Seneschal Advisors, LLC

CIK

2039659

Location

TACOMA, WA

Portfolio Value

Small $146,039,902

Diversification

Moderately concentrated

Reports for

DIMENSIONAL FUND ADVISORS LP

Filing Date

Global Rank

#7,478 / 8,798 ▼ 499 · as of Jun 2026

Top Industry

Internet Retail 19.1%

Period ended 3 months ago

Filed Aug 14, 2026 · 57d

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

537 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.3%

+0.1 pts

Top 5

79.4%

−1.5 pts

Top 10

89.0%

−1.5 pts

HHI

1,863

Moderately concentrated−66

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.7%	$122,281,787	23
Technology	4.3%	$6,342,827	101
Consumer Cyclical	3.8%	$5,530,345	59
Energy	2.0%	$2,896,800	16
Consumer Defensive	2.0%	$2,882,684	28
Communication Services	2.0%	$2,864,130	24
Financial Services	1.2%	$1,821,090	89
Industrials	0.4%	$580,437	89
Healthcare	0.4%	$546,872	63
Utilities	0.1%	$180,627	24
Basic Materials	0.1%	$80,143	18
Real Estate	0.0%	$32,160	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+13,134	89,074	$28,435,665
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+10,791	39,849	$2,001,615
BNDX	Vanguard Total International Bond ETF	+3,742	128,662	$6,231,100
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2,665	7,594	$634,907
EDV	Vanguard World Funds Extended Duration ETF	+859	1,377	$223,711
—		+492	1,022	$100,102
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+278	16,287	$3,144,405
PLTR	Palantir Technologies Inc.	+236	823	$96,019
VIG	Vanguard Dividend Appreciation ETF	+220	3,333	$384,065
NVDA	Nvidia Corp	+150	1,600	$320,143
SPY	Spdr S&P 500 ETF Trust	+120	256	$191,173
ASTS	AST SpaceMobile, Inc.	+95	99	$8,796
F	Ford Motor Co	+62	128	$1,778
VXUS	Vanguard Total International Stock ETF	+47	626	$53,516
MU	Micron Technology Inc	+29	39	$45,016
GLTR	abrdn Precious Metals Basket ETF Trust	+25	193	$34,961
CCL	Carnival Corp Ltd.	+22	25	$714
KLAC	Kla Corp	+18	20	$6,034
BKNG	Booking Holdings Inc.	+12	13	$2,317
CVNA	Carvana Co.	+8	10	$658
HPQ	Hp Inc	+7	2,478	$54,366
T	At&T Inc.	+5	2,322	$48,064
KHC	Kraft Heinz Co	+4	14	$330
GLD	Spdr Gold Trust	+4	490	$180,506
AEO	American Eagle Outfitters Inc	+4	510	$8,772
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−4,364	54,246	$1,712,204
DCOR	Dimensional US Core Equity 1 ETF	−3,098	854,781	$45,754,885
BIV	Vanguard Intermediate-Term Bond ETF	−1,152	403,772	$30,943,143
NWBI	Northwest Bancshares, Inc.	−750	1,500	$22,740
VEA	Vanguard FTSE Developed Markets ETF	−682	7,407	$527,748
