Seneschal Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Seneschal Advisors, LLC reported 596 stock positions worth $146.0 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 20.8% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 17.9%) and Dimensional US Eq MKT ETF (DFUS, 6.6%). Compared with Q1 2026, it opened 30 new positions, sold out of 29, added to 76 and reduced 92. The biggest buy was Vanguard Short-Term Tips (VTIP, shares +37%) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0002039659
- Portfolio Value
- $146.0M (Q2 2026)
- SEC Filing
- 0002039659-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 596 stocks · $146.0M
| BIV Vanguard Intermediate-Term B | 20.79% | 395,818 | $30.4M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 17.93% | 70,775 | $26.2M | Reduce -1.4% |
| DFUS Dimensional US Eq MKT ETF | 6.64% | 118,371 | $9.7M | Reduce -3.4% |
| DFUV Dimensional US Marketwide Va | 5.86% | 155,556 | $8.6M | Reduce -4.1% |
| DFAT Dimensional US Target Value | 5.11% | 106,795 | $7.5M | Reduce -3.0% |
| DFAS Dimensional US Small Cap ETF | 4.44% | 78,782 | $6.5M | Reduce -2.4% |
| BNDX Vanguard Total Intl Bond ETF | 4.27% | 128,662 | $6.2M | Add +3.0% |
| DFAR Dimensional US Real Est ETF | 3.88% | 216,478 | $5.7M | Add +1.5% |
| AMZN Amazon.com Inc. | 3.11% | 19,035 | $4.5M | No change |
| MSFT Microsoft Corp. | 2.15% | 8,407 | $3.1M | Reduce -0.9% |
| DFAC Dimensional US Core Equity 2 | 2.04% | 67,091 | $3.0M | Reduce -4.6% |
| COST Costco Wholesale Corp. | 1.85% | 2,890 | $2.7M | Reduce -1.0% |
| TPL Texas Pacific Land Corp. | 1.79% | 5,957 | $2.6M | No change |
| VTIP Vanguard Short-Term Tips | 1.37% | 39,849 | $2.0M | Add +37.1% |
| GOOG Alphabet Inc. Class C | 1.20% | 4,980 | $1.8M | Reduce -0.1% |
| DFAU Dimensional US Core Equity M | 1.18% | 33,344 | $1.7M | Add +17.4% |
| DFAI Dimensional International Co. | 1.07% | 37,914 | $1.6M | Add +17.4% |
| AAPL Apple Inc. | 1.07% | 5,381 | $1.6M | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.90% | 15,230 | $1.3M | Reduce -1.6% |
| QUAL iShares MSCI USA Quality Fac | 0.87% | 5,789 | $1.3M | Reduce -4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.72% | 1,425 | $1.0M | Reduce -20.6% |
| DFLV Dim US Large Cap Value ETF | 0.67% | 24,840 | $982K | Reduce -0.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.56% | 2,705 | $820K | Reduce -9.9% |
| GOOGL Alphabet Inc. Class A | 0.52% | 2,145 | $766K | Reduce -1.9% |
| SBUX Starbucks Corp. | 0.46% | 6,644 | $679K | Reduce -8.5% |
| VOO Vanguard S&P 500 ETF | 0.46% | 973 | $668K | Add +34.4% |
| SCHV Schwab US Large-Cap Value | 0.45% | 18,964 | $660K | Reduce -1.0% |
| SCHG Schwab US Large-Cap Growth | 0.45% | 19,373 | $656K | Add +3.5% |
| BND Vanguard Total Bond Market | 0.40% | 7,954 | $584K | Reduce -1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 1,182 | $564K | Reduce -3.5% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 7,407 | $528K | Reduce -8.4% |
| ERIE Erie Indemnity Company Class A | 0.29% | 1,759 | $422K | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 0.27% | 530 | $397K | No change |
| DFAE Dimensional Emerging Core Eq | 0.25% | 9,233 | $371K | Add +14.9% |
| SCHR Schwab Intermediate-Term US | 0.23% | 13,865 | $342K | Add +23.8% |
| NVDA Nvidia Corp. | 0.22% | 1,600 | $320K | Add +10.3% |
| VNQ Vanguard Real Estate ETF | 0.19% | 2,886 | $278K | No change |
| IWB iShares Russell 1000 ETF | 0.18% | 643 | $263K | No change |
