Seneca House Advisors

RICHMOND, VA · CIK 1731359 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRichmond, VA

$282.9m reported value +12.4% vs Q1 2026

103positions

48.7%in top 10

11 new 45 added 41 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	136,001	$28.9m10.23%	10.23%	Added +29.5k	+29,524 27.7%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	50,466	$18.0m6.38%	6.38%	Reduced -4.0k	-3,983 -7.3%
3	MARKEL GROUP INC COM MKL	MKL	8,236	$16.1m5.69%	5.69%	Added +182	+182 2.3%
4	ISHARES TR IBONDS DEC 2034 IBDZ	IBDZ	547,030	$14.3m5.04%	5.04%	Added +50.3k	+50,261 10.1%
5	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	246,156	$12.4m4.39%	4.39%	Added +197.5k	+197,511 406.0%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	16,404	$12.1m4.27%	4.27%	Reduced -448	-448 -2.7%
7	MICROSOFT CORP COM MSFT	MSFT	26,083	$9.7m3.44%	3.44%	Reduced -4.8k	-4,822 -15.6%
8	STARWOOD PPTY TR INC COM STWD	STWD	577,201	$9.5m3.34%	3.34%	Reduced -44.5k	-44,527 -7.2%
9	WP CAREY INC COM WPC	WPC	120,725	$8.6m3.05%	3.05%	Added +495	+495 0.4%
10	JPMORGAN CHASE & CO COM JPM	JPM	24,432	$8.0m2.83%	2.83%	Reduced -461	-461 -1.9%
11	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	9,327	$7.1m2.52%	2.52%	Reduced -4.4k	-4,412 -32.1%
12	VULCAN MATLS CO COM VMC	VMC	22,104	$6.5m2.31%	2.31%	Reduced -1.5k	-1,543 -6.5%
13	EMCOR GROUP INC COM EME	EME	7,804	$6.5m2.29%	2.29%	Added +1.3k	+1,269 19.4%
14	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	39,683	$6.3m2.22%	2.22%	Added +2.2k	+2,199 5.9%
15	ALTRIA GROUP INC COM MO	MO	86,397	$6.2m2.20%	2.20%	Reduced -3.4k	-3,438 -3.8%
16	APPLE INC COM AAPL	AAPL	21,171	$6.1m2.17%	2.17%	Added +858	+858 4.2%
17	FIRSTCASH HOLDINGS INC COM FCFS	FCFS	25,801	$5.6m1.97%	1.97%	Added +6.9k	+6,908 36.6%
18	VISA INC COM CL A V	V	15,991	$5.5m1.94%	1.94%	Added +3.3k	+3,274 25.8%
19	MARRIOTT INTL INC NEW CL A MAR	MAR	13,219	$4.9m1.73%	1.73%	Reduced -1.5k	-1,505 -10.2%
20	ARISTA NETWORKS INC COM SHS ANET	ANET	27,244	$4.6m1.64%	1.64%	New
21	SIMPLIFY EXCHANGE TRADED FUN MBS ETF MTBA	MTBA	83,504	$4.1m1.45%	1.45%	Reduced -35.3k	-35,333 -29.7%
22	ONEOK INC NEW COM OKE	OKE	44,598	$3.9m1.37%	1.37%	Reduced -9.6k	-9,594 -17.7%
23	CHORD ENERGY CORPORATION COM NEW CHRD	CHRD	31,985	$3.7m1.29%	1.29%	Reduced -4.4k	-4,408 -12.1%
24	KROGER CO COM KR	KR	64,005	$3.6m1.26%	1.26%	Added +8.0k	+7,986 14.3%
25	ISHARES TR S&P 500 VAL ETF IVE	IVE	14,758	$3.4m1.18%	1.18%	Reduced -425	-425 -2.8%
26	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	32,785	$3.3m1.17%	1.17%	Added +8.0k	+8,013 32.4%
27	MERCADOLIBRE INC COM MELI	MELI	1,914	$3.2m1.15%	1.15%	Added +147	+147 8.3%
28	FREEPORT-MCMORAN INC CL B FCX	FCX	50,362	$3.2m1.12%	1.12%	Added +32.4k	+32,369 179.9%
29	ISHARES TR IBONDS DEC 2032 IBDX	IBDX	113,199	$2.9m1.01%	1.01%	Reduced -5.8k	-5,795 -4.9%
30	ISHARES TR IBONDS DEC 2033 IBDY	IBDY	88,080	$2.3m0.80%	0.80%	Reduced -6.8k	-6,760 -7.1%
31	ALPHABET INC CAP STK CL C GOOG	GOOG	5,532	$2.0m0.69%	0.69%	Added +1	+1 0.0%
