Data as of Q4 2025 (Dec 31, 2025)

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

IUSV
ISHARES TR
+8501.9%
0.5% of portfolio
TSLA
TESLA INC
+109603.0%
0.3% of portfolio
PYLD
PIMCO ETF TR
+24.0%
1.6% of portfolio
BINC
BLACKROCK ETF TRUST II
+23.7%
1.6% of portfolio
JPIE
J P MORGAN EXCHANGE TRADED F
+21.3%
1.7% of portfolio

📉 Biggest Sells

VICI
VICI PPTYS INC
-37.5%
0.2% of portfolio
SGOV
ISHARES TR
-10.4%
0.6% of portfolio
SFGV
EA SERIES TRUST
-1.1%
6.5% of portfolio
IVW
ISHARES TR
-25.4%
0.2% of portfolio
ACWI
ISHARES TR
-3.6%
1.1% of portfolio

Sector Breakdown

Other78.8%
Technology7.6%
Financial5.1%
Healthcare2.5%
Industrial2.2%
Consumer2.0%
ETF0.7%
Materials0.4%

🚪 Exited Positionssold since Q3 2025

NVDA
NVIDIA CORPORATION
SOLD
$458.1M
GOOG
ALPHABET INC
SOLD
$147.6M
GS
GOLDMAN SACHS GROUP INC
SOLD
$116.0M
SPY
SPDR S&P 500 ETF TR
SOLD
$100.8M
TKO
TKO GROUP HOLDINGS INC
SOLD
$95.1M
+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 2023

📌 Top Holdings

VTI8.0%
VANGUARD INDEX FDS
$1.2B
SFGV6.5%
EA SERIES TRUST
$1.0B
IXUS3.2%
ISHARES TR
$492.2M
VONG2.8%
VANGUARD SCOTTSDALE FDS
$431.6M
MSFT2.7%
MICROSOFT CORP
$412.2M

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