Seneschal Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Seneschal Advisors, LLC reported 589 stock positions worth $137.8 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 22.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 17.5%) and Dimensional US Eq MKT ETF (DFUS, 6.7%). Compared with Q2 2025, it opened 550 new positions, added to 21 and reduced 12. The biggest buy was Vanguard Short-Term Tips (VTIP, shares +150%) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −10%).

Most Recent 13F
Q2 2026
Location
TACOMA, WA
CIK
0002039659
Portfolio Value
$137.8M (Q3 2025)
SEC Filing
0002039659-25-000005 ↗ filed Nov 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $119.6M Q4 2024 Q1 2025: $116.5M Q1 2025 Q2 2025: $126.8M Q2 2025 Q3 2025: $137.8M $137.8M Q3 2025 Q4 2025: $135.8M Q4 2025 Q1 2026: $134.7M Q1 2026 Q2 2026: $146.0M Q2 2026

Holdings 589 stocks · $137.8M
BIV Vanguard Intermediate-Term B 22.20% 391,599 $30.6M Reduce -10.2%
VTI VG Morningstar TS MKT ETF-US 17.46% 73,298 $24.1M Reduce -5.1%
DFUS Dimensional US Eq MKT ETF 6.70% 127,398 $9.2M Add +1.2%
DFUV Dimensional US Marketwide Va 5.34% 164,756 $7.4M Add +2.0%
DFAT Dimensional US Target Value 4.80% 113,593 $6.6M Add +1.5%
BNDX Vanguard Total Intl Bond ETF 4.40% 122,627 $6.1M Add +1.0%
DFAS Dimensional US Small Cap ETF 4.20% 84,585 $5.8M Add +1.6%
MSFT Microsoft Corp. 3.75% 9,970 $5.2M Add +6.0%
AMZN Amazon.com Inc. 3.48% 21,853 $4.8M Add +0.2%
DFAR Dimensional US Real Est ETF 3.29% 190,248 $4.5M Add +10.4%
DFAC Dimensional US Core Equity 2 2.15% 76,908 $3.0M Add +0.6%
COST Costco Wholesale Corp. 2.03% 3,016 $2.8M Reduce -4.0%
TPL Texas Pacific Land Corp. 1.75% 2,583 $2.4M Reduce -0.8%
AAPL Apple Inc. 1.03% 5,552 $1.4M Add +1.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.99% 2,851 $1.4M Reduce -0.1%
VTIP Vanguard Short-Term Tips 0.97% 26,316 $1.3M Add +150.0%
GOOG Alphabet Inc. Class C 0.95% 5,400 $1.3M Add +0.6%
QUAL iShares MSCI USA Quality Fac 0.83% 5,877 $1.1M Reduce -2.6%
QQQ Invesco QQQ Trust Series 1 0.78% 1,784 $1.1M Reduce -1.9%
DFAI Dimensional International Co. 0.76% 28,962 $1.1M Add +30.3%
DFAU Dimensional US Core Equity M 0.60% 18,175 $832K Add +36.0%
DFLV Dim US Large Cap Value ETF 0.55% 22,833 $751K Add +10.0%
GOOGL Alphabet Inc. Class A 0.54% 3,060 $744K Add +1.6%
QQQM Invesco Nasdaq 100 ETF 0.49% 2,747 $679K Add +5.7%
SBUX Starbucks Corp. 0.47% 7,724 $653K Add +0.3%
SCHG Schwab US Large-Cap Growth 0.46% 19,691 $628K Add +51.3%
SCHV Schwab US Large-Cap Value 0.40% 19,164 $558K No change
ERIE Erie Indemnity Company Class A 0.40% 1,721 $548K Add +0.1%
VEA Vanguard Ftse Developed ETF 0.37% 8,452 $506K Reduce -3.8%
NVDA Nvidia Corp. 0.37% 2,700 $504K Add +14.8%
ORCL Oracle Corp. 0.33% 1,598 $449K New
VOO Vanguard S&P 500 ETF 0.28% 637 $390K New
BND Vanguard Total Bond Market 0.28% 5,118 $381K No change
IVV iShares Core S&P 500 ETF 0.26% 530 $355K No change
TSM Taiwan Semiconductor-SP ADR 0.25% 1,233 $344K No change
SCHR Schwab Intermediate-Term US 0.21% 11,666 $293K Reduce -51.3%
