Stony Point Wealth Management
Latest statistics and disclosures from Seneca House Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, GOOGL, MSFT, MKL, IBDX, and represent 32.99% of Seneca House Advisors's stock portfolio.
- Added to shares of these 10 stocks: MAR, KR, TJX, MELI, JAAA, JSI, IBDX, MKL, IWM, JMST.
- Started 12 new stock positions in DELL, KR, JMST, IWM, SCHA, JAAA, MAR, IBDR, LRCX, UNH. TJX, TSLA.
- Reduced shares in these 10 stocks: RSP (-$7.0M), , GOOGL, NEE, MSFT, PFGC, MO, JPM, BX, REAI.
- Sold out of its positions in BMY, DEO, DOV, REAI.
- Seneca House Advisors was a net seller of stock by $-5.1M.
- Seneca House Advisors has $248M in assets under management (AUM), dropping by 5.20%.
- Central Index Key (CIK): 0001731359
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Portfolio Holdings for Seneca House Advisors
Seneca House Advisors holds 90 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 | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 10.2 | $25M | -21% | 133k | 189.70 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $15M | -16% | 62k | 243.10 |
|
| Microsoft Corporation (MSFT) | 6.0 | $15M | -9% | 29k | 517.95 |
|
| Markel Corporation (MKL) | 5.9 | $15M | +8% | 7.7k | 1911.24 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 4.9 | $12M | +11% | 470k | 25.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.4 | $11M | 18k | 600.37 |
|
|
| Starwood Property Trust (STWD) | 4.3 | $11M | +2% | 546k | 19.37 |
|
| JPMorgan Chase & Co. (JPM) | 4.2 | $11M | -6% | 33k | 315.43 |
|
| Vulcan Materials Company (VMC) | 3.5 | $8.6M | 28k | 307.62 |
|
|
| Wp Carey (WPC) | 3.3 | $8.2M | +2% | 121k | 67.57 |
|
| Blackstone Group Inc Com Cl A (BX) | 3.1 | $7.8M | -6% | 46k | 170.85 |
|
| Altria (MO) | 2.9 | $7.1M | -10% | 107k | 66.06 |
|
| Oneok (OKE) | 2.6 | $6.5M | +2% | 89k | 72.97 |
|
| Charles Schwab Corporation (SCHW) | 2.2 | $5.4M | -6% | 57k | 95.47 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.1 | $5.2M | +2% | 37k | 140.95 |
|
| Apple (AAPL) | 2.1 | $5.1M | -6% | 20k | 254.63 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 2.0 | $5.1M | +33% | 97k | 52.27 |
|
| Thermo Fisher Scientific (TMO) | 1.8 | $4.5M | -3% | 9.2k | 485.02 |
|
| Home Depot (HD) | 1.7 | $4.2M | +2% | 10k | 405.19 |
|
| Performance Food (PFGC) | 1.3 | $3.2M | -28% | 31k | 104.04 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $3.2M | 15k | 206.51 |
|
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.2 | $2.9M | +5% | 58k | 50.35 |
|
| Nextera Energy (NEE) | 1.1 | $2.6M | -49% | 35k | 75.49 |
|
| MercadoLibre (MELI) | 1.0 | $2.6M | +343% | 1.1k | 2336.94 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.0 | $2.5M | 94k | 26.23 |
|
|
| Marriott Intl Cl A (MAR) | 1.0 | $2.5M | NEW | 9.5k | 260.44 |
|
| Kroger (KR) | 0.9 | $2.1M | NEW | 32k | 67.41 |
|
| TJX Companies (TJX) | 0.8 | $2.1M | NEW | 15k | 144.54 |
|
| Procter & Gamble Company (PG) | 0.7 | $1.7M | -5% | 11k | 153.65 |
|
| Amazon (AMZN) | 0.6 | $1.5M | -5% | 7.0k | 219.57 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.6 | $1.5M | NEW | 30k | 50.78 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.5M | 2.00 | 754200.00 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.5M | +13% | 57k | 26.34 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.6 | $1.5M | +4% | 63k | 23.47 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.4M | -2% | 7.4k | 185.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.3M | 5.5k | 243.56 |
|
|
| Philip Morris International (PM) | 0.5 | $1.3M | 8.1k | 162.20 |
|
|
| Bank of America Corporation (BAC) | 0.5 | $1.2M | 24k | 51.59 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.1M | 9.5k | 120.72 |
|
|
| Capital One Financial (COF) | 0.5 | $1.1M | +5% | 5.4k | 212.57 |
|
| Oracle Corporation (ORCL) | 0.5 | $1.1M | 4.0k | 281.21 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.1M | +40% | 2.2k | 490.38 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.1M | -3% | 2.1k | 499.26 |
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.4 | $957k | +5% | 36k | 26.47 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $948k | 17k | 57.52 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $933k | 1.4k | 666.38 |
|
|
| Pepsi (PEP) | 0.4 | $931k | +12% | 6.6k | 140.44 |
|
| CSX Corporation (CSX) | 0.4 | $904k | -5% | 26k | 35.51 |
|