SBUX	Starbucks Corp	−616	6,644	$678,949
WSFS	Wsfs Financial Corp	−562	888	$68,136
VZ	Verizon Communications Inc	−375	1,081	$45,768
QQQ	Invesco Qqq Trust, Series 1	−370	1,425	$1,049,370
CVS	CVS HEALTH Corp	−310	11	$1,137
IVZ	Invesco Ltd.	−298	2,705	$819,533
VEU	Vanguard FTSE All-World Ex-US ETF	−234	4,238	$288,076
WMB	Williams Companies, Inc.	−163	13	$966
AMD	Advanced Micro Devices Inc	−144	9	$5,228
CSCO	Cisco Systems, Inc.	−137	32	$3,758
AAPL	Apple Inc.	−100	5,381	$1,557,045
GILD	Gilead Sciences, Inc.	−98	12	$1,516
MSFT	Microsoft Corp	−73	8,407	$3,135,978
PNC	Pnc Financial Services Group, Inc.	−53	4	$984
FDX	Fedex Corp	−51	406	$127,130
GOOGL	Alphabet Inc.	−46	7,125	$2,526,140
BKF	iShares MSCI BIC ETF	−45	1,318	$90,164
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−43	1,182	$564,487
CVX	Chevron Corp	−41	403	$66,801
UNH	Unitedhealth Group Inc	−40	6	$2,493
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
BNDC	FlexShares Core Select Bond Fund	681	$61,235
SPCX	Space Exploration Technologies Corp	226	$38,614
UNIT	Uniti Group Inc.	2,723	$31,232
FDXF	FedEx Freight Holding Company, Inc.	202	$30,502
DVN	Devon Energy Corp/De	280	$11,569
VCX	Fundrise Innovation Fund, LLC	40	$3,457
SKYQ	Sky Quarry Inc.	625	$2,293
MYGN	Myriad Genetics Inc	350	$1,998
MTD	Mettler Toledo International Inc/	1	$1,277
HUM	Humana Inc	2	$794
CNC	Centene Corp	8	$513
ITT	Itt Inc.	1	$197
ATI	Ati Inc	1	$197
RVMD	Revolution Medicines, Inc.	1	$187
ROIV	Roivant Sciences Ltd.	5	$176
NVT	nVent Electric plc	1	$169
Q	Qnity Electronics, Inc.	1	$163
MRNA	Moderna, Inc.	2	$140
PINS	Pinterest, Inc.	6	$126
AKAM	Akamai Technologies Inc	1	$118
ULS	UL Solutions Inc.	1	$101
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DUK	Duke Energy CORP	65	$8,511
DLR	Digital Realty Trust, Inc.	46	$8,289
GSK	GSK plc	148	$8,168
BNDW	Vanguard Total World Bond ETF	86	$5,121
LYEL	Lyell Immunopharma, Inc.	126	$2,527
INTU	Intuit Inc.	2	$864
ACN	Accenture plc	3	$594
LTBR	LIGHTBRIDGE Corp	37	$394
DPZ	Dominos Pizza Inc	1	$358
AFK	VanEck Africa Index ETF	2	$266
RGLD	Royal Gold Inc	1	$254
ZTS	Zoetis Inc.	2	$236
CHTR	Charter Communications, Inc. /Mo/	1	$215
PODD	Insulet Corp	1	$209
ACM	Aecom	2	$169
JKHY	Jack Henry & Associates Inc	1	$158
ZG	Zillow Group, Inc.	3	$124
GIS	General Mills Inc	3	$111
IONQ	IonQ, Inc.	3	$86
RKT	Rocket Companies, Inc.	6	$85
DOCU	Docusign, Inc.	1	$47
UMC	United Microelectronics Corp	5	$44
NTNX	Nutanix, Inc.	1	$38
DGNX	Diginex Ltd	1	$1
—		5	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

