13F Insight
DOSSIER · 13F-HR · Q2 2026

Seneca Financial Advisors LLC

$385M in tracked AUM across 66 positions as of Q2 2026.

SF
CIK 0002082922 · last filed Jun 30, 2026
Total AUM
$385M
as of Q2 2026
Holdings
66
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Seneca Financial Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$37M1.1M9.7%02
VIG
VANGUARD SPECIALIZED FUNDS
$36M150K9.2%03
SCHM
SCHWAB STRATEGIC TR
$28M768K7.4%04
STIP
ISHARES TR
$27M263K7.0%05
SCHP
SCHWAB STRATEGIC TR
$26M999K6.9%06
SCHA
SCHWAB STRATEGIC TR
$26M712K6.7%07
VTEB
VANGUARD MUN BD FDS
$25M493K6.5%08
VXUS
VANGUARD STAR FDS
$24M284K6.3%09
SCHV
SCHWAB STRATEGIC TR
$22M624K5.6%10
EFG
ISHARES TR
$22M174K5.6%

Filing history

2026Q2Jun 30
$385M▲ 12.8%
66 positionsView →2026Q1Mar 31
$341M▲ 3.8%
64 positionsView →2025Q4Dec 31
$329M▲ 7.3%
64 positionsView →2025Q3Sep 30
$306M▲ 18.0%
63 positionsView →2025Q2Jun 30
$259M▲ 25.8%
61 positionsLocked2025Q1Mar 31
$206M▲ 2.4%
55 positionsLocked2024Q4Dec 31
$201M▼ 2.0%
55 positionsLocked2024Q3Sep 30
$206M▲ 6.5%
54 positionsLocked2024Q2Jun 30
$193M▲ 2.9%
59 positionsLocked2024Q1Mar 31
$188M▲ 8.8%
57 positionsLocked2023Q4Dec 31
$172M▲ 18.0%
57 positionsLocked2023Q3Sep 30
$146M▼ 3.0%
50 positionsLocked
Showing 12 of 23