Seneschal Advisors, LLC Top Holdings and 13F Report (2026) About Seneschal Advisors, LLCInvestment ActivitySeneschal Advisors, LLC has $134.69 million in total holdings as of March 31, 2026.Seneschal Advisors, LLC owns shares of 594 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.53% of the portfolio was purchased this quarter.About 1.54% of the portfolio was sold this quarter.This quarter, Seneschal Advisors, LLC has purchased 590 new stocks and bought additional shares in 78 stocks.Seneschal Advisors, LLC sold shares of 87 stocks and completely divested from 21 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $30,626,568Vanguard Total Stock Market ETF $23,029,191Dimensional U.S. Equity ETF $8,688,729Dimensional US Marketwide Value ETF $7,862,478Dimensional U.S. Targeted Value ETF $6,879,492 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $223,105 Holding55083R203 - LYELL IMMUNOPHARMA INC $2,528 Holding88579Y101 - 3M $1,017 HoldingG51502105 - Johnson Controls International $917 Holding55024U109 - Lumentum $703 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 8,373 shares (about $646.23K)Dimensional US Real Estate ETF 12,480 shares (about $295.15K)Schwab US Dividend Equity ETF 7,272 shares (about $223.11K)Vanguard Total International Bond ETF 4,571 shares (about $219.64K)Dimensional U.S. Equity ETF 1,788 shares (about $126.79K) Largest Sales this Quarter Texas Pacific Land 1,522 shares (about $722.28K)Vanguard Short-Term Inflation-Protected Securities ETF 5,777 shares (about $288.56K)Amazon.com 1,100 shares (about $229.10K)NVIDIA 1,000 shares (about $174.40K)Dimensional International Core Equity Market ETF 2,206 shares (about $85.95K) 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$30,626,568$646,228 ▲2.2%396,82022.7%ETFVTIVanguard Total Stock Market ETF$23,029,191$3,850 ▲0.0%71,78517.1%ETFDFUSDimensional U.S. Equity ETF$8,688,729$126,787 ▲1.5%122,5326.5%ETFDFUVDimensional US Marketwide Value ETF$7,862,478$30,433 ▲0.4%162,2475.8%ETFDFATDimensional U.S. Targeted Value ETF$6,879,492$52,333 ▲0.8%110,1605.1%ETFBNDXVanguard Total International Bond ETF$6,002,406$219,637 ▲3.8%124,9204.5%ETFDFASDimensional U.S. Small Cap ETF$5,742,752$83,435 ▲1.5%80,7364.3%ETFDFARDimensional US Real Estate ETF$5,043,481$295,152 ▲6.2%213,2553.7%ETFAMZNAmazon.com$3,964,463$229,100 ▼-5.5%19,0352.9%Retail/WholesaleMSFTMicrosoft$3,138,952$14,806 ▼-0.5%8,4802.3%Computer and TechnologyCOSTCostco Wholesale$2,908,197$1,993 ▲0.1%2,9192.2%Retail/WholesaleTPLTexas Pacific Land$2,826,954$722,280 ▼-20.4%5,9572.1%EnergyDFACDimensional U.S. Core Equity 2 ETF$2,733,098$44,339 ▼-1.6%70,3322.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,451,448$288,561 ▼-16.6%29,0581.1%ManufacturingGOOGAlphabet$1,429,998$1,721 ▼-0.1%4,9851.1%Computer and TechnologyAAPLApple$1,390,969$14,973 ▼-1.1%5,4811.0%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$1,281,273$40,698 ▼-3.1%28,3971.0%ETFDFAIDimensional International Core Equity Market ETF$1,258,564$85,946 ▼-6.4%32,3040.9%ETFQUALiShares MSCI USA Quality Factor ETF$1,161,794$17,071 ▼-1.4%6,0570.9%ETFVUGVanguard Growth ETF$1,126,919$9,173 ▼-0.8%2,5800.8%ETFQQQInvesco QQQ$1,036,302$11,547 ▼-1.1%1,7950.8%FinanceDFLVDimensional US Large Cap Value ETF$893,858$94,774 ▲11.9%25,0310.7%ETFQQQMInvesco NASDAQ 100 ETF$713,573$6,178 ▲0.9%3,0030.5%ETFSBUXStarbucks$650,433$1,254 ▲0.2%7,2600.5%Retail/WholesaleGOOGLAlphabet$628,630$28,470 ▼-4.3%2,1860.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$596,779$110,460 ▲22.7%8,1040.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$584,5020.0%19,1640.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$545,227$12,060 ▼-2.2%18,7170.4%ETFVEAVanguard FTSE Developed Markets ETF$518,344$27,298 ▼-5.0%8,0890.4%ETFERIEErie Indemnity$442,307$251 ▼-0.1%1,7600.3%FinanceVOOVanguard S&P 500 ETF$432,627$39,438 ▼-8.4%7240.3%ETFTSMTaiwan Semiconductor Manufacturing$413,989$2,704 ▼-0.6%1,2250.3%Computer and TechnologyIVViShares Core S&P 500 ETF$346,2020.0%5300.