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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 4 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 META META PLATFORMS INC Communication Services 171.0 $96K 0.07% -50.0 -22.6% $563.44 -3.1%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 823.0 $96K 0.07% -6.0 -0.7% $116.67 +49.1%
63 DFSV DIMENSIONAL ETF TRUST 2,380.0 $92K 0.06% +210.0 +9.7% $38.79 +3.1%
64 JPM JPMORGAN CHASE & CO Financial Services 281.0 $92K 0.06% -21.0 -7.0% $327.04 +7.5%
65 EEM ISHARES TR 1,318.0 $90K 0.06% -45.0 -3.3% $68.41 -2.6%
66 JNJ JOHNSON & JOHNSON Healthcare 339.0 $86K 0.06% +2.0 +0.6% $254.08 +5.2%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 167.0 $84K 0.06% +1.0 +0.6% $501.37 +25.2%
68 IWN ISHARES TR 372.0 $82K 0.06% -28.0 -7.0% $221.20 +1.2%
69 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 4,420.0 $77K 0.05% $17.35 -7.7%
70 XLV SELECT SECTOR SPDR TR 475.0 $75K 0.05% NEW $158.66 +8.7%
71 XLC SELECT SECTOR SPDR TR 700.0 $75K 0.05% NEW $107.13 +3.3%
72 KO COCA COLA CO Consumer Defensive 915.0 $74K 0.05% $81.27 +11.4%
73 ABBV ABBVIE INC Healthcare 293.0 $74K 0.05% $251.64 +4.0%
74 PANW PALO ALTO NETWORKS INC Technology 213.0 $73K 0.05% $341.03 +2.5%
75 XLE SELECT SECTOR SPDR TR 1,363.0 $72K 0.05% -111.0 -7.5% $53.11 +20.0%
76 MRK MERCK & CO INC Healthcare 548.0 $70K 0.05% +6.0 +1.1% $128.48 +16.2%
77 NEE NEXTERA ENERGY INC Utilities 800.0 $70K 0.05% $87.77 -3.1%
78 EATON VANCE TAX-MANAGED BUY- 4,707.0 $70K 0.05% $14.88
79 V VISA INC Financial Services 199.0 $68K 0.05% $343.10 +6.6%
80 WSFS WSFS FINL CORP Financial Services 888.0 $68K 0.05% -562.0 -38.8% $76.73 +4.1%
Page 4 of 30  ·  596 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%