Seneca Financial Advisors LLC Top Holdings and 13F Report (2025) About Seneca Financial Advisors LLCInvestment ActivitySeneca Financial Advisors LLC has $259.48 million in total holdings as of June 30, 2025.Seneca Financial Advisors LLC owns shares of 61 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 17.09% of the portfolio was purchased this quarter.About 1.81% of the portfolio was sold this quarter.This quarter, Seneca Financial Advisors LLC has purchased 55 new stocks and bought additional shares in 20 stocks.Seneca Financial Advisors LLC sold shares of 21 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $30,192,074Schwab U.S. Large-Cap Growth ETF $23,283,863iShares U.S. Treasury Bond ETF $20,730,539Schwab U.S. Large-Cap Value ETF $18,054,359Schwab U.S. Mid-Cap ETF $16,720,365 Largest New Holdings this Quarter 46429B747 - iShares 0-5 Year TIPS Bond ETF $10,599,833 Holding921909768 - Vanguard Total International Stock ETF $10,255,821 Holding11135F101 - Broadcom $278,407 Holding46625H100 - JPMorgan Chase & Co. $206,706 Holding464287671 - iShares Core S&P U.S. Growth ETF $202,671 Holding Largest Purchases this Quarter iShares 0-5 Year TIPS Bond ETF 103,001 shares (about $10.60M)Vanguard Total International Stock ETF 148,441 shares (about $10.26M)iShares MSCI EAFE Growth ETF 66,339 shares (about $7.43M)Schwab U.S. Mid-Cap ETF 134,837 shares (about $3.78M)Vanguard Tax-Exempt Bond ETF 72,479 shares (about $3.55M) Largest Sales this Quarter Schwab Short-Term U.S. Treasury ETF 83,775 shares (about $2.04M)Schwab U.S. Large-Cap Value ETF 34,632 shares (about $958.27K)Schwab International Small-Cap Equity ETF 10,908 shares (about $464.58K)Apple 1,471 shares (about $301.80K)iShares MSCI EAFE Value ETF 4,085 shares (about $259.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeneca Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$30,192,074$167,829 ▲0.6%147,51611.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$23,283,863$1,509,952 ▲6.9%797,1209.0%ETFGOVTiShares U.S. Treasury Bond ETF$20,730,539$1,985,541 ▲10.6%902,1128.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$18,054,359$958,267 ▼-5.0%652,4897.0%ETFSCHMSchwab U.S. Mid-Cap ETF$16,720,365$3,782,181 ▲29.2%596,0916.4%ETFVTEBVanguard Tax-Exempt Bond ETF$14,696,516$3,553,650 ▲31.9%299,7455.7%ETFVYMVanguard High Dividend Yield ETF$12,256,326$772,394 ▲6.7%91,9394.7%ETFSCHFSchwab International Equity ETF$12,094,404$324,892 ▲2.8%547,2584.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$10,599,833$10,599,833 ▲New Holding103,0014.1%ETFSCHASchwab US Small-Cap ETF$10,280,469$186,284 ▲1.8%406,3434.0%ETFVXUSVanguard Total International Stock ETF$10,255,821$10,255,821 ▲New Holding148,4414.0%ETFSCHESchwab Emerging Markets Equity ETF$9,041,602$54,794 ▼-0.6%299,9873.5%ETFEFGiShares MSCI EAFE Growth ETF$8,844,214$7,429,986 ▲525.4%78,9663.4%ETFVWOVanguard FTSE Emerging Markets ETF$6,938,835$85,764 ▼-1.2%140,2922.7%ETFEFViShares MSCI EAFE Value ETF$6,179,343$259,316 ▼-4.0%97,3432.4%ETFIWBiShares Russell 1000 ETF$4,978,166$17,658 ▼-0.4%14,6601.9%ETFNDSNNordson$3,266,356$86,820 ▼-2.6%15,2371.3%IndustrialsSCHOSchwab Short-Term U.S. Treasury ETF$3,127,989$2,042,441 ▼-39.5%128,3011.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$3,098,765$1,706,800 ▲122.6%66,8701.2%ETFSCHXSchwab US Large-Cap ETF$2,842,191$807 ▼0.0%116,2931.1%ETFIUSBiShares Core Total USD Bond Market ETF$2,770,541$1,125,229 ▲68.4%59,9301.1%ManufacturingXOMExxon Mobil$2,275,4420.0%21,1080.9%EnergyIWMiShares Russell 2000 ETF$1,906,182$21,146 ▲1.1%8,8340.7%FinanceMSFTMicrosoft$1,732,021$497 ▼0.0%3,4820.7%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$1,715,972$464,577 ▼-21.3%40,2900.7%ETFWDIVSPDR S&P Global Dividend ETF$1,507,139$13,333 ▲0.9%21,3650.6%ETFIVViShares Core S&P 500 ETF$1,486,028$1,863 ▲0.1%2,3930.6%ETFIWDiShares Russell 1000 Value ETF$1,472,214$5,632 ▼-0.4%7,5800.6%ETFVTIVanguard Total Stock Market ETF$1,431,5100.0%4,7100.6%ETFAAPLApple$1,413,201$301,803 ▼-17.6%6,8880.5%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$1,382,070$6,530 ▼-0.5%59,4690.5%ETFIWFiShares Russell 1000 Growth ETF$1,332,852$1,274 ▲0.1%3,1390.5%ETFIWRiShares Russell Mid-Cap ETF$1,257,954$48,376 ▼-3.7%13,6780.5%ETFGDXVanEck Gold Miners ETF$1,105,0190.0%21,2260.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,094,270$17,937 ▲1.7%27,0260.4%ETFAMZNAmazon.com$789,804$26,327 ▼-3.2%3,6000.3%Retail/WholesaleVUGVanguard Growth ETF$742,2110.0%1,6930.3%ETFSPYSPDR S&P 500 ETF Trust$618,809$618 ▲0.1%1,0020.2%FinanceNVDANVIDIA$613,7910.0%3,8850.2%Computer and TechnologyAMGNAmgen$437,5220.0%1,5670.2%MedicalVOVanguard Mid-Cap ETF$354,4880.0%1,2670.1%ETFPAYXPaychex$333,285$21,530 ▼-6.1%2,2910.1%Computer and TechnologyBNLBroadstone Net Lease$288,0170.0%17,9450.1%FinanceAVGOBroadcom$278,407$278,407 ▲New Holding1,0100.1%Computer and TechnologyGOOGAlphabet$269,839$85,156 ▼-24.0%1,5210.1%Computer and TechnologyQQQInvesco QQQ$264,2360.0%4790.1%FinanceGGGGraco$257,9100.0%3,0000.1%IndustrialsGOOGLAlphabet$240,936$84,601 ▼-26.0%1,3670.1%Computer and TechnologyTRIThomson Reuters$237,5350.0%1,1810.1%Business ServicesXYLXylem$236,4700.0%1,8280.1%Business ServicesIEFAiShares Core MSCI EAFE ETF$233,744$83 ▼0.0%2,8000.1%ETFVOOVanguard S&P 500 ETF$232,521$1,706 ▲0.7%4090.1%ETFBRK.BBerkshire Hathaway$226,369$129,701 ▼-36.4%4660.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$211,9530.0%4810.1%FinanceMCDMcDonald's$208,902$21,036 ▼-9.1%7150.1%Retail/WholesaleDVYiShares Select Dividend ETF$207,717$1,195 ▲0.6%1,5640.1%ETFJPMJPMorgan Chase & Co.$206,706$206,706 ▲New Holding7130.1%FinanceIUSGiShares Core S&P U.S. Growth ETF$202,671$202,671 ▲New Holding1,3480.1%ManufacturingEFAiShares MSCI EAFE ETF$200,153$200,153 ▲New Holding2,2390.1%FinanceAESAES$109,618$53 ▲0.0%10,4200.0%UtilitiesBFLYButterfly Network$107,0520.0%53,5260.0%MedicalShowing 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. 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