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 (2026-03-31)

Seneschal Advisors, LLC (CIK 2039659) reported $134.7M across 593 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIV ($30.6M, 22.74%), VTI ($23.0M, 17.10%), DFUS ($8.7M, 6.45%), DFUV ($7.9M, 5.84%), DFAT ($6.9M, 5.11%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BIVVANGUARD BD INDEX FDS$30.6M22.74%396,820Added
2VTIVANGUARD INDEX FDS$23.0M17.10%71,785Added
3DFUSDIMENSIONAL ETF TRUST$8.7M6.45%122,532Added
4DFUVDIMENSIONAL ETF TRUST$7.9M5.84%162,247Added
5DFATDIMENSIONAL ETF TRUST$6.9M5.11%110,160Added
6BNDXVANGUARD CHARLOTTE FDS$6.0M4.46%124,920Added
7DFASDIMENSIONAL ETF TRUST$5.7M4.26%80,736Added
8DFARDIMENSIONAL ETF TRUST$5.0M3.74%213,255Added
9AMZNAMAZON COM INC$4.0M2.94%19,035Trimmed
10MSFTMICROSOFT CORP$3.1M2.33%8,480Trimmed
11COSTCOSTCO WHOLESALE CORPORATION$2.9M2.16%2,919Added
12TPLTEXAS PACIFIC LAND CORPORATI$2.8M2.10%5,957Trimmed
13DFACDIMENSIONAL ETF TRUST$2.7M2.03%70,332Trimmed
14VTIPVANGUARD MALVERN FDS$1.5M1.08%29,058Trimmed
15GOOGALPHABET INC$1.4M1.06%4,985Trimmed
16AAPLAPPLE INC$1.4M1.03%5,481Trimmed
17DFAUDIMENSIONAL ETF TRUST$1.3M0.95%28,397Trimmed
18DFAIDIMENSIONAL ETF TRUST$1.3M0.93%32,304Trimmed
19QUALISHARES TR$1.2M0.86%6,057Trimmed
20VUGVANGUARD INDEX FDS$1.1M0.84%2,580Trimmed
21QQQINVESCO QQQ TR$1.0M0.77%1,795Trimmed
22DFLVDIMENSIONAL ETF TRUST$893,8580.66%25,031Added
23QQQMINVESCO EXCH TRADED FD TR II$713,5730.53%3,003Added
24SBUXSTARBUCKS CORP$650,4330.48%7,260Added
25GOOGLALPHABET INC$628,6300.47%2,186Trimmed

Source: SEC Form 13F filings · as of 2026-03-31