Data as of Q4 2025 (Dec 31, 2025)

Seneschal Advisors, LLC

โ€ขCIK: 2039659โ€ขFiling: Q4 2025

Seneschal Advisors, LLC manages $136M across a diversified portfolio of 590 positions. The fund exhibits significant concentration in select names, notably holding BIV at $30.3M and VTI at $24.1M. Further allocations include substantial positions in DFUS ($9.0M), DFUV ($7.5M), and DFAT ($6.5M). This structure suggests a tactical, high-conviction approach across varied market sectors.

Total AUM
$135.8M
QoQ Performance
-1.4%
Positions
535
Top 10 Concentration
75.2%
Latest Filing
Q4 2025

Top Holdings Allocation

BIV
VTI
DFUS
DFUV
BIV22.3%
VTI17.7%
DFUS6.6%
DFUV5.5%
DFAT4.8%
BNDX4.3%
DFAS4.1%
AMZN3.4%

๐Ÿ“ˆ Biggest Buys

TPL
TEXAS PACIFIC LAND CORPORATI
+189.5%
1.6% of portfolio
DFAU
DIMENSIONAL ETF TRUST
+61.2%
1.0% of portfolio
VTIP
VANGUARD MALVERN FDS
+32.4%
1.3% of portfolio
DFAR
DIMENSIONAL ETF TRUST
+5.5%
3.4% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+19.2%
1.0% of portfolio

๐Ÿ“‰ Biggest Sells

MSFT
MICROSOFT CORP
-14.5%
3.0% of portfolio
VTI
VANGUARD INDEX FDS
-2.1%
17.7% of portfolio
DFUS
DIMENSIONAL ETF TRUST
-5.2%
6.6% of portfolio
AMZN
AMAZON COM INC
-7.9%
3.4% of portfolio
DFAS
DIMENSIONAL ETF TRUST
-5.9%
4.1% of portfolio

Sector Breakdown

Other85.6%
Technology6.4%
Consumer5.9%
ETF0.7%
Healthcare0.4%
Financial0.3%
Industrial0.3%
Communication0.1%

๐Ÿšช Exited Positionssold since Q3 2025

SGOV
ISHARES TR
SOLD
$181.4K
IBIT
ISHARES BITCOIN TRUST ETF
SOLD
$127.1K
USB
US BANCORP DEL
SOLD
$80.5K
WY
WEYERHAEUSER CO MTN BE
SOLD
$59.6K
NVSN
NOVARTIS AG
SOLD
$22.8K
+389 more exited positions

Changes from Q3 2025

NEW5 new positions
โ†‘40 increased
โ†“41 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024