account_balance
Investment manager · 13F filer · SEC CIK 2153041
Seven Hills Financial, LLC
Reported value$166Mas of Sep 30, 2026
Positions108
Top 10 weight58.6%VCRB alone is 13%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
VCRBVanguard Malvern FDS
12.8%
KOCoca-Cola Co
8.3%
VOOVanguard Index FDS
7.5%
QQQInvesco QQQ Tr
6.5%
SCHFSchwab Strategic Tr
6.2%
JAVAJ P Morgan Exchange Traded F
4.7%
SCHGSchwab Strategic Tr
4.6%
HELOJ P Morgan Exchange Traded F
2.7%
RSPInvesco Exchange Traded Fd T
2.6%
AAPLApple Inc.
2.6%
SPDWSPDR Index SHS FDS
2.3%
DBCInvesco DB Commodity Index Tracking Fund
2.0%
VCRBVanguard Malvern FDS
12.8%
KOCoca-Cola Co
8.3%
VOOVanguard Index FDS
7.5%
QQQInvesco QQQ Tr
6.5%
SCHFSchwab Strategic Tr
6.2%
JAVAJ P Morgan Exchange Traded F
4.7%
SCHGSchwab Strategic Tr
4.6%
HELO2.7%
RSP2.6%
AAPLSPDW
DBCBoxes 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
VCRB Vanguard Malvern FDS 12.8%
KO Coca-Cola Co 8.3% VOO Vanguard Index FDS 7.5%
QQQ Invesco QQQ Tr 6.5%
SCHF Schwab Strategic Tr 6.2%
JAVA J P Morgan Exchange Traded F 4.7%
SCHG Schwab Strategic Tr 4.6%
HELO J P Morgan Exchange Traded F 2.7%
RSP Invesco Exchange Traded Fd T 2.6%
AAPL Apple Inc. 2.6% SPDW SPDR Index SHS FDS 2.3%
DBC Invesco DB Commodity Index Tracking Fund 2.0% Free weekly email
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