Seneca Financial Advisors LLC
CIK: 0002082922SEC EDGAR →
Portfolio Value
$328.6B
Holdings
64
As of
Q4 2025
New Positions
64
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 147,661 | $32.5B | 9.88% |
| 2 | SCHWAB STRATEGIC TR | 839,966 | $27.4B | 8.34% |
| 3 | ISHARES TR | 234,385 | $24.0B | 7.30% |
| 4 | SCHWAB STRATEGIC TR | 732,134 | $22.0B | 6.70% |
| 5 | VANGUARD STAR FDS | 291,482 | $22.0B | 6.69% |
| 6 | VANGUARD MUN BD FDS | 436,638 | $22.0B | 6.68% |
| 7 | SCHWAB STRATEGIC TR | 822,982 | $21.8B | 6.63% |
| 8 | SCHWAB STRATEGIC TR | 652,944 | $19.3B | 5.88% |
| 9 | ISHARES TR | 146,792 | $16.7B | 5.09% |
| 10 | SCHWAB STRATEGIC TR | 624,458 | $15.0B | 4.57% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (64)
$32.5B · 148K shares
$27.4B · 840K shares
$24.0B · 234K shares
$22.0B · 732K shares
$22.0B · 291K shares
$22.0B · 437K shares
$21.8B · 823K shares
$19.3B · 653K shares
$16.7B · 147K shares
$15.0B · 624K shares
$14.6B · 102K shares
$13.5B · 475K shares
$9.8B · 298K shares
$8.0B · 150K shares
$7.4B · 104K shares
$5.3B · 14K shares
$3.7B · 79K shares
$3.6B · 15K shares
$3.3B · 121K shares
$2.8B · 61K shares
$2.5B · 21K shares
$2.1B · 9K shares
$2.1B · 91K shares
$1.9B · 3K shares
$1.6B · 6K shares
$1.6B · 5K shares
$1.5B · 21K shares
$1.5B · 3K shares
$1.4B · 59K shares
$1.3B · 29K shares
$1.3B · 3K shares
$1.3B · 6K shares
$1.2B · 28K shares
$1.2B · 14K shares
$1.2B · 12K shares
$825.0M · 2K shares
$772.0M · 32K shares
$722.0M · 1K shares
$634.0M · 3K shares
$586.0M · 3K shares
$492.0M · 2K shares
$428.0M · 5K shares
$401.0M · 1K shares
$367.0M · 1K shares
$364.0M · 1K shares
$356.0M · 1K shares
$294.0M · 479 shares
$275.0M · 480 shares
$260.0M · 518 shares
$258.0M · 2K shares
$257.0M · 410 shares
$251.0M · 1K shares
$250.0M · 14K shares
$248.0M · 2K shares
$245.0M · 3K shares
$241.0M · 3K shares
$232.0M · 723 shares
$231.0M · 481 shares
$227.0M · 1K shares
$223.0M · 2K shares
$218.0M · 715 shares
$201.0M · 2K shares
$149.0M · 10K shares
$114.0M · 30K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $311.1B | 94.7% |
| Industrials | 6 | $4.9B | 1.5% |
| Technology | 4 | $4.1B | 1.3% |
| Unknown | 5 | $3.3B | 1.0% |
| Energy | 1 | $2.5B | 0.8% |
| Consumer Cyclical | 2 | $852.0M | 0.3% |
| Communication Services | 2 | $765.0M | 0.2% |
| Healthcare | 2 | $606.0M | 0.2% |
| Real Estate | 1 | $250.0M | 0.1% |
| Utilities | 1 | $149.0M | 0.0% |