Seneschal Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Seneschal Advisors, LLC reported 594 stock positions worth $134.7 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 22.7% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 17.1%) and Dimensional US Eq MKT ETF (DFUS, 6.5%). Compared with Q4 2025, it opened 25 new positions, sold out of 21, added to 78 and reduced 87. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +2%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0002039659
- Portfolio Value
- $134.7M (Q1 2026)
- SEC Filing
- 0002039659-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 594 stocks · $134.7M
| BIV Vanguard Intermediate-Term B | 22.74% | 396,820 | $30.6M | Add +2.2% |
| VTI VG Morningstar TS MKT ETF-US | 17.10% | 71,785 | $23.0M | Add +0.0% |
| DFUS Dimensional US Eq MKT ETF | 6.45% | 122,532 | $8.7M | Add +1.5% |
| DFUV Dimensional US Marketwide Va | 5.84% | 162,247 | $7.9M | Add +0.4% |
| DFAT Dimensional US Target Value | 5.11% | 110,160 | $6.9M | Add +0.8% |
| BNDX Vanguard Total Intl Bond ETF | 4.46% | 124,920 | $6.0M | Add +3.8% |
| DFAS Dimensional US Small Cap ETF | 4.26% | 80,736 | $5.7M | Add +1.5% |
| DFAR Dimensional US Real Est ETF | 3.74% | 213,255 | $5.0M | Add +6.2% |
| AMZN Amazon.com Inc. | 2.94% | 19,035 | $4.0M | Reduce -5.5% |
| MSFT Microsoft Corp. | 2.33% | 8,480 | $3.1M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 2.16% | 2,919 | $2.9M | Add +0.1% |
| TPL Texas Pacific Land Corp. | 2.10% | 5,957 | $2.8M | Reduce -20.4% |
| DFAC Dimensional US Core Equity 2 | 2.03% | 70,332 | $2.7M | Reduce -1.6% |
| VTIP Vanguard Short-Term Tips | 1.08% | 29,058 | $1.5M | Reduce -16.6% |
| GOOG Alphabet Inc. Class C | 1.06% | 4,985 | $1.4M | Reduce -0.1% |
| AAPL Apple Inc. | 1.03% | 5,481 | $1.4M | Reduce -1.1% |
| DFAU Dimensional US Core Equity M | 0.95% | 28,397 | $1.3M | Reduce -3.1% |
| DFAI Dimensional International Co. | 0.93% | 32,304 | $1.3M | Reduce -6.4% |
| QUAL iShares MSCI USA Quality Fac | 0.86% | 6,057 | $1.2M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.84% | 2,580 | $1.1M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 1,795 | $1.0M | Reduce -1.1% |
| DFLV Dim US Large Cap Value ETF | 0.66% | 25,031 | $894K | Add +11.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.53% | 3,003 | $714K | Add +0.9% |
| SBUX Starbucks Corp. | 0.48% | 7,260 | $650K | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.47% | 2,186 | $629K | Reduce -4.3% |
| BND Vanguard Total Bond Market | 0.44% | 8,104 | $597K | Add +22.7% |
| SCHV Schwab US Large-Cap Value | 0.43% | 19,164 | $585K | No change |
| SCHG Schwab US Large-Cap Growth | 0.40% | 18,717 | $545K | Reduce -2.2% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 8,089 | $518K | Reduce -5.0% |
| ERIE Erie Indemnity Company Class A | 0.33% | 1,760 | $442K | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.32% | 724 | $433K | Reduce -8.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 1,225 | $414K | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.26% | 530 | $346K | No change |
| SCHR Schwab Intermediate-Term US | 0.21% | 11,202 | $279K | Reduce -5.0% |
| DFAE Dimensional Emerging Core Eq | 0.20% | 8,034 | $272K | Reduce -2.6% |
| VNQ Vanguard Real Estate ETF | 0.19% | 2,886 | $256K | No change |
| NVDA Nvidia Corp. | 0.19% | 1,450 | $253K | Reduce -40.8% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 4,472 | $242K | Reduce -11.4% |
