Seneca Financial Advisors LLC

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
Rochester, NY
CIK
0002082922
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 61 259,475 VIG, SCHG, GOVT, SCHV 13F-HR 8/27/2025 000121465925012852
Q1 2025 55 206,308 VIG, GOVT, SCHG, SCHV 13F-HR 8/27/2025 000121465925012851
Q4 2024 55 201,378 VIG, SCHG, GOVT, SCHV 13F-HR 8/27/2025 000121465925012850
Q3 2024 54 205,572 VIG, SCHG, SCHV, GOVT 13F-HR 8/27/2025 000121465925012849
Q2 2024 59 193,062 VIG, SCHG, GOVT, SCHV 13F-HR 8/27/2025 000121465925012848
Q1 2024 57 187,554 VIG, SCHG, SCHV, SCHM 13F-HR 8/27/2025 000121465925012847
Q4 2023 57 172,375 VIG, SCHG, SCHV, SCHM 13F-HR 8/27/2025 000121465925012846
Q3 2023 50 146,085 VIG, SCHG, SCHV, SCHM 13F-HR 8/27/2025 000121465925012845
Q2 2023 53 150,669 VIG, SCHG, SCHV, SCHM 13F-HR 8/27/2025 000121465925012844
Q1 2023 54 155,627 VIG, SCHG, SCHV, SCHM 13F-HR 8/27/2025 000121465925012843
Q4 2022 49 158,063 VIG, SCHG, SCHV, VWO 13F-HR 8/27/2025 000121465925012842
Q3 2022 44 139,763 VIG, SCHG, SCHM, VWO 13F-HR 8/27/2025 000121465925012841
Q2 2022 43 148,657 VIG, SCHG, SCHM, VWO 13F-HR 8/27/2025 000121465925012840
Q1 2022 45 164,652 VIG, SCHG, SCHM, SCHR 13F-HR 8/27/2025 000121465925012839
Q4 2021 47 168,997 VIG, SCHG, SCHM, SCHR 13F-HR 8/27/2025 000121465925012838
Q3 2021 40 151,014 VIG, SCHG, SCHM, SCHR 13F-HR 8/27/2025 000121465925012837
Q2 2021 41 152,862 VIG, SCHG, SCHM, SCHR 13F-HR 8/27/2025 000121465925012836
Q1 2021 40 142,104 VIG, SCHM, SCHG, SCHR 13F-HR 8/27/2025 000121465925012834
Q4 2020 74 131,632 VIG, SCHG, SCHM, SCHR 13F-HR 8/27/2025 000121465925012832