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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
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 21,108.0 $2.9M 0.75% $136.72 +14.4%
22 IWM ISHARES TR 8,339.0 $2.5M 0.65% -86.0 -1.0% $300.44 -0.2%
23 IVV ISHARES TR 2,743.0 $2.1M 0.53% $749.02 +3.4%
24 AAPL APPLE INC Technology 6,061.0 $1.8M 0.46% -149.0 -2.4% $289.35 +8.7%
25 VTI VANGUARD INDEX FDS 4,727.0 $1.7M 0.45% $370.07 +2.9%
26 IWD ISHARES TR 6,077.0 $1.5M 0.38% $242.42 +6.3%
27 WDIV SPDR INDEX SHS FDS 18,419.0 $1.5M 0.38% +122.0 +0.7% $79.91 +6.7%
28 SCHZ SCHWAB STRATEGIC TR 62,216.0 $1.4M 0.37% +2K +3.5% $23.13 -1.2%
29 SPDW SPDR INDEX SHS FDS 27,361.0 $1.4M 0.36% -248.0 -0.9% $50.39 +3.3%
30 SCHC SCHWAB STRATEGIC TR 28,457.0 $1.4M 0.36% -768.0 -2.6% $48.12 +7.8%
31 IWF ISHARES TR 10,887.0 $1.4M 0.35% +8K +300.0% $124.17 -0.2%
32 IWR ISHARES TR 11,824.0 $1.3M 0.34% $110.32 +2.7%
33 MSFT MICROSOFT CORP Technology 3,180.0 $1.2M 0.31% $372.97 +35.4%
34 GDX VANECK ETF TRUST 14,209.0 $1.1M 0.28% $75.45 +37.4%
35 VUG VANGUARD INDEX FDS 10,158.0 $875K 0.23% +8K +500.0% $86.14 +3.2%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,039.0 $776K 0.20% -21.0 -2.0% $746.88 +3.2%
37 NVDA NVIDIA CORPORATION Technology 3,348.0 $670K 0.17% $200.07 +13.9%
38 AMZN AMAZON COM INC Consumer Cyclical 2,762.0 $658K 0.17% -272.0 -9.0% $238.34 +7.5%
39 AMGN AMGEN INC Healthcare 1,505.0 $545K 0.14% $362.12 +20.7%
40 CAT CATERPILLAR INC Industrials 481.0 $513K 0.13% $1065.99 -23.4%
Page 2 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%