Seven Bridges Advisors LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $4,610,546,213 | Individuals and high net worth (54%) |
| Apr 2025 to Mar 2026 | $4,612,312,347 | Individuals and high net worth (60%) |
| Apr 2024 to Mar 2025 | $4,615,639,992 | Individuals and high net worth (60%) |
| May 2023 to Mar 2024 | $4,769,794,457 | Individuals and high net worth (55%) |
| Apr 2023 | $4,769,794,457 | Individuals and high net worth (55%) |
| Apr 2022 to Mar 2023 | $6,571,760,511 | Individuals and high net worth (65%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.0%; sector active share 88.7% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
17 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.9% | $177,759,950 |
| Financial Services | 2.1% | $3,904,039 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IGM | iShares Expanded Tech Sector ETF | +31,823 | 153,465 | $0 | |
| VO | VANGUARD MID-CAP INDEX FUND | +9,513 | 270,415 | $21,205,944 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | +7,774 | 527,762 | $68,044,354 | |
| SPY | Spdr S&P 500 ETF Trust | +2,746 | 68,207 | $52,016,704 | |
| DISV | Dimensional International Small Cap Value ETF | +988 | 158,855 | $6,876,832 | |
| DFE | WisdomTree Europe SmallCap Dividend Fund | +579 | 84,827 | $0 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +226 | 121,582 | $7,211,028 | |
| VOO | VANGUARD 500 INDEX FUND | +11 | 4,168 | $2,921,184 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VBIL | Vanguard Institutional Index Funds | 41,677 | $3,155,782 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
Added | 527,762 | $68,044,354 | 37.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 68,207 | $52,016,704 | 28.63% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 270,415 | $21,205,944 | 11.67% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 121,582 | $7,211,028 | 3.97% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Held | 71,615 | $7,095,614 | 3.91% | |
| DISV |
Dimensional International Small Cap Value ETF
|
Added | 158,855 | $6,876,832 | 3.79% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Reduced | 60,124 | $5,218,763 | 2.87% | |
| HG |
Hamilton Insurance Group, Ltd.
Financial Services
|
Held | 118,161 | $3,904,039 | 2.15% | |
| VBIL |
Vanguard Institutional Index Funds
|
NEW | 41,677 | $3,155,782 | 1.74% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 4,168 | $2,921,184 | 1.61% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 28,245 | $1,994,379 | 1.10% | |
| VFVA |
VANGUARD U.S. VALUE FACTOR ETF
|
Reduced | 9,144 | $1,377,909 | 0.76% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 13,550 | $641,457 | 0.35% | |
| DFE |
WisdomTree Europe SmallCap Dividend Fund
|
Added | 84,827 | $0 | 0.00% | |
| IGM |
iShares Expanded Tech Sector ETF
|
Added | 153,465 | $0 | 0.00% | |
| INDA |
iShares MSCI India ETF
|
Held | 88,298 | $0 | 0.00% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Reduced | 31,623 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.