1y return+13.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $117 against $127 in the S&P 500.2
Seneschal Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BIVVanguard Bd Index Fds | $30.4M | 20.8% | |
| VTIVanguard Index Fds | $26.2M | 17.9% | −1.4% |
| DFUSDimensional Etf Trust | $9.7M | 6.6% | −3.4% |
| DFUVDimensional Etf Trust | $8.6M | 5.9% | −4.1% |
| Dimensional Etf TrustCUSIP 25434V609 | $7.5M | 5.1% | −3.1% |
| Dimensional Etf TrustCUSIP 25434V500 | $6.5M | 4.4% | −2.4% |
| BNDXVanguard Charlotte Fds | $6.2M | 4.3% | +3.0% |
| Dimensional Etf TrustCUSIP 25434V823 | $5.7M | 3.9% | +1.5% |
| AMZNAmazon Com Inc | $4.5M | 3.1% | |
| MSFTMicrosoft Corp | $3.1M | 2.1% | |
| Dimensional Etf TrustCUSIP 25434V708 | $3.0M | 2.0% | −4.6% |
| COSTCostco Wholesale Corporation | $2.7M | 1.9% | |
| TPLTexas Pacific Land Corporati | $2.6M | 1.8% | |
| VTIPVanguard Malvern Fds | $2.0M | 1.4% | +37.1% |
| GOOGAlphabet Inc | $1.8M | 1.2% | |
| DFAUDimensional Etf Trust | $1.7M | 1.2% | +17.4% |
| DFAIDimensional Etf Trust | $1.6M | 1.1% | +17.4% |
| AAPLApple Inc | $1.6M | 1.1% | −1.8% |
| VUGVanguard Index Fds | $1.3M | 0.9% | −1.6% |
| QUALIshares Tr | $1.3M | 0.9% | −4.4% |
| QQQInvesco Qqq Tr | $1.0M | 0.7% | −20.6% |
| DFLVDimensional Etf Trust | $982K | 0.7% | |
| QQQMInvesco Exch Traded Fd Tr II | $820K | 0.6% | −9.9% |
| GOOGLAlphabet Inc | $766K | 0.5% | −1.9% |
| SBUXStarbucks Corp | $679K | 0.5% | −8.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2025 | +110.9% | $564K |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $766K |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $1.8M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $320K |
| VEAVanguard Tax-managed Fds | December 31, 2024 | +49.0% | $528K |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $1.0M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2024 | +44.0% | $820K |
| DFAIDimensional Etf Trust | December 31, 2024 | +41.3% | $1.6M |
| DFAEDimensional Etf Trust | June 30, 2025 | +38.9% | $371K |
| VWOVanguard Intl Equity Index F | December 31, 2024 | +35.5% | $231K |
Sold off last quarter
- SCHDSchwab Strategic Tr was $223K
- CTRACoterra Energy Inc was $14K
- IEFAIshares Tr was $11K
- DUKDuke Energy Corp New was $8,512
- DLRDigital Rlty Tr Inc was $8,290
- GSKGsk PLC was $8,169
- VGITVanguard Scottsdale Fds was $5,122
- DFIPDimensional Etf Trust was $4,965
- LYELLyell Immunopharma Inc was $2,528
- INTUIntuit was $865
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.7% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Seneschal Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2039659&type=13F-HR&dateb=&owner=include&count=40CIK 2039659
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2039659/000203965926000003/Filed August 14, 2026 · accession 0002039659-26-000003