# EDGAR Filing Document

**Accession Number:** 0001731359
**File Stem:** 0001085146-23-000477
**Filing Date:** 2023-1
**Character Count:** 11911
**Document Hash:** cde99cad5e22fe09820753ca9fb0515a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000477.hdr.sgml**: 20230131

**ACCESSION NUMBER**: 0001085146-23-000477

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230131

**DATE AS OF CHANGE**: 20230130

**EFFECTIVENESS DATE**: 20230131

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Seneca House Advisors
- **CENTRAL INDEX KEY:** 0001731359
- **IRS NUMBER:** 474491639
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18653
- **FILM NUMBER:** 23569874

**BUSINESS ADDRESS:**
- **STREET 1:** 5609 PATTERSON AVENUE
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226
- **BUSINESS PHONE:** 8043176814

**MAIL ADDRESS:**
- **STREET 1:** 5609 PATTERSON AVENUE
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Stony Point Wealth Management Inc.
- **DATE OF NAME CHANGE:** 20180213

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Seneca House Advisors<br>**Address:** 5609 PATTERSON AVENUE<br>RICHMOND, VA 23226

**Form 13F File Number:** 028-18653

**CRD Number (if applicable):** 000210519

**SEC File Number (if applicable):** 801-108723

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Matthew C. Daniel<br>**Title:** Principal<br>**Phone:** 804-317-6814

**Signature, Place, and Date of Signing:**

/s/  Matthew C. Daniel  Richmond, VA  01-30-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $180939590