537 tracked positions · $146,039,902 total · filing declares 658 positions · $146,038,815 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 537 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Reduced	854,781	-3,098	$45,754,885	+12.1%	31.33%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	403,772	-1,152	$30,943,143	−0.9%	21.19%
VB	Vanguard Morningstar Small-Cap ETF	Added	89,074	+13,134	$28,435,665	+19.5%	19.47%
BNDX	Vanguard Total International Bond ETF	Added	128,662	+3,742	$6,231,100	+3.8%	4.27%
AMZN	Amazon Com Inc Consumer Cyclical	Held	19,035	0	$4,536,801	+14.4%	3.11%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	16,287	+278	$3,144,405	—	2.15%
MSFT	Microsoft Corp Technology	Reduced	8,407	-73	$3,135,978	−0.1%	2.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,890	-29	$2,703,507	−7.1%	1.85%
TPL	Texas Pacific Land Corp Energy	Held	5,957	0	$2,607,021	−7.8%	1.79%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,125	-46	$2,526,140	+22.7%	1.73%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	39,849	+10,791	$2,001,615	+37.9%	1.37%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	54,246	-4,364	$1,712,204	+1.2%	1.17%
AAPL	Apple Inc. Technology	Reduced	5,381	-100	$1,557,045	+11.9%	1.07%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,425	-370	$1,049,370	+1.3%	0.72%
IVZ	Invesco Ltd. Financial Services	Reduced	2,705	-298	$819,533	+14.8%	0.56%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,644	-616	$678,949	+4.4%	0.46%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	7,594	+2,665	$634,907	+157.7%	0.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,182	-43	$564,487	+36.4%	0.39%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	7,407	-682	$527,748	+1.8%	0.36%
ERIE	Erie Indemnity Co Financial Services	Reduced	1,759	-1	$421,720	−4.7%	0.29%
VIG	Vanguard Dividend Appreciation ETF	Added	3,333	+220	$384,065	+26.0%	0.26%
NVDA	Nvidia Corp Technology	Added	1,600	+150	$320,143	+26.6%	0.22%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	4,238	-234	$288,076	+19.2%	0.20%
EDV	Vanguard World Funds Extended Duration ETF	Added	1,377	+859	$223,711	+107.6%	0.15%
SPY	Spdr S&P 500 ETF Trust	Added	256	+120	$191,173	+116.1%	0.13%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	1,324	-17	$189,028	+4.1%	0.13%
GLD	Spdr Gold Trust	Added	490	+4	$180,506	−13.7%	0.12%
IDCC	InterDigital, Inc. Technology	Held	600	0	$169,878	−6.2%	0.12%
XOM	ExxonMobil Holdings Corp Energy	Held	1,121	0	$153,263	−19.4%	0.10%
FDX	Fedex Corp Industrials	Reduced	406	-51	$127,130	−21.9%	0.09%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	302	-3	$127,020	+12.0%	0.09%
CRWV	CoreWeave, Inc. Technology	Held	1,246	0	$124,026	+28.5%	0.08%
BA	Boeing Co Industrials	Held	533	0	$115,378	+8.8%	0.08%
AMGN	Amgen Inc Healthcare	Added	309	+2	$111,894	+3.6%	0.08%
		Added	1,022	+492	$100,102	+26.1%	0.07%
META	Meta Platforms, Inc. Communication Services	Held	171	0	$96,322	−1.5%	0.07%
PLTR	Palantir Technologies Inc. Technology	Added	823	+236	$96,019	+11.8%	0.07%
JPM	Jpmorgan Chase & Co Financial Services	Held	281	0	$91,978	+11.3%	0.06%
BKF	iShares MSCI BIC ETF	Reduced	1,318	-45	$90,164	+16.5%	0.06%
JNJ	Johnson & Johnson Healthcare	Added	339	+1	$86,095	+4.2%	0.06%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	167	0	$83,726	+2.0%	0.06%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	4,420	0	$76,687	+15.3%	0.05%
KO	Coca Cola Co Consumer Defensive	Held	915	0	$74,362	+6.9%	0.05%
ABBV	AbbVie Inc. Healthcare	Added	293	+1	$73,730	+16.1%	0.05%
PANW	Palo Alto Networks Inc Technology	Held	213	0	$72,637	+112.7%	0.05%
MRK	Merck & Co., Inc. Healthcare	Added	548	+2	$70,417	+7.2%	0.05%
NEE	Nextera Energy Inc Utilities	Held	800	0	$70,216	−5.5%	0.05%
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund Financial Services	Held	4,707	0	$70,040	+8.9%	0.05%
V	Visa Inc. Financial Services	Held	199	0	$68,274	+13.5%	0.05%
WSFS	Wsfs Financial Corp Financial Services	Reduced	888	-562	$68,136	−28.2%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.