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
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