Seven Bridges Advisors LLC
16 holdingsFiling period: 2026-06-30Current AUM: $206.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 520.0K | $66.5M | $64.5M | 31.29% | -- | 2026-06-30 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 65.5K | $48.9M | $49.6M | 24.04% | -- | 2026-06-30 |
| 3 | VO | VANGUARD INDEX FDS | 260.9K | $21.0M | $20.9M | 10.13% | -- | 2026-06-30 |
| 4 | IGM | ISHARES TR | 121.6K | $19.9M | $19.4M | 9.42% | -- | 2026-06-30 |
| 5 | EMXC | ISHARES INC | 71.6K | $7.3M | $6.9M | 3.37% | -- | 2026-06-30 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 121.4K | $7.2M | $7.2M | 3.48% | -- | 2026-06-30 |
| 7 | DISV | DIMENSIONAL ETF TRUST | 157.9K | $6.3M | $7.0M | 3.37% | -- | 2026-06-30 |
| 8 | DFE | WISDOMTREE TR | 84.2K | $6.1M | $6.4M | 3.10% | -- | 2026-06-30 |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | 63.2K | $5.6M | $5.6M | 2.73% | -- | 2026-06-30 |
| 10 | INDA | ISHARES TR | 88.3K | $4.4M | $4.2M | 2.04% | -- | 2026-06-30 |
| 11 | — | HAMILTON INSURANCE GROUP LTD | 118.2K | $4.0M | $4.0M | 1.94% | -- | 2026-06-30 |
| 12 | SGOV | ISHARES TR | 33.8K | $3.4M | $3.4M | 1.65% | -- | 2026-06-30 |
| 13 | VOO | VANGUARD INDEX FDS | 4.2K | $2.9M | $2.9M | 1.40% | -- | 2026-06-30 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | 28.2K | $2.0M | $2.0M | 0.98% | -- | 2026-06-30 |
| 15 | VFVA | VANGUARD WELLINGTON FD | 10.1K | $1.5M | $1.6M | 0.78% | -- | 2026-06-30 |
| 16 | IBIT | ISHARES BITCOIN TRUST ETF | 13.6K | $451K | $584K | 0.28% | -- | 2026-06-30 |
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