| Chevron Corporation (CVX) | 0.4 | $878k | +2% | 5.7k | 155.29 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $852k | +18% | 4.6k | 186.59 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $779k | 12k | 65.26 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $768k | +4% | 1.1k | 669.32 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $755k | 989.00 | 763.28 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $714k | +5% | 2.9k | 247.12 |
|
| Waste Management (WM) | 0.3 | $671k | 3.0k | 220.84 |
|
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| Dominion Resources (D) | 0.3 | $649k | -12% | 11k | 61.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $635k | +13% | 1.3k | 502.74 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $525k | 19k | 27.30 |
|
|
| Abbvie (ABBV) | 0.2 | $504k | +4% | 2.2k | 231.52 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $501k | +3% | 20k | 25.71 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $486k | -14% | 761.00 | 638.89 |
|
| Lowe's Companies (LOW) | 0.2 | $474k | +2% | 1.9k | 251.35 |
|
| Norfolk Southern (NSC) | 0.2 | $440k | 1.5k | 300.34 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $440k | NEW | 1.8k | 241.96 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $407k | 1.2k | 332.88 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $401k | NEW | 7.9k | 51.04 |
|
| Meta Platforms Cl A (META) | 0.2 | $382k | +13% | 520.00 | 735.05 |
|
| Broadcom (AVGO) | 0.2 | $378k | +24% | 1.1k | 329.87 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $378k | 5.1k | 73.49 |
|
|
| M&T Bank Corporation (MTB) | 0.1 | $366k | +5% | 1.9k | 197.66 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $359k | -10% | 14k | 25.19 |
|
| Abbott Laboratories (ABT) | 0.1 | $358k | 2.7k | 133.95 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $351k | NEW | 13k | 27.90 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $340k | 448.00 | 758.32 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $332k | 10k | 31.91 |
|
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| Exxon Mobil Corporation (XOM) | 0.1 | $330k | +3% | 2.9k | 112.75 |
|
| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $326k | -12% | 6.8k | 47.55 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $325k | NEW | 13k | 24.30 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $325k | 678.00 | 479.74 |
|
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $289k | 2.9k | 98.58 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $265k | -12% | 432.00 | 612.54 |
|
| Silver Spike Investment Corp (LIEN) | 0.1 | $260k | -30% | 25k | 10.50 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $256k | 1.3k | 195.88 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $242k | NEW | 1.8k | 133.92 |
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| Goldman Sachs (GS) | 0.1 | $232k | 292.00 | 795.32 |
|
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $229k | 1.6k | 140.08 |
|
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| Dell Technologies CL C (DELL) | 0.1 | $220k | NEW | 1.6k | 141.80 |
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| Tesla Motors (TSLA) | 0.1 | $215k | NEW | 484.00 | 444.72 |
|
| Anthem (ELV) | 0.1 | $209k | 648.00 | 323.16 |
|
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| UnitedHealth (UNH) | 0.1 | $203k | NEW | 589.00 | 345.10 |
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Past Filings by Seneca House Advisors
SEC 13F filings are viewable for Seneca House Advisors going back to 2017
- Seneca House Advisors 2025 Q3 filed Oct. 10, 2025
- Seneca House Advisors 2025 Q2 filed July 9, 2025
- Seneca House Advisors 2025 Q1 filed April 11, 2025
- Seneca House Advisors 2024 Q4 filed Jan. 21, 2025
- Seneca House Advisors 2024 Q3 filed Oct. 4, 2024
- Seneca House Advisors 2024 Q2 filed July 12, 2024
- Seneca House Advisors 2024 Q1 filed April 18, 2024
- Seneca House Advisors 2023 Q4 filed Jan. 10, 2024
- Seneca House Advisors 2023 Q3 filed Oct. 13, 2023
- Seneca House Advisors 2023 Q2 filed July 20, 2023
- Seneca House Advisors 2023 Q1 filed April 11, 2023
- Seneca House Advisors 2022 Q4 filed Jan. 31, 2023
- Seneca House Advisors 2022 Q3 filed Oct. 7, 2022
- Seneca House Advisors 2022 Q2 filed Aug. 3, 2022
- Stony Point Wealth Management 2022 Q1 filed April 14, 2022
- Stony Point Wealth Management 2021 Q4 filed Feb. 2, 2022