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CIK: 0002039659
Total reported value
$146.0M
$146.0M
589 檔
53.3%
The Q3 2025 SEC filing reveals that Seneschal Advisors, LLC held a total portfolio value of $146.0M, covering 589 public equity positions.
In Q3 2025, Seneschal Advisors, LLC displayed an active expansion posture, initiating 167 new positions and adding to 14 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 589 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 22.20% | -1.95% | -10.17% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.46% | +0.83% | -5.06% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.70% | +0.19% | +1.23% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.34% | +0.02% | +2.03% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 4.80% | — | +1.51% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.40% | -0.19% | +0.98% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.20% | +0.18% | +1.63% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.75% | -0.18% | +6.01% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.48% | +0.17% | +0.20% | |
| 10 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.29% | +0.14% | +10.45% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.15% | +0.01% | +0.57% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.03% | -0.31% | -4.01% | |
| 13 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.75% | -0.31% | -0.77% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.04% | +1.78% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.99% | +0.06% | -0.11% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.97% | +0.29% | +149.99% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.14% | +0.56% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.83% | +0.01% | -2.63% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | -0.05% | -1.87% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.76% | +0.14% | +30.32% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.60% | +0.23% | +36.01% | |
| 22 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | +9.96% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.05% | +1.59% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.49% | +0.03% | +5.65% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.47% | -0.02% | +0.32% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | +0.05% | +51.32% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.40% | +0.02% | — | |
| 28 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.40% | -0.04% | +0.06% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | -0.02% | -3.75% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.03% | +14.80% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.33% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.14% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.28% | -0.04% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.25% | +0.08% | — | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.21% | +0.02% | -51.26% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.20% | -0.02% | -0.88% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.19% | — | — | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.18% | +0.05% | -2.67% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.17% | +0.01% | — | |
| 41 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.17% | +0.01% | — | |
| 42 | IDCC | Interdigital Inc | Stock-Tech | 0.15% | -0.01% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.15% | -0.04% | — | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.14% | -0.01% | -9.15% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.14% | +0.01% | — | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.13% | — | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | — | — | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.11% | +0.01% | — | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.10% | -0.01% | — | |
| 50 | FDX | Fedex CORP | Stock-Industrials | 0.10% | -0.03% | — |
According to official SEC Form 13F filings, Seneschal Advisors, LLC reported a total U.S. public equity portfolio value of $146.0M across 589 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BIV, VTI, DFUS) accounted for 53.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
VTIP
市值: $1.3M
Top Position Liquidated / Trimmed
BIV
前期市值: $32.5M
During Q3 2025, Seneschal Advisors, LLC's top holdings by market value included BIV (22.2%)、VTI (17.5%)、DFUS (6.7%). The largest single position, BIV, represented 22.2% of total portfolio value.
In Q3 2025, Seneschal Advisors, LLC made 199 total portfolio adjustments, initiating 167 new buys, adding to 14 positions, trimming 18 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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