Seneca Financial Advisors LLC - Portfolio overview

Seneca Financial Advisors LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 9.46%
2. SCHG - SCHWAB STRATEGIC TR, 8.42%
3. STIP - ISHARES TR, 7.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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