SevenBridge Financial Group, LLC ETF holdings
Harrisburg, PA
Reported $121.7M in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$121.7M
ETFs held
46
Change from prior quarter
+0.9%
With price moves
ETFs as a share of its 13F
17.9%
of $679.8M
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DRSK | Aptus Defined Risk ETF | $37.5M | 1,291,800 | +56,735 shares |
| JUCY | Aptus Enhanced Yield ETF | $8.8M | 400,195 | +20,916 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $8.3M | 245,554 | −9,160 shares |
| BKAG | BNY Mellon Core Bond ETF | $7.1M | 171,841 | +8,727 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $6.2M | 76,053 | −3,098 shares |
| TAFI | AB Tax-Aware Short Duration Municipal ETF | $5.7M | 227,262 | −50,553 shares |
| FBTC | Fidelity Wise Origin Bitcoin Fund | $5.3M | 93,147 | +7,816 shares |
| DGRO | iShares Core Dividend Growth ETF | $4.8M | 60,110 | +5,959 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $3.4M | 31,940 | −1,984 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $3.3M | 63,333 | −2,088 shares |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001673954. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SevenBridge Financial Group, LLC own?
SevenBridge Financial Group, LLC reported 46 ETF positions worth $121.7M in its Form 13F for June 30, 2026. The largest was DRSK, at $37.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.