Seneschal Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
594
Total value ($000)
$134,690
Net value change ($000)
-1,101 (-0.8%)
New positions
25
Sold out positions
21
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TPL 679 31.6%
DFAR 445 9.7%
COST 392 15.6%
BIV 375 1.2%
DFAT 370 5.7%
DFUV 332 4.4%
SCHD 223 NEW
DFAS 200 3.6%
BNDX 187 3.2%
DFLV 128 16.7%
Top Reduces (Value $000, Stocks/ETFs)
VTI -1,034 -4.3%
MSFT -981 -23.8%
AMZN -684 -14.7%
VTIP -272 -15.8%
DFUS -267 -3.0%
NVDA -204 -44.6%
VUG -142 -11.2%
GOOGL -136 -8.7%
AAPL -115 -7.6%
DFAC -97 -3.4%
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