Seneca Financial Advisors LLC

CIK 0002082922 · Q2 2026

13F Equity AUM

$385.0M

+12.8% QoQ

Positions

+2 QoQ

AUM Rank

#4,345

Top 49%

Skill Alpha (FF)

-3.3%/yr^ns

No Clear Edge

Rank #7,027 · Top 85%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 40.1%Top 10: 70.9%Top 20: 91.0%

SCHG9.7%

VIG9.2%

SCHM7.3%

STIP7.0%

SCHP6.9%

SCHA6.7%

VTEB6.5%

VXUS6.3%

SCHV5.6%

EFG5.6%

Others (56)29.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services95.8%

Other4.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 66Median: 0.29%Avg: 1.52%

0–0.5%

43(7.0%)

0.5–1%

5(3.6%)

1–3%

6(10.6%)

3–5%

2(7.8%)

5%+

10(70.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 66vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased27Decreased21Exited2

New Positions

GLW0.1%

+1K

PWB0.1%

+2K

VEA0.1%

+3K

AEE0.1%

+2K

Increased

SCHG9.7%

+119K(+12%)

SCHA6.7%

+79K(+13%)

SCHP6.9%

+73K(+8%)

VTEB6.5%

+53K(+12%)

STIP7.0%

+14K(+6%)

EFG5.6%

+11K(+7%)

VUG0.2%

+8K(+500%)

IWF0.3%

+8K(+300%)

SCHM7.3%

+7K(+1%)

IUSB0.8%

+5K(+8%)

Decreased

SCHF3.5%

-80,376(-14%)

SCHV5.6%

-14,633(-2%)

VXUS6.3%

-7,828(-3%)

GOVT0.1%

-3,407(-20%)

SCHE2.7%

-2,295(-1%)

VWO2.3%

-1,276(-1%)

SCHC0.4%

-768(-3%)

NDSN1.1%

-678(-5%)

VYM4.3%

-506(-0%)

SCHX0.9%

-347(-0%)

Exited

SCHO

-29,141

MCD

-715

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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