Seneca Financial Advisors

Seneca Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 63 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
Vanguard Specialized Funds Div App Etf (VIG) 10.4 $32M 147k 215.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.5 $26M 816k 31.91
Ishares Tr Us Treas Bd Etf (GOVT) 7.3 $22M 968k 23.12
Ishares Tr 0-5 Yr Tips Etf (STIP) 6.8 $21M 201k 103.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.7 $21M 696k 29.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.4 $20M 391k 50.07
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.2 $19M 258k 73.46
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 6.0 $19M 635k 29.11
Ishares Tr Eafe Grwth Etf (EFG) 4.8 $15M 129k 113.88
Vanguard Whitehall Fds High Div Yld (VYM) 4.4 $14M 96k 140.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $13M 568k 23.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.0 $12M 437k 27.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.2 $9.8M 293k 33.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $7.3M 135k 54.18
Ishares Tr Eafe Value Etf (EFV) 2.2 $6.6M 97k 67.83
Ishares Tr Rus 1000 Etf (IWB) 1.8 $5.4M 15k 365.48
Nordson Corporation (NDSN) 1.1 $3.4M 15k 226.95
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.1 $3.2M 69k 46.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $3.2M 121k 26.34
Ishares Tr Core Total Usd (IUSB) 0.9 $2.8M 60k 46.71
Exxon Mobil Corporation (XOM) 0.8 $2.4M 21k 112.75
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.1M 8.9k 241.96
Microsoft Corporation (MSFT) 0.6 $1.8M 3.5k 518.01
Apple (AAPL) 0.6 $1.7M 6.8k 254.62
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $1.6M 21k 76.40
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.6M 2.4k 669.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.5M 4.7k 328.18
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.5 $1.5M 21k 72.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.5M 3.1k 468.41
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $1.4M 60k 23.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.4M 6.6k 203.59
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.3M 28k 45.51
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $1.2M 27k 42.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.2M 12k 96.55
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $1.0M 42k 24.40
Vanguard Index Fds Growth Etf (VUG) 0.3 $812k 1.7k 479.61
Amazon (AMZN) 0.3 $791k 3.6k 219.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $701k 1.1k 665.94
NVIDIA Corporation (NVDA) 0.2 $701k 3.8k 186.58
Amgen (AMGN) 0.1 $442k 1.6k 282.20
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $372k 1.3k 293.73
Alphabet Cap Stk Cl C (GOOG) 0.1 $361k 1.5k 243.60
Broadcom (AVGO) 0.1 $333k 1.0k 329.91
Alphabet Cap Stk Cl A (GOOGL) 0.1 $332k 1.4k 243.16
Broadstone Net Lease (BNL) 0.1 $321k 18k 17.87
Paychex (PAYX) 0.1 $291k 2.3k 126.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $288k 479.00 600.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $286k 568.00 502.74
Xylem (XYL) 0.1 $270k 1.8k 147.50
Gra (GGG) 0.1 $255k 3.0k 84.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $251k 410.00 611.98
Ishares Tr Core Msci Eafe (IEFA) 0.1 $245k 2.8k 87.31
Raytheon Technologies Corp (RTX) 0.1 $229k 1.4k 167.27
Caterpillar (CAT) 0.1 $229k 479.00 477.56
JPMorgan Chase & Co. (JPM) 0.1 $225k 713.00 315.43
Ishares Tr Select Divid Etf (DVY) 0.1 $224k 1.6k 142.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $223k 481.00 463.74
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $222k 1.4k 164.49
McDonald's Corporation (MCD) 0.1 $217k 715.00 303.89
Home Depot (HD) 0.1 $217k 534.00 405.34
Ishares Tr Msci Eafe Etf (EFA) 0.1 $209k 2.2k 93.37
AES Corporation (AES) 0.0 $137k 10k 13.16
Butterfly Network Com Cl A (BFLY) 0.0 $103k 54k 1.93