Seneca Financial Advisors LLC — 13F holdings

Seneca Financial Advisors LLC reported 66 holdings worth $385M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. SCHG SCHWAB STRATEGIC TR — $37.4M (9.7%)
2. VIG VANGUARD SPECIALIZED FUNDS — $35.5M (9.2%)
3. SCHM SCHWAB STRATEGIC TR — $28.3M (7.4%)
4. STIP ISHARES TR — $26.9M (7.0%)
5. SCHP SCHWAB STRATEGIC TR — $26.5M (6.9%)
6. SCHA SCHWAB STRATEGIC TR — $25.7M (6.7%)
7. VTEB VANGUARD MUN BD FDS — $24.9M (6.5%)
8. VXUS VANGUARD STAR FDS — $24.3M (6.3%)
9. SCHV SCHWAB STRATEGIC TR — $21.7M (5.6%)
10. EFG ISHARES TR — $21.7M (5.6%)