SEC Form 13F · Q2 2026

Seneca Financial Advisors LLC

Institutional Holdings Report

13F-HRNY
$385.0M
Portfolio Value
66
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Seneca Financial Advisors LLC
CIK
2082922
Accession No.
0001214659-26-009055
Location
ROCHESTER, NY
Form Type
13F-HR
Portfolio Value
$385.0M
Holdings Reported
66
Reporting Period
Q2 2026
Filed
July 27, 2026

About this Filing

Seneca Financial Advisors LLC is an institutional investment manager based in ROCHESTER, NY reporting approximately $385.0M in 13(f) securities across 66 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.