| IWB iShares Russell 1000 ETF | 0.17% | 643 | $229K | No change |
| SCHD Schwab US DVD Equity ETF | 0.17% | 7,272 | $223K | New |
| GLD SPDR Gold Shares | 0.16% | 486 | $209K | Reduce -12.6% |
| IWD iShares Russell 1000 Value E | 0.15% | 953 | $204K | No change |
| IJH iShares Core S&P Midcap ETF | 0.15% | 2,950 | $199K | No change |
| XOM Exxon Mobil Corp. | 0.14% | 1,121 | $190K | No change |
| IDCC Interdigital Inc. | 0.13% | 600 | $181K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 3,616 | $166K | Add +119.2% |
| FDX FedEx Corp. | 0.12% | 457 | $163K | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 1,001 | $146K | No change |
| IJR iShares Core S&P Small-Cap E | 0.09% | 975 | $121K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 415 | $119K | No change |
| IWM iShares Russell 2000 ETF | 0.09% | 464 | $115K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 436 | $114K | Reduce -4.4% |
| TSLA Tesla Inc. | 0.08% | 305 | $114K | Add +8.9% |
| AMGN Amgen Inc. | 0.08% | 307 | $108K | Add +0.7% |
| BA The Boeing Co. | 0.08% | 533 | $106K | No change |
| EFA iShares MSCI Eafe ETF | 0.08% | 1,090 | $106K | Reduce -15.5% |
| META Meta Platforms Inc. Class A | 0.07% | 171 | $98K | Reduce -22.6% |
| CRWV Coreweave Inc. Class A | 0.07% | 1,246 | $97K | Add +24.6% |
| WSFS WSFS Financial Corp. | 0.07% | 1,450 | $95K | No change |
| CVX Chevron Corp. | 0.07% | 444 | $92K | No change |
| DUHP Dimensional US High Profi Et | 0.07% | 2,484 | $91K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 136 | $88K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 587 | $86K | Reduce -29.2% |
| JNJ Johnson & Johnson | 0.06% | 338 | $83K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.06% | 281 | $83K | Reduce -7.0% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 167 | $82K | Add +0.6% |
| XLE SS Energy Select Sector | 0.06% | 1,313 | $80K | Reduce -10.9% |
| DFSV Dimensional US Small Cap Val | 0.06% | 2,248 | $79K | Add +3.6% |
| EEM iShares MSCI Emerging Market | 0.06% | 1,363 | $77K | No change |
| IWN iShares Russell 2000 Value E | 0.06% | 400 | $76K | No change |
| NFLX Netflix Inc. | 0.06% | 780 | $75K | No change |
| NEE Nextera Energy Inc. | 0.06% | 800 | $74K | No change |
| VZ Verizon Communications Inc. | 0.05% | 1,456 | $73K | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.05% | 915 | $70K | No change |
| T AT&T Inc. | 0.05% | 2,317 | $67K | Reduce -0.5% |
| RIVN Rivian Automotive Inc. Class A | 0.05% | 4,420 | $67K | No change |
| MRK Merck & Co. Inc. | 0.05% | 546 | $66K | Add +0.7% |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.05% | 4,707 | $64K | No change |
| RTX RTX Corp. | 0.05% | 330 | $64K | No change |
| ABBV Abbvie Inc. | 0.05% | 292 | $64K | No change |
| V Visa Inc. Class A | 0.04% | 199 | $60K | No change |
| ABT Abbott Laboratories | 0.04% | 577 | $59K | Reduce -21.4% |
| IWO iShares Russell 2000 Growth | 0.04% | 183 | $57K | No change |
| SCHP Schwab U.S. Tips ETF | 0.04% | 2,116 | $56K | Reduce -32.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 459 | $54K | Reduce -5.2% |
| TIP iShares Tips Bond ETF | 0.04% | 491 | $54K | No change |
| WEC WEC Energy Group Inc. | 0.04% | 453 | $52K | No change |
