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Seven Hills Financial, LLC

hedge fundUpdated 23 days ago

Managed by Seven Hills Financial, Llc • Latest filing Q3 2026

Portfolio value
$165.8M
Q3 2026
Filings
1
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Top holdings

109 positions as of Q3 2026

View filing
?
1.N/A

VANGUARD MALVERN FDS

Value
$21.3M
Shares
289.0K
% Port
12.83%
K

COCA COLA CO

Value
$13.8M
Shares
159.8K
% Port
8.30%
V

VANGUARD INDEX FDS

Value
$12.5M
Shares
17.9K
% Port
7.55%
Q

INVESCO QQQ TR

Value
$10.8M
Shares
14.6K
% Port
6.50%
S

SCHWAB STRATEGIC TR

Value
$10.2M
Shares
373.1K
% Port
6.18%
?
6.N/A

J P MORGAN EXCHANGE TRADED F

Value
$7.9M
Shares
98.7K
% Port
4.75%
S

SCHWAB STRATEGIC TR

Value
$7.5M
Shares
210.1K
% Port
4.55%
?
8.N/A

J P MORGAN EXCHANGE TRADED F

Value
$4.5M
Shares
65.2K
% Port
2.72%
I

INVESCO EXCHANGE TRADED FD T

Value
$4.4M
Shares
21.1K
% Port
2.64%
A

APPLE INC

Value
$4.3M
Shares
12.9K
% Port
2.59%
S

SPDR INDEX SHS FDS

Value
$3.8M
Shares
75.4K
% Port
2.28%
D

INVESCO DB COMMDY INDX TRCK

Value
$3.3M
Shares
102.7K
% Port
2.00%
B

BANK OF AMER CORP

Value
$3.2M
Shares
58.3K
% Port
1.91%
S

S&P GLOBAL INC

Value
$3M
Shares
7.7K
% Port
1.83%
D

INVESCO DB MULTI-SECTOR COMM

Value
$2.8M
Shares
29.3K
% Port
1.69%
G

GLOBAL PMTS INC

Value
$2.4M
Shares
29.4K
% Port
1.45%
?
17.N/A

DFA INVT DIMENSIONS GROUP IN

Value
$2.2M
Shares
91.5K
% Port
1.33%
M

MICROSOFT CORP

Value
$2.2M
Shares
4.2K
% Port
1.31%
V

VANGUARD ADMIRAL FDS INC

Value
$2.1M
Shares
16.9K
% Port
1.29%
A

ALLSTATE CORP

Value
$1.8M
Shares
8.3K
% Port
1.11%

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