Seneca Financial Advisors

Seneca Financial Advisors as of June 30, 2026

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 66 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
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.7 $37M 1.1M 33.84
Vanguard Specialized Funds Div App Etf (VIG) 9.2 $36M 150k 236.62
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.4 $28M 768k 36.87
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.0 $27M 263k 102.16
Schwab Strategic Tr Us Tips Etf (SCHP) 6.9 $27M 999k 26.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 6.7 $26M 712k 36.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.5 $25M 493k 50.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.3 $24M 284k 85.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.6 $22M 624k 34.81
Ishares Tr Eafe Grwth Etf (EFG) 5.6 $22M 174k 124.42
Vanguard Whitehall Fds High Div Yld (VYM) 4.3 $17M 104k 158.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.5 $14M 493k 27.70
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.7 $10M 285k 36.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $8.7M 145k 59.69
Ishares Tr Eafe Value Etf (EFV) 2.0 $7.8M 102k 76.55
Ishares Tr Rus 1000 Etf (IWB) 1.5 $5.8M 14k 409.51
Nordson Corporation (NDSN) 1.1 $4.3M 14k 301.69
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.0 $4.0M 85k 46.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $3.6M 121k 29.43
Ishares Tr Core Univrsl Usd (IUSB) 0.8 $3.1M 66k 46.15
Exxon Mobil Corporation (XOM) 0.7 $2.9M 21k 136.72
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.5M 8.3k 300.44
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.1M 2.7k 749.02
Apple (AAPL) 0.5 $1.8M 6.1k 289.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.7M 4.7k 370.07
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.5M 6.1k 242.42
Spdr Index Shs Fds St Str Sp Glbdiv (WDIV) 0.4 $1.5M 18k 79.91
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $1.4M 62k 23.13
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.4 $1.4M 27k 50.39
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.4M 29k 48.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.4M 11k 124.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.3M 12k 110.32
Microsoft Corporation (MSFT) 0.3 $1.2M 3.2k 372.97
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $1.1M 14k 75.45
Vanguard Index Fds Growth Etf (VUG) 0.2 $875k 10k 86.14
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $776k 1.0k 746.88
NVIDIA Corporation (NVDA) 0.2 $670k 3.3k 200.07
Amazon (AMZN) 0.2 $658k 2.8k 238.34
Amgen (AMGN) 0.1 $545k 1.5k 362.12
Caterpillar (CAT) 0.1 $513k 481.00 1065.99
Alphabet Cap Stk Cl C (GOOG) 0.1 $481k 1.4k 353.35
Ishares Tr Core Msci Eafe (IEFA) 0.1 $462k 4.8k 96.58
Alphabet Cap Stk Cl A (GOOGL) 0.1 $417k 1.2k 357.37
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $398k 4.9k 80.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $353k 479.00 736.40
Broadcom (AVGO) 0.1 $345k 914.00 377.75
Corning Incorporated (GLW) 0.1 $326k 1.3k 255.51
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $305k 13k 22.78
Broadstone Net Lease (BNL) 0.1 $298k 14k 20.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $282k 411.00 687.15
Spdr Series Trust ST STR SP500FF (SPYX) 0.1 $270k 4.4k 61.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $269k 538.00 500.39
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB) 0.1 $267k 1.6k 168.46
Ishares Tr Msci Eafe Etf (EFA) 0.1 $263k 2.5k 103.86
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $255k 1.4k 188.08
Butterfly Network Com Cl A (BFLY) 0.1 $253k 30k 8.42
Raytheon Technologies Corp (RTX) 0.1 $252k 1.3k 189.80
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $251k 481.00 522.39
Ishares Tr Select Divid Etf (DVY) 0.1 $250k 1.6k 156.31
JPMorgan Chase & Co. (JPM) 0.1 $237k 723.00 327.37
Gra (GGG) 0.1 $227k 3.0k 75.61
Paychex (PAYX) 0.1 $226k 2.3k 98.32
Ameren Corporation (AEE) 0.1 $220k 2.0k 113.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $219k 3.1k 71.25
Xylem (XYL) 0.1 $216k 1.8k 118.21
AES Corporation (AES) 0.0 $153k 10k 14.66