Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Seneschal Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Seneschal Advisors, LLC (CIK 2039659) reported $146.0M across 596 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BIV ($30.4M, 20.79%), VTI ($26.2M, 17.93%), DFUS ($9.7M, 6.64%), DFUV ($8.6M, 5.86%), DFAT ($7.5M, 5.11%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BIVVANGUARD BD INDEX FDS$30.4M20.79%395,818Trimmed
2VTIVANGUARD INDEX FDS$26.2M17.93%70,775Trimmed
3DFUSDIMENSIONAL ETF TRUST$9.7M6.64%118,371Trimmed
4DFUVDIMENSIONAL ETF TRUST$8.6M5.86%155,556Trimmed
5DFATDIMENSIONAL ETF TRUST$7.5M5.11%106,795Trimmed
6DFASDIMENSIONAL ETF TRUST$6.5M4.44%78,782Trimmed
7BNDXVANGUARD CHARLOTTE FDS$6.2M4.27%128,662Added
8DFARDIMENSIONAL ETF TRUST$5.7M3.88%216,478Added
9AMZNAMAZON COM INC$4.5M3.11%19,035Hold
10MSFTMICROSOFT CORP$3.1M2.15%8,407Trimmed
11DFACDIMENSIONAL ETF TRUST$3.0M2.04%67,091Trimmed
12COSTCOSTCO WHOLESALE CORPORATION$2.7M1.85%2,890Trimmed
13TPLTEXAS PACIFIC LAND CORPORATI$2.6M1.79%5,957Hold
14VTIPVANGUARD MALVERN FDS$2.0M1.37%39,849Added
15GOOGALPHABET INC$1.8M1.20%4,980Trimmed
16DFAUDIMENSIONAL ETF TRUST$1.7M1.18%33,344Added
17DFAIDIMENSIONAL ETF TRUST$1.6M1.07%37,914Added
18AAPLAPPLE INC$1.6M1.07%5,381Trimmed
19VUGVANGUARD INDEX FDS$1.3M0.90%15,230Added
20QUALISHARES TR$1.3M0.87%5,789Trimmed
21QQQINVESCO QQQ TR$1.0M0.72%1,425Trimmed
22DFLVDIMENSIONAL ETF TRUST$982,1740.67%24,840Trimmed
23QQQMINVESCO EXCH TRADED FD TR II$819,5340.56%2,705Trimmed
24GOOGLALPHABET INC$766,4440.52%2,145Trimmed
25VOOVANGUARD INDEX FDS$668,2670.46%973Added

Source: SEC Form 13F filings · as of 2026-06-30