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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 SCHG, VIG, SCHM, STIP, VXUS, and represent 39.19% of Seneca Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: TIPX (+$6.6M), XOM, VMBS, SCHZ, SCHG, VYM, SCHV, VWO, IUSB, SCHF.
Started 4 new stock positions in IVW, META, TIPX, XOM.
Reduced shares in these 10 stocks: VTEB (-$5.2M), , STIP, SCHP, VIG, SCHM, SCHE, GLW, EFG, VXUS.
Sold out of its positions in AEE, BNL, GLW, Exxon Mobil Corporation, GOVT, VEA, XYL.
Seneca Financial Advisors was a net seller of stock by $-410k.
Seneca Financial Advisors has $377M in assets under management (AUM), dropping by -2.04%.
Central Index Key (CIK): 0002082922

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Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 63 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.8	$41M	+2%	1.1M	35.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	8.9	$34M	-3%	144k	233.31	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	6.8	$26M		753k	34.02	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	6.3	$24M	-8%	240k	99.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.3	$24M		280k	84.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	6.1	$23M		706k	32.63	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	6.1	$23M	-8%	914k	25.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	5.7	$21M	+3%	643k	33.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	5.4	$21M		171k	119.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.8	$18M	-22%	384k	47.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.5	$17M	+3%	108k	155.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.6	$14M		500k	27.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.7	$10M	-3%	276k	36.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$9.0M	+4%	152k	59.31	View chart
Ishares Tr Eafe Value Etf (EFV)	2.1	$8.0M		101k	79.14	View chart
Spdr Series Trust State Stret Spdr (TIPX)	1.7	$6.6M	NEW	361k	18.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$5.9M		14k	416.14	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.4	$5.4M	+43%	122k	44.41	View chart
Nordson Corporation (NDSN)	1.2	$4.7M		14k	327.85	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$3.6M		121k	30.00	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.9	$3.4M	NEW	21k	162.75	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$3.2M	+8%	72k	44.09	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$2.9M	+113%	133k	22.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.3M		8.4k	277.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.1M		2.7k	765.89	View chart
Apple (AAPL)	0.5	$2.0M		6.1k	333.02	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.5	$1.8M		4.7k	374.27	View chart
Microsoft Corporation (MSFT)	0.4	$1.6M		3.2k	512.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.5M		6.1k	247.92	View chart
Spdr Index Shs Fds St Str Sp Glbdiv (WDIV)	0.4	$1.4M	-3%	18k	81.34	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.4M		29k	49.74	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$1.4M		27k	50.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.4M		11k	125.26	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.2M		14k	87.80	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.2M		12k	106.71	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$915k		10k	90.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$793k		1.0k	762.90	View chart
NVIDIA Corporation (NVDA)	0.2	$780k	+2%	3.4k	228.36	View chart
Amazon (AMZN)	0.2	$697k		2.8k	249.15	View chart
Amgen (AMGN)	0.2	$634k		1.5k	421.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$469k		1.4k	340.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$464k		4.8k	96.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$410k	+2%	1.2k	344.08	View chart
Caterpillar (CAT)	0.1	$391k		482.00	810.74	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$358k	-7%	4.6k	78.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$354k		479.00	739.77	View chart
Broadcom (AVGO)	0.1	$321k		914.00	351.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$284k		406.00	700.06	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$277k		4.4k	62.48	View chart
Butterfly Network Com Cl A (BFLY)	0.1	$269k		30k	8.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$268k		538.00	497.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$263k		1.4k	193.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$263k		2.5k	103.87	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$257k		1.6k	162.15	View chart
Raytheon Technologies Corp (RTX)	0.1	$246k		1.3k	185.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$245k		1.6k	152.07	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$241k		473.00	508.55	View chart
JPMorgan Chase & Co. (JPM)	0.1	$239k		723.00	330.89	View chart
Gra (GGG)	0.1	$231k		3.0k	76.84	View chart
Paychex (PAYX)	0.1	$227k		2.3k	98.52	View chart
Meta Platforms Cl A (META)	0.1	$210k	NEW	289.00	725.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$206k	NEW	1.5k	142.23	View chart
AES Corporation (AES)	0.0	$155k		10k	14.90	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 Q3 filed Oct. 28, 2026
Seneca Financial Advisors 2026 Q2 filed July 27, 2026
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

View all past filings

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