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Seven Hills Financial

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

Central Index Key (CIK): 0002153041

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Positions held by Seven Hills Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Seven Hills Financial

Seven Hills Financial holds 109 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Malvern Fds Core Bd Etf (VCRB)	12.8	$21M	289k	73.62	View chart
Coca-Cola Company (KO)	8.3	$14M	160k	86.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.5	$13M	18k	700.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.5	$11M	15k	739.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.2	$10M	373k	27.47	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	4.7	$7.9M	99k	79.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.6	$7.5M	210k	35.93	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	2.7	$4.5M	65k	69.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$4.4M	21k	208.02	View chart
Apple (AAPL)	2.6	$4.3M	13k	333.03	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	2.3	$3.8M	75k	50.21	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	2.0	$3.3M	103k	32.32	View chart
Bank of America Corporation (BAC)	1.9	$3.2M	58k	54.43	View chart
S&p Global (SPGI)	1.8	$3.0M	7.7k	394.47	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	1.7	$2.8M	29k	95.54	View chart
Global Payments (GPN)	1.5	$2.4M	29k	81.67	View chart
Dfa Invt Dimensions Group In Real Estate Secu	1.3	$2.2M	92k	24.16	View chart
Microsoft Corporation (MSFT)	1.3	$2.2M	4.2k	512.86	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	1.3	$2.1M	17k	126.52	View chart
Allstate Corporation (ALL)	1.1	$1.8M	8.3k	221.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.0	$1.7M	13k	137.67	View chart
Exxonmobil Holdings Corp Com Shs	1.0	$1.6M	10k	162.75	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.9	$1.5M	41k	37.47	View chart
Tesla Motors (TSLA)	0.6	$931k	2.6k	354.81	View chart
Wal-Mart Stores (WMT)	0.6	$919k	8.8k	103.92	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.6	$916k	12k	78.63	View chart
Caterpillar (CAT)	0.6	$914k	1.1k	810.63	View chart
Johnson & Johnson (JNJ)	0.5	$881k	3.3k	264.74	View chart
Advanced Micro Devices (AMD)	0.5	$868k	1.4k	611.76	View chart
Procter & Gamble Company (PG)	0.5	$842k	5.8k	145.28	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.5	$806k	25k	32.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.5	$780k	18k	44.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.5	$776k	19k	40.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$771k	1.5k	497.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$752k	2.2k	344.08	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.4	$734k	7.9k	92.65	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.4	$723k	23k	32.20	View chart
JPMorgan Chase & Co. (JPM)	0.4	$704k	2.1k	330.90	View chart
Chevron Corporation (CVX)	0.4	$702k	3.4k	204.21	View chart
NVIDIA Corporation (NVDA)	0.4	$679k	3.0k	228.39	View chart
Amazon (AMZN)	0.4	$625k	2.5k	249.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.4	$594k	11k	56.03	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$583k	11k	55.03	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$565k	5.5k	103.09	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.3	$555k	3.1k	177.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$550k	9.8k	56.22	View chart
Capital City Bank (CCBG)	0.3	$548k	11k	48.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$547k	1.8k	304.65	View chart
Deere & Company (DE)	0.3	$511k	761.00	671.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.3	$509k	12k	42.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$501k	4.0k	125.26	View chart
Applied Materials (AMAT)	0.3	$487k	953.00	511.33	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.3	$481k	4.8k	99.31	View chart
Costco Wholesale Corporation (COST)	0.3	$428k	470.00	910.99	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.3	$427k	7.2k	59.12	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.3	$425k	16k	26.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.3	$425k	16k	26.08	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.3	$419k	4.8k	86.49	View chart
Southern Company (SO)	0.3	$419k	5.1k	82.89	View chart
PPG Industries (PPG)	0.2	$409k	3.9k	104.33	View chart
Duke Energy Corp Com New (DUK)	0.2	$377k	3.3k	114.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$363k	7.8k	46.67	View chart
Ametek (AME)	0.2	$362k	1.5k	247.73	View chart
Abbvie (ABBV)	0.2	$361k	1.4k	261.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$356k	7.3k	48.96	View chart
Cisco Systems (CSCO)	0.2	$353k	3.3k	107.63	View chart
McDonald's Corporation (MCD)	0.2	$336k	1.5k	230.96	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$331k	2.6k	128.08	View chart
Palantir Technologies Cl A (PLTR)	0.2	$324k	1.7k	187.05	View chart
Independence Realty Trust In (IRT)	0.2	$324k	22k	14.53	View chart
Nextera Energy (NEE)	0.2	$317k	4.2k	75.74	View chart
Visa Com Cl A (V)	0.2	$311k	864.00	359.33	View chart
Phillips 66 (PSX)	0.2	$305k	1.2k	255.31	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.2	$304k	4.7k	64.47	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$297k	4.9k	60.68	View chart
Eli Lilly & Co. (LLY)	0.2	$289k	250.00	1154.88	View chart
Automatic Data Processing (ADP)	0.2	$283k	1.1k	258.06	View chart
Broadcom (AVGO)	0.2	$282k	804.00	351.19	View chart
Trane Technologies SHS (TT)	0.2	$282k	623.00	451.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$276k	724.00	380.84	View chart
Home Depot (HD)	0.2	$275k	967.00	284.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$274k	1.2k	233.31	View chart
Meta Platforms Cl A (META)	0.2	$271k	374.00	725.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.2	$270k	11k	25.84	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.2	$268k	8.3k	32.33	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.2	$266k	9.9k	27.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$261k	8.0k	32.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$260k	1.1k	247.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$259k	760.00	340.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.2	$255k	6.1k	41.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$250k	5.5k	45.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$248k	6.5k	38.43	View chart
At&t (T)	0.1	$245k	10k	24.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$244k	4.0k	61.26	View chart
Pepsi (PEP)	0.1	$243k	1.9k	126.72	View chart
Mastercard Incorporated Cl A (MA)	0.1	$238k	432.00	551.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$231k	5.0k	46.10	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$230k	2.6k	89.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$229k	2.9k	78.29	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$229k	4.6k	50.37	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$229k	5.6k	40.58	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$226k	2.9k	78.42	View chart
Ge Aerospace Com New (GE)	0.1	$224k	717.00	312.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$211k	276.00	765.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$211k	4.5k	46.86	View chart
Arch Cap Group Ord (ACGL)	0.1	$209k	2.3k	92.36	View chart
AutoZone (AZO)	0.1	$207k	73.00	2830.01	View chart
Fs Kkr Capital Corp (FSK)	0.1	$112k	10k	10.99	View chart
Tesla Put Put Option	0.0	$26k	19.00	1362.21	View chart

Past Filings by Seven Hills Financial

SEC 13F filings are viewable for Seven Hills Financial going back to 2026

Seven Hills Financial 2026 Q3 filed Oct. 13, 2026

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