Institutional Manager · CIK 0001731359
Seneca House Advisors
RICHMOND, VA · File #028-18653
Latest AUM
$267.3M
Positions
102
Top-10 Concentration
51.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025102 pos · $267.3M
- 13F HOLDINGS REPORTQ/E Sep 202590 pos · $247.5M
- 13F HOLDINGS REPORTQ/E Jun 202583 pos · $235.3M
- 13F HOLDINGS REPORTQ/E Mar 202587 pos · $234.9M
- 13F HOLDINGS REPORTQ/E Dec 202492 pos · $252.4M
- 13F HOLDINGS REPORTQ/E Sep 202488 pos · $237.4M
- 13F HOLDINGS REPORTQ/E Jun 202480 pos · $230.5M
- 13F HOLDINGS REPORTQ/E Mar 202483 pos · $230.0M
- 13F HOLDINGS REPORTQ/E Dec 202376 pos · $192.2M
- 13F HOLDINGS REPORTQ/E Sep 202380 pos · $200.6M
- 13F HOLDINGS REPORTQ/E Jun 202383 pos · $192.6M
- 13F HOLDINGS REPORTQ/E Mar 202384 pos · $180.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | IVZ | 112,334 | $21.5M | 8.80% |
| 2 | ALPHABET INC | GOOG | 61,892 | $19.4M | 7.93% |
| 3 | MARKEL GROUP INC | MKL | 7,646 | $16.4M | 6.72% |
| 4 | MICROSOFT CORP | MSFT | 29,614 | $14.3M | 5.86% |
| 5 | INVESCO QQQ TR | IVZ | 17,908 | $11.0M | 4.50% |
| 6 | STARWOOD PPTY TR INC | STHO | 584,842 | $10.5M | 4.31% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 32,449 | $10.5M | 4.28% |
| 8 | WP CAREY INC | 92936U109 | 123,483 | $7.9M | 3.25% |
| 9 | VULCAN MATLS CO | 929160109 | 27,186 | $7.8M | 3.17% |
| 10 | ISHARES TR | 46438G653 | 285,269 | $7.5M | 3.08% |
| 11 | ISHARES TR | 46436E312 | 292,436 | $7.5M | 3.05% |
| 12 | ISHARES TR | 46434V290 | 98,374 | $7.4M | 3.01% |
| 13 | BLACKSTONE INC | BX | 43,005 | $6.6M | 2.71% |
| 14 | ALTRIA GROUP INC | MO | 109,113 | $6.3M | 2.57% |
| 15 | APPLE INC | AAPL | 19,967 | $5.4M | 2.22% |
| 16 | VANGUARD WHITEHALL FDS | 921946406 | 36,999 | $5.3M | 2.17% |
| 17 | SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | 101,312 | $5.1M | 2.09% |
| 18 | SCHWAB CHARLES CORP | SCHW-PJ | 46,595 | $4.7M | 1.90% |
| 19 | JANUS DETROIT STR TR | 47103U746 | 85,556 | $4.5M | 1.82% |
| 20 | CROWDSTRIKE HLDGS INC | CRWD | 9,076 | $4.3M | 1.74% |