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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.2B
$3.61 Billion 1.1% of portfolio
14,998
Q3 2025 Reduced 1.57%
$183B
$493 Million 0.15% of portfolio
1,505
Q4 2025 Reduced 3.96%
$139B
$356 Million 0.11% of portfolio
1,030
Q4 2025 Added 1.98%
$25.7B
$249 Million 0.08% of portfolio
1,828
Q2 2024 Reduced 28.03%
$40.4B
$258 Million 0.08% of portfolio
2,303
Q4 2025 Added 0.26%
$13.5B
$246 Million 0.07% of portfolio
3,000
Q4 2022 New

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
Track This Portfolio

Track Seneca Financial Advisors LLC Portfolio

Follow Seneca Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seneca Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seneca Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email