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Portfolio (Quarterly) Guide ↗

Seneschal Advisors, LLC

· CIK 0002039659
13F Portfolio $146M AUM 658 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 46 New 105 Added 109 Reduced 40 Exited
Page 1 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 70,775.0 $26.2M 17.93% -998.0 -1.4% $370.04 +1.8%
2 DFUS DIMENSIONAL ETF TRUST 118,371.0 $9.7M 6.64% -2K -2.0% $81.94 +1.6%
3 DFUV DIMENSIONAL ETF TRUST 155,556.0 $8.6M 5.86% -6K -3.8% $55.01 +3.8%
4 DFAT DIMENSIONAL ETF TRUST 106,795.0 $7.5M 5.11% -3K -2.3% $69.90 +1.8%
5 DFAS DIMENSIONAL ETF TRUST 78,782.0 $6.5M 4.44% -781.0 -1.0% $82.34 +0.1%
6 AMZN AMAZON COM INC Consumer Cyclical 19,035.0 $4.5M 3.11% -1K -5.5% $238.34 +9.1%
7 MSFT MICROSOFT CORP Technology 8,407.0 $3.1M 2.15% -113.0 -1.3% $373.02 +29.0%
8 DFAC DIMENSIONAL ETF TRUST 67,091.0 $3.0M 2.04% -4K -6.1% $44.36 +2.3%
9 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,890.0 $2.7M 1.85% -27.0 -0.9% $935.47 -0.2%
10 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,957.0 $2.6M 1.78% -2K -20.4% $437.64 -15.6%
11 AAPL APPLE INC Technology 5,381.0 $1.6M 1.07% -159.0 -2.9% $289.35 +7.6%
12 QUAL ISHARES TR 5,789.0 $1.3M 0.87% -357.0 -5.8% $219.43 +1.3%
13 QQQ INVESCO QQQ TR Financial Services 1,425.0 $1.0M 0.72% -390.0 -21.5% $736.64 -3.5%
14 QQQM INVESCO EXCH TRADED FD TR II 2,705.0 $820K 0.56% -272.0 -9.1% $302.97 -3.4%
15 GOOGL ALPHABET INC Communication Services 2,145.0 $766K 0.53% -140.0 -6.1% $357.32 -4.7%
16 SBUX STARBUCKS CORP Consumer Cyclical 6,644.0 $679K 0.47% -602.0 -8.3% $102.19 +1.8%
17 SCHV SCHWAB STRATEGIC TR 18,964.0 $660K 0.45% -200.0 -1.0% $34.81 -0.0%
18 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,182.0 $564K 0.39% -51.0 -4.1% $477.57 -12.9%
19 VEA VANGUARD TAX-MANAGED FDS 7,407.0 $528K 0.36% -1K -13.0% $71.25 +2.2%
20 NVDA NVIDIA CORPORATION Technology 1,600.0 $320K 0.22% -850.0 -34.7% $200.13 +8.4%
Page 1 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Consumer Cyclical 22.8%
Energy 11.9%
Communication Services 11.8%
Consumer Defensive 11.8%
Financial Services 10.0%
Healthcare 2.3%
Industrials 2.1%
Utilities 0.8%
Basic Materials 0.3%