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$279,042$14,797 ▼-5.0%11,2020.2%ETFDFAEDimensional Emerging Core Equity Market ETF$272,032$7,314 ▼-2.6%8,0340.2%ETFVNQVanguard Real Estate ETF$255,9890.0%2,8860.2%ETFNVDANVIDIA$252,885$174,403 ▼-40.8%1,4500.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$241,712$31,025 ▼-11.4%4,4720.2%ETFIWBiShares Russell 1000 ETF$229,2690.0%6430.2%ETFSCHDSchwab US Dividend Equity ETF$223,105$223,105 ▲New Holding7,2720.2%ETFGLDSPDR Gold Shares$209,121$30,120 ▼-12.6%4860.2%FinanceIWDiShares Russell 1000 Value ETF$203,6280.0%9530.2%ETFIJHiShares Core S&P Mid-Cap ETF$199,2140.0%2,9500.1%ETFXOMExxonMobil$190,1890.0%1,1210.1%EnergyIDCCInterDigital$181,2000.0%6000.1%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$165,939$90,220 ▲119.2%3,6160.1%ETFFDXFedEx$162,775$356 ▲0.2%4570.1%TransportationSDYSPDR S&P Dividend ETF$146,0860.0%1,0010.1%ETFIJRiShares Core S&P Small-Cap ETF$121,2030.0%9750.1%ETFVOVanguard Mid-Cap ETF$119,1800.0%4150.1%ETFIWMiShares Russell 2000 ETF$115,0720.0%4640.1%FinanceVBVanguard Small-Cap ETF$114,198$5,238 ▼-4.4%4360.1%ETFTSLATesla$113,520$9,305 ▲8.9%3050.1%Auto/Tires/TrucksAMGNAmgen$108,029$704 ▲0.7%3070.1%MedicalBABoeing$106,1420.0%5330.1%AerospaceEFAiShares MSCI EAFE ETF$105,872$19,426 ▼-15.5%1,0900.1%FinanceMETAMeta Platforms$97,795$28,595 ▼-22.6%1710.1%Computer and TechnologyCOREWEAVE INC$96,528$19,058 ▲24.6%1,2460.1%COM CL AWSFSWSFS Financial$94,9170.0%1,4500.1%FinanceCVXChevron$91,8640.0%4440.1%EnergyDUHPDimensional US High Profitability ETF$91,3120.0%2,4840.1%ETFSPYSPDR S&P 500 ETF Trust$88,2600.0%1360.1%FinancePALANTIR TECHNOLOGIES INC$85,868$35,400 ▼-29.2%5870.1%CL AJNJJohnson & Johnson$82,627$244 ▲0.3%3380.1%MedicalJPMJPMorgan Chase & Co.$82,570$6,171 ▼-7.0%2810.1%FinanceTMOThermo Fisher Scientific$82,087$492 ▲0.6%1670.1%MedicalXLEEnergy Select Sector SPDR Fund$80,435$9,863 ▼-10.9%1,3130.1%ETFDFSVDimensional US Small Cap Value ETF$78,770$2,733 ▲3.6%2,2480.1%ETFEEMiShares MSCI Emerging Markets ETF$77,4050.0%1,3630.1%FinanceIWNiShares Russell 2000 Value ETF$75,8360.0%4000.1%ETFNFLXNetflix$74,9980.0%7800.1%Consumer DiscretionaryNEENextEra Energy$74,3040.0%8000.1%UtilitiesVZVerizon Communications$73,092$502 ▼-0.7%1,4560.1%Computer and TechnologyKOCocaCola$69,5860.0%9150.1%Consumer StaplesTAT&T$67,183$319 ▼-0.5%2,3170.0%Computer and TechnologyRIVNRivian Automotive$66,5210.0%4,4200.0%Auto/Tires/TrucksMRKMerck & Co., Inc.$65,695$481 ▲0.7%5460.0%MedicalETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$64,3450.0%4,7070.0%Financial ServicesRTXRTX$63,7190.0%3300.0%AerospaceABBVAbbVie$63,5080.0%2920.0%MedicalVVisa$60,1470.0%1990.0%Business ServicesABTAbbott Laboratories$59,242$16,120 ▼-21.4%5770.0%MedicalIWOiShares Russell 2000 Growth ETF$57,4280.0%1830.0%ETFSCHPSchwab U.S. TIPS ETF$56,310$26,612 ▼-32.1%2,1160.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$54,369$2,961 ▼-5.2%4590.0%ETFTIPiShares TIPS Bond ETF$54,1870.0%4910.0%ETFWECWEC Energy Group$52,4450.0%4530.0%UtilitiesDVYiShares Select Dividend ETF$51,9340.0%3430.0%ETFSLBSLB$51,3900.0%1,0000.0%EnergyVIGVanguard Dividend Appreciation ETF$48,8190.0%2270.0%ETFHPQHP$47,469$96 ▼-0.2%2,4710.0%Computer and TechnologyECLEcolab$47,353$266 ▲0.6%1780.0%Basic MaterialsNINiSource$46,1280.0%9890.0%UtilitiesVXUSVanguard Total International Stock ETF$44,649$231 ▲0.5%5790.0%ETFUCOProShares Ultra Bloomberg Crude Oil$43,6230.0%1,1100.0%ETFGDGeneral Dynamics$41,5300.0%1210.0%AerospaceBNBrookfield$40,9560.0%1,0120.0%FinanceVHTVanguard Health Care ETF$40,8500.0%1500.0%ETFSCHWCharles Schwab$40,375$188 ▲0.5%4300.0%FinanceGSThe Goldman Sachs Group$39,7620.0%470.0%FinanceShowing 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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