| DVY iShares Select Dividend ETF | 0.04% | 343 | $52K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.04% | 1,000 | $51K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 227 | $49K | No change |
| HPQ HP Inc. | 0.04% | 2,471 | $47K | Reduce -0.2% |
| ECL Ecolab Inc. | 0.04% | 178 | $47K | Add +0.6% |
| NI Nisource Inc. | 0.03% | 989 | $46K | No change |
| VXUS Vanguard Total Intl Stock | 0.03% | 579 | $45K | Add +0.5% |
| UCO Proshares Ultra Bloomberg CR | 0.03% | 1,110 | $44K | No change |
| GD General Dynamics Corp. | 0.03% | 121 | $42K | No change |
| BN Brookfield Corp. | 0.03% | 1,012 | $41K | No change |
| VHT Vanguard Health Care ETF | 0.03% | 150 | $41K | No change |
| SCHW Schwab (charles) Corp. | 0.03% | 430 | $40K | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.03% | 47 | $40K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.5% | 2.33% | −0.70 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 2.94% | −0.48 |
| VTIP Vanguard Short-Term Tips | Reduce -16.6% | 1.08% | −0.19 |
| NVDA Nvidia Corp. | Reduce -40.8% | 0.19% | −0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 0.84% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.06% | −0.09 |
| AAPL Apple Inc. | Reduce -1.1% | 1.03% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -4.3% | 0.47% | −0.06 |
| DFAU Dimensional US Core Equity M | Reduce -3.1% | 0.95% | −0.06 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.2% | 0.40% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.6% | 2.03% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.77% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -29.2% | 0.06% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -8.3% | 0.32% | −0.04 |
| ERIE Erie Indemnity Company Class A | Reduce -0.1% | 0.33% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.4% | 0.86% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -22.6% | 0.07% | −0.03 |
| DFAI Dimensional International Co. | Reduce -6.4% | 0.93% | −0.03 |
| ACN Accenture PLC Class A | Reduce -97.8% | 0.00% | −0.03 |
| ABT Abbott Laboratories | Reduce -21.4% | 0.04% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -11.4% | 0.18% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -32.1% | 0.04% | −0.02 |
| BBAI Bigbear.ai Holdings Inc. | Sold out | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -15.5% | 0.08% | −0.01 |
| TTWO Take-Two Interactive Softwre | Reduce -12.4% | 0.03% | −0.01 |
| SCHR Schwab Intermediate-Term US | Reduce -5.0% | 0.21% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -7.0% | 0.06% | −0.01 |
| ADBE Adobe Inc. | Reduce -1.0% | 0.02% | −0.01 |
| GLD SPDR Gold Shares | Reduce -12.6% | 0.16% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.0% | 0.38% | −0.01 |
| HPQ HP Inc. | Reduce -0.2% | 0.04% | −0.01 |
| GE General Electric | Reduce -27.7% | 0.01% | −0.00 |
| GLTR Abrdn Precious Metals Basket | Reduce -14.3% | 0.03% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.4% | 0.08% | −0.00 |
| DIS The Walt Disney Co. | Reduce -1.6% | 0.01% | −0.00 |
| GEV GE Vernova Inc. | Reduce -57.1% | 0.00% | −0.00 |
| APP AppLovin Corp. Class A | Reduce -20.0% | 0.00% | −0.00 |
| DFIP Dimensional Inflation-Protec | Reduce -25.2% | 0.00% | −0.00 |
| ADP Automatic Data Processing | Reduce -5.6% | 0.00% | −0.00 |
| HOOD Robinhood Markets Inc. Class A | Reduce -6.3% | 0.00% | −0.00 |
| FSLR First Solar Inc. | Reduce -12.5% | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -46.1% | 0.00% | −0.00 |
