Portfolio (Quarterly) Guide ↗

Seneca Financial Advisors LLC

· CIK 0002082922

13F Portfolio $385M AUM 66 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 16 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHO	SCHWAB STRATEGIC TR	—	29,141	$707K	0.21%	SOLD
2	MCD	MCDONALDS CORP	Consumer Cyclical	715	$222K	0.07%	SOLD

Sector Allocation

Industrials 33.7%

Technology 25.1%

Energy 16.9%

Financial Services 9.5%

Healthcare 4.7%

Consumer Cyclical 3.9%

Communication Services 2.4%

Utilities 2.2%

Real Estate 1.7%