Sensenig Capital Advisors, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Sensenig Capital Advisors, Inc reported 33 stock positions worth $97.5 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 27.2% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 14.9%) and Dimensional International (DFIC, 11.2%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 5 and reduced 20. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +33%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Collegeville, PA
- CIK
- 0002092381
- Portfolio Value
- $97.5M (Q1 2026)
- SEC Filing
- 0002092381-26-000002 ↗ filed Apr 14, 2026
Holdings Value
Holdings 33 stocks · $97.5M
| AVUS Avantis U.S. Equity ETF | 27.22% | 238,838 | $26.6M | Reduce -1.5% |
| DFAC Dimensional US Core Equity 2 | 14.92% | 374,449 | $14.6M | Reduce -4.0% |
| DFIC Dimensional International Co. | 11.22% | 308,039 | $10.9M | Reduce -7.0% |
| BNDX Vanguard Total Intl Bond ETF | 7.55% | 153,326 | $7.4M | Add +1.1% |
| AVUV Avantis US Small Cap Value | 6.53% | 57,671 | $6.4M | Reduce -3.3% |
| SGOV iShares 0-3 Month Treasury B | 6.09% | 59,009 | $5.9M | Add +32.8% |
| DFEM Dimensional Emrg MRKT Core | 5.28% | 149,047 | $5.1M | Reduce -16.0% |
| EAGG iShares ESG Aware US Aggrega | 2.86% | 58,652 | $2.8M | Reduce -12.0% |
| AVDV Avantis Intl S/C Value ETF | 2.70% | 26,400 | $2.6M | Reduce -9.4% |
| DFSU Dimensional US Sus CORE1 ETF | 2.52% | 59,795 | $2.5M | Reduce -12.3% |
| DFGR Dim Global Real Estate ETF | 2.33% | 85,390 | $2.3M | Add +3.3% |
| AVDE Avantis International Equity | 1.30% | 14,892 | $1.3M | Add +55.4% |
| DFAI Dimensional International Co. | 0.86% | 21,454 | $836K | Reduce -9.8% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.75% | 9,691 | $733K | New |
| AVEM Avantis Emerging Markets Eq | 0.74% | 8,907 | $718K | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.74% | 16,918 | $717K | Reduce -6.3% |
| DFSV Dimensional US Small Cap Val | 0.70% | 19,616 | $687K | Reduce -1.6% |
| DFAS Dimensional US Small Cap ETF | 0.58% | 7,966 | $567K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.56% | 12,880 | $546K | Reduce -9.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 1,449 | $465K | Reduce -5.0% |
| IAGG iShares Intl Aggregate Bond | 0.43% | 8,428 | $422K | Add +0.6% |
| AVLV Avantis US Large Cap Value | 0.42% | 5,113 | $412K | Reduce -6.2% |
| JNJ Johnson & Johnson | 0.41% | 1,645 | $402K | Reduce -9.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.41% | 14,187 | $395K | No change |
| DFAX Dimensional World Ex US Core | 0.38% | 10,863 | $369K | No change |
| ABBV Abbvie Inc. | 0.32% | 1,456 | $317K | No change |
| XOM Exxon Mobil Corp. | 0.29% | 1,682 | $285K | Reduce -2.9% |
| FBND Fidelity Total Bond ETF | 0.27% | 5,838 | $266K | Reduce -48.7% |
| MCO Moody's Corp. | 0.25% | 567 | $247K | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.23% | 10,009 | $222K | Reduce -16.7% |
| WSFS WSFS Financial Corp. | 0.22% | 3,300 | $216K | New |
| TD Toronto-Dominion Bank | 0.22% | 2,283 | $213K | Reduce -13.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.22% | 8,433 | $211K | Reduce -35.6% |
Portfolio Sells Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Reduce -4.0% | 14.92% | −0.78 |
| DFEM Dimensional Emrg MRKT Core | Reduce -16.0% | 5.28% | −0.68 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -12.3% | 2.52% | −0.49 |
| EAGG iShares ESG Aware US Aggrega | Reduce -12.0% | 2.86% | −0.38 |
| DFIC Dimensional International Co. | Reduce -7.0% | 11.22% | −0.37 |
| AVUS Avantis U.S. Equity ETF | Reduce -1.5% | 27.22% | −0.32 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.26 |
| FBND Fidelity Total Bond ETF | Reduce -48.7% | 0.27% | −0.26 |
| AXP American Express Co. | Sold out | 0.00% | −0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.20 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -35.6% | 0.22% | −0.12 |
| AVDV Avantis Intl S/C Value ETF | Reduce -9.4% | 2.70% | −0.08 |
| DFAI Dimensional International Co. | Reduce -9.8% | 0.86% | −0.06 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -6.3% | 0.74% | −0.05 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -16.7% | 0.23% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.0% | 0.48% | −0.04 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -9.4% | 0.56% | −0.04 |
| TD Toronto-Dominion Bank | Reduce -13.8% | 0.22% | −0.04 |
| AVLV Avantis US Large Cap Value | Reduce -6.2% | 0.42% | +0.00 |
| JNJ Johnson & Johnson | Reduce -9.7% | 0.41% | +0.03 |
| DFSV Dimensional US Small Cap Val | Reduce -1.6% | 0.70% | +0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.29% | +0.08 |
| AVUV Avantis US Small Cap Value | Reduce -3.3% | 6.53% | +0.35 |
Portfolio Buys Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | Add +32.8% | 6.09% | +1.56 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.75% | +0.75 |
| AVEM Avantis Emerging Markets Eq | New | 0.74% | +0.74 |
| AVDE Avantis International Equity | Add +55.4% | 1.30% | +0.49 |
| WSFS WSFS Financial Corp. | New | 0.22% | +0.22 |
| DFGR Dim Global Real Estate ETF | Add +3.3% | 2.33% | +0.11 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.1% | 7.55% | +0.10 |
| IAGG iShares Intl Aggregate Bond | Add +0.6% | 0.43% | +0.01 |