Seneschal Advisors, LLC Top Holdings and 13F Report (2025) About Seneschal Advisors, LLCInvestment ActivitySeneschal Advisors, LLC has $119.60 million in total holdings as of December 31, 2024.Seneschal Advisors, LLC owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Intermediate-Term Bond ETF $32,012,614Vanguard Total Stock Market ETF $21,510,671Dimensional U.S. Equity ETF $8,263,860Dimensional US Marketwide Value ETF $6,574,707Dimensional U.S. Targeted Value ETF $6,242,436 Sector AllocationMap of 500 Largest Holdings ofSeneschal Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$32,012,614428,37726.8%ETFVTIVanguard Total Stock Market ETF$21,510,67174,22318.0%ETFDFUSDimensional U.S. Equity ETF$8,263,860129,6296.9%ETFDFUVDimensional US Marketwide Value ETF$6,574,707160,6725.5%ETFDFATDimensional U.S. Targeted Value ETF$6,242,436112,1535.2%ETFBNDXVanguard Total International Bond ETF$5,853,308119,3334.9%ETFAMZNAmazon.com$5,536,13325,2344.6%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$5,188,30879,7224.3%ETFMSFTMicrosoft$3,960,6719,3973.3%Computer and TechnologyTPLTexas Pacific Land$2,989,4102,7032.5%Oils/EnergyCOSTCostco Wholesale$2,986,5433,2592.5%Retail/WholesaleDFARDimensional US Real Estate ETF$2,858,999122,8622.4%ETFDFACDimensional U.S. Core Equity 2 ETF$2,644,91476,4652.2%ETFAAPLApple$1,663,6786,6441.4%Computer and TechnologyGOOGAlphabet$1,223,0066,4221.0%Computer and TechnologyVUGVanguard Growth ETF$1,171,8072,8551.0%ETFQQQInvesco QQQ$1,014,0031,9830.8%FinanceQUALiShares MSCI USA Quality Factor ETF$982,2905,5160.8%ETFSBUXStarbucks$710,7017,7890.6%Retail/WholesaleERIEErie Indemnity$709,0361,7200.6%FinanceGOOGLAlphabet$633,6713,3470.5%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$517,04719,8330.4%ETFVEAVanguard FTSE Developed Markets ETF$491,35110,2750.4%ETFIVViShares Core S&P 500 ETF$449,1637630.4%ETFDFAIDimensional International Core Equity Market ETF$409,96814,0400.3%ETFDFLVDimensional US Large Cap Value ETF$404,02413,4540.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$361,70314,8910.3%ETFQQQMInvesco NASDAQ 100 ETF$327,2501,5550.3%ETFNVDANVIDIA$276,9082,0620.2%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$269,47211,2000.2%ETFVNQVanguard Real Estate ETF$264,2122,9660.2%ETFVWOVanguard FTSE Emerging Markets ETF$250,2365,6820.2%ETFTSMTaiwan Semiconductor Manufacturing$237,9761,2050.2%Computer and TechnologyIWBiShares Russell 1000 ETF$207,1496430.2%ETFIWDiShares Russell 1000 Value ETF$203,4581,0990.2%ETFIJHiShares Core S&P Mid-Cap ETF$202,1963,2450.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
