Seneschal Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $120 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $32B, Vanguard Total Stock Market Et with a value of $21.5B, Dimensional ETF Tr U S Equity with a value of $8.26B, Dimensional ETF Tr Us Marketwi with a value of $6.57B, and Dimensional ETF Tr U S Target with a value of $6.24B.

Examining the 13F form we can see an increase of $120B in the current position value.

Seneschal Advisors, LLC is based out at Tacoma, WA

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

Portfolio value $120 Billion
ETFs: $98.3 Billion
Consumer Cyclical: $6.25 Billion
Technology: $6.14 Billion
Energy: $2.99 Billion
Consumer Defensive: $2.99 Billion
Communication Services: $1.86 Billion
Financial Services: $709 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $120 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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