account_balance

Investment manager · 13F filer · SEC CIK 2039659

Seneschal Advisors, LLC

Reported value$150Mas of Sep 30, 2026
Positions632 49 new, 13 sold out
Top 10 weight72.2%BIV alone is 20%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BIV Vanguard Bd Index FDS 19.6% Held
VTI Vanguard Index FDS 17.7% Held
DFUS Dimensional ETF Trust 6.7% Held
DFUV Dimensional ETF Trust 5.7% Held
DFAT Dimensional ETF Trust 4.7% Held
BNDX Vanguard Charlotte FDS 4.1% Added +3%
DFAS Dimensional ETF Trust 4.0% Held
DFAR Dfa Invt Dimensions Group In 3.6% Added +3%
AMZN Amazon.com Inc 3.2% HeldMSFT Microsoft Corp 2.9% Held
DFAC Dimensional ETF Trust 2.1% Added +4%
COST Costco Wholesale Corp 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • IUSB $153K
  • DFAW $118K
  • JCPB $113K
  • FLXR $103K
arrow_upwardAdded
  • SCHR +595%
  • IVV +34%
  • VNQ +24%
  • VTIP +22%
arrow_downwardTrimmed
  • GOOG −10%
  • QUAL −5%
  • VEA −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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