| XLK SS Technology Select Sector | 0.16% | 1,260 | $240K | New |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 3,877 | $231K | Reduce -13.3% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 2,950 | $227K | No change |
| IWD iShares Russell 1000 Value E | 0.14% | 828 | $201K | Reduce -13.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 256 | $191K | Add +88.2% |
| GLD SPDR Gold Shares | 0.12% | 490 | $181K | Add +0.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 3,796 | $172K | Add +5.0% |
| IDCC Interdigital Inc. | 0.12% | 600 | $170K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 1,121 | $153K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 1,001 | $152K | No change |
| IWM iShares Russell 2000 ETF | 0.10% | 464 | $139K | No change |
| IJR iShares Core S&P Small-Cap E | 0.10% | 938 | $139K | Reduce -3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,660 | $134K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 436 | $132K | No change |
| TSLA Tesla Inc. | 0.09% | 302 | $127K | Reduce -1.0% |
| FDX FedEx Corp. | 0.09% | 406 | $127K | Reduce -11.2% |
| CRWV Coreweave Inc. Class A | 0.08% | 1,246 | $124K | No change |
| BA The Boeing Co. | 0.08% | 533 | $115K | No change |
| EFA iShares MSCI Eafe ETF | 0.08% | 1,090 | $113K | No change |
| AMGN Amgen Inc. | 0.08% | 309 | $112K | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 447 | $106K | Add +96.9% |
| DUHP Dimensional US High Profi Et | 0.07% | 2,427 | $101K | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 0.07% | 171 | $96K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 823 | $96K | Add +40.2% |
| DFSV Dimensional US Small Cap Val | 0.06% | 2,380 | $92K | Add +5.9% |
| JPM JPMorgan Chase & Co. | 0.06% | 281 | $92K | No change |
| EEM iShares MSCI Emerging Market | 0.06% | 1,318 | $90K | Reduce -3.3% |
| JNJ Johnson & Johnson | 0.06% | 339 | $86K | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 167 | $84K | No change |
| IWN iShares Russell 2000 Value E | 0.06% | 372 | $82K | Reduce -7.0% |
| RIVN Rivian Automotive Inc. Class A | 0.05% | 4,420 | $77K | No change |
| XLV SS Health Care Select Sector | 0.05% | 475 | $75K | New |
| XLC SS Comm Select Sector SPDR | 0.05% | 700 | $75K | New |
| KO The Coca-Cola Co. | 0.05% | 915 | $74K | No change |
| ABBV Abbvie Inc. | 0.05% | 293 | $74K | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.05% | 213 | $73K | No change |
| XLE SS Energy Select Sector | 0.05% | 1,363 | $72K | Add +3.8% |
| MRK Merck & Co. Inc. | 0.05% | 548 | $70K | Add +0.4% |
| NEE Nextera Energy Inc. | 0.05% | 800 | $70K | No change |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.05% | 4,707 | $70K | No change |
| V Visa Inc. Class A | 0.05% | 199 | $68K | No change |
| WSFS WSFS Financial Corp. | 0.05% | 888 | $68K | Reduce -38.8% |
| CVX Chevron Corp. | 0.05% | 403 | $67K | Reduce -9.2% |
| IWO iShares Russell 2000 Growth | 0.05% | 167 | $66K | Reduce -8.7% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 615 | $63K | New |
| RTX RTX Corp. | 0.04% | 332 | $63K | Add +0.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 459 | $63K | No change |
| QDF NT Qual Div ETF | 0.04% | 681 | $61K | New |
| VT Vanguard Tot World STK ETF | 0.04% | 361 | $57K | New |
| NFLX Netflix Inc. | 0.04% | 780 | $56K | No change |
| HPQ HP Inc. | 0.04% | 2,478 | $54K | Add +0.3% |
| TIP iShares Tips Bond ETF | 0.04% | 491 | $54K | No change |
| DVY iShares Select Dividend ETF | 0.04% | 343 | $54K | No change |
| VXUS Vanguard Total Intl Stock | 0.04% | 626 | $54K | Add +8.1% |
| WEC WEC Energy Group Inc. | 0.04% | 454 | $53K | Add +0.2% |
| SCHP Schwab U.S. Tips ETF | 0.03% | 1,904 | $50K | Reduce -10.0% |
| ECL Ecolab Inc. | 0.03% | 178 | $50K | No change |
| ABT Abbott Laboratories | 0.03% | 545 | $49K | Reduce -5.5% |
| T AT&T Inc. | 0.03% | 2,322 | $48K | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.03% | 47 | $48K | No change |
| NI Nisource Inc. | 0.03% | 989 | $47K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.03% | 1,000 | $46K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BIV Vanguard Intermediate-Term B | Reduce -0.3% | 20.79% | −1.95 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 1.85% | −0.31 |
| MSFT Microsoft Corp. | Reduce -0.9% | 2.15% | −0.18 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.6% | 0.72% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -1.9% | 0.40% | −0.04 |
| ERIE Erie Indemnity Company Class A | Reduce -0.1% | 0.29% | −0.04 |
| FDX FedEx Corp. | Reduce -11.2% | 0.09% | −0.03 |
| WSFS WSFS Financial Corp. | Reduce -38.8% | 0.05% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -8.4% | 0.36% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -25.8% | 0.03% | −0.02 |
| CVX Chevron Corp. | Reduce -9.2% | 0.05% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -13.3% | 0.16% | −0.02 |
| AMD Advanced Micro Devices | Reduce -94.1% | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Reduce -8.5% | 0.46% | −0.02 |
| CVS CVS Health Corp. | Reduce -96.6% | 0.00% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -13.1% | 0.14% | −0.01 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -89.1% | 0.00% | −0.01 |
| ABT Abbott Laboratories | Reduce -5.5% | 0.03% | −0.01 |
| WMB Williams Cos Inc. | Reduce -92.6% | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| PNC PNC Financial Services Group | Reduce -93.0% | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -87.0% | 0.00% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -10.0% | 0.03% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -81.1% | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -79.6% | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.01 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.01 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Reduce -88.9% | 0.00% | −0.01 |
| NWBI Northwest Bancshares Inc. | Reduce -33.3% | 0.02% | −0.01 |
| FDXF FedEx Freight Holding Co. | Reduce -11.6% | 0.02% | −0.00 |
| ADBE Adobe Inc. | Reduce -2.0% | 0.01% | −0.00 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.01% | −0.00 |
| TR Tootsie Roll Inds | Reduce -0.1% | 0.02% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.00 |
| DFIP Dimensional Inflation-Protec | Sold out | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -4.1% | 0.01% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Reduce -6.8% | 0.02% | −0.00 |
| HD Home Depot Inc. | Reduce -6.7% | 0.02% | −0.00 |
| LYEL Lyell Immunopharma Inc. | Sold out | 0.00% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -48.0% | 0.00% | −0.00 |
| NET Cloudflare Inc. Class A | Reduce -81.8% | 0.00% | −0.00 |
| GE General Electric | Reduce -25.5% | 0.01% | −0.00 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -42.9% | 0.00% | −0.00 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.00 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| VTIP Vanguard Short-Term Tips | Add +37.1% | 1.37% | +0.29 |