| ROP Roper Technologies Inc. | Reduce -50.0% | 0.00% | −0.00 |
| AFL Aflac Inc. | Reduce -28.6% | 0.00% | −0.00 |
| ELV Elevance Health Inc. | Reduce -50.0% | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -22.2% | 0.00% | −0.00 |
| DASH DoorDash Inc. Class A | Reduce -33.3% | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -70.0% | 0.00% | −0.00 |
| PGR Progressive Corp. | Reduce -20.0% | 0.00% | −0.00 |
| SYK Stryker Corp. | Reduce -33.3% | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| BIV Vanguard Intermediate-Term B | Add +2.2% | 22.74% | +0.46 |
| DFAR Dimensional US Real Est ETF | Add +6.2% | 3.74% | +0.36 |
| DFAT Dimensional US Target Value | Add +0.8% | 5.11% | +0.31 |
| COST Costco Wholesale Corp. | Add +0.1% | 2.16% | +0.31 |
| DFUV Dimensional US Marketwide Va | Add +0.4% | 5.84% | +0.29 |
| DFAS Dimensional US Small Cap ETF | Add +1.5% | 4.26% | +0.18 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.8% | 4.46% | +0.17 |
| SCHD Schwab US DVD Equity ETF | New | 0.17% | +0.17 |
| DFLV Dim US Large Cap Value ETF | Add +11.9% | 0.66% | +0.10 |
| BND Vanguard Total Bond Market | Add +22.7% | 0.44% | +0.08 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +119.2% | 0.12% | +0.07 |
| SBUX Starbucks Corp. | Add +0.2% | 0.48% | +0.03 |
| FDX FedEx Corp. | Add +0.2% | 0.12% | +0.02 |
| CRWV Coreweave Inc. Class A | Add +24.6% | 0.07% | +0.02 |
| AMD Advanced Micro Devices | Add +183.3% | 0.02% | +0.01 |
| JNJ Johnson & Johnson | Add +0.3% | 0.06% | +0.01 |
| AMGN Amgen Inc. | Add +0.7% | 0.08% | +0.01 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.05% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +3.6% | 0.06% | +0.01 |
| TR Tootsie Roll Inds | Add +3.0% | 0.03% | +0.00 |
| LYEL Lyell Immunopharma Inc. | New | 0.00% | +0.00 |
| NET Cloudflare Inc. Class A | Add +450.0% | 0.00% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.5% | 0.03% | +0.00 |
| ECL Ecolab Inc. | Add +0.6% | 0.04% | +0.00 |
| MMM 3M Co. | New | 0.00% | +0.00 |
| MCD McDonald's Corp. | Add +1.3% | 0.02% | +0.00 |
| JCI Johnson Controls Internation | New | 0.00% | +0.00 |
| TGT Target Corp. | Add +600.0% | 0.00% | +0.00 |
| LITE Lumentum Holdings Inc. | New | 0.00% | +0.00 |
| PSX Phillips 66 | Add +100.0% | 0.00% | +0.00 |
| COHR Coherent Corp. | Add +200.0% | 0.00% | +0.00 |
| TER Teradyne Inc. | Add +50.0% | 0.00% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +20.0% | 0.00% | +0.00 |
| STZ Constellation Brands Inc. Class A | New | 0.00% | +0.00 |
| DTE DTE Energy Company | New | 0.00% | +0.00 |
| DOW Dow Inc. | New | 0.00% | +0.00 |
| FTNT Fortinet Inc. | Add +71.4% | 0.00% | +0.00 |
| LTBR Lightbridge Corp. | New | 0.00% | +0.00 |
| MAR Marriott International Class A | Add +50.0% | 0.00% | +0.00 |
| MTZ Mastec Inc. | Add +100.0% | 0.00% | +0.00 |
| ON On Semiconductor | New | 0.00% | +0.00 |
| WWD Woodward Inc. | New | 0.00% | +0.00 |
| LYB Lyondellbasell Indu Class A | New | 0.00% | +0.00 |
| DECK Deckers Outdoor Corp. | New | 0.00% | +0.00 |
| DELL Dell Technologies -C | Add +33.3% | 0.00% | +0.00 |
| DJT Trump Media & Technology Gro | New | 0.00% | +0.00 |
| DD Dupont DE Nemours Inc. | New | 0.00% | +0.00 |
| EXC Exelon Corp. | Add +57.1% | 0.00% | +0.00 |
| IEX Idex Corp. | Add +100.0% | 0.00% | +0.00 |
| DGX Quest Diagnostics Inc. | Add +50.0% | 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 |