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 747288 | 6807 | SH |  | SOLE |  | 6807 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 321409 | 1989 | SH |  | SOLE |  | 1989 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2045596 | 7666 | SH |  | SOLE |  | 7666 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 7337912 | 83168 | SH |  | SOLE |  | 83168 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 525725 | 5925 | SH |  | SOLE |  | 5925 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 6750702 | 147685 | SH |  | SOLE |  | 147685 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 439740 | 5235 | SH |  | SOLE |  | 5235 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 2358849 | 11134 | SH |  | SOLE |  | 11134 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3962866 | 30500 | SH |  | SOLE |  | 30500 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 3257144 | 17430 | SH |  | SOLE |  | 17430 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 1560107 | 47105 | SH |  | SOLE |  | 47105 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 256882 | 1010 | SH |  | SOLE |  | 1010 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 937422 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 537486 | 1740 | SH |  | SOLE |  | 1740 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 6427075 | 86630 | SH |  | SOLE |  | 86630 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 321521 | 4469 | SH |  | SOLE |  | 4469 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 437684 | 4708 | SH |  | SOLE |  | 4708 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 873402 | 4866 | SH |  | SOLE |  | 4866 | 0 | 0 |
| CIGNA CORP NEW | COM | 125523100 |  | 309876 | 935 | SH |  | SOLE |  | 935 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 1014723 | 32754 | SH |  | SOLE |  | 32754 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 3659026 | 39264 | SH |  | SOLE |  | 39264 | 0 | 0 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 6103935 | 34255 | SH |  | SOLE |  | 34255 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 4433148 | 51026 | SH |  | SOLE |  | 51026 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 952915 | 15540 | SH |  | SOLE |  | 15540 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 770142 | 1501 | SH |  | SOLE |  | 1501 | 0 | 0 |
| ETSY INC | COM | 29786A106 |  | 970817 | 8105 | SH |  | SOLE |  | 8105 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 365641 | 3315 | SH |  | SOLE |  | 3315 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 33738R118 |  | 243079 | 5087 | SH |  | SOLE |  | 5087 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 5460304 | 17287 | SH |  | SOLE |  | 17287 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1163184 | 5428 | SH |  | SOLE |  | 5428 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 531572 | 1303 | SH |  | SOLE |  | 1303 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 442034 | 6918 | SH |  | SOLE |  | 6918 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 863803 | 3130 | SH |  | SOLE |  | 3130 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL STP | 46137V373 |  | 260064 | 1525 | SH |  | SOLE |  | 1525 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 6574120 | 24689 | SH |  | SOLE |  | 24689 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 574259 | 2374 | SH |  | SOLE |  | 2374 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 336967 | 877 | SH |  | SOLE |  | 877 | 0 | 0 |
| ISHARES TR | IBOND DEC 2030 | 46436E593 |  | 3459954 | 177025 | SH |  | SOLE |  | 177025 | 0 | 0 |
| ISHARES TR | IBONDS DEC 2032 | 46436E296 |  | 1437650 | 62209 | SH |  | SOLE |  | 62209 | 0 | 0 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 3312588 | 136997 | SH |  | SOLE |  | 136997 | 0 | 0 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 3248748 | 146538 | SH |  | SOLE |  | 146538 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 |  | 289628 | 1698 | SH |  | SOLE |  | 1698 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 640409 | 10947 | SH |  | SOLE |  | 10947 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 2631741 | 18141 | SH |  | SOLE |  | 18141 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 |  | 678057 | 19937 | SH |  | SOLE |  | 19937 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 255964 | 5106 | SH |  | SOLE |  | 5106 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2355576 | 13335 | SH |  | SOLE |  | 13335 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 6946830 | 51803 | SH |  | SOLE |  | 51803 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 267480 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 |  | 497063 | 1359 | SH |  | SOLE |  | 1359 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1283361 | 2638 | SH |  | SOLE |  | 2638 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 390628 | 1961 | SH |  | SOLE |  | 1961 | 0 | 0 |
| MARKEL CORP | COM | 570535104 |  | 4654385 | 3533 | SH |  | SOLE |  | 3533 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 218670 | 1971 | SH |  | SOLE |  | 1971 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 9678580 | 40358 | SH |  | SOLE |  | 40358 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2584327 | 30913 | SH |  | SOLE |  | 30913 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 377292 | 1531 | SH |  | SOLE |  | 1531 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 2908708 | 44273 | SH |  | SOLE |  | 44273 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 353316 | 4322 | SH |  | SOLE |  | 4322 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1974869 | 10931 | SH |  | SOLE |  | 10931 | 0 | 0 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 |  | 2481925 | 42506 | SH |  | SOLE |  | 42506 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 469694 | 9167 | SH |  | SOLE |  | 9167 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 955880 | 9445 | SH |  | SOLE |  | 9445 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 3747287 | 24725 | SH |  | SOLE |  | 24725 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 3549124 | 42627 | SH |  | SOLE |  | 42627 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 246754 | 5507 | SH |  | SOLE |  | 5507 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 993014 | 13146 | SH |  | SOLE |  | 13146 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 203521 | 3663 | SH |  | SOLE |  | 3663 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 209153 | 5163 | SH |  | SOLE |  | 5163 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 779826 | 5740 | SH |  | SOLE |  | 5740 | 0 | 0 |
| SOTHERLY HOTELS INC | COM | 83600C103 |  | 78301 | 43260 | SH |  | SOLE |  | 43260 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 551242 | 1441 | SH |  | SOLE |  | 1441 | 0 | 0 |
| STARWOOD PPTY TR INC | COM | 85571B105 |  | 7040698 | 384108 | SH |  | SOLE |  | 384108 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 3922014 | 7122 | SH |  | SOLE |  | 7122 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 362623 | 2086 | SH |  | SOLE |  | 2086 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 746837 | 1409 | SH |  | SOLE |  | 1409 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 6476282 | 59849 | SH |  | SOLE |  | 59849 | 0 | 0 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 266638 | 835 | SH |  | SOLE |  | 835 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 918606 | 23315 | SH |  | SOLE |  | 23315 | 0 | 0 |
| VILLAGE BK  TR FINL CORP | COM NEW | 92705T200 |  | 220391 | 4061 | SH |  | SOLE |  | 4061 | 0 | 0 |
| VULCAN MATLS CO | COM | 929160109 |  | 7226440 | 41268 | SH |  | SOLE |  | 41268 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1201461 | 7658 | SH |  | SOLE |  | 7658 | 0 | 0 |
| WP CAREY INC | COM | 92936U109 |  | 10098900 | 129225 | SH |  | SOLE |  | 129225 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 3618736 | 24693 | SH |  | SOLE |  | 24693 | 0 | 0 |

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