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CIK: 0002039659
Total reported value
$146.0M
$146.0M
594 檔
52.8%
At the close of Q1 2026, Seneschal Advisors, LLC disclosed equity holdings valued at approximately $146.0M, spread across 594 reported holdings.
Seneschal Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 1 holdings and trimming 54 positions.
Showing top 200 holdings (of 594 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 22.74% | -1.95% | +2.16% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.10% | +0.83% | +0.02% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.45% | +0.19% | +1.48% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.84% | +0.02% | +0.39% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 5.11% | — | +0.77% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.46% | -0.19% | +3.80% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.26% | +0.18% | +1.47% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.74% | +0.14% | +6.22% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.94% | +0.17% | -5.46% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.18% | -0.47% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.16% | -0.31% | +0.07% | |
| 12 | TPL | Texas Pacific Land CORP | Stock-Energy | 2.10% | -0.31% | -20.35% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.03% | +0.01% | -1.60% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.08% | +0.29% | -16.58% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | +0.14% | -0.12% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.04% | -1.06% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.95% | +0.23% | -3.08% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 0.93% | +0.14% | -6.39% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.86% | +0.01% | -1.45% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.06% | -0.81% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | -0.05% | -1.10% | |
| 22 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.66% | +0.01% | +11.86% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | +0.03% | +0.87% | |
| 24 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.48% | -0.02% | +0.19% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.05% | -4.33% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.04% | +22.71% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.43% | +0.02% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.40% | +0.05% | -2.16% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.02% | -5.00% | |
| 30 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.33% | -0.04% | -0.06% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.14% | -8.35% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.31% | +0.08% | -0.65% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | — | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.21% | +0.02% | -5.04% | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.20% | +0.05% | -2.62% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.19% | — | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.03% | -40.82% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.18% | -0.02% | -11.38% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.17% | +0.01% | — | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.17% | -0.17% | EXIT | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.16% | -0.04% | -12.59% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.15% | -0.01% | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | +0.01% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.04% | — | |
| 45 | IDCC | Interdigital Inc | Stock-Tech | 0.13% | -0.01% | — | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.12% | — | +119.15% | |
| 47 | FDX | Fedex CORP | Stock-Industrials | 0.12% | -0.03% | +0.22% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.11% | -0.01% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.09% | +0.01% | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | +0.5% | -20.35% | Trim |
| 2 | BIV | Vanguard Intermediate-term B | +0.5% | +2.16% | Add |
| 3 | DFAR | Dimensional US Real Est ETF | +0.4% | +6.22% | Add |
| 4 | DFAT | Dimensional US Target Value | +0.3% | +0.77% | Add |
| 5 | COST | Costco Wholesale CORP | +0.3% | +0.07% | Add |
| 6 | DFUV | Dimensional US Marketwide Va | +0.3% | +0.39% | Add |
| 7 | DFAS | Dimensional US Small Cap ETF | +0.2% | +1.47% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +3.80% | Add |
| 9 | DFLV | Dim US Large Cap Value ETF | +0.1% | +11.86% | Add |
| 10 | BND | Vanguard Total Bond Market | +0.1% | +22.71% | Add |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +119.15% | Add |
| 12 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 13 | SBUX | Starbucks CORP | 0% | +0.19% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.65% | Trim |
| 15 | FDX | Fedex CORP | 0% | +0.22% | Add |
| 16 | CRWV | Coreweave Inc-cl A | 0% | +24.60% | Add |
| 17 | CVX | Chevron CORP | 0% | — | Unchanged |
| 18 | UCO | Proshares Ultra Bloomberg Cr | 0% | — | Unchanged |
| 19 | AMD | Advanced Micro Devices | 0% | +183.33% | Add |
| 20 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 21 | WSFS | Wsfs Financial CORP | 0% | — | Unchanged |
| 22 | XLE | Ss Energy Select Sector | 0% | -10.92% | Trim |
| 23 | VZ | Verizon Communications Inc | 0% | -0.68% | Trim |
| 24 | SLB | Slb LTD | 0% | — | Unchanged |
| 25 | JNJ | Johnson & Johnson | 0% | +0.30% | Add |
| 26 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 27 | T | At&t Inc | 0% | -0.47% | Trim |
| 28 | MRK | Merck & Co. Inc. | 0% | +0.74% | Add |
| 29 | AMGN | Amgen Inc | 0% | +0.66% | Add |
| 30 | DFSV | Dimensional US Small Cap Val | 0% | +3.59% | Add |
| 31 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 32 | TR | Tootsie Roll Inds | 0% | +3.04% | Add |
| 33 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 34 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 35 | RTX | Rtx CORP | 0% | — | Unchanged |
| 36 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 37 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 38 | ECL | Ecolab Inc | 0% | +0.56% | Add |
| 39 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 40 | GLD | Spdr Gold Shares | — | -12.59% | Trim |
| 41 | HPQ | Hp Inc | — | -0.20% | Trim |
| 42 | GE | General Electric | — | -27.69% | Trim |
| 43 | KO | Coca-cola Co/the | — | — | Unchanged |
| 44 | BN | Brookfield CORP | — | — | Unchanged |
| 45 | PANW | Palo Alto Networks Inc | — | — | Unchanged |
| 46 | NI | Nisource Inc | — | — | Unchanged |
| 47 | AEO | American Eagle Outfitters | — | +0.40% | Add |
| 48 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 49 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 50 | MGK | Vanguard Mega Cap Growth ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Seneschal Advisors, LLC reported a total U.S. public equity portfolio value of $146.0M across 594 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIV, VTI, DFUS) accounted for 52.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHD
市值: $223.1K
Top Position Liquidated / Trimmed
BBAI
前期市值: $22.6K
During Q1 2026, Seneschal Advisors, LLC's top holdings by market value included BIV (22.7%)、VTI (17.1%)、DFUS (6.5%). The largest single position, BIV, represented 22.7% of total portfolio value.
In Q1 2026, Seneschal Advisors, LLC made 101 total portfolio adjustments, initiating 9 new buys, adding to 37 positions, trimming 54 holdings, and fully liquidating 1 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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