StockDriftsStockDriftsTop 50 Seneca Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 9.72% | 1.11M | $37.4M | +12.04%(+118.82K) | $21.06(+69.13%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 9.23% | 150.2K | $35.5M | -0.03%(-49) | $138.62(+76.79%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 7.35% | 767.8K | $28.3M | +0.89%(+6.78K) | $24.12(+52.14%) | 2026-06-30 | |
| STIP | ISHARES TR | 6.97% | 262.9K | $26.9M | +5.72%(+14.22K) | $103.07(-2.26%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 6.87% | 998.8K | $26.5M | +7.87%(+72.88K) | $26.69(-2.88%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 6.68% | 712.4K | $25.7M | +12.55%(+79.44K) | $25.40(+40.64%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 6.47% | 492.6K | $24.9M | +12.07%(+53.05K) | $49.91(-0.41%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 6.3% | 283.9K | $24.3M | -2.68%(-7.83K) | $68.85(+28.00%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 5.64% | 624.1K | $21.7M | -2.29%(-14.63K) | $21.00(+68.63%) | 2026-06-30 | |
| EFG | ISHARES TR | 5.63% | 174.1K | $21.7M | +6.97%(+11.35K) | $109.44(+15.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.43% | +42.12% | +6.29% | +35.67% |
| Top 20 Holdings Unweighted | +11.36% | +38.10% | +5.62% | +31.46% |
Seneca Financial Advisors LLC reports $385.05M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (9.7%), VIG (9.2%) and SCHM (7.3%). The top 20 holdings account for 91.02% of reported assets. Its disclosed equity book has returned +42.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Seneca Financial Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Seneca Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2082922). View Seneca Financial Advisors LLC’s 13F filings on SEC