Seneca Financial Advisors LLC Portfolio Holdings

Seneca Financial Advisors LLC

  • $306 Billion
  • Q3 2025

Seneca Financial Advisors LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $306 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $31.7B, Schwab Strategic Tr Us Large C with a value of $26B, Ishares U.S. Treasury Bond ETF with a value of $22.4B, Ishares Barclays 0 5 Year Tips with a value of $20.7B, and Schwab Strategic U.S. Mid Cap with a value of $20.6B.

Examining the 13F form we can see an increase of $46.8B in the current position value, from $259B to 306B.

Seneca Financial Advisors LLC is based out at Rochester, NY

Below you can find more details about Seneca Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $306 Billion
ETFs: $291 Billion
Industrials: $4.68 Billion
Technology: $4.56 Billion
Energy: $2.38 Billion
Consumer Cyclical: $1.22 Billion
Communication Services: $693 Million
Healthcare: $546 Million
Financial Services: $510 Million
Other: $458 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.7 Billion 10.36% of portfolio
146,988
Q3 2025 Reduced 0.36%
$0
$26 Billion 8.5% of portfolio
815,791
Q3 2025 Added 2.34%
$0
$22.4 Billion 7.31% of portfolio
967,866
Q3 2025 Added 7.29%
$0
$20.7 Billion 6.77% of portfolio
200,487
Q3 2025 Added 94.65%
$0
$20.6 Billion 6.74% of portfolio
696,167
Q3 2025 Added 16.79%
$0
$19.6 Billion 6.4% of portfolio
391,423
Q3 2025 Added 30.59%
$0
$19 Billion 6.2% of portfolio
258,424
Q3 2025 Added 74.09%
$0
$18.5 Billion 6.03% of portfolio
634,730
Q3 2025 Reduced 2.72%
$0
$14.7 Billion 4.8% of portfolio
129,081
Q3 2025 Added 63.46%
$0
$13.5 Billion 4.4% of portfolio
95,505
Q3 2025 Added 3.88%
$0
$13.2 Billion 4.32% of portfolio
567,860
Q3 2025 Added 3.76%
$0
$12.2 Billion 3.98% of portfolio
436,597
Q3 2025 Added 7.45%
$0
$9.78 Billion 3.19% of portfolio
292,939
Q3 2025 Reduced 2.35%
$0
$7.3 Billion 2.38% of portfolio
134,768
Q3 2025 Reduced 3.94%
$0
$6.6 Billion 2.16% of portfolio
97,326
Q3 2025 Reduced 0.02%
$0
$5.36 Billion 1.75% of portfolio
14,679
Q3 2025 Added 0.13%
$0
$3.24 Billion 1.06% of portfolio
69,016
Q3 2025 Added 3.21%
$0
$3.17 Billion 1.04% of portfolio
120,508
Q3 2025 Added 3.62%
$0
$2.8 Billion 0.92% of portfolio
60,047
Q3 2025 Added 0.2%
$490B
$2.38 Billion 0.78% of portfolio
21,108
Q1 2025 Reduced 0.28%
$0
$2.14 Billion 0.7% of portfolio
8,853
Q3 2025 Added 0.22%
$3.78T
$1.79 Billion 0.59% of portfolio
3,461
Q3 2025 Reduced 0.6%
$4.3T
$1.73 Billion 0.56% of portfolio
6,791
Q3 2025 Reduced 1.41%
$0
$1.63 Billion 0.53% of portfolio
21,272
Q3 2025 Added 0.22%
$0
$1.6 Billion 0.52% of portfolio
2,396
Q3 2025 Added 0.13%
$0
$1.55 Billion 0.51% of portfolio
4,722
Q3 2025 Added 0.25%
$0
$1.52 Billion 0.5% of portfolio
20,939
Q3 2025 Reduced 1.99%
$0
$1.47 Billion 0.48% of portfolio
3,142
Q3 2025 Added 0.1%
$0
$1.4 Billion 0.46% of portfolio
59,600
Q3 2025 Added 0.22%
$0
$1.35 Billion 0.44% of portfolio
6,639
Q3 2025 Reduced 12.41%
$0
$1.29 Billion 0.42% of portfolio
28,440
Q3 2025 Reduced 29.41%
$0
$1.16 Billion 0.38% of portfolio
27,132
Q3 2025 Added 0.39%
$0
$1.16 Billion 0.38% of portfolio
11,995
Q3 2025 Reduced 12.3%
$0
$1.01 Billion 0.33% of portfolio
41,588
Q3 2025 Reduced 67.59%
$0
$812 Million 0.27% of portfolio
1,693
Q2 2024 Reduced 2.36%
$2.39T
$790 Million 0.26% of portfolio
3,600
Q2 2025 Reduced 3.23%
$465B
$701 Million 0.23% of portfolio
3,758
Q3 2025 Reduced 3.27%
$0
$701 Million 0.23% of portfolio
1,053
Q3 2025 Added 5.09%
$183B
$442 Million 0.14% of portfolio
1,567
Q4 2024 Reduced 9.26%
$1.74T
$361 Million 0.12% of portfolio
1,481
Q3 2025 Reduced 2.63%
$0
$372 Million 0.12% of portfolio
1,267
Q4 2024 Added 0.08%
$139B
$333 Million 0.11% of portfolio
1,010
Q2 2025 New
$1.65T
$332 Million 0.11% of portfolio
1,367
Q2 2025 Reduced 25.99%
$40.4B
$291 Million 0.1% of portfolio
2,297
Q3 2025 Added 0.26%
$3.41B
$321 Million 0.1% of portfolio
17,945
Q4 2024 Reduced 30.23%
$0
$288 Million 0.09% of portfolio
479
Q3 2024 New
$662B
$286 Million 0.09% of portfolio
568
Q3 2025 Added 21.89%
$25.7B
$270 Million 0.09% of portfolio
1,828
Q2 2024 Reduced 28.03%
$0
$244 Million 0.08% of portfolio
2,800
Q2 2025 Reduced 0.04%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $306 Billion
  • Prior Value $259 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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