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The Analysis of Seneca Financial Advisors LLC's Holdings & P&L

Currently, Seneca Financial Advisors LLC holds 64 types of securities in its portfolio with a total value $341.3M. In the most recent quarter, they have increased their positions in SCHA (+157.8K shares, valued at $4.6M), SCHG (+146.9K shares, valued at $4.3M), SCHP (+102.9K shares, valued at $2.7M); decreased their positions in GOVT (-74.0K shares, valued at $1.7M), SCHF (-51.6K shares, valued at $1.3M), SCHV (-14.2K shares, valued at $434.6K); initiated new positions in SPYX (+4.4K shares, valued at $234.1K).

1M P&L

+4.8M+1.32%

3M P&L

+951.3K+0.26%

HY P&L

+22.6M+6.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A325.1M

95.8%

2Specialty Industrial Machinery4.5M

1.3%

3Oil & Gas Integrated3.6M

1.1%

Top Industries by Stock Count

1N/A41 stocks

70.7%

2Specialty Industrial Machinery3 stocks

5.2%

3Utilities - Diversified1 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDS150.2K shares1.75%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR986.8K shares17.48%2026-03-312026-04-22

STIP ISHARES TR248.7K shares6.09%2026-03-312026-04-22

SCHP SCHWAB STRATEGIC TR925.9K shares12.50%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR761.0K shares3.95%2026-03-312026-04-22

VXUS VANGUARD STAR FDS291.8K shares0.09%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS439.6K shares0.67%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR638.7K shares-2.18%2026-03-312026-04-22

Sponsored

SCHA SCHWAB STRATEGIC TR632.9K shares33.20%2026-03-312026-04-22

EFG ISHARES TR162.8K shares10.89%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS104.7K shares2.81%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR572.8K shares-8.27%2026-03-312026-04-22

SCHE SCHWAB STRATEGIC TR287.7K shares-3.50%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F146.4K shares-2.10%2026-03-312026-04-22

EFV ISHARES TR101.8K shares-1.71%2026-03-312026-04-22

IWB ISHARES TR14.1K shares0.44%2026-03-312026-04-22

Sponsored

NDSN NORDSON CORP15.0K shares0.00%2026-03-312026-04-22

VMBS VANGUARD SCOTTSDALE FDS83.0K shares5.51%2026-03-312026-04-22

XOM EXXON MOBIL CORP21.1K shares0.00%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR121.3K shares0.34%2026-03-312026-04-22

IUSB ISHARES TR61.3K shares0.79%2026-03-312026-04-22

IWM ISHARES TR8.4K shares-1.55%2026-03-312026-04-22

IVV ISHARES TR2.7K shares0.11%2026-03-312026-04-22

AAPL APPLE INC6.2K shares2.54%2026-03-312026-04-22

Sponsored

VTI VANGUARD INDEX FDS4.7K shares0.00%2026-03-312026-04-22

WDIV SPDR INDEX SHS FDS18.3K shares-10.86%2026-03-312026-04-22

SCHZ SCHWAB STRATEGIC TR60.1K shares1.09%2026-03-312026-04-22

SCHC SCHWAB STRATEGIC TR29.2K shares0.00%2026-03-312026-04-22

GDX VANECK ETF TRUST14.2K shares0.00%2026-03-312026-04-22

IWD ISHARES TR6.1K shares0.07%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS27.6K shares0.00%2026-03-312026-04-22

MSFT MICROSOFT CORP3.2K shares0.28%2026-03-312026-04-22

Sponsored

IWF ISHARES TR2.7K shares0.07%2026-03-312026-04-22

IWR ISHARES TR11.8K shares-2.07%2026-03-312026-04-22

VUG VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-22

SCHO SCHWAB STRATEGIC TR29.1K shares-8.07%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-03-312026-04-22

AMZN AMAZON COM INC3.0K shares10.33%2026-03-312026-04-22

NVDA NVIDIA CORPORATION3.3K shares6.36%2026-03-312026-04-22

AMGN AMGEN INC1.5K shares0.00%2026-03-312026-04-22

Sponsored

IEFA ISHARES TR4.8K shares0.00%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.4K shares10.78%2026-03-312026-04-22

GOVT ISHARES TR16.8K shares-81.51%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.2K shares5.75%2026-03-312026-04-22

VO VANGUARD INDEX FDS1.2K shares-2.68%2026-03-312026-04-22

CAT CATERPILLAR INC481 shares0.21%2026-03-312026-04-22

BROADCOM INC BROADCOM INC939 shares-8.83%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR479 shares0.00%2026-03-312026-04-22

Sponsored

BNL BROADSTONE NET LEASE INC14.4K shares0.00%2026-03-312026-04-22

RTX RTX CORPORATION1.3K shares-3.28%2026-03-312026-04-22

GGG GRACO INC3.0K shares0.00%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL518 shares0.00%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS411 shares0.24%2026-03-312026-04-22

