Seneschal Advisors, LLC
CIK: 0002039659SEC EDGAR →
Portfolio Value
$135.8M
Holdings
590
As of
Q4 2025
New Positions
546
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 388,447 | $30.3M | 22.28% |
| 2 | VANGUARD INDEX FDS | 71,773 | $24.1M | 17.72% |
| 3 | DIMENSIONAL ETF TRUST | 120,744 | $9.0M | 6.59% |
| 4 | DIMENSIONAL ETF TRUST | 161,619 | $7.5M | 5.54% |
| 5 | DIMENSIONAL ETF TRUST | 109,322 | $6.5M | 4.79% |
| 6 | VANGUARD CHARLOTTE FDS | 120,349 | $5.8M | 4.28% |
| 7 | DIMENSIONAL ETF TRUST | 79,563 | $5.5M | 4.08% |
| 8 | AMAZON COM INC | 20,135 | $4.6M | 3.42% |
| 9 | DIMENSIONAL ETF TRUST | 200,775 | $4.6M | 3.39% |
| 10 | MICROSOFT CORP | 8,520 | $4.1M | 3.03% |
Quarterly Changes
Top Buys
New Positions (31)
$94K · 2K shares
$40K · 196 shares
$36K · 122 shares
$18K · 280 shares
$10K · 90 shares
$0 · 2 shares
$0 · 1 shares
$0 · 1 shares
$0 · 4 shares
$0 · 8 shares
$0 · 5 shares
$0 · 1 shares
$0 · 2 shares
$0 · 1 shares
$0 · 2 shares
$0 · 21 shares
$0 · 1 shares
$0 · 2 shares
$0 · 63 shares
$0 · 3 shares
$0 · 3 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares
$0 · 2 shares
$0 · 1 shares
$0 · 4 shares
$0 · 2 shares
$0 · 2 shares
$0 · 2 shares
Closed Positions (30)
$181K · 2K shares
$127K · 2K shares
$60K · 2K shares
$23K · 178 shares
$19K · 316 shares
$15K · 138 shares
$14K · 139 shares
$9K · 196 shares
$9K · 82 shares
$8K · 72 shares
$8K · 202 shares
$4K · 37 shares
$2K · 14 shares
$2K · 1 shares
$1K · 700 shares
$645 · 5 shares
$524 · 1 shares
$353 · 9 shares
$329 · 4 shares
$311 · 1 shares
$281 · 16 shares
$262 · 32 shares
$254 · 1 shares
$228 · 3 shares
$196 · 7 shares
$153 · 3 shares
$135 · 1 shares
$109 · 1 shares
$74 · 1 shares
$69 · 3 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $112.3M | 82.9% |
| Technology | 107 | $7.0M | 5.2% |
| Consumer Cyclical | 57 | $5.6M | 4.1% |
| Communication Services | 30 | $2.7M | 2.0% |
| Consumer Defensive | 24 | $2.6M | 2.0% |
| Energy | 15 | $2.4M | 1.8% |
| Unknown | 33 | $1.7M | 1.2% |
| Healthcare | 57 | $572K | 0.4% |
| Industrials | 84 | $451K | 0.3% |
| Utilities | 22 | $163K | 0.1% |
| Basic Materials | 14 | $62K | 0.0% |
| Real Estate | 3 | $0 | 0.0% |