Sensenig Capital Advisors, Inc holds a concentrated book of 36 reported positions worth $109.3M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Dimensional US Core Equity 2. Their largest long position is Avantis U.S. Equity ETF at 29% of the reported non-option book. Cloning the disclosed picks since 2026 would be +10% (+16.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Sensenig Capital Advisors, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sensenig Capital Advisors, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Capstone Capital LLC | 3 / 36 | $144.0M |
| Quarry Hill Advisors, LLC | 17 / 36 | $197.8M |
| Demming Financial Services Corp | 7 / 36 | $115.9M |
| Awm Capital, LLC | 21 / 36 | $908.0M |
| Financial Symmetry Inc | 17 / 36 | $217.1M |
| JRM Investment Counsel, LLC | 7 / 36 | $290.1M |
| Verisail Partners, LLC | 7 / 36 | $189.3M |
| Triune Financial Partners, LLC | 13 / 36 | $332.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Sensenig Capital Advisors, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US EQT ETF | $31.2M | 243.3K | 28.5% | ▲+1.9% Added · +4K sh | |
| 2 | Dimensional ETF Trust US COR EQU 2 ETF | $16.4M | 369.8K | 15.0% | ▼−1.2% Reduced · −5K sh | |
| 3 | Vanguard Charlotte FDS TOTAL INT BD ETF | $8.0M | 164.8K | 7.3% | ▲+7.5% Added · +11K sh | |
| 4 | American Centy ETF TR US SML CP VALU | $7.2M | 57.3K | 6.5% | ▼−0.6% Reduced · −347 sh | |
| 5 | Ishares TR 0-3 MTH TREASURY | $7.0M | 69.5K | 6.4% | ▲+18% Added · +10K sh | |
| 6 | American Centy ETF TR INTL EQT ETF | $6.8M | 76.6K | 6.3% | ▲+414% Added · +62K sh | |
| 7 | Dimensional ETF Trust INTL CORE EQUITY | $6.1M | 163.9K | 5.6% | ▼−47% Reduced · −144K sh | |
| 8 | American Centy ETF TR AVANTIS EMGMKT | $5.3M | 55.3K | 4.9% | ▲+521% Added · +46K sh | |
| 9 | Ishares TR ESG AWR US AGRGT | $2.8M | 58.9K | 2.6% | ▲+0.4% Added · +260 sh | |
| 10 | Dimensional ETF Trust US SUSTAINABILTY | $2.7M | 58.9K | 2.5% | ▼−1.6% Reduced · −941 sh | |
| 11 | American Centy ETF TR INTL SMCP VLU | $2.7M | 26.4K | 2.5% | ▲+0.1% Added · +39 sh | |
| 12 | Dimensional ETF Trust GLOBAL REAL EST | $2.5M | 87.8K | 2.3% | ▲+2.8% Added · +2K sh | |
| 13 | Dimensional ETF Trust EMERGING MKTS CO | $1.4M | 34.2K | 1.3% | ▼−77% Reduced · −115K sh | |
| 14 | Dimensional ETF Trust INTL CORE EQT MK | $885K | 21.5K | 0.8% | —Held | |
| 15 | Dimensional ETF Trust INTERNATIONAL | $759K | 16.8K | 0.7% | ▼−0.5% Reduced · −78 sh | |
| 16 | Dimensional ETF Trust US SMALL CAP ETF | $714K | 18.4K | 0.7% | ▼−6.2% Reduced · −1K sh | |
| 17 | Dimensional ETF Trust US SMALL CAP ETF | $656K | 8.0K | 0.6% | —Held | |
| 18 | Dimensional ETF Trust EMER MARK SU ETF | $584K | 11.9K | 0.5% | ▼−7.3% Reduced · −938 sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $550K | 1.5K | 0.5% | ▲+2.6% Added · +38 sh | |
| 20 | Schwab Strategic TR FUNDAMENTAL US L | $441K | 14.2K | 0.4% | —Held | |
| 21 | American Centy ETF TR US LARGE CAP VLU | $439K | 4.8K | 0.4% | ▼−5.8% Reduced · −299 sh | |
| 22 | Ishares TR CORE INTL AGGR | $394K | 7.8K | 0.4% | ▼−7.5% Reduced · −635 sh | |
| 23 | Johnson & Johnson COM | $377K | 1.5K | 0.3% | ▼−9.8% Reduced · −161 sh | |
| 24 | Dimensional ETF Trust WORLD EX US CORE | $370K | 10.1K | 0.3% | ▼−7.5% Reduced · −813 sh | |
| 25 | Abbvie Inc COM | $341K | 1.4K | 0.3% | ▼−6.9% Reduced · −100 sh | |
| 26 | Fidelity Merrimack STR TR TOTAL BD ETF | $285K | 6.3K | 0.3% | ▲+7.3% Added · +428 sh | |
| 27 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $265K | 3.5K | 0.2% | ▼−64% Reduced · −6K sh | |
| 28 | Toronto Dominion BK Ont COM NEW | $261K | 2.2K | 0.2% | ▼−5.7% Reduced · −130 sh | |
| 29 | WSFS Finl Corp COM | $253K | 3.3K | 0.2% | —Held | |
| 30 | Exxon Mobil Corp COM | $230K | 1.7K | 0.2% | —Held | |
| 31 | Moodys Corp COM | $229K | 505 | 0.2% | ▼−11% Reduced · −62 sh | |
| 32 | Nushares ETF TR NUVEEN ESG US | $218K | 9.9K | 0.2% | ▼−1.5% Reduced · −148 sh | |
| 33 | Eli Lilly & Co COM | $212K | 177 | 0.2% | ▲New New position | |
| 34 | Ishares TR ESG AWRE 1 5 YR | $211K | 8.4K | 0.2% | —Held | |
| 35 | American Express Co COM | $205K | 607 | 0.2% | ▲New New position | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $200K | 400 | 0.2% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.