EFA ISHARES TR2.5K shares0.00%2026-03-312026-04-22

DVY ISHARES TR1.6K shares0.76%2026-03-312026-04-22

SPYX SPDR SERIES TRUST4.4K sharesnew addition2026-03-312026-04-22

Sponsored

DIA STATE STR SPDR DOW JONES IND481 shares0.00%2026-03-312026-04-22

MCD MCDONALDS CORP715 shares0.00%2026-03-312026-04-22

XYL XYLEM INC1.8K shares0.00%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO723 shares0.00%2026-03-312026-04-22

PAYX PAYCHEX INC2.3K shares-0.52%2026-03-312026-04-22

IUSG ISHARES TR1.4K shares0.07%2026-03-312026-04-22

AES AES CORP10.4K shares0.00%2026-03-312026-04-22

BFLY BUTTERFLY NETWORK INC30.0K shares0.00%2026-03-312026-04-22

Sponsored

VIG

VANGUARD SPECIALIZED FUNDS

1.75%

Shares150.2K

Event2026-03-31

Filed2026-04-22

SCHG

SCHWAB STRATEGIC TR

17.48%

Shares986.8K

Event2026-03-31

Filed2026-04-22

STIP

ISHARES TR

6.09%

Shares248.7K

Event2026-03-31

Filed2026-04-22

SCHP

SCHWAB STRATEGIC TR

12.50%

Shares925.9K

Event2026-03-31

Filed2026-04-22

SCHM

SCHWAB STRATEGIC TR

3.95%

Shares761.0K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

0.09%

Shares291.8K

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD MUN BD FDS

0.67%

Shares439.6K

Event2026-03-31

Filed2026-04-22

SCHV

SCHWAB STRATEGIC TR

-2.18%

Shares638.7K

Event2026-03-31

Filed2026-04-22

SCHA

SCHWAB STRATEGIC TR

33.20%

Shares632.9K

Event2026-03-31

Filed2026-04-22

EFG

ISHARES TR

10.89%

Shares162.8K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

2.81%

Shares104.7K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

-8.27%

Shares572.8K

Event2026-03-31

Filed2026-04-22

SCHE

SCHWAB STRATEGIC TR

-3.50%

Shares287.7K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

-2.10%

Shares146.4K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

-1.71%

Shares101.8K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

0.44%

Shares14.1K

Event2026-03-31

Filed2026-04-22

NDSN

NORDSON CORP

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-22

VMBS

VANGUARD SCOTTSDALE FDS

5.51%

Shares83.0K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

0.00%

Shares21.1K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

0.34%

Shares121.3K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

0.79%

Shares61.3K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

-1.55%

Shares8.4K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

0.11%

Shares2.7K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

2.54%

Shares6.2K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-22

WDIV

SPDR INDEX SHS FDS

-10.86%

Shares18.3K

Event2026-03-31

Filed2026-04-22

SCHZ

SCHWAB STRATEGIC TR

1.09%

Shares60.1K

Event2026-03-31

Filed2026-04-22

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares29.2K

Event2026-03-31

Filed2026-04-22

GDX

VANECK ETF TRUST

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

0.07%

Shares6.1K

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

0.00%

Shares27.6K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

0.28%

Shares3.2K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

0.07%

Shares2.7K

Event2026-03-31

Filed2026-04-22

IWR

ISHARES TR

-2.07%

Shares11.8K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

SCHO

SCHWAB STRATEGIC TR

-8.07%

Shares29.1K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

10.33%

Shares3.0K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

6.36%

Shares3.3K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

10.78%

Shares1.4K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

-81.51%

Shares16.8K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

5.75%

Shares1.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-2.68%

Shares1.2K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

0.21%

Shares481

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-8.83%

Shares939

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

0.00%

Shares479

Event2026-03-31

Filed2026-04-22

BNL

BROADSTONE NET LEASE INC

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

-3.28%

Shares1.3K

Event2026-03-31

Filed2026-04-22

GGG

GRACO INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares518

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.24%

Shares411

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-22

DVY

ISHARES TR

0.76%

Shares1.6K

Event2026-03-31

Filed2026-04-22

SPYX

SPDR SERIES TRUST

New

Shares4.4K

Event2026-03-31

Filed2026-04-22

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares481

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

0.00%

Shares715

Event2026-03-31

Filed2026-04-22

XYL

XYLEM INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

0.00%

Shares723

Event2026-03-31

Filed2026-04-22

PAYX

PAYCHEX INC

-0.52%

Shares2.3K

Event2026-03-31

Filed2026-04-22

IUSG

ISHARES TR

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-22

AES

AES CORP

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-22

BFLY

BUTTERFLY NETWORK INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available