Seneca Financial Advisors LLC Top Holdings and 13F Report (2026) About Seneca Financial Advisors LLCInvestment ActivitySeneca Financial Advisors LLC has $341.27 million in total holdings as of March 31, 2026.Seneca Financial Advisors LLC owns shares of 64 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.16% of the portfolio was purchased this quarter.About 1.35% of the portfolio was sold this quarter.This quarter, Seneca Financial Advisors LLC has purchased 64 new stocks and bought additional shares in 28 stocks.Seneca Financial Advisors LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $32,311,738Schwab U.S. Large-Cap Growth ETF $28,746,372iShares 0-5 Year TIPS Bond ETF $25,719,193Schwab U.S. TIPS ETF $24,637,901Schwab U.S. Mid-Cap ETF $23,561,436 Largest New Holdings this Quarter 78468R796 - SPDR S&P Fossil Fuel Reserves Free ETF $234,120 Holding Largest Purchases this Quarter Schwab US Small-Cap ETF 157,762 shares (about $4.59M)Schwab U.S. Large-Cap Growth ETF 146,864 shares (about $4.28M)Schwab U.S. TIPS ETF 102,907 shares (about $2.74M)iShares MSCI EAFE Growth ETF 15,992 shares (about $1.78M)iShares 0-5 Year TIPS Bond ETF 14,278 shares (about $1.48M) Largest Sales this Quarter iShares U.S. Treasury Bond ETF 74,030 shares (about $1.70M)Schwab International Equity ETF 51,632 shares (about $1.28M)Schwab U.S. Large-Cap Value ETF 14,248 shares (about $434.56K)Schwab Emerging Markets Equity ETF 10,428 shares (about $343.60K)SPDR S&P Global Dividend ETF 2,230 shares (about $172.05K) 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$32,311,738$555,716 ▲1.7%150,2459.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$28,746,372$4,278,150 ▲17.5%986,8308.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$25,719,193$1,476,772 ▲6.1%248,6637.5%ETFSCHPSchwab U.S. TIPS ETF$24,637,901$2,738,355 ▲12.5%925,8897.2%ETFSCHMSchwab U.S. Mid-Cap ETF$23,561,436$894,559 ▲3.9%761,0286.9%ETFVXUSVanguard Total International Stock ETF$22,497,182$20,974 ▲0.1%291,7546.6%ETFVTEBVanguard Tax-Exempt Bond ETF$21,930,602$146,727 ▲0.7%439,5796.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$19,480,230$434,564 ▼-2.2%638,6965.7%ETFSCHASchwab US Small-Cap ETF$18,406,156$4,587,719 ▲33.2%632,9495.4%ETFEFGiShares MSCI EAFE Growth ETF$18,129,212$1,781,025 ▲10.9%162,7845.3%ETFVYMVanguard High Dividend Yield ETF$15,506,568$423,123 ▲2.8%104,7034.5%ETFSCHFSchwab International Equity ETF$14,177,440$1,277,892 ▼-8.3%572,8264.2%ETFSCHESchwab Emerging Markets Equity ETF$9,480,250$343,603 ▼-3.5%287,7162.8%ETFVWOVanguard FTSE Emerging Markets ETF$7,911,163$169,988 ▼-2.1%146,3672.3%ETFEFViShares MSCI EAFE Value ETF$7,565,960$131,303 ▼-1.7%101,7612.2%ETFIWBiShares Russell 1000 ETF$5,035,754$22,107 ▲0.4%14,1231.5%ETFNDSNNordson$3,990,3680.0%14,9981.2%IndustrialsVMBSVanguard Mortgage-Backed Securities ETF$3,894,828$203,434 ▲5.5%82,9571.1%ETFXOMExxonMobil$3,581,1830.0%21,1081.0%EnergySCHXSchwab US Large-Cap ETF$3,108,898$10,461 ▲0.3%121,2520.9%ETFIUSBiShares Core Total USD Bond Market ETF$2,831,564$22,217 ▲0.8%61,3030.8%ManufacturingIWMiShares Russell 2000 ETF$2,089,324$32,983 ▼-1.6%8,4250.6%FinanceIVViShares Core S&P 500 ETF$1,789,839$1,960 ▲0.1%2,7400.5%ETFAAPLApple$1,575,927$39,081 ▲2.5%6,2100.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,514,9660.0%4,7220.4%ETFWDIVSPDR S&P Global Dividend ETF$1,411,643$172,048 ▼-10.9%18,2970.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,395,877$15,000 ▲1.1%60,1150.4%ETFSCHCSchwab International Small-Cap Equity ETF$1,365,9540.0%29,2250.4%ETFGDXVanEck Gold Miners ETF$1,303,9870.0%14,2090.4%ETFIWDiShares Russell 1000 Value ETF$1,295,122$855 ▲0.1%6,0610.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,260,3560.0%27,6090.4%ETFMSFTMicrosoft$1,178,686$3,332 ▲0.3%3,1840.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,160,626$853 ▲0.1%2,7220.3%ETFIWRiShares Russell Mid-Cap ETF$1,146,647$24,211 ▼-2.1%11,7930.3%ETFVUGVanguard Growth ETF$739,4850.0%1,6930.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$707,258$62,083 ▼-8.1%29,1410.2%ETFSPYSPDR S&P 500 ETF Trust$689,3250.0%1,0600.2%FinanceAMZNAmazon.com$631,891$59,149 ▲10.3%3,0340.2%Retail/WholesaleNVDANVIDIA$583,729$34,881 ▲6.4%3,3470.2%Computer and TechnologyAMGNAmgen$529,5340.0%1,5050.2%MedicalIEFAiShares Core MSCI EAFE ETF$433,1600.0%4,7850.1%ETFGOOGAlphabet$406,629$39,573 ▲10.8%1,4180.1%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$384,643$1,696,058 ▼-81.5%16,7890.1%ETFGOOGLAlphabet$354,699$19,274 ▲5.7%1,2330.1%Computer and TechnologyVOVanguard Mid-Cap ETF$354,225$9,768 ▼-2.7%1,2330.1%ETFCATCaterpillar$340,428$708 ▲0.2%4810.1%IndustrialsAVGOBroadcom$290,658$28,168 ▼-8.8%9390.1%Computer and TechnologyQQQInvesco QQQ$276,4690.0%4790.1%FinanceBNLBroadstone Net Lease$263,3440.0%14,4140.1%FinanceRTXRTX$255,504$8,677 ▼-3.3%1,3250.1%AerospaceGGGGraco$253,9500.0%3,0000.1%IndustrialsBRK.BBerkshire Hathaway$248,2260.0%5180.1%FinanceVOOVanguard S&P 500 ETF$245,499$597 ▲0.2%4110.1%ETFEFAiShares MSCI EAFE ETF$244,5680.0%2,5180.1%FinanceDVYiShares Select Dividend ETF$241,145$1,817 ▲0.8%1,5930.1%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$234,120$234,120 ▲New Holding4,4150.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$222,7940.0%4810.1%FinanceMCDMcDonald's$222,2150.0%7150.1%Retail/WholesaleXYLXylem$218,4460.0%1,8280.1%Business ServicesJPMJPMorgan Chase & Co.$212,6920.0%7230.1%FinancePAYXPaychex$211,026$1,105 ▼-0.5%2,2910.1%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$209,897$155 ▲0.1%1,3530.1%ManufacturingAESAES$146,8180.0%10,4200.0%UtilitiesBFLYButterfly Network$121,2000.0%30,0000.0%MedicalPWBInvesco Large Cap Growth ETF$0$201,088 ▼-100.0%00.0%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. 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