Seneschal Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
596
Total value ($000)
$146,039
Net value change ($000)
+11,349 (8.4%)
New positions
33
Sold out positions
31
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 3,161 13.7%
DFUS 1,010 11.6%
DFAS 744 13.0%
DFUV 695 8.8%
DFAR 620 12.3%
DFAT 586 8.5%
AMZN 573 14.5%
VTIP 551 38.0%
DFAU 443 34.6%
GOOGL 330 23.1%
Top Reduces (Value $000, Stocks/ETFs)
BIV -268 -0.9%
SCHD -223 -100.0%
TPL -220 -7.8%
COST -204 -7.0%
XOM -37 -19.5%
FDX -36 -22.1%
GLD -28 -13.4%
WSFS -27 -28.4%
VZ -27 -37.0%
AMD -26 -83.9%
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