Seneca Financial Advisors LLC
Seneca Financial Advisors LLC reported 66 positions worth $385.0M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SCHG (9.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $37.4M | 9.72% | 1,105,650 | — | — | |
| ▸ 2 | VIG | SH | $35.5M | 9.23% | 150,196 | — | — | |
| ▸ 3 | SCHM | SH | $28.3M | 7.35% | 767,806 | — | — | |
| ▸ 4 | STIP | SH | $26.9M | 6.97% | 262,884 | — | — | |
| ▸ 5 | SCHP | SH | $26.5M | 6.87% | 998,768 | — | — | |
| ▸ 6 | SCHA | SH | $25.7M | 6.68% | 712,389 | — | — | |
| ▸ 7 | VTEB | SH | $24.9M | 6.47% | 492,631 | — | — | |
| ▸ 8 | VXUS | SH | $24.3M | 6.30% | 283,926 | — | — | |
| ▸ 9 | SCHV | SH | $21.7M | 5.64% | 624,063 | — | — | |
| ▸ 10 | EFG | SH | $21.7M | 5.63% | 174,129 | — | — |
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Frequently Asked Questions
What stocks does Seneca Financial Advisors LLC hold as of Q2 2026?
Seneca Financial Advisors LLC reported 66 positions worth $385.0M in its Q2 2026 13F filing. Largest positions: SCHG (9.7%), VIG (9.2%), SCHM (7.4%), STIP (7.0%) and SCHP (6.9%).
What did Seneca Financial Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Seneca Financial Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.