VWO Vanguard Ftse Emerging Marke 0.20% 5,080 $275K Reduce -0.9%
VNQ Vanguard Real Estate ETF 0.19% 2,886 $264K No change
DFAE Dimensional Emerging Core Eq 0.18% 7,691 $242K Reduce -2.7%
IWB iShares Russell 1000 ETF 0.17% 643 $235K No change
CRWV Coreweave Inc. Class A 0.17% 1,666 $228K New
IDCC Interdigital Inc. 0.15% 600 $207K New
GLD SPDR Gold Shares 0.15% 575 $204K New
IWD iShares Russell 1000 Value E 0.14% 953 $194K Reduce -9.2%
IJH iShares Core S&P Midcap ETF 0.14% 2,950 $193K New
SGOV iShares 0-3 Month Treasury B 0.13% 1,801 $181K New
META Meta Platforms Inc. Class A 0.12% 222 $163K New
PLTR Palantir Technologies Inc. Class A 0.11% 867 $158K New
SDY SS SPDR S&P Dividend ETF 0.10% 1,001 $140K New
FDX FedEx Corp. 0.10% 564 $133K New
IBIT iShares Bitcoin Trust ETF 0.09% 1,955 $127K New
XOM Exxon Mobil Corp. 0.09% 1,121 $126K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 415 $122K New
EFA iShares MSCI Eafe ETF 0.09% 1,290 $120K New
VB Vanguard Most SM-Cap ETF-Usd 0.08% 456 $116K New
IJR iShares Core S&P Small-Cap E 0.08% 975 $116K New
BA The Boeing Co. 0.08% 533 $115K New
IWM iShares Russell 2000 ETF 0.08% 464 $112K New
TSLA Tesla Inc. 0.08% 240 $107K New
ABT Abbott Laboratories 0.07% 753 $101K New
HD Home Depot Inc. 0.07% 241 $98K New
JPM JPMorgan Chase & Co. 0.07% 302 $95K New
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 136 $90K New
AMGN Amgen Inc. 0.06% 303 $85K New
SCHP Schwab U.S. Tips ETF 0.06% 3,113 $84K New
NFLX Netflix Inc. 0.06% 69 $83K New
USB US Bancorp 0.06% 1,666 $81K New
TMO Thermo Fisher Scientific Inc. 0.06% 166 $81K New
WSFS WSFS Financial Corp. 0.06% 1,450 $78K New
V Visa Inc. Class A 0.06% 224 $76K New
EEM iShares MSCI Emerging Market 0.05% 1,363 $73K New
IWN iShares Russell 2000 Value E 0.05% 410 $72K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.05% 825 $72K New
CVX Chevron Corp. 0.05% 444 $69K New
ABBV Abbvie Inc. 0.05% 292 $68K New
HPQ HP Inc. 0.05% 2,475 $67K New
ETV Eaton Vance T/M Buy-Writ Opp 0.05% 4,707 $67K New
T AT&T Inc. 0.05% 2,321 $66K New
DFSV Dimensional US Small Cap Val 0.05% 2,048 $65K New
RIVN Rivian Automotive Inc. Class A 0.05% 4,420 $65K New
VZ Verizon Communications Inc. 0.05% 1,466 $64K New
KO The Coca-Cola Co. 0.04% 915 $61K New
JNJ Johnson & Johnson 0.04% 326 $60K New
NEE Nextera Energy Inc. 0.04% 800 $60K New
WY Weyerhaeuser Co. 0.04% 2,404 $60K New
IWO iShares Russell 2000 Growth 0.04% 183 $59K New
RTX RTX Corp. 0.04% 329 $55K New
TIP iShares Tips Bond ETF 0.04% 491 $55K New
IJS iShares S&P Small-Cap 600 Va 0.04% 484 $54K New
WEC WEC Energy Group Inc. 0.04% 453 $52K New
VIG Vanguard Dividend Apprec ETF 0.04% 227 $49K New
VXUS Vanguard Total Intl Stock 0.04% 664 $49K New
DVY iShares Select Dividend ETF 0.04% 343 $49K New
ECL Ecolab Inc. 0.04% 177 $48K New
BN Brookfield Corp. 0.03% 675 $46K New
PANW Palo Alto Networks Inc. 0.03% 213 $43K New
NI Nisource Inc. 0.03% 989 $43K New
MRK Merck & Co. Inc. 0.03% 497 $42K New
SCHW Schwab (charles) Corp. 0.03% 427 $41K New
TTWO Take-Two Interactive Softwre 0.03% 152 $39K New

