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, MKL, MSFT, QQQ, and represent 30.92% of Seneca House Advisors's stock portfolio.
- Added to shares of these 10 stocks: SMLF (+$7.4M), IBDZ (+$6.6M), EME, CRWD, CHRD, MTBA, V, TJX, KR, MAR.
- Started 14 new stock positions in SMLF, V, DOV, IBDS, MRK, CAIE, BMY, KGC, SO, MUNI. CHRD, EME, AXP, XLV.
- Reduced shares in these 10 stocks: TMO, IBDX, RSP, HD, OKE, PFGC, SCHW, JSI, BX, IBDQ.
- Sold out of its positions in DELL, IBDQ.
- Seneca House Advisors was a net buyer of stock by $16M.
- Seneca House Advisors has $267M in assets under management (AUM), dropping by 7.98%.
- Central Index Key (CIK): 0001731359
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Portfolio Holdings for Seneca House Advisors
Seneca House Advisors holds 102 positions in its portfolio as reported in the December 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) | 8.1 | $22M | -15% | 112k | 191.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.2 | $19M | 62k | 313.00 |
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| Markel Corporation (MKL) | 6.1 | $16M | 7.6k | 2149.75 |
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| Microsoft Corporation (MSFT) | 5.4 | $14M | +3% | 30k | 483.61 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.1 | $11M | 18k | 614.31 |
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| Starwood Property Trust (STWD) | 3.9 | $11M | +7% | 585k | 18.01 |
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| JPMorgan Chase & Co. (JPM) | 3.9 | $11M | -2% | 32k | 322.22 |
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| Wp Carey (WPC) | 3.0 | $7.9M | 124k | 64.36 |
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| Vulcan Materials Company (VMC) | 2.9 | $7.8M | -2% | 27k | 285.22 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 2.8 | $7.5M | +689% | 285k | 26.37 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 2.8 | $7.5M | -37% | 292k | 25.53 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 2.8 | $7.4M | NEW | 98k | 74.88 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.5 | $6.6M | -5% | 43k | 154.14 |
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| Altria (MO) | 2.4 | $6.3M | +2% | 109k | 57.66 |
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| Apple (AAPL) | 2.0 | $5.4M | 20k | 271.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.0 | $5.3M | 37k | 143.52 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.9 | $5.1M | +73% | 101k | 50.41 |
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| Charles Schwab Corporation (SCHW) | 1.7 | $4.7M | -17% | 47k | 99.91 |
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| Janus Detroit Str Tr Henderson Securi (JSI) | 1.7 | $4.5M | -11% | 86k | 52.06 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $4.3M | +316% | 9.1k | 468.76 |
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| Oneok (OKE) | 1.6 | $4.2M | -34% | 58k | 73.50 |
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| Marriott Intl Cl A (MAR) | 1.5 | $3.9M | +33% | 13k | 310.25 |
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| Emcor (EME) | 1.4 | $3.8M | NEW | 6.3k | 611.79 |
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| TJX Companies (TJX) | 1.4 | $3.6M | +63% | 24k | 153.61 |
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| Kroger (KR) | 1.2 | $3.3M | +68% | 53k | 62.48 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $3.2M | 15k | 212.07 |
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| Chord Energy Corporation Com New (CHRD) | 1.1 | $3.1M | NEW | 33k | 92.70 |
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| MercadoLibre (MELI) | 1.0 | $2.8M | +24% | 1.4k | 2014.26 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.0 | $2.6M | +4% | 99k | 26.14 |
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| Nextera Energy (NEE) | 1.0 | $2.6M | -7% | 32k | 80.28 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.8 | $2.2M | +41% | 43k | 50.58 |
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| Visa Com Cl A (V) | 0.8 | $2.1M | NEW | 6.1k | 350.72 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $1.8M | +15% | 66k | 26.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.7M | 5.5k | 313.78 |
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| Amazon (AMZN) | 0.6 | $1.6M | 7.0k | 230.82 |
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| Procter & Gamble Company (PG) | 0.6 | $1.5M | -3% | 11k | 143.30 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.5M | 7.4k | 206.96 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.5M | 2.00 | 754800.00 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.5 | $1.3M | -8% | 57k | 23.41 |
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| Bank of America Corporation (BAC) | 0.5 | $1.3M | 24k | 55.00 |
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| Philip Morris International (PM) | 0.5 | $1.3M | 8.1k | 160.40 |
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| Capital One Financial (COF) | 0.5 | $1.3M | 5.3k | 242.37 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.2M | 9.3k | 123.27 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.1M | +3% | 1.0k | 1074.23 |
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| Performance Food (PFGC) | 0.4 | $1.1M | -60% | 12k | 89.92 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.0M | 2.1k | 483.75 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $984k | 17k | 59.28 |
