§ 13F · FUND PROFILE
Seneca Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $205.6T (13F)Positions · 54Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 148K | $32.5T | 9.9% | ±0% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 840K | $27.4T | 8.3% | +3% |
| 3 | STIP | ISHARES TR | 234K | $24.0T | 7.3% | +17% |
| 4 | SCHM | SCHWAB STRATEGIC TR | 732K | $22.0T | 6.7% | +5% |
| 5 | VXUS | VANGUARD STAR FDS | 291K | $22.0T | 6.7% | +13% |
| 6 | VTEB | VANGUARD MUN BD FDS | 437K | $22.0T | 6.7% | +12% |
| 7 | SCHP | SCHWAB STRATEGIC TR | 823K | $21.8T | 6.6% | NEW |
| 8 | SCHV | SCHWAB STRATEGIC TR | 653K | $19.3T | 5.9% | +3% |
| 9 | EFG | ISHARES TR | 147K | $16.7T | 5.1% | +14% |
| 10 | SCHF | SCHWAB STRATEGIC TR | 624K | $15.0T | 4.6% | +10% |
§ 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 $205572.8 trillion in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
21 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed