Seneca Financial Advisors LLC Top Holdings and 13F Report (2026) About Seneca Financial Advisors LLCInvestment ActivitySeneca Financial Advisors LLC has $385.05 million in total holdings as of June 30, 2026.Seneca Financial Advisors LLC owns shares of 66 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.71% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Seneca Financial Advisors LLC has purchased 64 new stocks and bought additional shares in 27 stocks.Seneca Financial Advisors LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $37,415,205Vanguard Dividend Appreciation ETF $35,539,276Schwab U.S. Mid-Cap ETF $28,309,006iShares 0-5 Year TIPS Bond ETF $26,856,229Schwab U.S. TIPS ETF $26,467,345 Largest New Holdings this Quarter 219350105 - Corning $326,282 Holding46137V746 - Invesco Large Cap Growth ETF $266,504 Holding023608102 - Ameren $220,428 Holding921943858 - Vanguard FTSE Developed Markets ETF $219,094 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 118,820 shares (about $4.02M)Schwab US Small-Cap ETF 79,440 shares (about $2.87M)Vanguard Tax-Exempt Bond ETF 53,052 shares (about $2.68M)Schwab U.S. TIPS ETF 72,879 shares (about $1.93M)iShares 0-5 Year TIPS Bond ETF 14,221 shares (about $1.45M) Largest Sales this Quarter Schwab International Equity ETF 80,376 shares (about $2.23M)Vanguard Total International Stock ETF 7,828 shares (about $669.22K)Schwab U.S. Large-Cap Value ETF 14,633 shares (about $509.38K)Nordson 678 shares (about $204.55K)Schwab Emerging Markets Equity ETF 2,295 shares (about $83.22K) 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 PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$37,415,205$4,020,870 â–²12.0%1,105,6509.7%ETFVIGVanguard Dividend Appreciation ETF$35,539,276$11,594 â–¼0.0%150,1969.2%ETFSCHMSchwab U.S. Mid-Cap ETF$28,309,006$249,905 â–²0.9%767,8067.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$26,856,229$1,452,817 â–²5.7%262,8847.0%ETFSCHPSchwab U.S. TIPS ETF$26,467,345$1,931,293 â–²7.9%998,7686.9%ETFSCHASchwab US Small-Cap ETF$25,738,599$2,870,165 â–²12.6%712,3896.7%ETFVTEBVanguard Tax-Exempt Bond ETF$24,917,276$2,683,370 â–²12.1%492,6316.5%ETFVXUSVanguard Total International Stock ETF$24,272,809$669,215 â–¼-2.7%283,9266.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$21,723,646$509,375 â–¼-2.3%624,0635.6%ETFEFGiShares MSCI EAFE Growth ETF$21,665,188$1,411,549 â–²7.0%174,1295.6%ETFVYMVanguard High Dividend Yield ETF$16,466,275$79,963 â–¼-0.5%104,1974.3%ETFSCHFSchwab International Equity ETF$13,640,875$2,226,417 â–¼-14.0%492,4503.5%ETFSCHESchwab Emerging Markets Equity ETF$10,349,361$83,217 â–¼-0.8%285,4212.7%ETFVWOVanguard FTSE Emerging Markets ETF$8,660,503$76,165 â–¼-0.9%145,0912.2%ETFEFViShares MSCI EAFE Value ETF$7,778,345$11,483 â–¼-0.1%101,6112.0%ETFIWBiShares Russell 1000 ETF$5,789,705$6,143 â–²0.1%14,1381.5%ETFNDSNNordson$4,320,201$204,546 â–¼-4.5%14,3201.1%IndustrialsVMBSVanguard Mortgage-Backed Securities ETF$3,989,872$106,634 â–²2.7%85,2351.0%ETFSCHXSchwab US Large-Cap ETF$3,558,220$10,212 â–¼-0.3%120,9050.9%ETFIUSBiShares Core Total USD Bond Market ETF$3,065,670$236,520 â–²8.4%66,4280.8%ETFXOMExxonMobil$2,885,8860.0%21,1080.7%EnergyIWMiShares Russell 2000 ETF$2,505,380$25,838 â–¼-1.0%8,3390.7%ETFIVViShares Core S&P 500 ETF$2,054,551$2,247 â–²0.1%2,7430.5%ETFAAPLApple$1,753,769$43,114 â–¼-2.4%6,0610.5%TechnologyVTIVanguard Total Stock Market ETF$1,749,313$1,850 â–²0.1%4,7270.5%ETFIWDiShares Russell 1000 Value ETF$1,473,175$3,879 â–²0.3%6,0770.4%ETFWDIVSPDR S&P Global Dividend ETF$1,471,797$9,749 â–²0.7%18,4190.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,439,054$48,596 â–²3.5%62,2160.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,378,704$12,497 â–¼-0.9%27,3610.4%ETFSCHCSchwab International Small-Cap Equity ETF$1,369,337$36,956 â–¼-2.6%28,4570.4%ETFIWFiShares Russell 1000 Growth ETF$1,351,827$1,013,839 â–²300.0%10,8870.4%ETFIWRiShares Russell Mid-Cap ETF$1,304,430$3,420 â–²0.3%11,8240.3%ETFMSFTMicrosoft$1,186,059$1,492 â–¼-0.1%3,1800.3%TechnologyGDXVanEck Gold Miners ETF$1,072,0910.0%14,2090.3%ETFVUGVanguard Growth ETF$875,010$729,175 â–²500.0%10,1580.2%ETFSPYSPDR S&P 500 ETF Trust$776,011$15,685 â–¼-2.0%1,0390.2%ETFNVDANVIDIA$669,845$200 â–²0.0%3,3480.2%TechnologyAMZNAmazon.com$658,295$64,828 â–¼-9.0%2,7620.2%Consumer DiscretionaryAMGNAmgen$544,9910.0%1,5050.1%HealthcareCATCaterpillar$512,7420.0%4810.1%IndustrialsGOOGAlphabet$480,914$20,141 â–¼-4.0%1,3610.1%Communication ServicesIEFAiShares Core MSCI EAFE ETF$462,329$193 â–²0.0%4,7870.1%ETFGOOGLAlphabet$416,693$23,944 â–¼-5.4%1,1660.1%Communication ServicesVOVanguard Mid-Cap ETF$397,534$298,191 â–²300.2%4,9340.1%ETFQQQInvesco QQQ$352,7360.0%4790.1%ETFAVGOBroadcom$345,264$9,444 â–¼-2.7%9140.1%TechnologyGLWCorning$326,282$326,282 â–²New Holding1,2770.1%TechnologyGOVTiShares U.S. Treasury Bond ETF$304,848$77,613 â–¼-20.3%13,3820.1%ETFBNLBroadstone Net Lease$297,9370.0%14,4140.1%Real EstateVOOVanguard S&P 500 ETF$282,4200.0%4110.1%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$270,353$611 â–²0.2%4,4250.1%ETFBRK.BBerkshire Hathaway$269,210$10,008 â–²3.9%5380.1%FinancePWBInvesco Large Cap Growth ETF$266,504$266,504 â–²New Holding1,5820.1%ETFEFAiShares MSCI EAFE ETF$262,456$935 â–²0.4%2,5270.1%ETFIUSGiShares Core S&P U.S. Growth ETF$254,845$376 â–²0.1%1,3550.1%ETFBFLYButterfly Network$252,6000.0%30,0000.1%HealthcareRTXRTX$251,4860.0%1,3250.1%IndustrialsDIASPDR Dow Jones Industrial Average ETF Trust$251,2700.0%4810.1%ETFDVYiShares Select Dividend ETF$250,258$1,251 â–²0.5%1,6010.1%ETFJPMJPMorgan Chase & Co.$236,6910.0%7230.1%FinanceGGGGraco$226,8300.0%3,0000.1%IndustrialsPAYXPaychex$226,126$885 â–²0.4%2,3000.1%IndustrialsAEEAmeren$220,428$220,428 â–²New Holding1,9500.1%UtilitiesVEAVanguard FTSE Developed Markets ETF$219,094$219,094 â–²New Holding3,0750.1%ETFXYLXylem$216,0880.0%1,8280.1%IndustrialsAESAES$152,7570.0%10,4200.0%UtilitiesSCHOSchwab Short-Term U.S. Treasury ETF$0$707,258 â–¼-100.0%00.0%ETFMCDMcDonald's$0$222,215 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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