Seneca Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Seneca Financial Advisors LLC held in its portfolio 64 assets valued at $328,617,079 (i.e. $328.62M).
The most valuable assets in the portfolio included: VANGUARD SPECIALIZED FUNDS ($32.45M), SCHWAB STRATEGIC TR ($27.40M), and ISHARES TR ($24.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 64 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Seneca Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 147661 | 32452986 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 839966 | 27399705 | US LCAP GR ETF |
| ISHARES TR | 234385 | 23998704 | 0-5 YR TIPS ETF |
| SCHWAB STRATEGIC TR | 732134 | 22015256 | US MID-CAP ETF |
| VANGUARD STAR FDS | 291482 | 21989412 | VG TL INTL STK F |
| VANGUARD MUN BD FDS | 436638 | 21958540 | TAX EXEMPT BD |
| SCHWAB STRATEGIC TR | 822982 | 21800803 | US TIPS ETF |
| SCHWAB STRATEGIC TR | 652944 | 19333665 | US LCAP VA ETF |
| ISHARES TR | 146792 | 16722554 | EAFE GRWTH ETF |
| SCHWAB STRATEGIC TR | 624458 | 15011979 | INTL EQTY ETF |
| VANGUARD WHITEHALL FDS | 101846 | 14616949 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 475187 | 13533330 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 298144 | 9764224 | EMRG MKTEQ ETF |
| VANGUARD INTL EQUITY INDEX F | 149512 | 8037779 | FTSE EMR MKT ETF |
| ISHARES TR | 103527 | 7392894 | EAFE VALUE ETF |
| ISHARES TR | 14061 | 5251019 | RUS 1000 ETF |
| VANGUARD SCOTTSDALE FDS | 78624 | 3701631 | MTG-BKD SECS ETF |
| NORDSON CORP | 14998 | 3605969 | COM |
| SCHWAB STRATEGIC TR | 120844 | 3251918 | US LRG CAP ETF |
| ISHARES TR | 60822 | 2830657 | CORE UNIVRSL USD |
| EXXON MOBIL CORP | 21108 | 2540137 | COM |
| ISHARES TR | 8558 | 2106676 | RUSSELL 2000 ETF |
| ISHARES TR | 90819 | 2091113 | US TREAS BD ETF |
| ISHARES TR | 2737 | 1874416 | CORE S&P500 ETF |
| APPLE INC | 6056 | 1646518 | COM |
| VANGUARD INDEX FDS | 4722 | 1583237 | TOTAL STK MKT |
| SPDR INDEX SHS FDS | 20527 | 1548647 | S&P GLBDIV ETF |
| MICROSOFT CORP | 3175 | 1535372 | COM |
| SCHWAB STRATEGIC TR | 59469 | 1389799 | US AGGREGATE B |
| SCHWAB STRATEGIC TR | 29225 | 1330592 | INTL SCEQT ETF |
| ISHARES TR | 2720 | 1287301 | RUS 1000 GRW ETF |
| ISHARES TR | 6057 | 1273934 | RUS 1000 VAL ETF |
| SPDR INDEX SHS FDS | 27609 | 1226121 | PORTFOLIO DEVLPD |
| VANECK ETF TRUST | 14209 | 1218731 | GOLD MINERS ETF |
| ISHARES TR | 12042 | 1159276 | RUS MID CAP ETF |
| VANGUARD INDEX FDS | 1693 | 825947 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 31699 | 772493 | SHT TM US TRES |
| SPDR S&P 500 ETF TR | 1060 | 722633 | TR UNIT |
| AMAZON COM INC | 2750 | 634755 | COM |
| NVIDIA CORPORATION | 3147 | 586929 | COM |
| AMGEN INC | 1505 | 492602 | COM |
| ISHARES TR | 4785 | 428040 | CORE MSCI EAFE |
| ALPHABET INC | 1280 | 401664 | CAP STK CL C |
| VANGUARD INDEX FDS | 1267 | 367794 | MID CAP ETF |
| ALPHABET INC | 1166 | 364958 | CAP STK CL A |
| BROADCOM INC | 1030 | 356496 | COM |
| INVESCO QQQ TR | 479 | 294254 | UNIT SER 1 |
| CATERPILLAR INC | 480 | 275001 | COM |
| BERKSHIRE HATHAWAY INC DEL | 518 | 260373 | CL B NEW |
| PAYCHEX INC | 2303 | 258402 | COM |
| VANGUARD INDEX FDS | 410 | 257400 | S&P 500 ETF SHS |
| RTX CORPORATION | 1370 | 251181 | COM |
| BROADSTONE NET LEASE INC | 14414 | 250371 | COM |
| XYLEM INC | 1828 | 248937 | COM |
| GRACO INC | 3000 | 245910 | COM |
| ISHARES TR | 2518 | 241798 | MSCI EAFE ETF |
| JPMORGAN CHASE & CO. | 723 | 232965 | COM |
| SPDR DOW JONES INDL AVERAGE | 481 | 231154 | UT SER 1 |
| ISHARES TR | 1352 | 227006 | CORE S&P US GWT |
| ISHARES TR | 1581 | 223136 | SELECT DIVID ETF |
| MCDONALDS CORP | 715 | 218525 | COM |
| INVESCO EXCHANGE TRADED FD T | 1582 | 201088 | LARGE CAP GROWTH |
| AES CORP | 10420 | 149423 | COM |
| BUTTERFLY NETWORK INC | 30000 | 114000 | COM CL A |
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