Seneschal Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
590
Total value ($000)
$135,791
Net value change ($000)
-1,974 (-1.4%)
New positions
31
Sold out positions
30
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAU 539 64.8%
VTIP 391 29.4%
DFAI 262 24.9%
GOOGL 251 19.1%
DFUV 167 2.3%
BND 108 28.3%
VOO 105 26.9%
DUHP 94 NEW
AAPL 92 6.5%
QUAL 78 6.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,044 -20.2%
ORCL -431 -96.0%
BIV -328 -1.1%
COST -276 -9.9%
DFUS -273 -3.0%
TPL -264 -10.9%
BNDX -250 -4.1%
DFAS -248 -4.3%
SGOV -181 -100.0%
CRWV -156 -68.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type