Seneschal Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Seneschal Advisors, LLC reported 36 stock positions worth $119.6 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 26.8% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 18.0%) and Dimensional US Eq MKT ETF (DFUS, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0002039659
- Portfolio Value
- $119.6M (Q4 2024)
- SEC Filing
- 0002039659-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 36 stocks · $119.6M
| BIV Vanguard Intermediate-Term B | 26.77% | 428,377 | $32.0M | — |
| VTI VG Morningstar TS MKT ETF-US | 17.99% | 74,223 | $21.5M | — |
| DFUS Dimensional US Eq MKT ETF | 6.91% | 129,629 | $8.3M | — |
| DFUV Dimensional US Marketwide Va | 5.50% | 160,672 | $6.6M | — |
| DFAT Dimensional US Target Value | 5.22% | 112,153 | $6.2M | — |
| BNDX Vanguard Total Intl Bond ETF | 4.89% | 119,333 | $5.9M | — |
| AMZN Amazon.com Inc. | 4.63% | 25,234 | $5.5M | — |
| DFAS Dimensional US Small Cap ETF | 4.34% | 79,722 | $5.2M | — |
| MSFT Microsoft Corp. | 3.31% | 9,397 | $4.0M | — |
| TPL Texas Pacific Land Corp. | 2.50% | 2,703 | $3.0M | — |
| COST Costco Wholesale Corp. | 2.50% | 3,259 | $3.0M | — |
| DFAR Dimensional US Real Est ETF | 2.39% | 122,862 | $2.9M | — |
| DFAC Dimensional US Core Equity 2 | 2.21% | 76,465 | $2.6M | — |
| AAPL Apple Inc. | 1.39% | 6,644 | $1.7M | — |
| GOOG Alphabet Inc. Class C | 1.02% | 6,422 | $1.2M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.98% | 2,855 | $1.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.85% | 1,983 | $1.0M | — |
| QUAL iShares MSCI USA Quality Fac | 0.82% | 5,516 | $982K | — |
| SBUX Starbucks Corp. | 0.59% | 7,789 | $711K | — |
| ERIE Erie Indemnity Company Class A | 0.59% | 1,720 | $709K | — |
| GOOGL Alphabet Inc. Class A | 0.53% | 3,347 | $634K | — |
| SCHV Schwab US Large-Cap Value | 0.43% | 19,833 | $517K | — |
| VEA Vanguard Ftse Developed ETF | 0.41% | 10,275 | $491K | — |
| IVV iShares Core S&P 500 ETF | 0.38% | 763 | $449K | — |
| DFAI Dimensional International Co. | 0.34% | 14,040 | $410K | — |
| DFLV Dim US Large Cap Value ETF | 0.34% | 13,454 | $404K | — |
| SCHR Schwab Intermediate-Term US | 0.30% | 14,891 | $362K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.27% | 1,555 | $327K | — |
| NVDA Nvidia Corp. | 0.23% | 2,062 | $277K | — |
| SCHO Schwab Short-Term US Treas | 0.23% | 11,200 | $269K | — |
| VNQ Vanguard Real Estate ETF | 0.22% | 2,966 | $264K | — |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 5,682 | $250K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 1,205 | $238K | — |
| IWB iShares Russell 1000 ETF | 0.17% | 643 | $207K | — |
| IWD iShares Russell 1000 Value E | 0.17% | 1,099 | $203K | — |
| IJH iShares Core S&P Midcap ETF | 0.17% | 3,245 | $202K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |