Seneca Financial Advisors

Seneca Financial Advisors as of March 31, 2026

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 64 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
Vanguard Specialized Funds Div App Etf (VIG) 9.5 $32M 150k 215.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.4 $29M 987k 29.13
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.5 $26M 249k 103.43
Schwab Strategic Tr Us Tips Etf (SCHP) 7.2 $25M 926k 26.61
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.9 $24M 761k 30.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.6 $23M 292k 77.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.4 $22M 440k 49.89
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.7 $20M 639k 30.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.4 $18M 633k 29.08
Ishares Tr Eafe Grwth Etf (EFG) 5.3 $18M 163k 111.37
Vanguard Whitehall Fds High Div Yld (VYM) 4.5 $16M 105k 148.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.2 $14M 573k 24.75
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.8 $9.5M 288k 32.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $7.9M 146k 54.05
Ishares Tr Eafe Value Etf (EFV) 2.2 $7.6M 102k 74.35
Ishares Tr Rus 1000 Etf (IWB) 1.5 $5.0M 14k 356.56
Nordson Corporation (NDSN) 1.2 $4.0M 15k 266.06
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.1 $3.9M 83k 46.95
Exxon Mobil Corporation (XOM) 1.0 $3.6M 21k 169.66
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $3.1M 121k 25.64
Ishares Tr Core Univrsl Usd (IUSB) 0.8 $2.8M 61k 46.19
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.1M 8.4k 247.99
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.8M 2.7k 653.23
Apple (AAPL) 0.5 $1.6M 6.2k 253.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.5M 4.7k 320.83
Spdr Index Shs Fds State Street Spd (WDIV) 0.4 $1.4M 18k 77.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $1.4M 60k 23.22
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.4M 29k 46.74
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $1.3M 14k 91.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.3M 6.1k 213.68
Spdr Index Shs Fds State Street Spd (SPDW) 0.4 $1.3M 28k 45.65
Microsoft Corporation (MSFT) 0.3 $1.2M 3.2k 370.19
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 2.7k 426.39
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.1M 12k 97.23
Vanguard Index Fds Growth Etf (VUG) 0.2 $740k 1.7k 436.79
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $707k 29k 24.27
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $689k 1.1k 650.31
Amazon (AMZN) 0.2 $632k 3.0k 208.27
NVIDIA Corporation (NVDA) 0.2 $584k 3.3k 174.40
Amgen (AMGN) 0.2 $530k 1.5k 351.85
Ishares Tr Core Msci Eafe (IEFA) 0.1 $433k 4.8k 90.52
Alphabet Cap Stk Cl C (GOOG) 0.1 $407k 1.4k 286.76
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $385k 17k 22.91
Alphabet Cap Stk Cl A (GOOGL) 0.1 $355k 1.2k 287.67
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $354k 1.2k 287.29
Caterpillar (CAT) 0.1 $340k 481.00 707.75
Broadcom (AVGO) 0.1 $291k 939.00 309.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $277k 479.00 577.18
Broadstone Net Lease (BNL) 0.1 $263k 14k 18.27
Raytheon Technologies Corp (RTX) 0.1 $256k 1.3k 192.83
Gra (GGG) 0.1 $254k 3.0k 84.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $248k 518.00 479.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $246k 411.00 597.32
Ishares Tr Msci Eafe Etf (EFA) 0.1 $245k 2.5k 97.13
Ishares Tr Select Divid Etf (DVY) 0.1 $241k 1.6k 151.38
Spdr Series Trust State Street Spd (SPYX) 0.1 $234k 4.4k 53.03
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $223k 481.00 463.19
McDonald's Corporation (MCD) 0.1 $222k 715.00 310.79
Xylem (XYL) 0.1 $218k 1.8k 119.50
JPMorgan Chase & Co. (JPM) 0.1 $213k 723.00 294.18
Paychex (PAYX) 0.1 $211k 2.3k 92.11
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $210k 1.4k 155.13
AES Corporation (AES) 0.0 $147k 10k 14.09
Butterfly Network Com Cl A (BFLY) 0.0 $121k 30k 4.04