Seneschal Advisors, LLC
Long book
$134.7M
Q1 2026
Positions
594
Top-10 weight
75%
concentration
Last quarter
—
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsSeneschal Advisors, LLC is a wealth-management firm allocating client money, running a $134.7M US long book across 594 positions.
The portfolio is concentrated: the top 10 names carry 75% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD INTERMEDIATE-TERM B, VANGUARD TOTAL STOCK MKT ETF, DIMENSIONAL US EQ MKT ETF, DIMENSIONAL US MARKETWIDE VA, DIMENSIONAL US TARGET VALUE.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Consumer discretionary 36%
Technology 35%
Financials 18%
Industrials 3%
Healthcare 2%
Energy 2%
Utilities 1%
Other 1%
Long book by quarter
What does Seneschal Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 19.0K | $4.0M | 2.9% | -5.5% |
| MSFT MICROSOFT CORP | Technology | 8.5K | $3.1M | 2.3% | -0.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.9K | $2.9M | 2.2% | +0.1% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 6.0K | $2.8M | 2.1% | -20.4% |
| GOOG ALPHABET INC-CL C | Technology | 5.0K | $1.4M | 1.1% | -0.1% |
| AAPL APPLE INC | Technology | 5.5K | $1.4M | 1.0% | -1.1% |
| SBUX STARBUCKS CORP | Consumer discretionary | 7.3K | $650K | 0.5% | +0.2% |
| GOOGL ALPHABET INC-CL A | Technology | 2.2K | $629K | 0.5% | -4.3% |
| ERIE ERIE INDEMNITY COMPANY-CL A | Financials | 1.8K | $442K | 0.3% | -0.1% |
| NVDA NVIDIA CORP | Technology | 1.4K | $253K | 0.2% | -40.8% |
| XOM EXXON MOBIL CORP | Energy | 1.1K | $190K | 0.1% | Held |
| IDCC INTERDIGITAL INC | Financials | 600 | $181K | 0.1% | Held |
| FDX FEDEX CORP | Industrials | 457 | $163K | 0.1% | +0.2% |
| TSLA TESLA INC | Industrials | 305 | $114K | 0.1% | +8.9% |
| AMGN AMGEN INC | Healthcare | 307 | $108K | 0.1% | +0.7% |
| BA BOEING CO/THE | Industrials | 533 | $106K | 0.1% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 171 | $98K | 0.1% | -22.6% |
| CRWV COREWEAVE INC-CL A | Technology | 1.2K | $97K | 0.1% | +24.6% |
| WSFS WSFS FINANCIAL CORP | Financials | 1.4K | $95K | 0.1% | Held |
| CVX CHEVRON CORP | Energy | 444 | $92K | 0.1% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 587 | $86K | 0.1% | -29.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 338 | $83K | 0.1% | +0.3% |
| JPM JPMORGAN CHASE & CO | Financials | 281 | $83K | 0.1% | -7.0% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 167 | $82K | 0.1% | +0.6% |
| NFLX NETFLIX INC | Services media | 780 | $75K | 0.1% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 800 | $74K | 0.1% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 1.5K | $73K | 0.1% | -0.7% |
| KO COCA-COLA CO/THE | Consumer staples | 915 | $70K | 0.1% | Held |
| T AT&T INC | Communications | 2.3K | $67K | 0.0% | -0.5% |
| RIVN RIVIAN AUTOMOTIVE INC-A | Industrials | 4.4K | $67K | 0.0% | Held |
| MRK MERCK & CO. INC. | Healthcare | 546 | $66K | 0.0% | +0.7% |
| RTX RTX CORP | Industrials | 330 | $64K | 0.0% | Held |
| ABBV ABBVIE INC | Healthcare | 292 | $64K | 0.0% | Held |
| V VISA INC-CLASS A SHARES | Services media | 199 | $60K | 0.0% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 577 | $59K | 0.0% | -21.4% |
| WEC WEC ENERGY GROUP INC | Utilities | 453 | $52K | 0.0% | Held |
| SLB SLB LTD | Energy | 1.0K | $51K | 0.0% | Held |
| HPQ HP INC | Technology | 2.5K | $47K | 0.0% | -0.2% |
| ECL ECOLAB INC | Other | 178 | $47K | 0.0% | +0.6% |
| NI NISOURCE INC | Utilities | 989 | $46K | 0.0% | Held |
| GD GENERAL DYNAMICS CORP | Industrials | 121 | $42K | 0.0% | Held |
| BN BROOKFIELD CORP | Real estate | 1.0K | $41K | 0.0% | Held |
| SCHW SCHWAB (CHARLES) CORP | Financials | 430 | $40K | 0.0% | +0.5% |
| GS GOLDMAN SACHS GROUP INC | Financials | 47 | $40K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 664 | $134.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 659 | $135.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 659 | $137.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 39 | $126.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 7, 2025 | 33 | $116.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 36 | $119.6M | canonical | SEC ↗ |