SB
Seven Bridges Advisors LLC — 13F Portfolio Analysis & Stock Picks (Q3 2026)
Seven Bridges Advisors LLCCIK: 0001632929
Momentum followerQuality / disciplined sizingLong-term holder
Total reported value
$221.2M
Reporting period: 2026-09-30 · Number of holdings: 17
Seven Bridges Advisors LLC disclosed 17 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $221.2M and a quarterly turnover rate of 7.7%.
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Personality snowflake
- Concentration
- 71.45
- Portfolio Stability
- 7.7
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 34
- Sizing Uniformity
- 85.29
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd IGM
+26.2% $6.0M
New buy VBIL
Trim VONG
+1.5% $1.6M
Trim VO
+3.6% $198.9K
Trim VGK
-4.9% -$376.3K
Trim EMXC
0.0% -$230.6K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 30.76% | -1.28% | +1.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 23.51% | -0.06% | +4.19% | |
| 3 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 11.72% | +2.13% | +26.16% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.59% | -0.54% | +3.65% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.26% | -0.23% | +0.19% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.21% | -0.32% | — | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.11% | +0.06% | +0.63% | |
| 8 | DFE | Wisdomtree Eur S/c Dividend | ETF-Other | 2.85% | -0.07% | +0.69% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.36% | -0.34% | -4.86% | |
| 10 | INDA | Ishares Msci India ETF | ETF-Other | 1.86% | -0.24% | — | |
| 11 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 1.76% | -0.17% | — | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.44% | -0.20% | -6.52% | |
| 13 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.43% | +1.43% | NEW | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.06% | +0.26% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | -0.07% | — | |
| 16 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 0.62% | -0.10% | -9.60% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.29% | +0.07% | — |
Portfolio Performance
Performance for Q4 2026
+2.2%
Performance Last 4 Quarters
+2.2%
Based on 2 months of available history
- Stdev
- +5%
- Beta
- +0.81
- Alpha
- +3.9%
- Max Drawdown
- 0%
- Annualized Perf
- +13.7%
- Batting Avg vs S&P
- +50%
- Sortino
- —
- Stutzer
- —
- Treynor
- +0.16
- Sterling
- —
- Calmar
- —
- Information Ratio
- +1.44
- Tracking Error
- +1.2%
- Stdev Down
- 0%
- Winning Months %
- +100%
- Losing Months %
- 0%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +1
- Sharpe
- +2.57
- Stdev Sectors
- —
- Skewness
- —
- Kurtosis
- —
- Upside Potential
- —
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Seven Bridges Advisors LLC's most significant position changes for 2026-09-30: New buy: Vanguard 0-3m T-bill ETF (VBIL); Add: Ishares Expanded Tech Sector (IGM) — shares +26.16%; Add: Vanguard Russell 1000 Growth (VONG) — shares +1.50%; Add: Vanguard Mid-cap ETF (VO) — shares +3.65%; Trim: Vanguard Ftse Europe ETF (VGK) — shares -4.86%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGM | Ishares Expanded Tech Sector | +2.1% | +26.16% | Add |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | +1.4% | NEW | New buy |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | — | Unchanged |
| 4 | DISV | Dimensional International Sm | +0.1% | +0.63% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +4.19% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.26% | Add |
| 7 | DFE | Wisdomtree Eur S/c Dividend | -0.1% | +0.69% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | -0.1% | — | Unchanged |
| 9 | VFVA | Vanguard U.s. Value Factor | -0.1% | -9.60% | Trim |
| 10 | ✓ | Hamilton Insurance Group LTD | -0.2% | — | Unchanged |
| 11 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -6.52% | Trim |
| 12 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +0.19% | Add |
| 13 | INDA | Ishares Msci India ETF | -0.2% | — | Unchanged |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.3% | — | Unchanged |
| 15 | VGK | Vanguard Ftse Europe ETF | -0.3% | -4.86% | Trim |
| 16 | VO | Vanguard Mid-cap ETF | -0.5% | +3.65% | Add |
| 17 | VONG | Vanguard Russell 1000 Growth | -1.3% | +1.50% | Add |
Filing History
FAQ
What is Seven Bridges Advisors LLC and what type of investor is it?
Seven Bridges Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $221.2M, spread across 17 disclosed positions.
What are Seven Bridges Advisors LLC's largest equity positions?
Based on the latest 13F filing, Seven Bridges Advisors LLC's top holdings by market value are:
1. Vanguard Russell 1000 Growth (VONG) — $68.0M (30.8%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $52.0M (23.5%)
3. Ishares Expanded Tech Sector (IGM) — $25.9M (11.7%)
4. Vanguard Mid-cap ETF (VO) — $21.2M (9.6%)
5. Vanguard Ftse Emerging Marke (VWO) — $7.2M (3.3%)
What changes did Seven Bridges Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Seven Bridges Advisors LLC made 12 notable position adjustments: 1 new positions were initiated, 8 existing holdings were added to, 3 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Vanguard 0-3m T-bill ETF (VBIL); Add: Ishares Expanded Tech Sector (IGM) — shares +26.16%; Add: Vanguard Russell 1000 Growth (VONG) — shares +1.50%; Add: Vanguard Mid-cap ETF (VO) — shares +3.65%; Trim: Vanguard Ftse Europe ETF (VGK) — shares -4.86%
What sectors does Seven Bridges Advisors LLC focus on?
Sector breakdown data is not yet available for Seven Bridges Advisors LLC. Check back after the next 13F processing cycle.
Investment Profile
Seven Bridges Advisors LLC returned an annualized 13.7% over the trailing 2 months — outperforming the S&P 500 by 3.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.81 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
Its turnover score has fallen from 100 to 8 over the past 4 quarters — a shift toward longer holding periods.
It has added to its SPY position for two straight quarters, increasing it by $44.3M to reach $52.0M.
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