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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 6 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VZ VERIZON COMMUNICATIONS INC Communication Services 1,081.0 $46K 0.03% -385.0 -26.3% $42.34 +16.8%
102 VDE VANGUARD WORLD FD 300.0 $45K 0.03% NEW $150.13 +19.6%
103 MU MICRON TECHNOLOGY INC Technology 39.0 $45K 0.03% +29.0 +290.0% $1154.31 -16.2%
104 VHT VANGUARD WORLD FD 150.0 $45K 0.03% $299.01 +9.6%
105 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 177.0 $44K 0.03% -25.0 -12.4% $249.98 -4.1%
106 VIS VANGUARD WORLD FD 122.0 $44K 0.03% $360.39 -4.1%
107 BN BROOKFIELD CORP Financial Services 1,012.0 $43K 0.03% $42.59 -2.1%
108 GD GENERAL DYNAMICS CORP Industrials 121.0 $43K 0.03% $354.25 +8.5%
109 MGK VANGUARD WORLD FD 480.0 $42K 0.03% +384.0 +400.0% $87.91 +1.2%
110 IOO ISHARES TR 300.0 $41K 0.03% $136.60 +5.3%
111 SCHW SCHWAB CHARLES CORP Financial Services 431.0 $40K 0.03% +3.0 +0.7% $92.29 +21.7%
112 IWF ISHARES TR 312.0 $39K 0.03% +234.0 +300.0% $124.17 -1.4%
113 SPACE EXPLORATION TECHN CORP 226.0 $39K 0.03% NEW $170.86
114 ING ING GROEP NV Financial Services 1,167.0 $37K 0.03% $31.38 +11.0%
115 UCO PROSHARES TR II Financial Services 1,110.0 $37K 0.03% $32.95 +38.2%
116 LLY ELI LILLY & CO Healthcare 30.0 $36K 0.03% $1199.47 +4.6%
117 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 193.0 $35K 0.02% -3.0 -1.5% $181.15 +15.7%
118 DFSU DIMENSIONAL ETF TRUST 740.0 $35K 0.02% NEW $46.63 +3.4%
119 HD HOME DEPOT INC Consumer Cyclical 97.0 $34K 0.02% -7.0 -6.7% $351.43 -4.5%
120 TR TOOTSIE ROLL INDS INC Consumer Defensive 846.0 $33K 0.02% +24.0 +2.9% $39.55 +3.6%
Page 6 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 28.1%
Consumer Cyclical 24.6%
Energy 12.9%
Consumer Defensive 12.7%
Financial Services 10.8%
Communication Services 4.9%
Healthcare 2.4%
Industrials 2.3%
Utilities 0.8%
Basic Materials 0.4%