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Seven Bridges Advisors LLC — 13F Holdings & Portfolio

CIK 1632929 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Seven Bridges Advisors LLC manages $207.4M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VONG (32.04%), SPY (23.57%), VO (10.13%). Quarter over quarter (versus its 2018-09-30 filing) the fund opened 14 new positions, exited 0, added to 2, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
9 WEST 57TH STREET, 37TH FLOOR
NEW YORK, NY 10019
Phone
(212) 490-6320
Filing Manager
Seven Bridges Advisors LLC
NEW YORK, NY
Signatory
Kevin Barcelona
Chief Compliance Officer, Chief Operating Officer
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AUM

$207.4M

Long-equity book

Holdings

16

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+14 / −0 / ↑2 / ↓0

vs 2018-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$48.9M +636248.3%
  • ISHARES TR$4.4M +211088.3%
Show all 2 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • VANGUARD SCOTTSDALE FDS$66.5M
  • VANGUARD INDEX FDS$21.0M
  • ISHARES TR$19.9M
  • ISHARES INC$7.3M
  • VANGUARD INTL EQUITY INDEX F$7.2M
Show all 14 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD SCOTTSDALE FDS VONG 92206C680 $66.5M 32.04% 519,988 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $48.9M 23.57% 65,461 SH
3 VANGUARD INDEX FDS VO 922908629 $21.0M 10.13% 260,902 SH
4 ISHARES TR IGM 464287549 $19.9M 9.59% 121,642 SH
5 ISHARES INC EMXC 46434G764 $7.3M 3.53% 71,615 SH
6 VANGUARD INTL EQUITY INDEX F VWO 922042858 $7.2M 3.49% 121,356 SH
7 DIMENSIONAL ETF TRUST DISV 25434V781 $6.3M 3.05% 157,867 SH
8 WISDOMTREE TR DFE 97717W869 $6.1M 2.92% 84,248 SH
9 VANGUARD INTL EQUITY INDEX F VGK 922042874 $5.6M 2.70% 63,192 SH
10 ISHARES TR INDA 46429B598 $4.4M 2.10% 88,298 SH
11 HAMILTON INSURANCE GROUP LTD HG G42706104 $4.0M 1.93% 118,161 SH
12 ISHARES TR SGOV 46436E718 $3.4M 1.64% 33,830 SH
13 VANGUARD INDEX FDS VOO 922908363 $2.9M 1.38% 4,157 SH
14 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.0M 0.97% 28,245 SH
15 VANGUARD WELLINGTON FD VFVA 921935805 $1.5M 0.72% 10,115 SH
16 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $451.1K 0.22% 13,550 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $207.4M 16 0001214659-26-010398
2018-09-30 2018-10-17 $9.7K 2 0001632929-18-000005