Seneca Financial Advisors LLC - Portfolio Stock Holdings

Seneca Financial Advisors LLC disclosed 68 stock positions in a recent SEC 13F filing. $385,048,601 of stock holdings were filed, with the largest holdings including SCHG, VIG, and SCHM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $847,190,882 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.