Seneca House Advisors

Est. AUM

$251.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$20.4M	106477	8.12%	SOLE
2	ALPHABET INC	CAP STK CL A	$15.7M	54449	6.22%	SOLE
3	MARKEL GROUP INC	COM	$15.4M	8054	6.13%	SOLE
4	ISHARES TR	IBONDS DEC 2034	$12.9M	496769	5.14%	SOLE
5	MICROSOFT CORP	COM	$11.4M	30905	4.55%	SOLE
6	STARWOOD PPTY TR INC	COM	$10.7M	621728	4.25%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$9.7M	16852	3.86%	SOLE
8	WP CAREY INC	COM	$8.2M	120230	3.25%	SOLE
9	JPMORGAN CHASE & CO	COM	$7.3M	24893	2.91%	SOLE
10	VULCAN MATLS CO	COM	$6.4M	23647	2.56%	SOLE
11	ALTRIA GROUP INC	COM	$5.9M	89835	2.36%	SOLE
12	SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$5.9M	118837	2.34%	SOLE
13	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.6M	37484	2.21%	SOLE
14	CROWDSTRIKE HLDGS INC	CL A	$5.4M	13739	2.13%	SOLE
15	CHORD ENERGY CORPORATION	COM NEW	$5.2M	36393	2.06%	SOLE
16	APPLE INC	COM	$5.2M	20313	2.05%	SOLE
17	ONEOK INC NEW	COM	$4.9M	54192	1.95%	SOLE
18	EMCOR GROUP INC	COM	$4.8M	6535	1.92%	SOLE
19	MARRIOTT INTL INC NEW	CL A	$4.8M	14724	1.91%	SOLE
20	TJX COS INC NEW	COM	$4.3M	26956	1.71%	SOLE
21	JANUS DETROIT STR TR	HENDERSON SECURI	$4.2M	82166	1.68%	SOLE
22	KROGER CO	COM	$4.1M	56019	1.61%	SOLE
23	VISA INC	COM CL A	$3.8M	12717	1.53%	SOLE
24	FIRSTCASH HOLDINGS INC	COM	$3.6M	18893	1.41%	SOLE
25	ISHARES TR	S&P 500 VAL ETF	$3.2M	15183	1.27%	SOLE
26	MERCADOLIBRE INC	COM	$3.1M	1767	1.21%	SOLE
27	ISHARES TR	IBONDS DEC 2032	$3.0M	118994	1.19%	SOLE
28	SCHWAB CHARLES CORP	COM	$2.8M	29965	1.12%	SOLE
29	ISHARES TR	IBONDS DEC 2033	$2.5M	94840	0.97%	SOLE
30	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.5M	48645	0.97%	SOLE
31	PINNACLE FINL PARTNERS INC	COM	$2.1M	24772	0.85%	SOLE
32	BLACKSTONE INC	COM	$1.9M	16084	0.74%	SOLE
33	JOHNSON & JOHNSON	COM	$1.8M	7324	0.71%	SOLE
34	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	64562	0.66%	SOLE
35	ALPHABET INC	CAP STK CL C	$1.6M	5531	0.63%	SOLE
36	AMAZON COM INC	COM	$1.5M	7143	0.59%	SOLE
37	PIMCO ETF TR	INTER MUN BD ACT	$1.5M	28035	0.58%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.57%	SOLE
39	PHILIP MORRIS INTL INC	COM	$1.3M	8154	0.54%	SOLE
40	LOCKHEED MARTIN CORP	COM	$1.3M	2113	0.51%	SOLE
41	PROCTER & GAMBLE CO	COM	$1.2M	8487	0.49%	SOLE
42	CHEVRON CORPORATION	COM	$1.2M	5801	0.48%	SOLE
43	BANK AMERICA CORP	COM	$1.1M	23330	0.45%	SOLE
44	FREEPORT MCMORAN INC	CL B	$1.1M	17993	0.42%	SOLE
45	ISHARES TR	S&P 500 GRWT ETF	$1.1M	9314	0.42%	SOLE
46	NVIDIA CORPORATION	COM	$1.0M	5953	0.41%	SOLE
47	CSX CORP	COM	$1.0M	24937	0.41%	SOLE
48	ISHARES TR	RUSSELL 2000 ETF	$1.0M	4124	0.41%	SOLE
49	CAPITAL ONE FINL CORP	COM	$1.0M	5544	0.40%	SOLE
50	PEPSICO INC	COM	$1.0M	6443	0.40%	SOLE

1–50 of 96

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.