Seven Bridges Advisors
NEW YORK, NYfiles as Seven Bridges Advisors LLC
$207m in 16 US stocks at the end of 30 June 2026. The top 10 are 93.1% of the money.
Value
$207m
Stocks
16
Top 10 share
93.1%
Turnover
n/a
What changed this quarter
This is the first quarter we have for this fund, so we can't show changes yet.
Holdings
- Vanguard Scottsdale FDSVONG
- Share
- 32.0%
- Value
- $66m
- Shares
- 519,988
- State STR Spdr S&P 500 ETF TSPY
- Share
- 23.6%
- Value
- $49m
- Shares
- 65,461
- Vanguard Index FDSVO
- Share
- 10.1%
- Value
- $21m
- Shares
- 260,902
- Ishares TRIGM
- Share
- 9.6%
- Value
- $20m
- Shares
- 121,642
- IsharesEMXC
- Share
- 3.5%
- Value
- $7m
- Shares
- 71,615
- Vanguard Intl Equity Index FVWO
- Share
- 3.5%
- Value
- $7m
- Shares
- 121,356
- Dimensional ETF TrustDISV
- Share
- 3.1%
- Value
- $6m
- Shares
- 157,867
- Wisdomtree TRDFE
- Share
- 2.9%
- Value
- $6m
- Shares
- 84,248
- Vanguard Intl Equity Index FVGK
- Share
- 2.7%
- Value
- $6m
- Shares
- 63,192
- Ishares TRINDA
- Share
- 2.1%
- Value
- $4m
- Shares
- 88,298
- Hamilton Insurance GroupHG
- Share
- 1.9%
- Value
- $4m
- Shares
- 118,161
- Ishares TRSGOV
- Share
- 1.6%
- Value
- $3m
- Shares
- 33,830
- Vanguard Index FDSVOO
- Share
- 1.4%
- Value
- $3m
- Shares
- 4,157
- Vanguard Tax-Managed FDSVEA
- Share
- 1.0%
- Value
- $2m
- Shares
- 28,245
- Vanguard Wellington FDVFVA
- Share
- 0.7%
- Value
- $2m
- Shares
- 10,115
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.2%
- Value
- $451,080
- Shares
- 13,550
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVONG | 32.0% | $66m | 519,988 | |
| State STR Spdr S&P 500 ETF TSPY | 23.6% | $49m | 65,461 | |
| Vanguard Index FDSVO | 10.1% | $21m | 260,902 | |
| Ishares TRIGM | 9.6% | $20m | 121,642 | |
| IsharesEMXC | 3.5% | $7m | 71,615 | |
| Vanguard Intl Equity Index FVWO | 3.5% | $7m | 121,356 | |
| Dimensional ETF TrustDISV | 3.1% | $6m | 157,867 | |
| Wisdomtree TRDFE | 2.9% | $6m | 84,248 | |
| Vanguard Intl Equity Index FVGK | 2.7% | $6m | 63,192 | |
| Ishares TRINDA | 2.1% | $4m | 88,298 | |
| Hamilton Insurance GroupHG | 1.9% | $4m | 118,161 | |
| Ishares TRSGOV | 1.6% | $3m | 33,830 | |
| Vanguard Index FDSVOO | 1.4% | $3m | 4,157 | |
| Vanguard Tax-Managed FDSVEA | 1.0% | $2m | 28,245 | |
| Vanguard Wellington FDVFVA | 0.7% | $2m | 10,115 | |
| Ishares Bitcoin Trust ETFIBIT | 0.2% | $451,080 | 13,550 |
Over time and by industry
Value over time
Jun '26
Where the money is
Financial services1.9%
Other98.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.