Seneca Financial Advisors

Seneca Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 64 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
Vanguard Specialized Funds Div App Etf (VIG) 9.9 $33M 148k 219.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.3 $27M 840k 32.62
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.3 $24M 234k 102.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.7 $22M 732k 30.07
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.7 $22M 292k 75.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.7 $22M 437k 50.29
Schwab Strategic Tr Us Tips Etf (SCHP) 6.6 $22M 823k 26.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.9 $19M 653k 29.61
Ishares Tr Eafe Grwth Etf (EFG) 5.1 $17M 147k 113.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.6 $15M 625k 24.04
Vanguard Whitehall Fds High Div Yld (VYM) 4.4 $15M 102k 143.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.1 $14M 475k 28.48
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.0 $9.8M 298k 32.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $8.0M 150k 53.76
Ishares Tr Eafe Value Etf (EFV) 2.2 $7.4M 104k 71.41
Ishares Tr Rus 1000 Etf (IWB) 1.6 $5.3M 14k 373.45
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.1 $3.7M 79k 47.08
Nordson Corporation (NDSN) 1.1 $3.6M 15k 240.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $3.3M 121k 26.91
Ishares Tr Core Univrsl Usd (IUSB) 0.9 $2.8M 61k 46.54
Exxon Mobil Corporation (XOM) 0.8 $2.5M 21k 120.34
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.1M 8.6k 246.16
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $2.1M 91k 23.03
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.9M 2.7k 684.84
Apple (AAPL) 0.5 $1.6M 6.1k 271.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.6M 4.7k 335.29
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.5 $1.5M 21k 75.44
Microsoft Corporation (MSFT) 0.5 $1.5M 3.2k 483.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $1.4M 60k 23.37
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.3M 29k 45.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.3M 2.7k 473.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.3M 6.1k 210.32
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $1.2M 28k 44.41
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $1.2M 14k 85.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.2M 12k 96.27
Vanguard Index Fds Growth Etf (VUG) 0.3 $826k 1.7k 487.86
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $773k 32k 24.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $723k 1.1k 681.73
Amazon (AMZN) 0.2 $635k 2.8k 230.82
NVIDIA Corporation (NVDA) 0.2 $587k 3.1k 186.50
Amgen (AMGN) 0.1 $493k 1.5k 327.31
Ishares Tr Core Msci Eafe (IEFA) 0.1 $428k 4.8k 89.45
Alphabet Cap Stk Cl C (GOOG) 0.1 $402k 1.3k 313.80
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $368k 1.3k 290.29
Alphabet Cap Stk Cl A (GOOGL) 0.1 $365k 1.2k 313.00
Broadcom (AVGO) 0.1 $357k 1.0k 346.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $294k 479.00 614.31
Caterpillar (CAT) 0.1 $275k 480.00 572.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $260k 518.00 502.65
Paychex (PAYX) 0.1 $258k 2.3k 112.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $257k 410.00 627.80
Raytheon Technologies Corp (RTX) 0.1 $251k 1.4k 183.34
Broadstone Net Lease (BNL) 0.1 $250k 14k 17.37
Xylem (XYL) 0.1 $249k 1.8k 136.18
Gra (GGG) 0.1 $246k 3.0k 81.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $242k 2.5k 96.03
JPMorgan Chase & Co. (JPM) 0.1 $233k 723.00 322.22
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $231k 481.00 480.57
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $227k 1.4k 167.90
Ishares Tr Select Divid Etf (DVY) 0.1 $223k 1.6k 141.14
McDonald's Corporation (MCD) 0.1 $219k 715.00 305.63
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $201k 1.6k 127.11
AES Corporation (AES) 0.0 $149k 10k 14.34
Butterfly Network Com Cl A (BFLY) 0.0 $114k 30k 3.80