StockDriftsStockDriftsTop 50 Seven Hills Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | 12.84% | 289.0K | $21.3M | new | $75.43(-1.87%) | 2026-09-30 | |
| KO | COCA COLA CO | 8.3% | 159.8K | $13.8M | new | $83.67(+11.65%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 7.55% | 17.9K | $12.5M | new | $693.83(+1.55%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 6.5% | 14.6K | $10.8M | new | $738.09(-2.67%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 6.18% | 373.1K | $10.2M | new | $27.59(-2.45%) | 2026-09-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 4.75% | 98.7K | $7.9M | new | $79.57(+3.02%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.55% | 210.1K | $7.5M | new | $34.89(+1.99%) | 2026-09-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 2.72% | 65.2K | $4.5M | new | $68.38(+1.56%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.64% | 21.1K | $4.4M | new | $210.40(+1.43%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.59% | 12.9K | $4.3M | new | $311.19(+10.20%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Seven Hills Financial LLC reports $165.77M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are VCRB (12.8%), KO (8.3%) and VOO (7.5%). The top 20 holdings account for 74.54% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Seven Hills Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2153041). View Seven Hills Financial LLC’s 13F filings on SEC