Q3 2026 13F · SEC CIK 1632929
Seven Bridges Advisors LLC
Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $221.2M
- Reported positions
- 17
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $4.6B
Seven Bridges Advisors LLC is a wealth manager that reported 17 positions worth $221.2M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Vanguard Scottsdale Fds (VONG, 30.8%), State Str Spdr S&p 500 ETF T (SPY, 23.5%), Ishares Tr (IGM, 11.7%).
Seven Bridges Advisors LLC holdings all 17 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. 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 Scottsdale Fds | 30.8% | +1.5% | $68.0M |
| SPYState Str Spdr S&p 500 ETF T | 23.5% | +4.2% | $52.0M |
| IGMIshares Tr | 11.7% | +26.2% | $25.9M |
| VOVanguard Index Fds | 9.6% | +3.6% | $21.2M |
| VWOVanguard Intl Equity Index F | 3.3% | +0.2% | $7.2M |
| EMXCIshares Inc | 3.2% | +0.0% | $7.1M |
| DISVDimensional ETF Trust | 3.1% | +0.6% | $6.9M |
| DFEWisdomtree Tr | 2.9% | +0.7% | $6.3M |
| VGKVanguard Ftse Europe ETF | 2.4% | -4.9% | $5.2M |
| INDAIshares Tr | 1.9% | +0.0% | $4.1M |
| HGHamilton Insurance Group Ltd | 1.8% | +0.0% | $3.9M |
| SGOVIshares Tr | 1.4% | -6.5% | $3.2M |
| VBILVanguard Instl Index Fd | 1.4% | — | $3.2M |
| VOOVanguard Index Fds | 1.3% | +0.3% | $2.9M |
| VEAVanguard Ftse Developed Markets Index Fu | 0.9% | +0.0% | $2.0M |
| VFVAVanguard Wellington Fd | 0.6% | -9.6% | $1.4M |
| IBITIshares Bitcoin Trust ETF | 0.3% | +0.0% | $641K |
What Seven Bridges Advisors LLC bought and sold in Q3 2026, against Q2 2026.
New positions
- VBIL Vanguard Instl Index Fd1.4% of 13F
Added to
- IGM Ishares Tr+26.2% shares
Reduced
- VFVA Vanguard Wellington Fd-9.6% shares
- SGOV Ishares Tr-6.5% shares
Sold out
Nothing sold out.
Share counts compared with the Q2 2026 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 |
|---|---|---|
| Q3 2026 | $221.2M | 17 |
| 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 Q3 2026 and filed Oct 7, 2026, lists 17 positions worth $221.2M. The largest are Vanguard Scottsdale Fds (VONG) at 30.8%, State Str Spdr S&p 500 ETF T (SPY) at 23.5%, Ishares Tr (IGM) at 11.7%, Vanguard Index Fds (VO) at 9.6% and Vanguard Intl Equity Index F (VWO) at 3.3%.
What did Seven Bridges Advisors LLC buy last quarter?
In Q3 2026, Seven Bridges Advisors LLC added a new position in Vanguard Instl Index Fd (VBIL) and Ishares Tr (IGM) (+26.2% shares), compared with its Q2 2026 filing.
What did Seven Bridges Advisors LLC sell last quarter?
In Q3 2026, Seven Bridges Advisors LLC Vanguard Wellington Fd (VFVA) (-9.6% shares) and Ishares Tr (SGOV) (-6.5% shares), compared with its Q2 2026 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $221.2M.