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Seneca Financial Advisors

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

Top 5 stock holdings are VIG, SCHG, GOVT, STIP, SCHM, and represent 39.67% of Seneca Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: STIP (+$10M), VXUS (+$8.1M), EFG (+$5.7M), VTEB, SCHM, GOVT, SCHA, SCHG, VYM, SCHF.
Started 3 new stock positions in RTX, CAT, HD.
Reduced shares in these 10 stocks: SCHO, SCHC, SCHV, VWO, TRI, SCHE, IWD, IWR, VIG, NDSN.
Sold out of its position in TRI.
Seneca Financial Advisors was a net buyer of stock by $32M.
Seneca Financial Advisors has $306M in assets under management (AUM), dropping by 18.03%.
Central Index Key (CIK): 0002082922

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

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Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	10.4	$32M		147k	215.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.5	$26M	+2%	816k	31.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	7.3	$22M	+7%	968k	23.12	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	6.8	$21M	+94%	201k	103.36	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	6.7	$21M	+16%	696k	29.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	6.4	$20M	+30%	391k	50.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.2	$19M	+74%	258k	73.46	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	6.0	$19M	-2%	635k	29.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	4.8	$15M	+63%	129k	113.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.4	$14M	+3%	96k	140.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.3	$13M	+3%	568k	23.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.0	$12M	+7%	437k	27.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.2	$9.8M	-2%	293k	33.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$7.3M	-3%	135k	54.18	View chart
Ishares Tr Eafe Value Etf (EFV)	2.2	$6.6M		97k	67.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.8	$5.4M		15k	365.48	View chart
Nordson Corporation (NDSN)	1.1	$3.4M		15k	226.95	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.1	$3.2M	+3%	69k	46.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$3.2M	+3%	121k	26.34	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$2.8M		60k	46.71	View chart
Exxon Mobil Corporation (XOM)	0.8	$2.4M		21k	112.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.1M		8.9k	241.96	View chart
Microsoft Corporation (MSFT)	0.6	$1.8M		3.5k	518.01	View chart
Apple (AAPL)	0.6	$1.7M		6.8k	254.62	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$1.6M		21k	76.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.6M		2.4k	669.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.5M		4.7k	328.18	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.5	$1.5M		21k	72.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.5M		3.1k	468.41	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$1.4M		60k	23.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.4M	-12%	6.6k	203.59	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.3M	-29%	28k	45.51	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.2M		27k	42.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.2M	-12%	12k	96.55	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.0M	-67%	42k	24.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$812k		1.7k	479.61	View chart
Amazon (AMZN)	0.3	$791k		3.6k	219.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$701k	+5%	1.1k	665.94	View chart
NVIDIA Corporation (NVDA)	0.2	$701k	-3%	3.8k	186.58	View chart
Amgen (AMGN)	0.1	$442k		1.6k	282.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$372k		1.3k	293.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$361k	-2%	1.5k	243.60	View chart
Broadcom (AVGO)	0.1	$333k		1.0k	329.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$332k		1.4k	243.16	View chart
Broadstone Net Lease (BNL)	0.1	$321k		18k	17.87	View chart
Paychex (PAYX)	0.1	$291k		2.3k	126.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$288k		479.00	600.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$286k	+21%	568.00	502.74	View chart
Xylem (XYL)	0.1	$270k		1.8k	147.50	View chart
Gra (GGG)	0.1	$255k		3.0k	84.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$251k		410.00	611.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$245k		2.8k	87.31	View chart
Raytheon Technologies Corp (RTX)	0.1	$229k	NEW	1.4k	167.27	View chart
Caterpillar (CAT)	0.1	$229k	NEW	479.00	477.56	View chart
JPMorgan Chase & Co. (JPM)	0.1	$225k		713.00	315.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$224k		1.6k	142.10	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$223k		481.00	463.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$222k		1.4k	164.49	View chart
McDonald's Corporation (MCD)	0.1	$217k		715.00	303.89	View chart
Home Depot (HD)	0.1	$217k	NEW	534.00	405.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$209k		2.2k	93.37	View chart
AES Corporation (AES)	0.0	$137k		10k	13.16	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$103k		54k	1.93	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 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
Seneca Financial Advisors 2024 Q2 filed Aug. 27, 2025

View all past filings

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