Seneca Financial Advisors LLC Portfolio Holdings

Seneca Financial Advisors LLC

  • $329 Billion
  • Q4 2025

Seneca Financial Advisors LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $329 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $32.5B, Schwab Strategic Tr Us Large C with a value of $27.4B, Ishares Barclays 0 5 Year Tips with a value of $24B, Schwab Strategic U.S. Mid Cap with a value of $22B, and Vanguard Star Fd Vanguard Tota with a value of $22B.

Examining the 13F form we can see an increase of $22.4B in the current position value, from $306B to 329B.

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 $329 Billion
ETFs: $314 Billion
Industrials: $4.89 Billion
Technology: $4.13 Billion
Energy: $2.54 Billion
Consumer Cyclical: $853 Million
Communication Services: $767 Million
Healthcare: $607 Million
Financial Services: $493 Million
Other: $400 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.5 Billion 9.88% of portfolio
147,661
Q4 2025 Added 0.46%
$0
$27.4 Billion 8.34% of portfolio
839,966
Q4 2025 Added 2.96%
$0
$24 Billion 7.3% of portfolio
234,385
Q4 2025 Added 16.91%
$0
$22 Billion 6.7% of portfolio
732,134
Q4 2025 Added 5.17%
$0
$22 Billion 6.69% of portfolio
291,482
Q4 2025 Added 12.79%
$0
$22 Billion 6.68% of portfolio
436,638
Q4 2025 Added 11.55%
$0
$21.8 Billion 6.63% of portfolio
822,982
Q4 2025 New
$0
$19.3 Billion 5.88% of portfolio
652,944
Q4 2025 Added 2.87%
$0
$16.7 Billion 5.09% of portfolio
146,792
Q4 2025 Added 13.72%
$0
$15 Billion 4.57% of portfolio
624,458
Q4 2025 Added 9.97%
$0
$14.6 Billion 4.45% of portfolio
101,846
Q4 2025 Added 6.64%
$0
$13.5 Billion 4.12% of portfolio
475,187
Q4 2025 Added 8.84%
$0
$9.76 Billion 2.97% of portfolio
298,144
Q4 2025 Added 1.78%
$0
$8.04 Billion 2.45% of portfolio
149,512
Q4 2025 Added 10.94%
$0
$7.39 Billion 2.25% of portfolio
103,527
Q4 2025 Added 6.37%
$0
$5.25 Billion 1.6% of portfolio
14,061
Q4 2025 Reduced 4.21%
$13.2B
$3.61 Billion 1.1% of portfolio
14,998
Q3 2025 Reduced 1.57%
$0
$3.25 Billion 0.99% of portfolio
120,844
Q4 2025 Added 0.28%
$0
$2.83 Billion 0.86% of portfolio
60,822
Q4 2025 Added 1.29%
$490B
$2.54 Billion 0.77% of portfolio
21,108
Q1 2025 Reduced 0.28%
$0
$2.09 Billion 0.64% of portfolio
90,819
Q4 2025 Reduced 90.62%
$0
$2.11 Billion 0.64% of portfolio
8,558
Q4 2025 Reduced 3.33%
$0
$1.87 Billion 0.57% of portfolio
2,737
Q4 2025 Added 14.23%
$4.3T
$1.65 Billion 0.5% of portfolio
6,056
Q4 2025 Reduced 10.82%
$0
$1.58 Billion 0.48% of portfolio
4,722
Q3 2025 Added 0.25%
$0
$1.55 Billion 0.47% of portfolio
20,527
Q4 2025 Reduced 1.97%
$3.78T
$1.54 Billion 0.47% of portfolio
3,175
Q4 2025 Reduced 8.26%
$0
$1.39 Billion 0.42% of portfolio
59,469
Q4 2025 Reduced 0.22%
$0
$1.33 Billion 0.4% of portfolio
29,225
Q4 2025 Added 2.76%
$0
$1.29 Billion 0.39% of portfolio
2,720
Q4 2025 Reduced 13.43%
$0
$1.27 Billion 0.39% of portfolio
6,057
Q4 2025 Reduced 8.77%
$0
$1.23 Billion 0.37% of portfolio
27,609
Q4 2025 Added 1.76%
$0
$1.22 Billion 0.37% of portfolio
14,209
Q4 2025 Reduced 33.2%
$0
$1.16 Billion 0.35% of portfolio
12,042
Q4 2025 Added 0.39%
$0
$826 Million 0.25% of portfolio
1,693
Q2 2024 Reduced 2.36%
$0
$772 Million 0.24% of portfolio
31,699
Q4 2025 Reduced 23.78%
$0
$723 Million 0.22% of portfolio
1,060
Q4 2025 Added 0.66%
$2.39T
$635 Million 0.19% of portfolio
2,750
Q4 2025 Reduced 23.61%
$465B
$587 Million 0.18% of portfolio
3,147
Q4 2025 Reduced 16.26%
$183B
$493 Million 0.15% of portfolio
1,505
Q4 2025 Reduced 3.96%
$0
$428 Million 0.13% of portfolio
4,785
Q4 2025 Added 70.89%
$1.74T
$402 Million 0.12% of portfolio
1,280
Q4 2025 Reduced 13.57%
$1.65T
$365 Million 0.11% of portfolio
1,166
Q4 2025 Reduced 14.7%
$0
$368 Million 0.11% of portfolio
1,267
Q4 2024 Added 0.08%
$139B
$356 Million 0.11% of portfolio
1,030
Q4 2025 Added 1.98%
$0
$294 Million 0.09% of portfolio
479
Q3 2024 New
$0
$257 Million 0.08% of portfolio
410
Q3 2025 Added 0.24%
$25.7B
$249 Million 0.08% of portfolio
1,828
Q2 2024 Reduced 28.03%
$662B
$260 Million 0.08% of portfolio
518
Q4 2025 Reduced 8.8%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $329 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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