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Sevenbridge Financial Group, LLC
SevenBridge Financial Group, LLC is a fee-only investment advisory firm headquartered in Harrisburg, Pennsylvania. Founded in 2011, the firm provides personalized wealth management and investment advisory services, with a team of around 6 employees. They serve primarily individuals, including high net worth clients, as well as charitable organizations and pension plans. SevenBridge delivers unbiased advice tailored to each client's lifestyle, goals, and risk tolerance, emphasizing a client-centric and team-based approach.
Investment Strategy
SevenBridge Financial Group employs a personalized, client-focused investment strategy. The firm constructs portfolios tailored to individual client objectives, priorities, and risk profiles while managing money through unbiased, fee-only advisory services. Investment solutions range across equities, fixed income, and other assets. Their philosophy centers on building and protecting client wealth and adapting strategies as market and client circumstances change, with continuous monitoring and direct access to the firm's team.
Latest 13F Filing Activity
Sevenbridge Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 217 equity positions with a total 13F market value of $567M. The fund increased holdings in Etf Ser Solutions, Nvidia Corporation, Oracle Corp. among other positions. Sevenbridge Financial Group, LLC reduced exposure to Ishares TR, Ishares TR, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (217)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.98% | $28.2M | 122,925 | $34.96 | $205.17 | +$2.2M |
M MSFT | MICROSOFT CORP | 4.87% | $27.6M | 52,150 | $83.65 | $497.41 | +$3.8M |
D DRSK | ETF SER SOLUTIONS | 4.01% | $22.8M | 790,059 | $27.75 | $28.74 | +$7.7M |
| ALPHABET INC | 3.26% | $18.5M | 91,075 | $57.36 | $176.23 | +$3.8M | |
N NVDA | NVIDIA CORPORATION | 3.07% | $17.4M | 94,976 | $21.57 | $157.99 | +$5.5M |
Industry Allocation
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