2026 Q2 Portfolio Activity
In 2026 Q2, Seven Bridges Advisors LLC maintained a portfolio of 16 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 32.04% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 38.8%.
Position History
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Seven Bridges Advisors LLC
AUM $159M
Total Positions
16
Quarter
2026 Q2
Top Holding
VONG (32.0%)
Top 10 Concentration
93.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Seven Bridges Advisors LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VONG
VANGUARD SCOTTS...
|
ETF | 32.04% | — |
#1
Prev: #—
|
9.5 |
—
|
519,988 | — |
NEW
|
519,988 | $66,459,647 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 23.57% | 78.81% |
#2
1
Prev: #1
|
8.5 |
—
|
39,038 | 147.7% |
P
S
|
65,461 | $48,884,278 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 10.13% | — |
#3
Prev: #—
|
8.5 |
—
|
260,902 | — |
NEW
|
260,902 | $21,020,908 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IGM
ISHARES TR
|
ETF | 9.59% | — |
#4
Prev: #—
|
7.8 |
—
|
121,642 | — |
NEW
|
121,642 | $19,898,213 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EMXC
ISHARES INC
|
ETF | 3.53% | — |
#5
Prev: #—
|
5.4 |
—
|
71,615 | — |
NEW
|
71,615 | $7,326,219 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.49% | — |
#6
Prev: #—
|
4.9 |
—
|
121,356 | — |
NEW
|
121,356 | $7,243,728 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 3.05% | — |
#7
Prev: #—
|
4.7 |
—
|
157,867 | — |
NEW
|
157,867 | $6,335,217 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DFE
WISDOMTREE TR
|
Unknown | 2.92% | — |
#8
Prev: #—
|
4.7 |
—
|
84,248 | — |
NEW
|
84,248 | $6,063,296 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 2.70% | — |
#9
Prev: #—
|
4.6 |
—
|
63,192 | — |
NEW
|
63,192 | $5,595,030 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INDA
ISHARES TR
|
ETF | 2.10% | 21.19% |
#10
8
Prev: #2
|
3.3 |
—
|
24,703 | 38.8% |
P
S
|
88,298 | $4,361,038 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HG
HAMILTON INSURA...
|
Financial Services | 1.93% | — |
#11
Prev: #—
|
4.3 |
—
|
118,161 | — |
NEW
|
118,161 | $4,010,384 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGOV
ISHARES TR
|
ETF | 1.64% | — |
#12
Prev: #—
|
4.2 |
—
|
33,830 | — |
NEW
|
33,830 | $3,405,670 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.38% | — |
#13
Prev: #—
|
4.1 |
—
|
4,157 | — |
NEW
|
4,157 | $2,855,047 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.97% | — |
#14
Prev: #—
|
3.9 |
—
|
28,245 | — |
NEW
|
28,245 | $2,012,456 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VFVA
VANGUARD WELLIN...
|
ETF | 0.72% | — |
#15
Prev: #—
|
3.8 |
—
|
10,115 | — |
NEW
|
10,115 | $1,501,322 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.22% | — |
#16
Prev: #—
|
3.6 |
—
|
13,550 | — |
NEW
|
13,550 | $451,080 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-16 of 16 holdings