Show all 589 holdings

Portfolio Sells Q2 2025 → Q3 2025
BIV Vanguard Intermediate-Term B Reduce -10.2% 22.20% −4.39
VTI VG Morningstar TS MKT ETF-US Reduce -5.1% 17.46% −1.05
COST Costco Wholesale Corp. Reduce -4.0% 2.03% −0.43
TPL Texas Pacific Land Corp. Reduce -0.8% 1.75% −0.42
SCHR Schwab Intermediate-Term US Reduce -51.3% 0.21% −0.26
QUAL iShares MSCI USA Quality Fac Reduce -2.6% 0.83% −0.04
VEA Vanguard Ftse Developed ETF Reduce -3.8% 0.37% −0.03
IWD iShares Russell 1000 Value E Reduce -9.2% 0.14% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -1.9% 0.78% −0.01
DFAE Dimensional Emerging Core Eq Reduce -2.7% 0.18% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -0.9% 0.20% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.1% 0.99% +0.01

Portfolio Buys Q2 2025 → Q3 2025
VTIP Vanguard Short-Term Tips Add +150.0% 0.97% +0.55
ORCL Oracle Corp. New 0.33% +0.33
VOO Vanguard S&P 500 ETF New 0.28% +0.28
GOOG Alphabet Inc. Class C Add +0.6% 0.95% +0.20
CRWV Coreweave Inc. Class A New 0.17% +0.17
DFAI Dimensional International Co. Add +30.3% 0.76% +0.16
DFAU Dimensional US Core Equity M Add +36.0% 0.60% +0.16
SCHG Schwab US Large-Cap Growth Add +51.3% 0.46% +0.16
IDCC Interdigital Inc. New 0.15% +0.15
GLD SPDR Gold Shares New 0.15% +0.15
AAPL Apple Inc. Add +1.8% 1.03% +0.14
IJH iShares Core S&P Midcap ETF New 0.14% +0.14
SGOV iShares 0-3 Month Treasury B New 0.13% +0.13
GOOGL Alphabet Inc. Class A Add +1.6% 0.54% +0.12
META Meta Platforms Inc. Class A New 0.12% +0.12
PLTR Palantir Technologies Inc. Class A New 0.11% +0.11
DFAR Dimensional US Real Est ETF Add +10.4% 3.29% +0.11
SDY SS SPDR S&P Dividend ETF New 0.10% +0.10
FDX FedEx Corp. New 0.10% +0.10
IBIT iShares Bitcoin Trust ETF New 0.09% +0.09
XOM Exxon Mobil Corp. New 0.09% +0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.09% +0.09
EFA iShares MSCI Eafe ETF New 0.09% +0.09
VB Vanguard Most SM-Cap ETF-Usd New 0.08% +0.08
IJR iShares Core S&P Small-Cap E New 0.08% +0.08
BA The Boeing Co. New 0.08% +0.08
IWM iShares Russell 2000 ETF New 0.08% +0.08
TSLA Tesla Inc. New 0.08% +0.08
ABT Abbott Laboratories New 0.07% +0.07
NVDA Nvidia Corp. Add +14.8% 0.37% +0.07
HD Home Depot Inc. New 0.07% +0.07
JPM JPMorgan Chase & Co. New 0.07% +0.07
SPY SS SPDR S&P 500 ETF Trust-US New 0.07% +0.07
AMGN Amgen Inc. New 0.06% +0.06
SCHP Schwab U.S. Tips ETF New 0.06% +0.06
NFLX Netflix Inc. New 0.06% +0.06
MSFT Microsoft Corp. Add +6.0% 3.75% +0.06
TMO Thermo Fisher Scientific Inc. New 0.06% +0.06
USB US Bancorp New 0.06% +0.06
WSFS WSFS Financial Corp. New 0.06% +0.06
V Visa Inc. Class A New 0.06% +0.06
EEM iShares MSCI Emerging Market New 0.05% +0.05
IWN iShares Russell 2000 Value E New 0.05% +0.05
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.05% +0.05
CVX Chevron Corp. New 0.05% +0.05
ABBV Abbvie Inc. New 0.05% +0.05
HPQ HP Inc. New 0.05% +0.05
ETV Eaton Vance T/M Buy-Writ Opp New 0.05% +0.05
T AT&T Inc. New 0.05% +0.05
DFSV Dimensional US Small Cap Val New 0.05% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 596$146.0MBIV, VTI, DFUS, DFUV, DFAT
Q1 2026 594$134.7MBIV, VTI, DFUS, DFUV, DFAT
Q4 2025 590$135.8MBIV, VTI, DFUS, DFUV, DFAT
Q3 2025 589$137.8MBIV, VTI, DFUS, DFUV, DFAT
Q2 2025 39$126.8MBIV, VTI, DFUS, DFUV, DFAT
Q1 2025 33$116.5MBIV, VTI, DFUS, DFUV, BNDX
Q4 2024 36$119.6MBIV, VTI, DFUS, DFUV, DFAT