| DFAU Dimensional US Core Equity M | Add +17.4% | 1.18% | +0.23 |
| XLK SS Technology Select Sector | New | 0.16% | +0.16 |
| DFAI Dimensional International Co. | Add +17.4% | 1.07% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +34.4% | 0.46% | +0.14 |
| DFAR Dimensional US Real Est ETF | Add +1.5% | 3.88% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +88.2% | 0.13% | +0.07 |
| DFAE Dimensional Emerging Core Eq | Add +14.9% | 0.25% | +0.05 |
| XLV SS Health Care Select Sector | New | 0.05% | +0.05 |
| XLC SS Comm Select Sector SPDR | New | 0.05% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +3.5% | 0.45% | +0.04 |
| ESGD iShares Trust iShares ESG Aw | New | 0.04% | +0.04 |
| QDF NT Qual Div ETF | New | 0.04% | +0.04 |
| VT Vanguard Tot World STK ETF | New | 0.04% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +96.9% | 0.07% | +0.04 |
| NVDA Nvidia Corp. | Add +10.3% | 0.22% | +0.03 |
| VDE Vanguard Energy ETF | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | Add +290.0% | 0.03% | +0.03 |
| SCHR Schwab Intermediate-Term US | Add +23.8% | 0.23% | +0.03 |
| SPCX Space Exploration Techn Class A | New | 0.03% | +0.03 |
| DFSU Dimensional US Sus CORE1 ETF | New | 0.02% | +0.02 |
| UNIT Uniti Group Inc. | New | 0.02% | +0.02 |
| DFSI Dimensional Int Sus COR1 ETF | New | 0.02% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | New | 0.02% | +0.02 |
| DVN Devon Energy Corp. | New | 0.01% | +0.01 |
| DFSE Dimensional Em Sus CORE1 ETF | New | 0.01% | +0.01 |
| ASTS Ast Spacemobile Inc. | Add +2375.0% | 0.01% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +5.9% | 0.06% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +8.1% | 0.04% | +0.00 |
| ABBV Abbvie Inc. | Add +0.3% | 0.05% | +0.00 |
| VCX Fundrise Innovation Fund LLC | New | 0.00% | +0.00 |
| HPQ HP Inc. | Add +0.3% | 0.04% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +40.2% | 0.07% | +0.00 |
| SKYQ SKY Quarry Inc. | New | 0.00% | +0.00 |
| MYGN Myriad Genetics Inc. | New | 0.00% | +0.00 |
| MTD Mettler-Toledo International | New | 0.00% | +0.00 |
| F Ford Motor Co. | Add +93.9% | 0.00% | +0.00 |
| ELV Elevance Health Inc. | Add +200.0% | 0.00% | +0.00 |
| HUM Humana Inc. | New | 0.00% | +0.00 |
| CNC Centene Corp. | New | 0.00% | +0.00 |
| QCOM Qualcomm Inc. | Add +11.1% | 0.00% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Add +25.0% | 0.00% | +0.00 |
| CCL Carnival Corp. Ltd. | Add +733.3% | 0.00% | +0.00 |
| WAT Waters Corp. | Add +100.0% | 0.00% | +0.00 |
| AFRM Affirm Holdings Inc. | Add +33.3% | 0.00% | +0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +100.0% | 0.00% | +0.00 |
| MNST Monster Beverage Corp. | Add +12.5% | 0.00% | +0.00 |
| OKTA Okta Inc. | Add +50.0% | 0.00% | +0.00 |
| ON On Semiconductor | Add +33.3% | 0.00% | +0.00 |
| RKLB Rocket Lab Corp. | Add +66.7% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 596 | $146.0M | BIV, VTI, DFUS, DFUV, DFAT |
| Q1 2026 | 594 | $134.7M | BIV, VTI, DFUS, DFUV, DFAT |
| Q4 2025 | 590 | $135.8M | BIV, VTI, DFUS, DFUV, DFAT |
| Q3 2025 | 589 | $137.8M | BIV, VTI, DFUS, DFUV, DFAT |
| Q2 2025 | 39 | $126.8M | BIV, VTI, DFUS, DFUV, DFAT |
| Q1 2025 | 33 | $116.5M | BIV, VTI, DFUS, DFUV, BNDX |
| Q4 2024 | 36 | $119.6M | BIV, VTI, DFUS, DFUV, DFAT |