Seneca Financial Advisors LLC: 13F holdings
CIK 20829222026Q2
| Positions | 66 |
|---|
| Reported value | $385.0m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 66 (+2 vs prior quarter) |
|---|
| Reported value | $385.0m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 1,105,650 | $37.4m | 9.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 150,196 | $35.5m | 9.2% |
| SCHM SCHWAB STRATEGIC TR | 767,806 | $28.3m | 7.4% |
| STIP ISHARES TR | 262,884 | $26.9m | 7.0% |
| SCHP SCHWAB STRATEGIC TR | 998,768 | $26.5m | 6.9% |
| SCHA SCHWAB STRATEGIC TR | 712,389 | $25.7m | 6.7% |
| VTEB VANGUARD MUN BD FDS | 492,631 | $24.9m | 6.5% |
| VXUS VANGUARD STAR FDS | 283,926 | $24.3m | 6.3% |
| SCHV SCHWAB STRATEGIC TR | 624,063 | $21.7m | 5.6% |
| EFG ISHARES TR | 174,129 | $21.7m | 5.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2082922")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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