Seneca House Advisors ETF holdings
Richmond, VA
Reported $102.9M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$102.9M
ETFs held
34
Change from prior quarter
+20.8%
With price moves
ETFs as a share of its 13F
36.4%
of $282.9M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| RSP | Invesco S&P 500 Equal Weight ETF | $28.9M | 136,001 | +29,524 shares |
| IBDZ | iShares iBonds Dec 2034 Term Corporate ETF | $14.3M | 547,030 | +50,261 shares |
| JAAA | Janus Henderson AAA CLO ETF | $12.4M | 246,156 | +197,511 shares |
| QQQ | Invesco QQQ Trust | $12.1M | 16,404 | −448 shares |
| VYM | Vanguard High Dividend Yield ETF | $6.3M | 39,683 | +2,199 shares |
| MTBA | Simplify MBS ETF | $4.1M | 83,504 | −35,333 shares |
| IVE | iShares S&P 500 Value ETF | $3.4M | 14,758 | −425 shares |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | $2.9M | 113,199 | −5,795 shares |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | $2.3M | 88,080 | −6,760 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $1.7M | 57,494 | −7,068 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001731359. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Seneca House Advisors own?
Seneca House Advisors reported 34 ETF positions worth $102.9M in its Form 13F for June 30, 2026. The largest was RSP, at $28.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.