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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, SCHP, and represent 40.15% of Seneca Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHG, SCHA, VTEB, SCHP, STIP, EFG, IWF, VUG, GLW, VO.
Started 4 new stock positions in GLW, VEA, PWB, AEE.
Reduced shares in these 10 stocks: SCHF, SCHO, VXUS, SCHV, MCD, NDSN, SCHE, VYM, GOVT, VWO.
Sold out of its positions in MCD, SCHO.
Seneca Financial Advisors was a net buyer of stock by $13M.
Seneca Financial Advisors has $385M in assets under management (AUM), dropping by 12.83%.
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 66 positions in its portfolio as reported in the June 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)	9.7	$37M	+12%	1.1M	33.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	9.2	$36M		150k	236.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	7.4	$28M		768k	36.87	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	7.0	$27M	+5%	263k	102.16	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	6.9	$27M	+7%	999k	26.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	6.7	$26M	+12%	712k	36.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	6.5	$25M	+12%	493k	50.58	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.3	$24M	-2%	284k	85.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	5.6	$22M	-2%	624k	34.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	5.6	$22M	+6%	174k	124.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.3	$17M		104k	158.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.5	$14M	-14%	493k	27.70	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.7	$10M		285k	36.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.2	$8.7M		145k	59.69	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$7.8M		102k	76.55	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$5.8M		14k	409.51	View chart
Nordson Corporation (NDSN)	1.1	$4.3M	-4%	14k	301.69	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$4.0M	+2%	85k	46.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$3.6M		121k	29.43	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$3.1M	+8%	66k	46.15	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.9M		21k	136.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.5M		8.3k	300.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.1M		2.7k	749.02	View chart
Apple (AAPL)	0.5	$1.8M	-2%	6.1k	289.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.7M		4.7k	370.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.5M		6.1k	242.42	View chart
Spdr Index Shs Fds St Str Sp Glbdiv (WDIV)	0.4	$1.5M		18k	79.91	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.4M	+3%	62k	23.13	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$1.4M		27k	50.39	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.4M	-2%	29k	48.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.4M	+299%	11k	124.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.3M		12k	110.32	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M		3.2k	372.97	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.1M		14k	75.45	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$875k	+500%	10k	86.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$776k		1.0k	746.88	View chart
NVIDIA Corporation (NVDA)	0.2	$670k		3.3k	200.07	View chart
Amazon (AMZN)	0.2	$658k	-8%	2.8k	238.34	View chart
Amgen (AMGN)	0.1	$545k		1.5k	362.12	View chart
Caterpillar (CAT)	0.1	$513k		481.00	1065.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$481k	-4%	1.4k	353.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$462k		4.8k	96.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$417k	-5%	1.2k	357.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$398k	+300%	4.9k	80.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$353k		479.00	736.40	View chart
Broadcom (AVGO)	0.1	$345k	-2%	914.00	377.75	View chart
Corning Incorporated (GLW)	0.1	$326k	NEW	1.3k	255.51	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$305k	-20%	13k	22.78	View chart
Broadstone Net Lease (BNL)	0.1	$298k		14k	20.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$282k		411.00	687.15	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$270k		4.4k	61.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$269k	+3%	538.00	500.39	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$267k	NEW	1.6k	168.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$263k		2.5k	103.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$255k		1.4k	188.08	View chart
Butterfly Network Com Cl A (BFLY)	0.1	$253k		30k	8.42	View chart
Raytheon Technologies Corp (RTX)	0.1	$252k		1.3k	189.80	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$251k		481.00	522.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$250k		1.6k	156.31	View chart
JPMorgan Chase & Co. (JPM)	0.1	$237k		723.00	327.37	View chart
Gra (GGG)	0.1	$227k		3.0k	75.61	View chart
Paychex (PAYX)	0.1	$226k		2.3k	98.32	View chart
Ameren Corporation (AEE)	0.1	$220k	NEW	2.0k	113.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$219k	NEW	3.1k	71.25	View chart
Xylem (XYL)	0.1	$216k		1.8k	118.21	View chart
AES Corporation (AES)	0.0	$153k		10k	14.66	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 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
Seneca Financial Advisors 2023 Q3 filed Aug. 27, 2025

View all past filings

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