Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Seneca Financial Advisors LLC (CIK 2082922) reported $341.3M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($32.3M, 9.47%), SCHG ($28.7M, 8.42%), STIP ($25.7M, 7.54%), SCHP ($24.6M, 7.22%), SCHM ($23.6M, 6.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $32.3M | 9.47% | 150,245 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $28.7M | 8.42% | 986,830 | Added |
| 3 | STIP | ISHARES TR | $25.7M | 7.54% | 248,663 | Added |
| 4 | SCHP | SCHWAB STRATEGIC TR | $24.6M | 7.22% | 925,889 | Added |
| 5 | SCHM | SCHWAB STRATEGIC TR | $23.6M | 6.90% | 761,028 | Added |
| 6 | VXUS | VANGUARD STAR FDS | $22.5M | 6.59% | 291,754 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $21.9M | 6.43% | 439,579 | Added |
| 8 | SCHV | SCHWAB STRATEGIC TR | $19.5M | 5.71% | 638,696 | Trimmed |
| 9 | SCHA | SCHWAB STRATEGIC TR | $18.4M | 5.39% | 632,949 | Added |
| 10 | EFG | ISHARES TR | $18.1M | 5.31% | 162,784 | Added |
| 11 | VYM | VANGUARD WHITEHALL FDS | $15.5M | 4.54% | 104,703 | Added |
| 12 | SCHF | SCHWAB STRATEGIC TR | $14.2M | 4.15% | 572,826 | Trimmed |
| 13 | SCHE | SCHWAB STRATEGIC TR | $9.5M | 2.78% | 287,716 | Trimmed |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $7.9M | 2.32% | 146,367 | Trimmed |
| 15 | EFV | ISHARES TR | $7.6M | 2.22% | 101,761 | Trimmed |
| 16 | IWB | ISHARES TR | $5.0M | 1.48% | 14,123 | Added |
| 17 | NDSN | NORDSON CORP | $4.0M | 1.17% | 14,998 | Hold |
| 18 | VMBS | VANGUARD SCOTTSDALE FDS | $3.9M | 1.14% | 82,957 | Added |
| 19 | XOM | EXXON MOBIL CORP | $3.6M | 1.05% | 21,108 | Hold |
| 20 | SCHX | SCHWAB STRATEGIC TR | $3.1M | 0.91% | 121,252 | Added |
| 21 | IUSB | ISHARES TR | $2.8M | 0.83% | 61,303 | Added |
| 22 | IWM | ISHARES TR | $2.1M | 0.61% | 8,425 | Trimmed |
| 23 | IVV | ISHARES TR | $1.8M | 0.52% | 2,740 | Added |
| 24 | AAPL | APPLE INC | $1.6M | 0.46% | 6,210 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $1.5M | 0.44% | 4,722 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31