Sequoia Financial Advisors, LLC
Aaron Cowen•CIK: 1599900•Filing: Q4 2025
Sequoia Financial Advisors, LLC, managed by Aaron Cowen, holds $15.6 billion in assets with a diversified portfolio, prominently featuring VTI, SFGV, and IXUS. Recently, the fund has made notable moves by adding SPHQ and SCZ with significant weight increases, while exiting WD and MTN, reflecting a strategic shift towards high-growth sectors.
Total AUM
$15.5B
+ $4.3K in options
QoQ Performance
+1.6%
Positions
1,467
+ 4 options
Top 10 Concentration
38.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
SFGV
VTI8.0%
SFGV6.5%
IXUS3.2%
VONG2.8%
MSFT2.7%
DSTL2.2%
DFAU2.1%
VCSH1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.1%
Technology7.6%
Financial4.5%
Healthcare2.5%
Industrial2.2%
Consumer2.0%
ETF0.7%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
+1506 more exited positions
Changes from Q3 2025
NEW7 new positions
↑131 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022