Seneschal Advisors, LLC - Portfolio overview

Seneschal Advisors, LLC has 641 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. BIV - VANGUARD BD INDEX FDS, 23.84%
2. VTI - VANGUARD INDEX FDS, 17.93%
3. DFUS - DIMENSIONAL ETF TRUST, 6.64%

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

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