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Molly Wheeler

Seneschal Advisors, Llc

Assets Managed
$134.69M
Holdings
594
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
-0.81%(2Q avg: -1.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seneschal Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 594 positions.

Assets under management

The assets under management (AUM) of Seneschal Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 134.69M in assets, with a quarterly growth rate of -0.81% and a 2-quarter average growth rate of -1.12%. The portfolio is managed by Molly Wheeler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 2.16%
22.74%
$30.627M
396,820 shares@ $77.19 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.02%
17.1%
$23.029M
71,785 shares@ $320.81 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 1.49%
6.46%
$8.689M
122,532 shares@ $70.91 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.39%
5.84%
$7.862M
162,247 shares@ $48.46 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.77%
5.11%
$6.879M
110,160 shares@ $62.45 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 3.8%
4.46%
$6.002M
124,920 shares@ $48.05 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.48%
4.27%
$5.743M
80,736 shares@ $71.14 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 6.22%
3.75%
$5.043M
213,255 shares@ $23.66 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.46%
2.95%
$3.964M
19,035 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.46%
2.34%
$3.139M
8,480 shares@ $370.16 avg price

1-10 of 594