SB
Seven Bridges Advisors LLC — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Seven Bridges Advisors LLCCIK: 0001632929
Long-term holderQuality / disciplined sizingConcentrated strategy
Total reported value
$207.4M
Reporting period: 2026-06-30 · Number of holdings: 16
Seven Bridges Advisors LLC disclosed 16 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $207.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 73.63
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 32
- Sizing Uniformity
- 85.6
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.govTrim SPY
+147.7% $41.2M
New buy VONG
Trim INDA
+38.8% $2.3M
New buy VO
New buy IGM
New buy EMXC
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 | 32.04% | +32.04% | NEW | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 23.57% | -55.24% | +147.74% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.13% | +10.13% | NEW | |
| 4 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 9.59% | +9.59% | NEW | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.53% | +3.53% | NEW | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.49% | +3.49% | NEW | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.05% | +3.05% | NEW | |
| 8 | DFE | Wisdomtree Eur S/c Dividend | ETF-Other | 2.92% | +2.92% | NEW | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.70% | +2.70% | NEW | |
| 10 | INDA | Ishares Msci India ETF | ETF-Other | 2.10% | -19.09% | +38.84% | |
| 11 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 1.93% | +1.93% | NEW | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.64% | +1.64% | NEW | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +1.38% | NEW | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | +0.97% | NEW | |
| 15 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 0.72% | +0.72% | NEW | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.22% | +0.22% | NEW |
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 2026-06-30: New buy: Vanguard Russell 1000 Growth (VONG); New buy: Vanguard Mid-cap ETF (VO); New buy: Ishares Expanded Tech Sector (IGM); New buy: Ishares Msci Emr Mrk Ex Chna (EMXC); New buy: Vanguard Ftse Emerging Marke (VWO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | +32% | NEW | New buy |
| 2 | VO | Vanguard Mid-cap ETF | +10.1% | NEW | New buy |
| 3 | IGM | Ishares Expanded Tech Sector | +9.6% | NEW | New buy |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | +3.5% | NEW | New buy |
| 5 | VWO | Vanguard Ftse Emerging Marke | +3.5% | NEW | New buy |
| 6 | DISV | Dimensional International Sm | +3.1% | NEW | New buy |
| 7 | DFE | Wisdomtree Eur S/c Dividend | +2.9% | NEW | New buy |
| 8 | VGK | Vanguard Ftse Europe ETF | +2.7% | NEW | New buy |
| 9 | ✓ | Hamilton Insurance Group LTD | +1.9% | NEW | New buy |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +1.6% | NEW | New buy |
| 11 | VOO | Vanguard S&p 500 ETF | +1.4% | NEW | New buy |
| 12 | VEA | Vanguard Ftse Developed ETF | +1% | NEW | New buy |
| 13 | VFVA | Vanguard U.s. Value Factor | +0.7% | NEW | New buy |
| 14 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 15 | INDA | Ishares Msci India ETF | -19.1% | +38.84% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | -55.2% | +147.74% | 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $207.4M, spread across 16 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) — $66.5M (32.0%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $48.9M (23.6%)
3. Vanguard Mid-cap ETF (VO) — $21.0M (10.1%)
4. Ishares Expanded Tech Sector (IGM) — $19.9M (9.6%)
5. Ishares Msci Emr Mrk Ex Chna (EMXC) — $7.3M (3.5%)
What changes did Seven Bridges Advisors LLC make in its most recent portfolio filing?
In the latest quarter, Seven Bridges Advisors LLC was primarily adding exposure — initiating 14 new positions and adding to 2 existing holdings. The largest of these moves: New buy: Vanguard Russell 1000 Growth (VONG); New buy: Vanguard Mid-cap ETF (VO); New buy: Ishares Expanded Tech Sector (IGM); New buy: Ishares Msci Emr Mrk Ex Chna (EMXC); New buy: Vanguard Ftse Emerging Marke (VWO)
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's portfolio is concentrated and long-term-holding.
Its concentration score has risen from 20 to 74 over the past 4 quarters — a shift toward higher-conviction positions.
It has added to its SPY position for two straight quarters, increasing it by $41.7M to reach $48.9M.
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Developer Access
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