Seneca Financial Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists 63 total holdings, managed by Partner and Chief Investment Officer Matthew J. Darcy.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the vast majority of the firm's positions. Among the top individual stock holdings listed in the filing are AES Corp, Alphabet Inc. Class A and Class C shares, Amazon.com Inc., Amgen Inc., Apple Inc., and Berkshire Hathaway Inc. Class B. Other notable individual equities include Broadcom Inc., Caterpillar Inc., Exxon Mobil Holdings Corp., Graco Inc., JPMorgan Chase & Co., Meta Platforms Inc. Class A, Microsoft Corp., Nordson Corp., NVIDIA Corporation, Paychex Inc., and RTX Corporation.
The filing also details a significant number of ETF positions, including various iShares and Schwab Strategic Trust funds covering broad market indices, international equities, small-cap stocks, and fixed income instruments. Specific funds mentioned include the iShares Core S&P 500 ETF, the Schwab Strategic Trust US Large Cap Growth ETF, and the Vanguard Total Stock Market ETF.
