Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Seneca Financial Advisors

Latest statistics and disclosures from Seneca Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, SCHG, STIP, SCHM, VXUS, and represent 38.91% of Seneca Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHP (+$22M), STIP, VXUS, VTEB, EFG, SCHF, SCHA, SCHM, VYM, VWO.
Started 2 new stock positions in PWB, SCHP.
Reduced shares in these 10 stocks: GOVT (-$20M), GDX, SCHO, IWB, HD, AAPL, IWF, AMZN, MSFT, IWD.
Sold out of its position in HD.
Seneca Financial Advisors was a net buyer of stock by $18M.
Seneca Financial Advisors has $329M in assets under management (AUM), dropping by 7.30%.
Central Index Key (CIK): 0002082922

Tip: Access up to 7 years of quarterly data

Positions held by Seneca Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 64 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	9.9	$33M		148k	219.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.3	$27M	+2%	840k	32.62	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	7.3	$24M	+16%	234k	102.39	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	6.7	$22M	+5%	732k	30.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.7	$22M	+12%	292k	75.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	6.7	$22M	+11%	437k	50.29	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	6.6	$22M	NEW	823k	26.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	5.9	$19M	+2%	653k	29.61	View chart
Ishares Tr Eafe Grwth Etf (EFG)	5.1	$17M	+13%	147k	113.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.6	$15M	+9%	625k	24.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.4	$15M	+6%	102k	143.52	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.1	$14M	+8%	475k	28.48	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.0	$9.8M		298k	32.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$8.0M	+10%	150k	53.76	View chart
Ishares Tr Eafe Value Etf (EFV)	2.2	$7.4M	+6%	104k	71.41	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$5.3M	-4%	14k	373.45	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.1	$3.7M	+13%	79k	47.08	View chart
Nordson Corporation (NDSN)	1.1	$3.6M		15k	240.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$3.3M		121k	26.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$2.8M		61k	46.54	View chart
Exxon Mobil Corporation (XOM)	0.8	$2.5M		21k	120.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.1M	-3%	8.6k	246.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$2.1M	-90%	91k	23.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.9M	+14%	2.7k	684.84	View chart
Apple (AAPL)	0.5	$1.6M	-10%	6.1k	271.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.6M		4.7k	335.29	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.5	$1.5M		21k	75.44	View chart
Microsoft Corporation (MSFT)	0.5	$1.5M	-8%	3.2k	483.58	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.4M		60k	23.37	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.3M	+2%	29k	45.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.3M	-13%	2.7k	473.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.3M	-8%	6.1k	210.32	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.2M		28k	44.41	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$1.2M	-33%	14k	85.77	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.2M		12k	96.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$826k		1.7k	487.86	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$773k	-23%	32k	24.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$723k		1.1k	681.73	View chart
Amazon (AMZN)	0.2	$635k	-23%	2.8k	230.82	View chart
NVIDIA Corporation (NVDA)	0.2	$587k	-16%	3.1k	186.50	View chart
Amgen (AMGN)	0.1	$493k	-3%	1.5k	327.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$428k	+70%	4.8k	89.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$402k	-13%	1.3k	313.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$368k		1.3k	290.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$365k	-14%	1.2k	313.00	View chart
Broadcom (AVGO)	0.1	$357k		1.0k	346.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$294k		479.00	614.31	View chart
Caterpillar (CAT)	0.1	$275k		480.00	572.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$260k	-8%	518.00	502.65	View chart
Paychex (PAYX)	0.1	$258k		2.3k	112.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$257k		410.00	627.80	View chart
Raytheon Technologies Corp (RTX)	0.1	$251k		1.4k	183.34	View chart
Broadstone Net Lease (BNL)	0.1	$250k	-19%	14k	17.37	View chart
Xylem (XYL)	0.1	$249k		1.8k	136.18	View chart
Gra (GGG)	0.1	$246k		3.0k	81.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$242k	+12%	2.5k	96.03	View chart
JPMorgan Chase & Co. (JPM)	0.1	$233k		723.00	322.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$231k		481.00	480.57	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$227k		1.4k	167.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$223k		1.6k	141.14	View chart
McDonald's Corporation (MCD)	0.1	$219k		715.00	305.63	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$201k	NEW	1.6k	127.11	View chart
AES Corporation (AES)	0.0	$149k		10k	14.34	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$114k	-43%	30k	3.80	View chart

Past Filings by Seneca Financial Advisors

SEC 13F filings are viewable for Seneca Financial Advisors going back to 2025

Seneca Financial Advisors 2025 Q4 filed Jan. 26, 2026
Seneca Financial Advisors 2025 Q3 filed Oct. 23, 2025
Seneca Financial Advisors 2020 Q4 filed Aug. 27, 2025
Seneca Financial Advisors 2021 Q1 filed Aug. 27, 2025
Seneca Financial Advisors 2021 Q2 filed Aug. 27, 2025
Seneca Financial Advisors 2021 Q3 filed Aug. 27, 2025
Seneca Financial Advisors 2021 Q4 filed Aug. 27, 2025
Seneca Financial Advisors 2022 Q1 filed Aug. 27, 2025
Seneca Financial Advisors 2022 Q2 filed Aug. 27, 2025
Seneca Financial Advisors 2022 Q3 filed Aug. 27, 2025
Seneca Financial Advisors 2022 Q4 filed Aug. 27, 2025
Seneca Financial Advisors 2023 Q1 filed Aug. 27, 2025
Seneca Financial Advisors 2023 Q2 filed Aug. 27, 2025
Seneca Financial Advisors 2023 Q3 filed Aug. 27, 2025
Seneca Financial Advisors 2023 Q4 filed Aug. 27, 2025
Seneca Financial Advisors 2024 Q1 filed Aug. 27, 2025

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z