32	JOHNSON & JOHNSON COM JNJ	JNJ	7,350	$1.9m0.66%	0.66%	Added +26	+26 0.3%
33	AMAZON COM INC COM AMZN	AMZN	7,396	$1.8m0.62%	0.62%	Added +253	+253 3.5%
34	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	57,494	$1.7m0.60%	0.60%	Reduced -7.1k	-7,068 -10.9%
35	NVIDIA CORPORATION COM NVDA	NVDA	8,282	$1.7m0.59%	0.59%	Added +2.3k	+2,329 39.1%
36	BLACKSTONE INC COM BX	BX	13,660	$1.6m0.57%	0.57%	Reduced -2.4k	-2,424 -15.1%
37	UNITED STS LIME & MINERALS I COM USLM	USLM	14,614	$1.5m0.54%	0.54%	New
38	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.53%	0.53%	Unchanged
39	PHILIP MORRIS INTL INC COM PM	PM	8,174	$1.5m0.52%	0.52%	Added +20	+20 0.2%
40	BANK AMERICA CORP COM BAC	BAC	22,903	$1.3m0.46%	0.46%	Reduced -427	-427 -1.8%
41	ISHARES TR S&P 500 GRWT ETF IVW	IVW	9,304	$1.3m0.45%	0.45%	Reduced -10	-10 -0.1%
42	ELI LILLY & CO COM LLY	LLY	1,044	$1.3m0.44%	0.44%	Added +44	+44 4.4%
43	ISHARES TR IBONDS DEC2026 IBDR	IBDR	51,022	$1.2m0.44%	0.44%	Added +16.8k	+16,833 49.2%
44	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,083	$1.2m0.43%	0.43%	Reduced -41	-41 -1.0%
45	CSX CORP COM CSX	CSX	25,024	$1.2m0.42%	0.42%	Added +87	+87 0.3%
46	PROCTER AND GAMBLE CO COM PG	PG	7,812	$1.1m0.40%	0.40%	Reduced -675	-675 -8.0%
47	CAPITAL ONE FINL CORP COM COF	COF	5,411	$1.1m0.38%	0.38%	Reduced -133	-133 -2.4%
48	LOCKHEED MARTIN CORP COM LMT	LMT	2,117	$1.1m0.38%	0.38%	Added +4	+4 0.2%
49	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,400	$1.0m0.37%	0.37%	Unchanged
50	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	16,328	$999.7k0.35%	0.35%	Reduced -281	-281 -1.7%
51	CHEVRON CORP NEW COM CVX	CVX	5,801	$961.6k0.34%	0.34%	Unchanged
52	ISHARES TR CORE S&P MCP ETF IJH	IJH	12,305	$948.9k0.34%	0.34%	Added +307	+307 2.6%
53	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	2,838	$857.7k0.30%	0.30%	Reduced -24	-24 -0.8%
54	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,886	$817.3k0.29%	0.29%	Added +31	+31 1.7%
55	ISHARES TR IBONDS DEC 29 IBDU	IBDU	34,383	$796.3k0.28%	0.28%	Reduced -6.4k	-6,400 -15.7%
56	ISHARES TR CORE S&P500 ETF IVV	IVV	1,056	$791.0k0.28%	0.28%	Added +1	+1 0.1%
57	PEPSICO INC COM PEP	PEP	5,596	$757.7k0.27%	0.27%	Reduced -847	-847 -13.2%
58	DOMINION ENERGY INC COM D	D	10,673	$728.8k0.26%	0.26%	Reduced -372	-372 -3.4%
59	DELL TECHNOLOGIES INC CL C DELL	DELL	1,623	$700.4k0.25%	0.25%	Added +13	+13 0.8%
60	ISHARES TR IBONDS 27 ETF IBDS	IBDS	28,686	$694.8k0.25%	0.25%	Added +1.6k	+1,558 5.7%
61	WASTE MGMT INC DEL COM WM	WM	3,044	$678.5k0.24%	0.24%	Reduced -10	-10 -0.3%
62	HOME DEPOT INC COM HD	HD	1,896	$668.8k0.24%	0.24%	Reduced -299	-299 -13.6%
63	SOUTHERN CO COM SO	SO	6,847	$655.3k0.23%	0.23%	Added +47	+47 0.7%
64	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,294	$647.5k0.23%	0.23%	Added +61	+61 5.0%
65	NORFOLK SOUTHN CORP COM NSC	NSC	1,962	$617.3k0.22%	0.22%	Reduced -13	-13 -0.7%
66	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,050	$610.0k0.22%	0.22%	Added +65	+65 6.6%
67	ABBVIE INC COM ABBV	ABBV	2,371	$596.6k0.21%	0.21%	Added +104	+104 4.6%
