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, IBDZ, MSFT, and represent 30.15% of Seneca House Advisors's stock portfolio.
- Added to shares of these 10 stocks: IBDZ (+$5.5M), FCFS, PNFP, V, CRWD, FCX, MUNI, MTBA, MKL, MAR.
- Started 6 new stock positions in FCFS, AMD, DELL, WMT, PNFP, FCX.
- Reduced shares in these 10 stocks: SMLF (-$7.4M), IBDX, BX, NEE, JPM, GOOGL, SCHW, MO, RSP, PFGC.
- Sold out of its positions in AXP, ELV, CAIE, SMLF, JEMA, JMST, KGC, MTB, PFGC, XLV. TMO, UNH.
- Seneca House Advisors was a net seller of stock by $-8.0M.
- Seneca House Advisors has $252M in assets under management (AUM), dropping by -5.83%.
- Central Index Key (CIK): 0001731359
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Portfolio Holdings for Seneca House Advisors
Seneca House Advisors holds 96 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 | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.1 | $20M | -5% | 107k | 191.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $16M | -12% | 54k | 287.56 |
|
| Markel Corporation (MKL) | 6.1 | $15M | +5% | 8.1k | 1914.16 |
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 5.1 | $13M | +74% | 497k | 26.06 |
|
| Microsoft Corporation (MSFT) | 4.5 | $11M | +4% | 31k | 370.17 |
|
| Starwood Property Trust (STWD) | 4.3 | $11M | +6% | 622k | 17.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.9 | $9.7M | -5% | 17k | 577.18 |
|
| Wp Carey (WPC) | 3.2 | $8.2M | -2% | 120k | 67.96 |
|
| JPMorgan Chase & Co. (JPM) | 2.9 | $7.3M | -23% | 25k | 294.16 |
|
| Vulcan Materials Company (VMC) | 2.6 | $6.4M | -13% | 24k | 272.30 |
|
| Altria (MO) | 2.4 | $5.9M | -17% | 90k | 65.99 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.3 | $5.9M | +17% | 119k | 49.46 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.2 | $5.6M | 38k | 148.10 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $5.4M | +51% | 14k | 390.41 |
|
| Chord Energy Corporation Com New (CHRD) | 2.1 | $5.2M | +9% | 36k | 142.18 |
|
| Apple (AAPL) | 2.0 | $5.2M | 20k | 253.79 |
|
|
| Oneok (OKE) | 1.9 | $4.9M | -5% | 54k | 90.39 |
|
| Emcor (EME) | 1.9 | $4.8M | +4% | 6.5k | 738.31 |
|
| Marriott Intl Cl A (MAR) | 1.9 | $4.8M | +16% | 15k | 327.08 |
|
| TJX Companies (TJX) | 1.7 | $4.3M | +14% | 27k | 159.70 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 1.7 | $4.2M | -3% | 82k | 51.55 |
|
| Kroger (KR) | 1.6 | $4.1M | +5% | 56k | 72.36 |
|
| Visa Com Cl A (V) | 1.5 | $3.8M | +108% | 13k | 302.24 |
|
| Firstcash Holdings (FCFS) | 1.4 | $3.6M | NEW | 19k | 188.00 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $3.2M | 15k | 211.15 |
|
|
| MercadoLibre (MELI) | 1.2 | $3.1M | +27% | 1.8k | 1729.02 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.2 | $3.0M | -59% | 119k | 25.27 |
|
| Charles Schwab Corporation (SCHW) | 1.1 | $2.8M | -35% | 30k | 93.98 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.0 | $2.5M | -3% | 95k | 25.85 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.0 | $2.5M | +14% | 49k | 50.37 |
|
| Pinnacle Finl Partners (PNFP) | 0.8 | $2.1M | NEW | 25k | 86.14 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $1.8M | -62% | 16k | 114.99 |
|
| Johnson & Johnson (JNJ) | 0.7 | $1.8M | 7.3k | 244.43 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $1.7M | 65k | 25.64 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.6M | 5.5k | 286.87 |
|
|
| Amazon (AMZN) | 0.6 | $1.5M | +2% | 7.1k | 208.27 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.6 | $1.5M | +186% | 28k | 52.19 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.4M | 2.00 | 718140.00 |
|
|
| Philip Morris International (PM) | 0.5 | $1.3M | 8.2k | 165.34 |
|
|
| Lockheed Martin Corporation (LMT) | 0.5 | $1.3M | 2.1k | 604.26 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $1.2M | -20% | 8.5k | 144.44 |
|
| Chevron Corporation (CVX) | 0.5 | $1.2M | 5.8k | 206.91 |
|
|
| Bank of America Corporation (BAC) | 0.5 | $1.1M | -3% | 23k | 48.75 |
|