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| Pepsi (PEP) | 0.4 | $971k | +2% | 6.8k | 143.52 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $955k | 1.4k | 682.12 |
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| NVIDIA Corporation (NVDA) | 0.4 | $944k | +10% | 5.1k | 186.49 |
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| CSX Corporation (CSX) | 0.3 | $924k | 26k | 36.25 |
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| Home Depot (HD) | 0.3 | $890k | -75% | 2.6k | 344.04 |
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| Chevron Corporation (CVX) | 0.3 | $871k | 5.7k | 152.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $788k | 12k | 66.00 |
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| Oracle Corporation (ORCL) | 0.3 | $779k | 4.0k | 194.91 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $737k | +64% | 3.0k | 246.16 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $731k | 2.9k | 252.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $723k | -8% | 1.1k | 685.02 |
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| Dominion Resources (D) | 0.3 | $717k | +15% | 12k | 58.59 |
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| Waste Management (WM) | 0.3 | $674k | 3.1k | 219.68 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $661k | +4% | 1.3k | 502.65 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $632k | -88% | 1.1k | 579.49 |
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| Southern Company (SO) | 0.2 | $588k | NEW | 6.7k | 87.20 |
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| Meta Platforms Cl A (META) | 0.2 | $542k | +58% | 822.00 | 659.89 |
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| IDEXX Laboratories (IDXX) | 0.2 | $516k | 763.00 | 676.53 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $514k | 20k | 26.23 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $514k | -2% | 19k | 27.43 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $514k | NEW | 9.8k | 52.41 |
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| Abbvie (ABBV) | 0.2 | $504k | 2.2k | 228.50 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $471k | +17% | 9.3k | 50.94 |
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| Lowe's Companies (LOW) | 0.2 | $461k | 1.9k | 241.13 |
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| Broadcom (AVGO) | 0.2 | $431k | +8% | 1.2k | 345.97 |
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| Norfolk Southern (NSC) | 0.2 | $425k | 1.5k | 288.70 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $419k | 1.2k | 342.88 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $399k | 454.00 | 879.26 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $396k | +12% | 3.3k | 120.35 |
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| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $382k | +13% | 7.8k | 49.00 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $367k | 5.1k | 71.43 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $354k | +9% | 15k | 24.23 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $334k | +23% | 532.00 | 627.26 |
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| Abbott Laboratories (ABT) | 0.1 | $327k | -2% | 2.6k | 125.28 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $323k | -4% | 9.9k | 32.62 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $323k | -2% | 662.00 | 487.99 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $313k | 1.8k | 171.15 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $290k | -19% | 10k | 28.48 |
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| M&T Bank Corporation (MTB) | 0.1 | $288k | -22% | 1.4k | 201.42 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $279k | 2.9k | 96.84 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $261k | 1.3k | 199.70 |
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| Goldman Sachs (GS) | 0.1 | $256k | 292.00 | 877.86 |
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| Silver Spike Investment Corp (LIEN) | 0.1 | $256k | 25k | 10.33 |
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| Tesla Motors (TSLA) | 0.1 | $253k | +16% | 562.00 | 449.72 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $236k | NEW | 9.7k | 24.28 |
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| Anthem (ELV) | 0.1 | $232k | +2% | 662.00 | 350.81 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $229k | 1.6k | 139.18 |
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| Merck & Co (MRK) | 0.1 | $223k | NEW | 2.1k | 105.24 |
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| UnitedHealth (UNH) | 0.1 | $222k | +14% | 673.00 | 330.09 |
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| Dover Corporation (DOV) | 0.1 | $220k | NEW | 1.1k | 195.27 |
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| Bristol Myers Squibb (BMY) | 0.1 | $213k | NEW | 4.0k | 53.94 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $213k | NEW | 1.4k | 154.81 |
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| Calamos Etf Tr Autocallable Inc (CAIE) | 0.1 | $212k | NEW | 7.9k | 26.74 |
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| American Express Company (AXP) | 0.1 | $204k | NEW | 552.00 | 370.12 |
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| Kinross Gold Corp (KGC) | 0.1 | $204k | NEW | 7.3k | 28.16 |
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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 Q4 filed Feb. 17, 2026
- 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