Seven Bridges Advisors LLC's Q3 2026 13F: 1 new position
Form 13F-HR for the quarter ended Sep 30, 2026 · filed Oct 7, 2026 · 17 reported positions · accession 0001214659-26-012612
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | ISHARES TR (IGM) | 9.6% | 11.7% | +2.1 pts | +31,823 sh | +26% |
| New | VANGUARD INSTL INDEX FD (VBIL) | — | 1.4% | +1.4 pts | +41,677 sh | new |
| Increased | STATE STR SPDR S&P 500 ETF T (SPY) | 23.6% | 23.5% | −0.1 pts | +2,746 sh | +4% |
| Increased | VANGUARD SCOTTSDALE FDS (VONG) | 32.0% | 30.8% | −1.3 pts | +7,774 sh | +1% |
| Increased | VANGUARD INDEX FDS (VO) | 10.1% | 9.6% | −0.5 pts | +9,513 sh | +4% |
| Reduced | VANGUARD INTL EQUITY INDEX F (VGK) | 2.7% | 2.4% | −0.3 pts | −3,068 sh | −5% |
| Reduced | ISHARES TR (SGOV) | 1.6% | 1.4% | −0.2 pts | −2,207 sh | −7% |
| Reduced | VANGUARD WELLINGTON FD (VFVA) | 0.7% | 0.6% | −0.1 pts | −971 sh | −10% |
| Increased | WISDOMTREE TR (DFE) | 2.9% | 2.9% | −0.1 pts | +579 sh | +1% |
| Increased | DIMENSIONAL ETF TRUST (DISV) | 3.1% | 3.1% | +0.1 pts | +988 sh | +1% |
| Increased | VANGUARD INTL EQUITY INDEX F (VWO) | 3.5% | 3.3% | −0.2 pts | +226 sh | 0% |
| Increased | VANGUARD INDEX FDS (VOO) | 1.4% | 1.3% | −0.1 pts | +11 sh | 0% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 92.2% of the equity book
No changes in the top 10 this quarter
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS (VONG) | 32.0% | 30.8% | |
| 2 | STATE STR SPDR S&P 500 ETF T (SPY) | 23.6% | 23.5% | |
| 3 | ISHARES TR (IGM) | 9.6% | 11.7% | |
| 4 | VANGUARD INDEX FDS (VO) | 10.1% | 9.6% | |
| 5 | VANGUARD INTL EQUITY INDEX F (VWO) | 3.5% | 3.3% | |
| 6 | ISHARES INC (EMXC) | 3.5% | 3.2% | |
| 7 | DIMENSIONAL ETF TRUST (DISV) | 3.1% | 3.1% | |
| 8 | WISDOMTREE TR (DFE) | 2.9% | 2.9% | |
| 9 | VANGUARD INTL EQUITY INDEX F (VGK) | 2.7% | 2.4% | |
| 10 | ISHARES TR (INDA) | 2.1% | 1.9% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).