Institutional Fund
Seneschal Advisors, LLC
Tacoma, WACIK 20396595 filings on record
Portfolio Value
$134.69M
Q1 2026
Holdings
594
Reported positions
New Buys
25
Opened this quarter
QoQ Change
-0.8%
from $135.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds22.7%
- Vanguard Index Fds17.1%
- Dimensional ETF Trust6.5%
- Dimensional ETF Trust5.8%
- Dimensional ETF Trust5.1%
- Vanguard Charlotte Fds4.5%
- Other38.3%
Portfolio Holdings
594 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 396.8K | $30.63M | 22.7% | +8.4K | Added |
| 2 | Vanguard Index Fds | 71.8K | $23.03M | 17.1% | +12 | Added |
| 3 | Dimensional ETF Trust | 122.5K | $8.69M | 6.5% | +1.8K | Added |
| 4 | Dimensional ETF Trust | 162.2K | $7.86M | 5.8% | +628 | Added |
| 5 | Dimensional ETF Trust | 110.2K | $6.88M | 5.1% | +838 | Added |
| 6 | Vanguard Charlotte Fds | 124.9K | $6.00M | 4.5% | +4.6K | Added |
| 7 | Dimensional ETF Trust | 80.7K | $5.74M | 4.3% | +1.2K | Added |
| 8 | Dimensional ETF Trust | 213.3K | $5.04M | 3.7% | +12.5K | Added |
| 9 | Amazon Com Inc | 19.0K | $3.96M | 2.9% | −1.1K | Reduced |
| 10 | Microsoft Corp | 8.5K | $3.14M | 2.3% | −40 | Reduced |
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