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, JAAA, and represent 31.73% of Seneca House Advisors's stock portfolio.
- Added to shares of these 10 stocks: JAAA (+$10M), RSP (+$6.3M), ANET, FCX, USLM, FCFS, IBDZ, V, EME, PNFP.
- Started 11 new stock positions in ANET, JEMA, MTB, CSCO, AXP, VGT, UNH, MU, USLM, CAT. ELV.
- Reduced shares in these 10 stocks: TJX, JSI, CRWD, SCHW, MSFT, MTBA, GOOGL, MUNI, OKE, STWD.
- Sold out of its positions in XOM, JSI, SCHW, TJX.
- Seneca House Advisors was a net buyer of stock by $8.9M.
- Seneca House Advisors has $283M in assets under management (AUM), dropping by 12.38%.
- Central Index Key (CIK): 0001731359
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Portfolio Holdings for Seneca House Advisors
Seneca House Advisors holds 103 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 | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 10.2 | $29M | +27% | 136k | 212.77 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $18M | -7% | 51k | 357.37 |
|
| Markel Corporation (MKL) | 5.7 | $16M | +2% | 8.2k | 1953.04 |
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 5.0 | $14M | +10% | 547k | 26.05 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 4.4 | $12M | +406% | 246k | 50.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.3 | $12M | -2% | 16k | 736.40 |
|
| Microsoft Corporation (MSFT) | 3.4 | $9.7M | -15% | 26k | 373.02 |
|
| Starwood Property Trust (STWD) | 3.3 | $9.5M | -7% | 577k | 16.38 |
|
| Wp Carey (WPC) | 3.1 | $8.6M | 121k | 71.50 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $8.0M | 24k | 327.33 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.5 | $7.1M | -32% | 9.3k | 763.14 |
|
| Vulcan Materials Company (VMC) | 2.3 | $6.5M | -6% | 22k | 295.01 |
|
| Emcor (EME) | 2.3 | $6.5M | +19% | 7.8k | 829.88 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.2 | $6.3M | +5% | 40k | 158.04 |
|
| Altria (MO) | 2.2 | $6.2M | -3% | 86k | 71.95 |
|
| Apple (AAPL) | 2.2 | $6.1M | +4% | 21k | 289.35 |
|
| Firstcash Holdings (FCFS) | 2.0 | $5.6M | +36% | 26k | 216.32 |
|
| Visa Com Cl A (V) | 1.9 | $5.5M | +25% | 16k | 343.09 |
|
| Marriott Intl Cl A (MAR) | 1.7 | $4.9M | -10% | 13k | 370.58 |
|
| Arista Networks Com Shs (ANET) | 1.6 | $4.6M | NEW | 27k | 169.88 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.4 | $4.1M | -29% | 84k | 49.07 |
|
| Oneok (OKE) | 1.4 | $3.9M | -17% | 45k | 86.94 |
|
| Chord Energy Corporation Com New (CHRD) | 1.3 | $3.7M | -12% | 32k | 114.30 |
|
| Kroger (KR) | 1.3 | $3.6M | +14% | 64k | 55.53 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $3.4M | -2% | 15k | 227.06 |
|
| Pinnacle Finl Partners (PNFP) | 1.2 | $3.3M | +32% | 33k | 100.88 |
|
| MercadoLibre (MELI) | 1.1 | $3.2M | +8% | 1.9k | 1697.39 |
|
| Freeport Mcmoran CL B (FCX) | 1.1 | $3.2M | +179% | 50k | 62.89 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.0 | $2.9M | -4% | 113k | 25.19 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.8 | $2.3M | -7% | 88k | 25.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.0M | 5.5k | 353.31 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $1.9M | 7.4k | 253.98 |
|
|
| Amazon (AMZN) | 0.6 | $1.8M | +3% | 7.4k | 238.34 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.7M | -10% | 58k | 29.43 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.7M | +39% | 8.3k | 200.10 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $1.6M | -15% | 14k | 117.67 |
|
| U.S. Lime & Minerals (USLM) | 0.5 | $1.5M | NEW | 15k | 104.67 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.5M | 2.00 | 748850.00 |
|
|
| Philip Morris International (PM) | 0.5 | $1.5M | 8.2k | 180.90 |
|
|
| Bank of America Corporation (BAC) | 0.5 | $1.3M | 23k | 56.98 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.3M | 9.3k | 137.52 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.3M | +4% | 1.0k | 1199.63 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.4 | $1.2M | +49% | 51k | 24.23 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.2M | 4.1k | 300.45 |
|
|
| CSX Corporation (CSX) | 0.4 | $1.2M | 25k | 47.53 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $1.1M | -7% | 7.8k | 146.64 |
|
