§ 13F · FUND PROFILE
Seneca Financial Advisors LLC.
AUM · $385M (13F)Positions · 66Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 1.11M | $37M | 9.7% | +12% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 150K | $36M | 9.2% | ±0% |
| 3 | SCHM | SCHWAB STRATEGIC TR | 768K | $28M | 7.4% | +1% |
| 4 | STIP | ISHARES TR | 263K | $27M | 7.0% | +6% |
| 5 | SCHP | SCHWAB STRATEGIC TR | 999K | $26M | 6.9% | +8% |
| 6 | SCHA | SCHWAB STRATEGIC TR | 712K | $26M | 6.7% | +13% |
| 7 | VTEB | VANGUARD MUN BD FDS | 493K | $25M | 6.5% | +12% |
| 8 | VXUS | VANGUARD STAR FDS | 284K | $24M | 6.3% | −3% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 624K | $22M | 5.6% | −2% |
| 10 | EFG | ISHARES TR | 174K | $22M | 5.6% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SENECA SIGNAL
AC read
Seneca Financial Advisors LLC is a Other fund managing $385 million in assets. The fund runs a portfolio of 66 positions.
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