Notify me when Seneca Financial Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 64 | $328,617,079 | +$40,605,701 | -$22,887,426 | +$17,718,275 | VIG, SCHG, STIP, SCHM, VXUS | 13F-HR | 26 Jan 2026, 16:32 |
| Q3 2025 | 63 | $306,252,946 | +$36,371,203 | -$4,567,459 | +$31,803,744 | VIG, SCHG, GOVT, STIP, SCHM | 13F-HR | 23 Oct 2025, 09:10 |
| Q2 2025 | 61 | $259,475,111 | +$44,347,454 | -$4,701,716 | +$39,645,738 | VIG, SCHG, GOVT, SCHV, SCHM | 13F-HR | 27 Aug 2025, 10:27 |
| Q1 2025 | 55 | $206,308,904 | +$8,576,016 | -$1,143,243 | +$7,432,773 | VIG, GOVT, SCHG, SCHV, SCHM | 13F-HR | 27 Aug 2025, 10:27 |
| Q4 2024 | 55 | $201,378,745 | +$52,249,132 | -$2,790,175 | +$49,458,957 | VIG, SCHG, GOVT, SCHV, SCHM | 13F-HR | 27 Aug 2025, 10:27 |
| Q3 2024 | 54 | $205,572,827 | +$6,593,416 | -$6,431,080 | +$162,336 | VIG, SCHG, SCHV, GOVT, SCHM | 13F-HR | 27 Aug 2025, 10:27 |
| Q2 2024 | 59 | $193,062,583 | +$15,016,701 | -$9,261,373 | +$5,755,328 | VIG, SCHG, GOVT, SCHV, SCHM | 13F-HR | 27 Aug 2025, 10:27 |
| Q1 2024 | 57 | $187,554,754 | +$15,768,506 | -$10,914,718 | +$4,853,788 | VIG, SCHG, SCHV, SCHM, GOVT | 13F-HR | 27 Aug 2025, 10:27 |
| Q4 2023 | 57 | $172,375,948 | +$16,406,218 | -$3,731,391 | +$12,674,827 | VIG, SCHG, SCHV, SCHM, SCHO | 13F-HR | 27 Aug 2025, 10:23 |
| Q3 2023 | 50 | $146,085,216 | +$3,168,906 | -$1,839,594 | +$1,329,312 | VIG, SCHG, SCHV, SCHM, VYM | 13F-HR | 27 Aug 2025, 10:23 |
| Q2 2023 | 53 | $150,669,844 | +$3,854,791 | -$15,784,203 | -$11,929,412 | VIG, SCHG, SCHV, SCHM, VYM | 13F-HR | 27 Aug 2025, 10:23 |
| Q1 2023 | 54 | $155,627,478 | +$10,339,830 | -$18,372,181 | -$8,032,351 | VIG, SCHG, SCHV, SCHM, VYM | 13F-HR | 27 Aug 2025, 10:23 |
| Q4 2022 | 49 | $158,063,925 | +$20,948,060 | -$14,321,513 | +$6,626,547 | VIG, SCHG, SCHV, VWO, SCHM | 13F-HR | 27 Aug 2025, 10:21 |
| Q3 2022 | 44 | $139,763,172 | +$5,371,672 | -$4,746,207 | +$625,465 | VIG, SCHG, SCHM, VWO, SCHV | 13F-HR | 27 Aug 2025, 10:21 |
| Q2 2022 | 43 | $148,657,482 | +$19,617,065 | -$13,544,174 | +$6,072,891 | VIG, SCHG, SCHM, VWO, SCHV | 13F-HR | 27 Aug 2025, 10:21 |
| Q1 2022 | 45 | $164,652,252 | +$22,355,984 | -$4,677,592 | +$17,678,392 | VIG, SCHG, SCHM, SCHR, SCHV | 13F-HR | 27 Aug 2025, 10:21 |
| Q4 2021 | 47 | $168,997,274 | +$10,680,315 | -$2,101,038 | +$8,579,277 | VIG, SCHG, SCHM, SCHR, SCHV | 13F-HR | 27 Aug 2025, 10:20 |
| Q3 2021 | 40 | $151,014,568 | +$4,345,273 | -$4,288,154 | +$57,119 | VIG, SCHG, SCHM, SCHR, SCHV | 13F-HR | 27 Aug 2025, 10:18 |
| Q2 2021 | 41 | $152,862,307 | +$3,525,199 | -$949,420 | +$2,575,779 | VIG, SCHG, SCHM, SCHR, SCHV | 13F-HR | 27 Aug 2025, 10:17 |
| Q1 2021 | 40 | $142,104,170 | +$5,983,646 | -$1,396,138 | +$4,587,508 | VIG, SCHM, SCHG, SCHR, WDIV | 13F-HR | 27 Aug 2025, 10:15 |
| Q4 2020 | 37 | $131,632,576 | $0 | $0 | $0 | VIG, SCHG, SCHM, SCHR, WDIV | 13F-HR | 27 Aug 2025, 10:12 |