Seneschal Advisors, LLC

Q1 2026 13F-HR Detailed Holdings

Location
Tacoma, WA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
664
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 DIMENSIONAL FUND ADVISORS LP