Seven Bridge Financial Group, LLC Portfolio Holdings

Seven Bridge Financial Group, LLC

  • $556 Million
  • Q3 2025

Seven Bridge Financial Group, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $556 Million distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Define with a value of $31.6M, Apple Inc. with a value of $29.5M, Microsoft Corp with a value of $25.2M, Alphabet Inc. with a value of $20.6M, and Nvidia Corp with a value of $17.8M.

Examining the 13F form we can see an increase of $36.7M in the current position value, from $519M to 556M.

Below you can find more details about Seven Bridge Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $556 Million
Technology: $138 Million
ETFs: $91.5 Million
Financial Services: $55.5 Million
Industrials: $49.7 Million
Healthcare: $46.2 Million
Communication Services: $44.8 Million
Consumer Cyclical: $39.9 Million
Consumer Defensive: $33.3 Million
Other: $57.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$301B
$3.62 Million 0.65% of portfolio
10,495
Q3 2025 Added 6.78%
$194B
$3.55 Million 0.64% of portfolio
7,944
Q3 2025 Added 46.22%
$411B
$3.59 Million 0.64% of portfolio
15,487
Q3 2025 Reduced 12.46%
$274B
$3.53 Million 0.63% of portfolio
12,508
Q3 2025 Reduced 14.39%
$9.78B
$3.42 Million 0.61% of portfolio
76,058
Q3 2025 Added 55.18%
$3.82B
$3.38 Million 0.61% of portfolio
263,938
Q3 2025 Added 17.97%
$0
$3.37 Million 0.61% of portfolio
31,616
Q3 2025 Added 2.08%
$422B
$3.41 Million 0.61% of portfolio
66,004
Q3 2025 Reduced 17.4%
$0
$3.31 Million 0.6% of portfolio
48,645
Q3 2025 Added 25.88%
$258B
$3.22 Million 0.58% of portfolio
19,228
Q3 2025 Reduced 13.82%
$55.4B
$3.25 Million 0.58% of portfolio
10,635
Q3 2025 Reduced 4.68%
$662B
$3.18 Million 0.57% of portfolio
6,327
Q3 2025 Reduced 3.39%
$57.4B
$3.01 Million 0.54% of portfolio
76,629
Q3 2025 Added 11.11%
$227B
$2.93 Million 0.53% of portfolio
6,034
Q3 2025 Added 21.78%
$132B
$2.9 Million 0.52% of portfolio
11,749
Q3 2025 Added 33.82%
$57.5B
$2.88 Million 0.52% of portfolio
10,545
Q3 2025 Reduced 14.93%
$92.7B
$2.77 Million 0.5% of portfolio
10,631
Q3 2025 Added 35.15%
$269B
$2.73 Million 0.49% of portfolio
11,412
Q3 2025 Added 38.61%
$229B
$2.67 Million 0.48% of portfolio
19,930
Q3 2025 Reduced 17.96%
$161B
$2.59 Million 0.47% of portfolio
5,324
Q3 2025 Added 39.74%
$235B
$2.5 Million 0.45% of portfolio
29,835
Q3 2025 Reduced 20.29%
$21.3B
$2.49 Million 0.45% of portfolio
13,087
Q3 2025 Added 41.04%
$56.6B
$2.4 Million 0.43% of portfolio
16,394
Q3 2025 Added 33.35%
$180B
$2.39 Million 0.43% of portfolio
8,459
Q3 2025 Reduced 24.12%
$371B
$2.4 Million 0.43% of portfolio
5,918
Q3 2025 Reduced 14.89%
$0
$2.35 Million 0.42% of portfolio
28,984
Q3 2025 Reduced 28.61%
$193B
$2.16 Million 0.39% of portfolio
18,902
Q3 2025 Reduced 21.16%
$0
$2.11 Million 0.38% of portfolio
17,715
Q3 2025 Reduced 25.29%
$287B
$2.09 Million 0.38% of portfolio
7,828
Q3 2025 Reduced 4.64%
$65.7B
$2.03 Million 0.37% of portfolio
6,762
Q3 2025 Reduced 12.33%
$94.5B
$1.8 Million 0.32% of portfolio
5,286
Q3 2025 Reduced 14.36%
$130B
$1.75 Million 0.31% of portfolio
4,928
Q3 2025 Reduced 8.96%
$495B
$1.7 Million 0.31% of portfolio
1,421
Q3 2025 Reduced 7.06%
$0
$1.66 Million 0.3% of portfolio
25,453
Q3 2025 Reduced 16.57%
$122B
$1.69 Million 0.3% of portfolio
3,383
Q3 2025 Reduced 20.12%
$41.4B
$1.61 Million 0.29% of portfolio
17,894
Q3 2025 Reduced 29.82%
$0
$1.63 Million 0.29% of portfolio
19,426
Q3 2025 Reduced 35.49%
$0
$1.6 Million 0.29% of portfolio
16,621
Q3 2025 Reduced 21.43%
$226B
$1.57 Million 0.28% of portfolio
5,155
Q3 2025 Reduced 23.71%
$141B
$1.48 Million 0.27% of portfolio
57,939
Q3 2025 Reduced 24.83%
$105B
$1.52 Million 0.27% of portfolio
5,195
Q3 2025 Reduced 1.91%
$0
$1.45 Million 0.26% of portfolio
12,123
Q3 2025 Reduced 23.65%
$0
$1.39 Million 0.25% of portfolio
13,273
Q3 2025 Added 25.93%
$521B
$1.32 Million 0.24% of portfolio
2,313
Q3 2025 Reduced 7.55%
$140B
$1.31 Million 0.24% of portfolio
3,497
Q3 2025 Reduced 3.61%
$400B
$1.27 Million 0.23% of portfolio
1,314
Q3 2025 Reduced 19.88%
$0
$1.27 Million 0.23% of portfolio
22,275
Q3 2025 Reduced 37.44%
$15.9B
$1.22 Million 0.22% of portfolio
3,719
Q4 2021 New
$51.1B
$1.24 Million 0.22% of portfolio
13,826
Q3 2025 Reduced 26.56%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $556 Million
  • Prior Value $519 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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