Seneschal Advisors, LLC Top Holdings and 13F Report (2025) About Seneschal Advisors, LLCInvestment ActivitySeneschal Advisors, LLC has $126.79 million in total holdings as of March 31, 2025.Seneschal Advisors, LLC owns shares of 39 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.35% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Seneschal Advisors, LLC has purchased 33 new stocks and bought additional shares in 15 stocks.Seneschal Advisors, LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $33,713,512Vanguard Total Stock Market ETF $23,465,864Dimensional U.S. Equity ETF $8,434,852Dimensional US Marketwide Value ETF $6,827,211Dimensional U.S. Targeted Value ETF $6,038,340 Largest New Holdings this Quarter 922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $529,193 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $380,110 Holding921937835 - Vanguard Total Bond Market ETF $376,839 Holding874039100 - Taiwan Semiconductor Manufacturing $279,263 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $228,763 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 11,159 shares (about $863.04K)Dimensional US Real Estate ETF 31,631 shares (about $742.06K)Vanguard Short-Term Inflation-Protected Securities ETF 10,527 shares (about $529.19K)Vanguard Total Stock Market ETF 1,541 shares (about $468.36K)Schwab U.S. Large-Cap Growth ETF 13,013 shares (about $380.11K) Largest Sales this Quarter Amazon.com 2,945 shares (about $646.11K)Dimensional U.S. Equity ETF 2,844 shares (about $190.60K)Alphabet 1,002 shares (about $177.74K)Apple 767 shares (about $157.37K)Microsoft 247 shares (about $122.87K) 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$33,713,512$863,037 ▲2.6%435,91326.6%ETFVTIVanguard Total Stock Market ETF$23,465,864$468,357 ▲2.0%77,20818.5%ETFDFUSDimensional U.S. Equity ETF$8,434,852$190,604 ▼-2.2%125,8566.7%ETFDFUVDimensional US Marketwide Value ETF$6,827,211$53,484 ▲0.8%161,4765.4%ETFDFATDimensional U.S. Targeted Value ETF$6,038,340$25,955 ▼-0.4%111,9044.8%ETFBNDXVanguard Total International Bond ETF$6,012,294$87,385 ▲1.5%121,4364.7%ETFDFASDimensional U.S. Small Cap ETF$5,302,393$160,995 ▲3.1%83,2274.2%ETFAMZNAmazon.com$4,784,722$646,110 ▼-11.9%21,8093.8%Retail/WholesaleMSFTMicrosoft$4,678,358$122,866 ▼-2.6%9,4053.7%Computer and TechnologyDFARDimensional US Real Estate ETF$4,040,868$742,063 ▲22.5%172,2453.2%ETFCOSTCostco Wholesale$3,110,140$10,888 ▲0.4%3,1422.5%Retail/WholesaleTPLTexas Pacific Land$2,749,784$42,256 ▼-1.5%2,6032.2%EnergyDFACDimensional U.S. Core Equity 2 ETF$2,740,863$92,001 ▼-3.2%76,4752.2%ETFVUGVanguard Growth ETF$1,251,194$438 ▼0.0%2,8541.0%ETFAAPLApple$1,119,221$157,368 ▼-12.3%5,4550.9%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,103,502$56,674 ▲5.4%6,0360.9%ETFQQQInvesco QQQ$1,003,134$97,113 ▼-8.8%1,8180.8%FinanceGOOGAlphabet$952,585$177,745 ▼-15.7%5,3700.8%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$768,250$118,610 ▲18.3%22,2230.6%ETFSBUXStarbucks$705,448$1,924 ▲0.3%7,6990.6%Retail/WholesaleDFLVDimensional US Large Cap Value ETF$644,131$206,004 ▲47.0%20,7650.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$599,119$231,628 ▲63.0%23,9360.5%ETFERIEErie Indemnity$596,4790.0%1,7200.5%FinanceQQQMInvesco NASDAQ 100 ETF$590,460$179,409 ▲43.6%2,6000.5%ETFDFAUDimensional US Core Equity Market ETF$566,057$302,323 ▲114.6%13,3630.4%ETFGOOGLAlphabet$530,779$24,142 ▼-4.4%3,0120.4%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$530,268$18,511 ▼-3.4%19,1640.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$529,193$529,193 ▲New Holding10,5270.4%ManufacturingVEAVanguard FTSE Developed Markets ETF$500,605$64,136 ▼-11.4%8,7810.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$380,110$380,110 ▲New Holding13,0130.3%ETFBNDVanguard Total Bond Market ETF$376,839$376,839 ▲New Holding5,1180.3%ETFNVDANVIDIA$371,595$15,799 ▲4.4%2,3520.3%Computer and TechnologyIVViShares Core S&P 500 ETF$329,0770.0%5300.3%ETFTSMTaiwan Semiconductor Manufacturing$279,263$279,263 ▲New Holding1,2330.2%Computer and TechnologyVNQVanguard Real Estate ETF$257,028$7,125 ▼-2.7%2,8860.2%ETFVWOVanguard FTSE Emerging Markets ETF$253,483$27,895 ▼-9.9%5,1250.2%ETFDFAEDimensional Emerging Core Equity Market ETF$228,763$228,763 ▲New Holding7,9020.2%ETFIWBiShares Russell 1000 ETF$218,344$218,344 ▲New Holding6430.2%ETFIWDiShares Russell 1000 Value ETF$203,748$4,856 ▼-2.3%1,0490.2%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. 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