68	BROADCOM INC COM AVGO	AVGO	1,571	$593.4k0.21%	0.21%	Added +238	+238 17.9%
69	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	19,788	$573.1k0.20%	0.20%	Reduced -33	-33 -0.2%
70	ORACLE CORP COM ORCL	ORCL	3,824	$560.4k0.20%	0.20%	Reduced -212	-212 -5.2%
71	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	17,200	$545.4k0.19%	0.19%	Reduced -1.6k	-1,558 -8.3%
72	META PLATFORMS INC CL A META	META	961	$541.2k0.19%	0.19%	Added +104	+104 12.1%
73	NEXTERA ENERGY INC COM NEE	NEE	5,630	$494.1k0.17%	0.17%	Reduced -313	-313 -5.3%
74	PARKER-HANNIFIN CORP COM PH	PH	464	$454.1k0.16%	0.16%	Added +4	+4 0.9%
75	ISHARES TR S&P 100 ETF OEF	OEF	1,226	$448.4k0.16%	0.16%	Added +2	+2 0.2%
76	MICRON TECHNOLOGY INC COM MU	MU	368	$424.2k0.15%	0.15%	New
77	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	7,910	$416.1k0.15%	0.15%	Reduced -20.1k	-20,125 -71.8%
78	LOWES COS INC COM LOW	LOW	1,793	$395.4k0.14%	0.14%	Reduced -107	-107 -5.6%
79	IDEXX LABS INC COM IDXX	IDXX	705	$371.1k0.13%	0.13%	Reduced -23	-23 -3.2%
80	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	10,268	$371.0k0.13%	0.13%	Added +767	+767 8.1%
81	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	4,776	$357.7k0.13%	0.13%	Reduced -281	-281 -5.6%
82	ISHARES TR U.S. TECH ETF IYW	IYW	1,308	$329.9k0.12%	0.12%	Unchanged
83	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	2,737	$314.4k0.11%	0.11%	Added +2	+2 0.1%
84	TESLA INC COM TSLA	TSLA	747	$314.2k0.11%	0.11%	Added +106	+106 16.5%
85	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,647	$314.2k0.11%	0.11%	Reduced -67	-67 -1.8%
86	CISCO SYS INC COM CSCO	CSCO	2,629	$308.8k0.11%	0.11%	New
87	GOLDMAN SACHS GROUP INC COM GS	GS	287	$289.9k0.10%	0.10%	Unchanged
88	ABBOTT LABS COM ABT	ABT	3,051	$276.8k0.10%	0.10%	Added +462	+462 17.8%
89	UNITEDHEALTH GROUP INC COM UNH	UNH	622	$258.6k0.09%	0.09%	New
90	SPDR SER TR S&P DIVID ETF SDY	SDY	1,668	$253.8k0.09%	0.09%	Added +11	+11 0.7%
91	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	7,391	$250.1k0.09%	0.09%	Reduced -2.1k	-2,111 -22.2%
92	CHICAGO ATLANTIC BDC INC COM LIEN	LIEN	25,322	$247.4k0.09%	0.09%	Added +434	+434 1.7%
93	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	357	$245.3k0.09%	0.09%	Reduced -169	-169 -32.1%
94	DOVER CORP COM DOV	DOV	1,077	$241.6k0.09%	0.09%	Unchanged
95	MERCK & CO INC COM MRK	MRK	1,740	$223.6k0.08%	0.08%	Added +76	+76 4.6%
96	M & T BK CORP COM MTB	MTB	930	$221.3k0.08%	0.08%	New
97	AMERICAN EXPRESS CO COM AXP	AXP	646	$218.5k0.08%	0.08%	New
98	ELEVANCE HEALTH INC COM ELV	ELV	559	$216.4k0.08%	0.08%	New
99	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	3,730	$214.9k0.08%	0.08%	Added +1	+1 0.0%
100	J P MORGAN EXCHANGE TRADED F ACTIVEBLDRS EMER JEMA	JEMA	3,258	$208.1k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TJX COS INC NEW TJX	TJX	26,956	$4.3m27.0k shares
JANUS DETROIT STR TR JSI	JSI	82,166	$4.2m82.2k shares
SCHWAB CHARLES CORP SCHW	SCHW	29,965	$2.8m30.0k shares
EXXON MOBIL CORP XOM	XOM	3,481	$590.5k3.5k shares