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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, STIP, SCHP, SCHM, and represent 39.55% of Seneca Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHA, SCHG, SCHP, EFG, STIP, SCHM, VIG, VYM, SPYX, VMBS.
Started 1 new stock position in SPYX.
Reduced shares in these 10 stocks: GOVT, SCHF, SCHV, SCHE, PWB, WDIV, VWO, EFV, SCHO, IWM.
Sold out of its position in PWB.
Seneca Financial Advisors was a net buyer of stock by $13M.
Seneca Financial Advisors has $341M in assets under management (AUM), dropping by 3.85%.
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 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	9.5	$32M		150k	215.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.4	$29M	+17%	987k	29.13	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	7.5	$26M	+6%	249k	103.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	7.2	$25M	+12%	926k	26.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	6.9	$24M	+3%	761k	30.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.6	$23M		292k	77.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	6.4	$22M		440k	49.89	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	5.7	$20M	-2%	639k	30.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.4	$18M	+33%	633k	29.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	5.3	$18M	+10%	163k	111.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.5	$16M	+2%	105k	148.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.2	$14M	-8%	573k	24.75	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.8	$9.5M	-3%	288k	32.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.3	$7.9M	-2%	146k	54.05	View chart
Ishares Tr Eafe Value Etf (EFV)	2.2	$7.6M		102k	74.35	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$5.0M		14k	356.56	View chart
Nordson Corporation (NDSN)	1.2	$4.0M		15k	266.06	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.1	$3.9M	+5%	83k	46.95	View chart
Exxon Mobil Corporation (XOM)	1.0	$3.6M		21k	169.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$3.1M		121k	25.64	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$2.8M		61k	46.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.1M		8.4k	247.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.8M		2.7k	653.23	View chart
Apple (AAPL)	0.5	$1.6M	+2%	6.2k	253.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.5M		4.7k	320.83	View chart
Spdr Index Shs Fds State Street Spd (WDIV)	0.4	$1.4M	-10%	18k	77.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.4M		60k	23.22	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.4M		29k	46.74	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$1.3M		14k	91.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.3M		6.1k	213.68	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$1.3M		28k	45.65	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M		3.2k	370.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.2M		2.7k	426.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.1M	-2%	12k	97.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$740k		1.7k	436.79	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$707k	-8%	29k	24.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$689k		1.1k	650.31	View chart
Amazon (AMZN)	0.2	$632k	+10%	3.0k	208.27	View chart
NVIDIA Corporation (NVDA)	0.2	$584k	+6%	3.3k	174.40	View chart
Amgen (AMGN)	0.2	$530k		1.5k	351.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$433k		4.8k	90.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$407k	+10%	1.4k	286.76	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$385k	-81%	17k	22.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$355k	+5%	1.2k	287.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$354k	-2%	1.2k	287.29	View chart
Caterpillar (CAT)	0.1	$340k		481.00	707.75	View chart
Broadcom (AVGO)	0.1	$291k	-8%	939.00	309.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$277k		479.00	577.18	View chart
Broadstone Net Lease (BNL)	0.1	$263k		14k	18.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$256k	-3%	1.3k	192.83	View chart
Gra (GGG)	0.1	$254k		3.0k	84.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$248k		518.00	479.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$246k		411.00	597.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$245k		2.5k	97.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$241k		1.6k	151.38	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$234k	NEW	4.4k	53.03	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$223k		481.00	463.19	View chart
McDonald's Corporation (MCD)	0.1	$222k		715.00	310.79	View chart
Xylem (XYL)	0.1	$218k		1.8k	119.50	View chart
JPMorgan Chase & Co. (JPM)	0.1	$213k		723.00	294.18	View chart
Paychex (PAYX)	0.1	$211k		2.3k	92.11	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$210k		1.4k	155.13	View chart
AES Corporation (AES)	0.0	$147k		10k	14.09	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$121k		30k	4.04	View chart

Past Filings by Seneca Financial Advisors

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

Seneca Financial Advisors 2026 Q1 filed April 22, 2026
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

View all past filings

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