Home/Smart Money/SevenBridge Financial Group, LLC
§ 13F · FUND PROFILE

SevenBridge Financial Group, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $607M (13F)Positions · 212Turnover · · Q1Filed · Apr 23, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED APR 23, 2026
#TickerNameShares$ value% portΔ Q1
1DRSKETF SER SOLUTIONS1.24M$35M5.5%+8%
2AAPLAPPLE INC109K$30M4.6%−4%
3GOOGLALPHABET INC77K$26M4.1%−4%
4MSFTMICROSOFT CORP47K$21M3.2%−1%
5NVDANVIDIA CORPORATION92K$19M2.9%−1%
6AMZNAMAZON COM INC68K$17M2.7%+1%
7TSMTAIWAN SEMICONDUCTOR MANUFAC34K$13M2.1%−1%
8JPMJPMORGAN CHASE & CO40K$13M2.0%−4%
9METAMETA PLATFORMS INC17K$11M1.8%+7%
10WMTWALMART INC78K$10M1.6%−3%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE SEVENBRIDGE SIGNAL

AC read

SevenBridge Financial Group, LLC is a Other fund managing $607 million in assets. The fund runs a broad portfolio of 212 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed