Sensenig Capital Advisors, Inc holds a concentrated book of 36 stocks worth $109.3M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2026 would be +8% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2092381/holdings"
Use Arkolith to show Sensenig Capital Advisors, Inc's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sensenig Capital Advisors, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Sensenig Capital Advisors, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 36 / 36 | $73.5B |
| ROYAL BANK OF CANADA | 36 / 36 | $30.8B |
| ENVESTNET ASSET MANAGEMENT INC | 36 / 36 | $17.9B |
| LPL Financial LLC | 36 / 36 | $16.3B |
| Focus Partners Wealth | 36 / 36 | $8.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 36 / 36 | $4.2B |
| Allworth Financial LP | 36 / 36 | $4.0B |
| Mariner, LLC | 36 / 36 | $4.0B |
Ranked by how many of Sensenig Capital Advisors, Inc's top 36 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.