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Portfolio (Quarterly) Guide ↗

Seneca Financial Advisors LLC

· CIK 0002082922
13F Portfolio $341M AUM 64 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 18 Added 14 Reduced 1 Exited
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEFA ISHARES TR 4,785.0 $433K 0.13% $90.52 +5.9%
42 GOOG ALPHABET INC Communication Services 1,418.0 $407K 0.12% +138.0 +10.8% $286.76 +19.0%
43 GOVT ISHARES TR 16,789.0 $385K 0.11% -74K -81.5% $22.91 -0.2%
44 GOOGL ALPHABET INC Communication Services 1,233.0 $355K 0.10% +67.0 +5.8% $287.67 +19.4%
45 VO VANGUARD INDEX FDS 1,233.0 $354K 0.10% -34.0 -2.7% $287.29 -72.1%
46 CAT CATERPILLAR INC Industrials 481.0 $340K 0.10% $707.75 +43.5%
47 AVGO BROADCOM INC Technology 939.0 $291K 0.09% -91.0 -8.8% $309.54 +19.4%
48 QQQ INVESCO QQQ TR Financial Services 479.0 $276K 0.08% $577.18 +23.5%
49 BNL BROADSTONE NET LEASE INC Real Estate 14,414.0 $263K 0.08% $18.27 +16.8%
50 RTX RTX CORPORATION Industrials 1,325.0 $256K 0.07% -45.0 -3.3% $192.83 -1.4%
51 GGG GRACO INC Industrials 3,000.0 $254K 0.07% $84.65 -10.0%
52 BERKSHIRE HATHAWAY INC DEL 518.0 $248K 0.07% $479.20
53 VOO VANGUARD INDEX FDS 411.0 $245K 0.07% $597.32 +13.0%
54 EFA ISHARES TR 2,518.0 $245K 0.07% $97.13 +5.9%
55 DVY ISHARES TR 1,593.0 $241K 0.07% +12.0 +0.8% $151.38 +4.6%
56 SPYX SPDR SERIES TRUST 4,415.0 $234K 0.07% NEW $53.03 +13.6%
57 DIA STATE STR SPDR DOW JONES IND Financial Services 481.0 $223K 0.07% $463.19 +12.4%
58 MCD MCDONALDS CORP Consumer Cyclical 715.0 $222K 0.07% $310.79 -13.0%
59 XYL XYLEM INC Industrials 1,828.0 $218K 0.06% $119.50 -2.0%
60 JPM JPMORGAN CHASE & CO Financial Services 723.0 $213K 0.06% $294.18 +13.0%
Page 3 of 4  ·  64 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 31.8%
Technology 21.9%
Energy 21.6%
Financial Services 8.5%
Consumer Cyclical 5.2%
Communication Services 4.6%
Healthcare 3.9%
Real Estate 1.6%
Utilities 0.9%