§ 13F · FUND PROFILE
Seneca Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $306M (13F)Positions · 63Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$234K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 150K | $32M | 9.5% | +2% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 987K | $29M | 8.4% | +17% |
| 3 | STIP | ISHARES TR | 249K | $26M | 7.5% | +6% |
| 4 | SCHP | SCHWAB STRATEGIC TR | 926K | $25M | 7.2% | +13% |
| 5 | SCHM | SCHWAB STRATEGIC TR | 761K | $24M | 6.9% | +4% |
| 6 | VXUS | VANGUARD STAR FDS | 292K | $22M | 6.6% | ±0% |
| 7 | VTEB | VANGUARD MUN BD FDS | 440K | $22M | 6.4% | +1% |
| 8 | SCHV | SCHWAB STRATEGIC TR | 639K | $19M | 5.7% | −2% |
| 9 | SCHA | SCHWAB STRATEGIC TR | 633K | $18M | 5.4% | +33% |
| 10 | EFG | ISHARES TR | 163K | $18M | 5.3% | +11% |
§ 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 $306 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed