StockDriftsStockDriftsTop 50 Seneschal Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 20.79% | 395.8K | $30.4M | -0.25%(-1.00K) | $76.58(-1.07%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 17.93% | 70.8K | $26.2M | -1.41%(-1.01K) | $286.46(+34.16%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.64% | 118.4K | $9.7M | -3.40%(-4.16K) | $63.20(+34.63%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.86% | 155.6K | $8.6M | -4.12%(-6.69K) | $41.37(+39.12%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.11% | 106.8K | $7.5M | -3.05%(-3.37K) | $55.69(+29.99%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.44% | 78.8K | $6.5M | -2.42%(-1.95K) | $64.94(+29.61%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.27% | 128.7K | $6.2M | +3.00%(+3.74K) | $49.56(-3.32%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.88% | 216.5K | $5.7M | +1.51%(+3.22K) | $24.05(+10.25%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.11% | 19.0K | $4.5M | +0.00%(+0) | $202.89(+30.67%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.15% | 8.4K | $3.1M | -0.86%(-73) | $429.85(+15.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.93% |
Seneschal Advisors LLC reports $146.04M in US-listed equity holdings across 596 positions in its most recent 13F filing. Its largest disclosed positions are BIV (20.8%), VTI (17.9%) and DFUS (6.6%). The top 20 holdings account for 87.52% of reported assets. Its disclosed equity book has returned +16.14% cumulatively over 6 quarters. 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.
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Holdings on this page are parsed from Seneschal Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039659). View Seneschal Advisors LLC’s 13F filings on SEC