Seneschal Advisors, LLC Top Holdings and 13F Report (2025) About Seneschal Advisors, LLCInvestment ActivitySeneschal Advisors, LLC has $116.49 million in total holdings as of March 31, 2025.Seneschal Advisors, LLC owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.38% of the portfolio was purchased this quarter.About 1.60% of the portfolio was sold this quarter.This quarter, Seneschal Advisors, LLC has purchased 36 new stocks and bought additional shares in 14 stocks.Seneschal Advisors, LLC sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $32,523,414Vanguard Total Stock Market ETF $20,796,351Dimensional U.S. Equity ETF $7,783,757Dimensional US Marketwide Value ETF $6,602,315Vanguard Total International Bond ETF $5,842,359 Largest New Holdings this Quarter 25434V104 - Dimensional US Core Equity Market ETF $239,328 Holding Largest Purchases this Quarter Dimensional US Real Estate ETF 17,752 shares (about $421.97K)Vanguard Total Stock Market ETF 1,444 shares (about $396.87K)Dimensional US Core Equity Market ETF 6,226 shares (about $239.33K)Dimensional International Core Equity Market ETF 4,752 shares (about $148.41K)Microsoft 255 shares (about $95.73K) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 3,623 shares (about $277.41K)iShares Core S&P 500 ETF 233 shares (about $130.92K)Costco Wholesale 128 shares (about $121.04K)Apple 422 shares (about $93.75K)Amazon.com 480 shares (about $91.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeneschal Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$32,523,414$277,413 ▼-0.8%424,75427.9%ETFVTIVanguard Total Stock Market ETF$20,796,351$396,870 ▲1.9%75,66717.9%ETFDFUSDimensional U.S. Equity ETF$7,783,757$56,186 ▼-0.7%128,7006.7%ETFDFUVDimensional US Marketwide Value ETF$6,602,315$18,998 ▼-0.3%160,2115.7%ETFBNDXVanguard Total International Bond ETF$5,842,359$16,501 ▲0.3%119,6715.0%ETFDFATDimensional U.S. Targeted Value ETF$5,786,704$11,946 ▲0.2%112,3855.0%ETFDFASDimensional U.S. Small Cap ETF$4,821,825$58,436 ▲1.2%80,7004.1%ETFAMZNAmazon.com$4,709,735$91,326 ▼-1.9%24,7544.0%Retail/WholesaleMSFTMicrosoft$3,623,297$95,725 ▲2.7%9,6523.1%Computer and TechnologyTPLTexas Pacific Land$3,501,949$79,499 ▼-2.2%2,6433.0%EnergyDFARDimensional US Real Estate ETF$3,342,395$421,965 ▲14.4%140,6142.9%ETFCOSTCostco Wholesale$2,960,792$121,042 ▼-3.9%3,1312.5%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$2,607,595$85,015 ▲3.4%79,0422.2%ETFAAPLApple$1,382,185$93,745 ▼-6.4%6,2221.2%Computer and TechnologyVUGVanguard Growth ETF$1,058,6920.0%2,8550.9%ETFGOOGAlphabet$995,498$7,812 ▼-0.8%6,3720.9%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$978,517$35,887 ▲3.8%5,7260.8%ETFQQQInvesco QQQ$935,241$5,159 ▲0.6%1,9940.8%FinanceSBUXStarbucks$753,172$10,889 ▼-1.4%7,6780.6%Retail/WholesaleERIEErie Indemnity$720,7660.0%1,7200.6%FinanceDFAIDimensional International Core Equity Market ETF$586,875$148,405 ▲33.8%18,7920.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$527,1620.0%19,8330.5%ETFVEAVanguard FTSE Developed Markets ETF$503,522$18,756 ▼-3.6%9,9060.4%ETFGOOGLAlphabet$486,908$30,615 ▼-5.9%3,1490.4%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$431,771$20,482 ▲5.0%14,1240.4%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$364,995$5,196 ▼-1.4%14,6820.3%ETFQQQMInvesco NASDAQ 100 ETF$349,367$49,220 ▲16.4%1,8100.3%ETFIVViShares Core S&P 500 ETF$297,807$130,923 ▼-30.5%5300.3%ETFVNQVanguard Real Estate ETF$268,5420.0%2,9660.2%ETFVWOVanguard FTSE Emerging Markets ETF$257,485$317 ▲0.1%5,6890.2%ETFNVDANVIDIA$244,073$20,592 ▲9.2%2,2520.2%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$239,328$239,328 ▲New Holding6,2260.2%ETFIWDiShares Russell 1000 Value ETF$202,084$4,704 ▼-2.3%1,0740.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$0$269,472 ▼-100.0%00.0%ETFTSMTaiwan Semiconductor Manufacturing$0$237,976 ▼-100.0%00.0%Computer and TechnologyIWBiShares Russell 1000 ETF$0$207,149 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$202,196 ▼-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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