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Seven Bridges Advisors LLC Portfolio
$221.2M across 17 positions as of 2026-09-30, with 92% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
7 of 13
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.9% | +2.1% |
| Sep 30, 2018 to Dec 31, 2018 | -10.5% | -14.0% |
| Jun 30, 2018 to Sep 30, 2018 | +7.2% | +7.2% |
| Mar 31, 2018 to Jun 30, 2018 | +1.8% | +3.1% |
| Dec 31, 2017 to Mar 31, 2018 | +0.5% | -1.4% |
| Sep 30, 2017 to Dec 31, 2017 | +7.7% | +6.2% |
| Jun 30, 2017 to Sep 30, 2017 | +5.6% | +3.9% |
| Mar 31, 2017 to Jun 30, 2017 | +5.0% | +2.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VONGVanguard Russell 1000 Growth ETF | $68M | 30.8% | 527,762 |
| SPYState Street SPDR S&P 500 ETF Trust | $52M | 23.5% | 68,207 |
| IGMiShares Expanded Tech Sector ETF | $25.9M | 11.7% | 153,465 |
| VOVanguard Mid-Cap ETF | $21.2M | 9.6% | 270,415 |
| VWOVanguard FTSE Emerging Markets ETF | $7.2M | 3.3% | 121,582 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $7.1M | 3.2% | 71,615 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $6.9M | 3.1% | 158,855 |
| WISDOMTREE TR | $6.3M | 2.9% | 84,827 |
| VGKVanguard FTSEEuropean ETF | $5.2M | 2.4% | 60,124 |
| INDAIshares MSCI India ETF | $4.1M | 1.9% | 88,298 |
| HAMILTON INSURANCE GROUP LTD | $3.9M | 1.8% | 118,161 |
| SGOViShares 0-3 Month Treasury Bond ETF | $3.2M | 1.4% | 31,623 |
| VANGUARD INSTL INDEX FD | $3.2M | 1.4% | 41,677 |
| VOOVanguard S&P 500 ETF | $2.9M | 1.3% | 4,168 |
| VEAVanguard FTSE Developed Markets ETF | $2M | 0.9% | 28,245 |
| VANGUARD WELLINGTON FD | $1.4M | 0.6% | 9,144 |
| IBITiShares Bitcoin Trust ETF | $641.5K | 0.3% | 13,550 |
Quarter ending 2026-09-30.
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