Sequoia Financial Advisors, LLC

RIA/Wealth

Sequoia Financial Advisors, LLC is a RIA/Wealth based in Sunny Isles Beach, FL led by Thomas Arthur Haught, reporting $23.0B in AUM as of Q3 2025 with 55% ETF concentration.

CEOThomas Arthur Haught

Portfolio Value: $16.4B
Positions: 1,699
Top Holding: VTI at 7.32%
Last Reported: Q3 2025

Address16690 Collins Avenue, Sunny Isles Beach, FL, 33160, United States

Top Holdings

Largest long holdings in Sequoia Financial Advisors, LLC's portfolio (32.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$1.2B	7.32%	+$30.2M Bought	— 3.6M shares	Q3 2016 Held for 9y 2m
2 CCMG CCM Global Equity CCMG	ETF ETF	$999.4M	6.11%	-$49.7M Sold	— 32.1M shares	Q1 2025 Held for 8 months
3 iShares Core MSCI Total International Stock IXUS	ETF ETF	$482.3M	2.95%	+$24.1M Bought	— 5.8M shares	Q3 2016 Held for 9y 2m
4 Nvidia NVDA	Semiconductors Technology	$458.1M	2.80%	+$11.5M Bought	0.01% 2.5M shares	Q2 2025 Held for 5 months
5 Apple AAPL	Consumer Electronics Technology	$424.5M	2.59%	+$18.9M Bought	0.01% 1.7M shares	Q3 2025 Held for 2 months
6 Microsoft MSFT	Software - Infrastructure Technology	$398.8M	2.44%	+$21.3M Bought	0.01% 770.0K shares	Q2 2025 Held for 5 months
7 Vanguard Russell 1000 Growth VONG	ETF ETF	$383.2M	2.34%	-$12.5M Sold	— 3.2M shares	Q2 2016 Held for 9y 5m
8 Distillate U.S. Fundamental Stability & Value DSTL	ETF ETF	$333.0M	2.03%	+$19.8M Bought	— 5.7M shares	Q1 2025 Held for 8 months
9 Dimensional US Core Equity Market DFAU	ETF ETF	$320.7M	1.96%	+$15.8M Bought	— 7.0M shares	Q4 2021 Held for 3y 11m
10 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$264.8M	1.62%	+$12.7M Bought	— 3.3M shares	Q2 2017 Held for 8y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sequoia Financial Advisors, LLC's latest filing

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Market Value

$16.4B

Prior: $14.6B

Q/Q Change

+12.22%

+$1.8B

Net Flows % of MV

+4.58%

Turnover Ratio

5.69%

New Purchases

148 stocks

$89.8M

Added To

1,034 stocks

+$1.2B

Sold Out Of

57 stocks

$34.6M

Reduced Holdings

394 stocks

-$508.4M

Increased Positions

Position	Shares Δ	Change
1 DFLV Dimensional US Large Cap Value DFLV	New	0 → 335.1K +$11.0M
2 Vanguard U.S. Minimum Volatility VFMV	New	0 → 74.5K +$9.8M
3 JBND JPMorgan Active Bond JBND	New	0 → 100.3K +$5.4M
4 Schwab International Dividend Equity SCHY	New	0 → 183.9K +$5.1M
5 iShares Fallen Angels USD Bond FALN	New	0 → 151.4K +$4.2M

Decreased Positions

Position	Shares Δ	Change
1 Red Rock Resorts, Inc. RRR	Sold	200.9K → 0 −$10.5M
2 Enstar Group ESGR	Sold	19.3K → 0 −$6.5M
3 Bruker BRKR	Sold	33.0K → 0 −$1.4M
4 Ansys ANSS	Sold	3.0K → 0 −$1.1M
5 iShares Core Total USD Bond Market IUSB	Sold	21.9K → 0 −$1.0M

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Analytics

Portfolio insights and performance metrics for Sequoia Financial Advisors, LLC

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Sector Allocation

ETF

54.60%

Technology

13.10%

Financial Services

7.00%

Consumer Cyclical

4.90%

Industrials

4.90%

Communication Services

3.90%

Healthcare

3.20%

Consumer Defensive

1.90%

Energy

1.40%

Basic Materials

0.90%

Real Estate

0.80%

Utilities

0.80%

Market Cap Distribution

Mega Cap (> $200B)

24.64%

Large Cap ($10B - $200B)

15.42%

Mid Cap ($2B - $10B)

2.18%

Small Cap ($300M - $2B)

0.33%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.17%

N/A (ETF or Unknown)

57.22%

Portfolio Concentration

Top 10 Holdings %

32.16%

Top 20 Holdings %

44.35%

Top 50 Holdings %

63.44%

Top 100 Holdings %

77.1%