Seneschal Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Seneschal Advisors, LLC reported 39 stock positions worth $126.8 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 26.6% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 18.5%) and Dimensional US Eq MKT ETF (DFUS, 6.7%). Compared with Q1 2025, it opened 6 new positions, added to 15 and reduced 16. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +2%) and the biggest sale Texas Pacific Land (TPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0002039659
- Portfolio Value
- $126.8M (Q2 2025)
- SEC Filing
- 0002010710-25-000006 ↗ filed Aug 14, 2025
Holdings Value
Holdings 39 stocks · $126.8M
| BIV Vanguard Intermediate-Term B | 26.59% | 435,913 | $33.7M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 18.51% | 77,208 | $23.5M | Add +2.0% |
| DFUS Dimensional US Eq MKT ETF | 6.65% | 125,856 | $8.4M | Reduce -2.2% |
| DFUV Dimensional US Marketwide Va | 5.38% | 161,476 | $6.8M | Add +0.8% |
| DFAT Dimensional US Target Value | 4.76% | 111,904 | $6.0M | Reduce -0.4% |
| BNDX Vanguard Total Intl Bond ETF | 4.74% | 121,436 | $6.0M | Add +1.5% |
| DFAS Dimensional US Small Cap ETF | 4.18% | 83,227 | $5.3M | Add +3.1% |
| AMZN Amazon.com Inc. | 3.77% | 21,809 | $4.8M | Reduce -11.9% |
| MSFT Microsoft Corp. | 3.69% | 9,405 | $4.7M | Reduce -2.6% |
| DFAR Dimensional US Real Est ETF | 3.19% | 172,245 | $4.0M | Add +22.5% |
| COST Costco Wholesale Corp. | 2.45% | 3,142 | $3.1M | Add +0.3% |
| TPL Texas Pacific Land Corp. | 2.17% | 2,603 | $2.7M | Reduce -1.5% |
| DFAC Dimensional US Core Equity 2 | 2.16% | 76,475 | $2.7M | Reduce -3.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.99% | 2,854 | $1.3M | Reduce -0.0% |
| AAPL Apple Inc. | 0.88% | 5,455 | $1.1M | Reduce -12.3% |
| QUAL iShares MSCI USA Quality Fac | 0.87% | 6,036 | $1.1M | Add +5.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.79% | 1,818 | $1.0M | Reduce -8.8% |
| GOOG Alphabet Inc. Class C | 0.75% | 5,370 | $953K | Reduce -15.7% |
| DFAI Dimensional International Co. | 0.61% | 22,223 | $768K | Add +18.3% |
| SBUX Starbucks Corp. | 0.56% | 7,699 | $705K | Add +0.3% |
| DFLV Dim US Large Cap Value ETF | 0.51% | 20,765 | $644K | Add +47.0% |
| SCHR Schwab Intermediate-Term US | 0.47% | 23,936 | $599K | Add +63.0% |
| ERIE Erie Indemnity Company Class A | 0.47% | 1,720 | $596K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.47% | 2,600 | $590K | Add +43.6% |
| DFAU Dimensional US Core Equity M | 0.45% | 13,363 | $566K | Add +114.6% |
| GOOGL Alphabet Inc. Class A | 0.42% | 3,012 | $531K | Reduce -4.3% |
| SCHV Schwab US Large-Cap Value | 0.42% | 19,164 | $530K | Reduce -3.4% |
| VTIP Vanguard Short-Term Tips | 0.42% | 10,527 | $529K | New |
| VEA Vanguard Ftse Developed ETF | 0.39% | 8,781 | $501K | Reduce -11.4% |
| SCHG Schwab US Large-Cap Growth | 0.30% | 13,013 | $380K | New |
| BND Vanguard Total Bond Market | 0.30% | 5,118 | $377K | New |
| NVDA Nvidia Corp. | 0.29% | 2,352 | $372K | Add +4.4% |
| IVV iShares Core S&P 500 ETF | 0.26% | 530 | $329K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 1,233 | $279K | New |
| VNQ Vanguard Real Estate ETF | 0.20% | 2,886 | $257K | Reduce -2.7% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 5,125 | $253K | Reduce -9.9% |
| DFAE Dimensional Emerging Core Eq | 0.18% | 7,902 | $229K | New |
| IWB iShares Russell 1000 ETF | 0.17% | 643 | $218K | New |
| IWD iShares Russell 1000 Value E | 0.16% | 1,049 | $204K | Reduce -2.3% |
Portfolio Sells Q1 2025 → Q2 2025
| TPL Texas Pacific Land Corp. | Reduce -1.5% | 2.17% | −0.84 |
| AAPL Apple Inc. | Reduce -12.3% | 0.88% | −0.30 |
| AMZN Amazon.com Inc. | Reduce -11.9% | 3.77% | −0.27 |
| DFAT Dimensional US Target Value | Reduce -0.4% | 4.76% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -15.7% | 0.75% | −0.10 |
| DFAC Dimensional US Core Equity 2 | Reduce -3.3% | 2.16% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -11.4% | 0.39% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -3.4% | 0.42% | −0.03 |
| DFUS Dimensional US Eq MKT ETF | Reduce -2.2% | 6.65% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -2.7% | 0.20% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -9.9% | 0.20% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -2.3% | 0.16% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.8% | 0.79% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.3% | 0.42% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.0% | 0.99% | +0.08 |
| MSFT Microsoft Corp. | Reduce -2.6% | 3.69% | +0.58 |
Portfolio Buys Q1 2025 → Q2 2025
| VTI VG Morningstar TS MKT ETF-US | Add +2.0% | 18.51% | +0.66 |
| VTIP Vanguard Short-Term Tips | New | 0.42% | +0.42 |
| DFAR Dimensional US Real Est ETF | Add +22.5% | 3.19% | +0.32 |
| SCHG Schwab US Large-Cap Growth | New | 0.30% | +0.30 |
| BND Vanguard Total Bond Market | New | 0.30% | +0.30 |
| DFAU Dimensional US Core Equity M | Add +114.6% | 0.45% | +0.24 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.22% | +0.22 |
| DFAE Dimensional Emerging Core Eq | New | 0.18% | +0.18 |
| IWB iShares Russell 1000 ETF | New | 0.17% | +0.17 |
| QQQM Invesco Nasdaq 100 ETF | Add +43.6% | 0.47% | +0.17 |
| SCHR Schwab Intermediate-Term US | Add +63.0% | 0.47% | +0.16 |
| DFLV Dim US Large Cap Value ETF | Add +47.0% | 0.51% | +0.14 |
| DFAI Dimensional International Co. | Add +18.3% | 0.61% | +0.10 |
| NVDA Nvidia Corp. | Add +4.4% | 0.29% | +0.08 |
| DFAS Dimensional US Small Cap ETF | Add +3.1% | 4.18% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +5.4% | 0.87% | +0.03 |
| COST Costco Wholesale Corp. | Add +0.3% | 2.45% | −0.09 |
| SBUX Starbucks Corp. | Add +0.3% | 0.56% | −0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.5% | 4.74% | −0.27 |
| DFUV Dimensional US Marketwide Va | Add +0.8% | 5.38% | −0.28 |
| BIV Vanguard Intermediate-Term B | Add +2.6% | 26.59% | −1.33 |
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 |