SevenBridge Financial Group, LLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$3.2B
Holdings
298
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VV
VANGUARD INDEX FDS
Held since at least Q1 2024
13.0%
02
$AGG
ISHARES TR
Held since at least Q1 2024
6.2%
03
$IDEV
ISHARES TR
Held since at least Q1 2024
4.5%
04
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
3.8%
05
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
3.0%
06
$GSY
INVESCO ACTIVELY MANAGED EXC
Held since at least Q1 2024
2.8%
07
$PBUS
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
2.7%
08
$IJH
ISHARES TR
Held since at least Q1 2024
2.5%
09
$COWZ
PACER FDS TR
Held since at least Q1 2024
2.3%
10
$TFLO
ISHARES TR
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:25 UTC.