Top 17 Seven Bridges Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 30.76% | 527.8K | $68.0M | +1.50%(+7.77K) | $116.94(+7.93%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 23.51% | 68.2K | $52.0M | +4.19%(+2.75K) | $692.00(+10.76%) | 2026-09-30 | |
| IGM | ISHARES TR | 11.72% | 153.5K | $25.9M | +26.16%(+31.82K) | $144.22(+11.72%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 9.59% | 270.4K | $21.2M | +3.65%(+9.51K) | $75.55(+6.02%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.26% | 121.6K | $7.2M | +0.19%(+226) | $56.06(+3.51%) | 2026-09-30 | |
| EMXC | ISHARES INC | 3.21% | 71.6K | $7.1M | +0.00%(+0) | $88.92(+4.94%) | 2026-09-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.11% | 158.9K | $6.9M | +0.63%(+988) | $39.20(+8.80%) | 2026-09-30 | |
| DFE | WISDOMTREE TR | 2.85% | 84.8K | $6.3M | +0.69%(+579) | $70.67(+4.37%) | 2026-09-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.36% | 60.1K | $5.2M | -4.86%(-3.07K) | $84.21(+2.64%) | 2026-09-30 | |
| INDA | ISHARES TR | 1.86% | 88.3K | $4.1M | +0.00%(+0) | $47.40(-0.01%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +0.94% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +2.88% |
Seven Bridges Advisors LLC reports $221.23M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are VONG (30.8%), SPY (23.5%) and IGM (11.7%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +0.94% cumulatively over 1 quarter. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seven Bridges Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632929). View Seven Bridges Advisors LLCโs 13F filings on SEC