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Super Investors Seneschal Advisors, LLC
SA

Seneschal Advisors, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$146M
Positions
596
Quarter ended
June 30, 2026
Filed
August 14, 2026

Reported portfolio value by quarter (7 quarters reported)

$146M $116M
Q4 24 Q2 25 Q4 25 Q2 26

$120M in Q4 2024 → $146M now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
VB Vanguard Bd Index Fds 20.8% Trimmed 0.3% 395,818 $30.4M
VI Vanguard Index Fds 17.9% Trimmed 1.4% 70,775 $26.2M
DE Dimensional ETF Trust 6.6% Trimmed 3.4% 118,371 $9.7M
DE Dimensional ETF Trust 5.9% Trimmed 4.1% 155,556 $8.56M
DE Dimensional ETF Trust 5.1% Trimmed 3.1% 106,795 $7.46M
DE Dimensional ETF Trust 4.4% Trimmed 2.4% 78,782 $6.49M
VC Vanguard Charlotte Fds 4.3% Added 3.0% 128,662 $6.23M
DE Dimensional ETF Trust 3.9% Added 1.5% 216,478 $5.66M
Amazon Com Inc 3.1% Unchanged 19,035 $4.54M
Microsoft Corp 2.1% Trimmed 0.9% 8,407 $3.14M
DE Dimensional ETF Trust 2.0% Trimmed 4.6% 67,091 $2.98M
Costco Wholesale Corporation 1.9% Trimmed 1.0% 2,890 $2.7M
TP Texas Pacific Land Corporati 1.8% Unchanged 5,957 $2.61M
VM Vanguard Malvern Fds 1.4% Added 37% 39,849 $2M
Alphabet Inc 1.2% Trimmed 0.1% 4,980 $1.76M
DE Dimensional ETF Trust 1.2% Added 17% 33,344 $1.72M
DE Dimensional ETF Trust 1.1% Added 17% 37,914 $1.56M
Apple Inc 1.1% Trimmed 1.8% 5,381 $1.56M
VI Vanguard Index Fds 0.9% Added 490% 15,230 $1.31M
IT Ishares Tr 0.9% Trimmed 4.4% 5,789 $1.27M
IQ Invesco Qqq Tr 0.7% Trimmed 21% 1,425 $1.05M
DE Dimensional ETF Trust 0.7% Trimmed 0.8% 24,840 $982K
IE Invesco Exch Traded Fd Tr Ii 0.6% Trimmed 9.9% 2,705 $820K
Alphabet Inc 0.5% Trimmed 1.9% 2,145 $766K
Starbucks Corp 0.5% Trimmed 8.5% 6,644 $679K
VI Vanguard Index Fds 0.5% Added 34% 973 $668K
SS Schwab Strategic Tr 0.5% Trimmed 1.0% 18,964 $660K
SS Schwab Strategic Tr 0.4% Added 3.5% 19,373 $656K
VB Vanguard Bd Index Fds 0.4% Trimmed 1.9% 7,954 $584K
TS Taiwan Semiconductor Manufac 0.4% Trimmed 3.5% 1,182 $564K
VT Vanguard Tax-managed Fds 0.4% Trimmed 8.4% 7,407 $528K
EI Erie Indty Co 0.3% Trimmed 0.1% 1,759 $422K
IT Ishares Tr 0.3% Unchanged 530 $397K
DE Dimensional ETF Trust 0.3% Added 15% 9,233 $371K
SS Schwab Strategic Tr 0.2% Added 24% 13,865 $342K
Nvidia Corporation 0.2% Added 10% 1,600 $320K
VI Vanguard Index Fds 0.2% Unchanged 2,886 $278K
IT Ishares Tr 0.2% Unchanged 643 $263K
SS Select Sector SPDR Tr 0.2% New 1,260 $240K
VI Vanguard Intl Equity Index F 0.2% Trimmed 13% 3,877 $231K
IT Ishares Tr 0.2% Unchanged 2,950 $227K
IT Ishares Tr 0.1% Trimmed 13% 828 $201K
SS State Str SPDR S&P 500 ETF T 0.1% Added 88% 256 $191K
SG SPDR Gold Tr 0.1% Added 0.8% 490 $181K
SS Select Sector SPDR Tr 0.1% Added 5.0% 3,796 $172K
Interdigital Inc 0.1% Unchanged 600 $170K
Exxon Mobil Corp 0.1% Unchanged 1,121 $153K
SS SPDR Series Trust 0.1% Unchanged 1,001 $152K
IT Ishares Tr 0.1% Unchanged 464 $139K
IT Ishares Tr 0.1% Trimmed 3.8% 938 $139K
VI Vanguard Index Fds 0.1% Added 300% 1,660 $134K
VI Vanguard Index Fds 0.1% Unchanged 436 $132K
Tesla Inc 0.1% Trimmed 1.0% 302 $127K
Fedex Corp 0.1% Trimmed 11% 406 $127K
Coreweave Inc 0.1% Unchanged 1,246 $124K
Boeing Co 0.1% Unchanged 533 $115K
IT Ishares Tr 0.1% Unchanged 1,090 $113K
Amgen Inc 0.1% Added 0.7% 309 $112K
VS Vanguard Specialized Funds 0.1% Added 97% 447 $106K
DE Dimensional ETF Trust 0.1% Trimmed 2.3% 2,427 $101K

Showing top 60 of 596 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 6 quarters.

