Seven Bridges Advisors

Latest statistics and disclosures from Seven Bridges Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VONG, SPY, VO, IGM, EMXC, and represent 78.87% of Seven Bridges Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VONG (+$67M), SPY (+$29M), VO (+$21M), IGM (+$20M), EMXC (+$7.3M), VWO (+$7.2M), DISV (+$6.3M), DFE (+$6.1M), VGK (+$5.6M), HG.
  • Started 14 new stock positions in VONG, VEA, VWO, SGOV, EMXC, IGM, DISV, DFE, IBIT, HG. VFVA, VOO, VO, VGK.
  • Seven Bridges Advisors was a net buyer of stock by $185M.
  • Seven Bridges Advisors has $207M in assets under management (AUM), dropping by 2028.10%.
  • Central Index Key (CIK): 0001632929

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Portfolio Holdings for Seven Bridges Advisors

Seven Bridges Advisors holds 16 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 32.0 $67M NEW 520k 127.81
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 23.6 $49M +147% 66k 746.77
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Vanguard Index Fds Mid Cap Etf (VO) 10.1 $21M NEW 261k 80.57
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Ishares Tr Expnd Tec Sc Etf (IGM) 9.6 $20M NEW 122k 163.58
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Ishares Msci Emrg Chn (EMXC) 3.5 $7.3M NEW 72k 102.30
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $7.2M NEW 121k 59.69
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Dimensional Etf Trust Intl Small Cap V (DISV) 3.1 $6.3M NEW 158k 40.13
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Wisdomtree Tr Europe Smcp Dv (DFE) 2.9 $6.1M NEW 84k 71.97
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.7 $5.6M NEW 63k 88.54
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Ishares Tr Msci India Etf (INDA) 2.1 $4.4M +38% 88k 49.39
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Hamilton Insurance Group CL B (HG) 1.9 $4.0M NEW 118k 33.94
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Ishares Tr 0-3 Mth Treasury (SGOV) 1.6 $3.4M NEW 34k 100.67
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.9M NEW 4.2k 686.80
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $2.0M NEW 28k 71.25
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Vanguard Wellington Us Value Factr (VFVA) 0.7 $1.5M NEW 10k 148.43
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $451k NEW 14k 33.29
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Past Filings by Seven Bridges Advisors

SEC 13F filings are viewable for Seven Bridges Advisors going back to 2015