 5.98%. The portfolio is managed by Matthew Dunn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.15%
7.07%
$1.418B
3.831M shares@ $370.05 avg price
CCMG
Ccm Global Equity Etf
Recent Activity
Decreased -1.12%
5.51%
$1.104B
31.471M shares@ $35.1 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 4.1%
3%
$600.971M
6.297M shares@ $95.45 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.96%
2.87%
$574.711M
1.986M shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.59%
2.85%
$570.36M
2.851M shares@ $200.1 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Decreased -1.57%
2.19%
$437.998M
3.427M shares@ $127.81 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 3.09%
1.96%
$393.227M
7.607M shares@ $51.7 avg price
DSTL
Distillate Us Fundamental St
Recent Activity
Increased 0.32%
1.78%
$355.968M
5.943M shares@ $59.91 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.72%
1.7%
$340.686M
913,319 shares@ $373.03 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 12.8%
1.64%
$328.883M
12.401M shares@ $26.53 avg price

1-10 of 2124