Seneca Financial Advisors LLC Portfolio Holdings

Seneca Financial Advisors LLC

  • $259 Billion
  • Q2 2025

Seneca Financial Advisors LLC has filed its 13F form on August 27, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $30.2B, Schwab Strategic Tr Us Large C with a value of $23.3B, Ishares U.S. Treasury Bond ETF with a value of $20.7B, Schwab Strategic Tr Us Large C with a value of $18.1B, and Schwab Strategic U.S. Mid Cap with a value of $16.7B.

Examining the 13F form we can see an increase of $53.2B in the current position value, from $206B to 259B.

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 $259 Billion
ETFs: $246 Billion
Industrials: $4.09 Billion
Technology: $4.04 Billion
Energy: $2.28 Billion
Consumer Cyclical: $999 Million
Healthcare: $545 Million
Communication Services: $511 Million
Financial Services: $433 Million
Other: $398 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$241M
$107 Million 0.04% of portfolio
53,526
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $259 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 27, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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