Seneschal Advisors, LLC

CIK 0002039659 · TACOMA, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Seneschal Advisors, LLC reported 596 positions worth $146.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BIV (20.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$146.0M
2026 Q2
Positions
596
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.2%
Est. Net Flow (Q)
2026 Q2
10 / 596 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BIVVANGUARD BD INDEX FDSSH$30.4M20.79%395,818
2VTIVANGUARD INDEX FDSSH$26.2M17.93%70,775
3DFUSDIMENSIONAL ETF TRUSTSH$9.7M6.64%118,371
4DFUVDIMENSIONAL ETF TRUSTSH$8.6M5.86%155,556
5DFATDIMENSIONAL ETF TRUSTSH$7.5M5.11%106,795
6DFASDIMENSIONAL ETF TRUSTSH$6.5M4.44%78,782
7BNDXVANGUARD CHARLOTTE FDSSH$6.2M4.27%128,662
8DFARDIMENSIONAL ETF TRUSTSH$5.7M3.88%216,478
9AMZNAMAZON COM INCSH$4.5M3.11%19,035
10MSFTMICROSOFT CORPSH$3.1M2.15%8,407

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Seneschal Advisors, LLC hold as of Q2 2026?

Seneschal Advisors, LLC reported 596 positions worth $146.0M in its Q2 2026 13F filing. Largest positions: BIV (20.8%), VTI (17.9%), DFUS (6.6%), DFUV (5.9%) and DFAT (5.1%).

What did Seneschal Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Seneschal Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.