Q2 2026

quarter ended June 30, 2026 · filed August 14, 2026

Company Action Shares changed Value of change % of portfolio
VI Vanguard Index Fds Added +12,650 +$1.09M 0.9%
VM Vanguard Malvern Fds Added +10,791 +$542K 1.4%
VI Vanguard Index Fds Trimmed −1,010 −$374K 17.9%
DE Dimensional ETF Trust Trimmed −6,691 −$368K 5.9%
DE Dimensional ETF Trust Trimmed −4,161 −$341K 6.6%
IQ Invesco Qqq Tr Trimmed −370 −$273K 0.7%
DE Dimensional ETF Trust Added +4,947 +$256K 1.2%
SS Select Sector SPDR Tr New +1,260 +$240K 0.2%
DE Dimensional ETF Trust Trimmed −3,365 −$235K 5.1%
DE Dimensional ETF Trust Added +5,610 +$231K 1.1%

Showing the 10 largest of 236 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 08, 2026

Company Action Shares changed Value of change % of portfolio
TP Texas Pacific Land Corporati Trimmed −1,522 −$722K 2.1%
VB Vanguard Bd Index Fds Added +8,373 +$646K 22.7%
DE Dimensional ETF Trust Added +12,480 +$295K 3.7%
VM Vanguard Malvern Fds Trimmed −5,777 −$289K 1.1%
Amazon Com Inc Trimmed −1,100 −$229K 2.9%
SS Schwab Strategic Tr New +7,272 +$223K 0.2%
VC Vanguard Charlotte Fds Added +4,571 +$220K 4.5%
Nvidia Corporation Trimmed −1,000 −$174K 0.2%
DE Dimensional ETF Trust Added +1,788 +$127K 6.5%
VB Vanguard Bd Index Fds Added +1,500 +$110K 0.4%

Showing the 10 largest of 211 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 13, 2026

Company Action Shares changed Value of change % of portfolio
TP Texas Pacific Land Corporati Added +4,896 +$1.41M 1.6%
Microsoft Corp Trimmed −1,450 −$701K 3.0%
DE Dimensional ETF Trust Added +11,124 +$521K 1.0%
VI Vanguard Index Fds Trimmed −1,525 −$511K 17.7%
DE Dimensional ETF Trust Trimmed −6,654 −$494K 6.6%
VM Vanguard Malvern Fds Added +8,519 +$421K 1.3%
Amazon Com Inc Trimmed −1,718 −$397K 3.4%
DE Dimensional ETF Trust Trimmed −5,022 −$350K 4.1%
Oracle Corp Trimmed −1,508 −$294K —
DE Dimensional ETF Trust Trimmed −4,271 −$254K 4.8%

Showing the 10 largest of 215 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 14, 2025

Company Action Shares changed Value of change % of portfolio
VB Vanguard Bd Index Fds Trimmed −44,314 −$3.46M 22.2%
VI Vanguard Index Fds Trimmed −3,910 −$1.28M 17.5%
VM Vanguard Malvern Fds Added +15,789 +$799K 1.0%
Oracle Corp New +1,598 +$449K 0.3%
DE Dimensional ETF Trust Added +18,003 +$429K 3.3%
VI Vanguard Index Fds New +637 +$390K 0.3%
SS Schwab Strategic Tr Trimmed −12,270 −$308K 0.2%
Microsoft Corp Added +565 +$293K 3.7%
DE Dimensional ETF Trust Added +6,739 +$245K 0.8%
Coreweave Inc New +1,666 +$228K 0.2%

Showing the 10 largest of 583 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 14, 2025

Company Action Shares changed Value of change % of portfolio
VB Vanguard Bd Index Fds Added +11,159 +$863K 26.6%
DE Dimensional ETF Trust Added +31,631 +$742K 3.2%
Amazon Com Inc Trimmed −2,945 −$646K 3.8%
VM Vanguard Malvern Fds New +10,527 +$529K 0.4%
VI Vanguard Index Fds Added +1,541 +$468K 18.5%
SS Schwab Strategic Tr New +13,013 +$380K 0.3%
VB Vanguard Bd Index Fds New +5,118 +$377K 0.3%
DE Dimensional ETF Trust Added +7,137 +$302K 0.4%
TS Taiwan Semiconductor Mfg Ltd New +1,233 +$279K 0.2%
SS Schwab Strategic Tr Added +9,254 +$232K 0.5%

Showing the 10 largest of 37 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 07, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +17,752 +$422K 2.9%
VI Vanguard Index Fds Added +1,444 +$397K 17.9%
VB Vanguard Bd Index Fds Trimmed −3,623 −$277K 27.9%
SS Schwab Strategic Tr Exited −11,200 −$269K —
DE Dimensional ETF Trust New +6,226 +$239K 0.2%
TS Taiwan Semiconductor Mfg Ltd Exited −1,205 −$238K —
IT Ishares Tr Exited −643 −$207K —
IT Ishares Tr Exited −3,245 −$202K —
DE Dimensional ETF Trust Added +4,752 +$148K 0.5%
IT Ishares Tr Trimmed −233 −$131K 0.3%

Showing the 10 largest of 33 changes.

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