account_balance
Investment manager · 13F filer · SEC CIK 1673954
SevenBridge Financial Group, LLC
Reported value$674Mas of Sep 30, 2026
Positions211 8 new, 9 sold out
Top 10 weight30.8%DRSK alone is 6%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DRSKETF Ser Solutions
5.9%Added +14%
AAPLApple Inc.
5.1%Trimmed −5%
MSFTMicrosoft Corp
3.6%Trimmed −3%
GOOGLAlphabet Inc.
3.5%Trimmed −9%
NVDANVIDIA Corp
2.9%Trimmed −5%
AMZNAmazon.com Inc
2.6%
JPMJPMorgan Chase & Co
1.9%Trimmed −3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.8%Trimmed −15%
METAMeta Platforms, Inc.
1.8%
LLYELI Lilly & Co
1.6%−5%
JNJJohnson & Johnson
1.6%Trimmed −5%
JUCYETF Ser Solutions
1.5%+12%
DRSKETF Ser Solutions
5.9%Added +14%
AAPLApple Inc.
5.1%Trimmed −5%
MSFTMicrosoft Corp
3.6%
GOOGLAlphabet Inc.
3.5%
NVDANVIDIA Corp
2.9%−5%
AMZNAmazon.com Inc
2.6%
JPMJPMorgan Chase & Co
1.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.8%
META1.8%LLY1.6%JNJ1.6%JUCY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DRSK ETF Ser Solutions 5.9% Added +14%
AAPL Apple Inc. 5.1% Trimmed −5%MSFT Microsoft Corp 3.6% Trimmed −3%GOOGL Alphabet Inc. 3.5% Trimmed −9%NVDA NVIDIA Corp 2.9% Trimmed −5%AMZN Amazon.com Inc 2.6% HeldJPM JPMorgan Chase & Co 1.9% Trimmed −3%TSM Taiwan Semiconductor Manufacturing Co Ltd 1.8% Trimmed −15%META Meta Platforms, Inc. 1.8% HeldLLY ELI Lilly & Co 1.6% Trimmed −5%JNJ Johnson & Johnson 1.6% Trimmed −5%JUCY ETF Ser Solutions 1.5% Added +12%
What changed
Biggest moves since Jun 30, 2026
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