Seneschal Advisors, LLC

Q3 2026 13F-HR Detailed Holdings

Location
Tacoma, WA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
697
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/13/2026 Next filing: — SEC filing
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 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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 DIMENSIONAL FUND ADVISORS LP