Seneschal Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
632
Total value ($000)
$149,521
Net value change ($000)
+3,482 (2.4%)
New positions
54
Sold out positions
18
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 5,381 NEW
SCHR 1,943 568.1%
MSFT 1,148 36.6%
VTIP 389 19.4%
DFAI 297 19.0%
VTI 287 1.1%
DFUS 261 2.7%
AAPL 216 13.9%
DFAU 204 11.8%
XOM 182 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAR -5,663 -100.0%
BIV -1,016 -3.3%
TPL -666 -25.5%
DFAS -448 -6.9%
DFAT -422 -5.7%
GOOG -234 -13.3%
XOM -153 -100.0%
DUHP -101 -100.0%
DFSV -92 -100.0%
COST -83 -3.1%
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