| Capital One Financial (COF) | 0.4 | $1.1M | -2% | 5.4k | 200.63 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.1M | 2.1k | 509.41 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.0M | 1.4k | 746.99 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $1000k | 16k | 61.23 |
|
|
| Chevron Corporation (CVX) | 0.3 | $962k | 5.8k | 165.76 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $949k | +2% | 12k | 77.11 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $858k | 2.8k | 302.21 |
|
|
| Lam Research Corp Com New (LRCX) | 0.3 | $817k | 1.9k | 433.37 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $796k | -15% | 34k | 23.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $791k | 1.1k | 749.06 |
|
|
| Pepsi (PEP) | 0.3 | $758k | -13% | 5.6k | 135.41 |
|
| Dominion Resources (D) | 0.3 | $729k | -3% | 11k | 68.29 |
|
| Dell Technologies CL C (DELL) | 0.2 | $700k | 1.6k | 431.56 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $695k | +5% | 29k | 24.22 |
|
| Waste Management (WM) | 0.2 | $679k | 3.0k | 222.91 |
|
|
| Home Depot (HD) | 0.2 | $669k | -13% | 1.9k | 352.74 |
|
| Southern Company (SO) | 0.2 | $655k | 6.8k | 95.71 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $648k | +4% | 1.3k | 500.39 |
|
| Norfolk Southern (NSC) | 0.2 | $617k | 2.0k | 314.65 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $610k | +6% | 1.1k | 580.91 |
|
| Abbvie (ABBV) | 0.2 | $597k | +4% | 2.4k | 251.64 |
|
| Broadcom (AVGO) | 0.2 | $593k | +17% | 1.6k | 377.73 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $573k | 20k | 28.96 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $560k | -5% | 3.8k | 146.55 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $545k | -8% | 17k | 31.71 |
|
| Meta Platforms Cl A (META) | 0.2 | $541k | +12% | 961.00 | 563.13 |
|
| Nextera Energy (NEE) | 0.2 | $494k | -5% | 5.6k | 87.76 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $454k | 464.00 | 978.75 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $448k | 1.2k | 365.78 |
|
|
| Micron Technology (MU) | 0.1 | $424k | NEW | 368.00 | 1152.82 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $416k | -71% | 7.9k | 52.60 |
|
| Lowe's Companies (LOW) | 0.1 | $395k | -5% | 1.8k | 220.53 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $371k | -3% | 705.00 | 526.44 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $371k | +8% | 10k | 36.13 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $358k | -5% | 4.8k | 74.90 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $330k | 1.3k | 252.25 |
|
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $314k | 2.7k | 114.88 |
|
|
| Tesla Motors (TSLA) | 0.1 | $314k | +16% | 747.00 | 420.60 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $314k | +489% | 3.6k | 86.15 |
|
| Cisco Systems (CSCO) | 0.1 | $309k | NEW | 2.6k | 117.48 |
|
| Goldman Sachs (GS) | 0.1 | $290k | 287.00 | 1010.04 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $277k | +17% | 3.1k | 90.73 |
|
| UnitedHealth (UNH) | 0.1 | $259k | NEW | 622.00 | 415.75 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $254k | 1.7k | 152.16 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $250k | -22% | 7.4k | 33.84 |
|
| Silver Spike Investment Corp (LIEN) | 0.1 | $247k | 25k | 9.77 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $245k | -32% | 357.00 | 687.03 |
|
| Dover Corporation (DOV) | 0.1 | $242k | 1.1k | 224.34 |
|
|
| Merck & Co (MRK) | 0.1 | $224k | +4% | 1.7k | 128.48 |
|
| M&T Bank Corporation (MTB) | 0.1 | $221k | NEW | 930.00 | 238.01 |
|
| American Express Company (AXP) | 0.1 | $219k | NEW | 646.00 | 338.31 |
|
| Anthem (ELV) | 0.1 | $216k | NEW | 559.00 | 387.08 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $215k | 3.7k | 57.62 |
|
|
| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $208k | NEW | 3.3k | 63.88 |
|
| Caterpillar (CAT) | 0.1 | $204k | NEW | 192.00 | 1064.36 |
|
| Wal-Mart Stores (WMT) | 0.1 | $201k | +8% | 1.8k | 113.24 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $201k | NEW | 1.7k | 119.52 |
|
Past Filings by Seneca House Advisors
SEC 13F filings are viewable for Seneca House Advisors going back to 2017
- Seneca House Advisors 2026 Q2 filed July 31, 2026
- 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