Q2 2026 13F · SEC CIK 1632929
Seven Bridges Advisors LLC
Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $207.4M
- Reported positions
- 16
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $4.6B
Seven Bridges Advisors LLC is a wealth manager that reported 16 positions worth $207.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard Russell 1000 Growth ETF (VONG, 32.0%), Spdr S&p 500 ETF Tr (SPY, 23.6%), Vanguard Index Fds (VO, 10.1%).
Seven Bridges Advisors LLC holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2017. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VONGVanguard Russell 1000 Growth ETF | 32.0% | — | $66.5M |
| SPYSpdr S&p 500 ETF Tr | 23.6% | -29.5% | $48.9M |
| VOVanguard Index Fds | 10.1% | — | $21.0M |
| IGMIshares Tr | 9.6% | — | $19.9M |
| EMXCIshares Inc | 3.5% | — | $7.3M |
| VWOVanguard Intl Equity Index F | 3.5% | — | $7.2M |
| DISVDimensional ETF Trust | 3.1% | — | $6.3M |
| DFEWisdomtree Tr | 2.9% | — | $6.1M |
| VGKVanguard Intl Equity Index F | 2.7% | — | $5.6M |
| INDAIshares Tr | 2.1% | — | $4.4M |
| HGHamilton Insurance Group Ltd | 1.9% | — | $4.0M |
| SGOViShares 0-3 Month Treasury Bon | 1.6% | — | $3.4M |
| VOOVanguard S&p 500 ETF | 1.4% | — | $2.9M |
| VEAVanguard Tax-Managed Fds | 1.0% | — | $2.0M |
| VFVAVanguard US Value Factor ETF | 0.7% | — | $1.5M |
| IBITIshares Bitcoin Trust ETF | 0.2% | — | $451K |
What Seven Bridges Advisors LLC bought and sold in Q2 2026, against Q4 2017.
New positions
Q4 2017's filing was too long to tell new positions apart.
Added to
No position grew by more than 5%.
Reduced
- SPY Spdr S&p 500 ETF Tr-29.5% shares
Sold out
- MSFT Microsoft Corpwas 4.0%
- V Visa Inc Com Cl Awas 2.7%
- STZ Constellation Brands Incwas 2.6%
- META Meta Platforms Inc Class Awas 2.0%
- HIG Hartford Insurance Group, Inc.was 2.0%
- Twenty-First Century Fox Incwas 2.0%
- HLT Hilton Worldwide Hldgs Incwas 1.9%
- Alliance California Municipal Income Fdwas 1.9%
Share counts compared with the Q4 2017 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $207.4M | 16 |
| Q4 2017 | $123.3M | 118 |
| Q3 2017 | $119.1M | 134 |
| Q2 2017 | $111.9M | 129 |
| Q1 2017 | $105.1M | 142 |
| Q4 2016 | $98.1M | 140 |
| Q3 2016 | $111.4M | 139 |
| Q2 2016 | $115.7M | 135 |
| Q1 2016 | $125.6M | 137 |
| Q4 2015 | $99.8M | 143 |
Questions about Seven Bridges Advisors LLC's portfolio
What stocks does Seven Bridges Advisors LLC own?
Seven Bridges Advisors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 16 positions worth $207.4M. The largest are Vanguard Russell 1000 Growth ETF (VONG) at 32.0%, Spdr S&p 500 ETF Tr (SPY) at 23.6%, Vanguard Index Fds (VO) at 10.1%, Ishares Tr (IGM) at 9.6% and Ishares Inc (EMXC) at 3.5%.
What did Seven Bridges Advisors LLC buy last quarter?
Seven Bridges Advisors LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Seven Bridges Advisors LLC sell last quarter?
In Q2 2026, Seven Bridges Advisors LLC sold all of Microsoft Corp (MSFT), sold all of Visa Inc Com Cl A (V), sold all of Constellation Brands Inc (STZ), sold all of Meta Platforms Inc Class A (META), sold all of Hartford Insurance Group, Inc. (HIG) and Spdr S&p 500 ETF Tr (SPY) (-29.5% shares), compared with its Q4 2017 filing.
When is Seven Bridges Advisors LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Seven Bridges Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Seven Bridges Advisors LLC manage?
Seven Bridges Advisors LLC reported $4.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $207.4M.