| Freeport Mcmoran CL B (FCX) | 0.4 | $1.1M | NEW | 18k | 58.78 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.1M | 9.3k | 113.10 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.0M | +17% | 6.0k | 174.39 |
|
| CSX Corporation (CSX) | 0.4 | $1.0M | -2% | 25k | 41.05 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.0M | +37% | 4.1k | 248.00 |
|
| Capital One Financial (COF) | 0.4 | $1.0M | +4% | 5.5k | 182.43 |
|
| Pepsi (PEP) | 0.4 | $1.0M | -4% | 6.4k | 155.29 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $949k | -28% | 41k | 23.26 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $920k | -2% | 1.0k | 919.65 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $911k | 1.4k | 650.53 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $906k | 17k | 54.55 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $829k | +133% | 34k | 24.24 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $810k | 12k | 67.53 |
|
|
| Home Depot (HD) | 0.3 | $722k | -15% | 2.2k | 328.91 |
|
| Waste Management (WM) | 0.3 | $702k | 3.1k | 229.77 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $689k | 1.1k | 653.33 |
|
|
| Dominion Resources (D) | 0.3 | $683k | -9% | 11k | 61.82 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $680k | 2.9k | 237.62 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $658k | +179% | 27k | 24.24 |
|
| Southern Company (SO) | 0.3 | $656k | 6.8k | 96.51 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $594k | 4.0k | 147.11 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $591k | -6% | 1.2k | 479.20 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $591k | +5% | 3.5k | 169.64 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $576k | 19k | 30.68 |
|
|
| Norfolk Southern (NSC) | 0.2 | $567k | +34% | 2.0k | 287.02 |
|
| Nextera Energy (NEE) | 0.2 | $552k | -81% | 5.9k | 92.87 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $498k | 20k | 25.10 |
|
|
| Abbvie (ABBV) | 0.2 | $493k | +2% | 2.3k | 217.47 |
|
| Meta Platforms Cl A (META) | 0.2 | $490k | +4% | 857.00 | 572.26 |
|
| Lowe's Companies (LOW) | 0.2 | $449k | 1.9k | 236.31 |
|
|
| Broadcom (AVGO) | 0.2 | $413k | +7% | 1.3k | 309.44 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $412k | 460.00 | 895.67 |
|
|
| IDEXX Laboratories (IDXX) | 0.2 | $409k | -4% | 728.00 | 561.89 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $396k | 1.9k | 213.65 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $390k | 1.2k | 318.19 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $370k | 5.1k | 73.14 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $314k | 526.00 | 597.68 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $277k | -4% | 9.5k | 29.13 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $276k | -6% | 9.5k | 29.08 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $271k | -6% | 619.00 | 436.92 |
|
| Abbott Laboratories (ABT) | 0.1 | $266k | 2.6k | 102.67 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $264k | NEW | 1.6k | 164.12 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $256k | -5% | 2.7k | 93.65 |
|
| Goldman Sachs (GS) | 0.1 | $243k | 287.00 | 844.87 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $242k | 1.7k | 145.96 |
|
|
| Tesla Motors (TSLA) | 0.1 | $238k | +14% | 641.00 | 371.75 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $237k | 1.3k | 181.43 |
|
|
| Silver Spike Investment Corp (LIEN) | 0.1 | $233k | 25k | 9.34 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $226k | -5% | 3.7k | 60.64 |
|
| Dover Corporation (DOV) | 0.1 | $225k | -4% | 1.1k | 208.49 |
|
| Wal-Mart Stores (WMT) | 0.1 | $203k | NEW | 1.6k | 124.25 |
|
| Advanced Micro Devices (AMD) | 0.1 | $200k | NEW | 985.00 | 203.43 |
|
| Merck & Co (MRK) | 0.1 | $200k | -21% | 1.7k | 120.32 |
|
Past Filings by Seneca House Advisors
SEC 13F filings are viewable for Seneca House Advisors going back to 2017
- Seneca House Advisors 2026 Q1 filed May 1, 2026
- 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