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Seneca House Advisors
Seneca House Advisors is an independent fee-only firm that specializes in full-service wealth management and investment management. They aim to simplify clients' financial lives through comprehensive wealth management and investment management services.
Investment Strategy
Full-service wealth management and investment management, focusing on strategic wealth planning, portfolio management, risk management, and performance reporting
Latest 13F Filing Activity
Seneca House Advisors filed their most recent 13F report on Sep 30, 2025 disclosing 89 equity positions with a total 13F market value of $248M. The fund increased holdings in Marriott Intl Inc. New, Kroger Co., TJX Cos Inc. New among other positions. Seneca House Advisors reduced exposure to Invesco Exchange Traded FD T, Diageo PLC, Nextera Energy Inc. among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 10.16% | $25.2M | 132,596 | $171.14 | $189.70 | -$5.6M |
| ALPHABET INC | 6.07% | $15.0M | 61,856 | $111.45 | $243.10 | +$1.9M | |
M MSFT | MICROSOFT CORP | 5.98% | $14.8M | 28,560 | $227.77 | $517.95 | -$930.0K |
M MKL | MARKEL GROUP INC | 5.92% | $14.6M | 7,661 | $1467.72 | $1911.36 | +$528.0K |
I IBDX | ISHARES TR | 4.86% | $12.0M | 469,690 | $24.52 | $25.62 | +$1.4M |
Industry Allocation
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