Seven Bridges Advisors LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$221,227
Net value change ($000)
+13,803 (6.7%)
New positions
1
Sold out positions
0
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IGM 6,030 30.3%
VBIL 3,156 NEW
SPY 3,132 6.4%
VONG 1,584 2.4%
DISV 542 8.6%
DFE 253 4.2%
VO 199 0.9%
IBIT 190 42.1%
VOO 66 2.3%
Top Reduces (Value $000, Stocks/ETFs)
VGK -376 -6.7%
INDA -239 -5.5%
EMXC -230 -3.1%
SGOV -222 -6.5%
VFVA -123 -8.2%
HG -106 -2.6%
VWO -33 -0.5%
VEA -18 -0.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type