DOSSIER · 13F-HR · Q3 2026

Seven Hills Financial, LLC

$166M in tracked AUM across 109 positions as of Q3 2026.

SH
CIK 0002153041 · last filed Sep 30, 2026
Total AUM
$166M
as of Q3 2026
Holdings
109
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Seven Hills Financial, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VCRB
VANGUARD MALVERN FDS
$21M289K12.8%
02
KO
COCA COLA CO
$14M160K8.3%
03
VOO
VANGUARD INDEX FDS
$13M18K7.5%
04
QQQ
INVESCO QQQ TR
$11M15K6.5%
05
SCHF
SCHWAB STRATEGIC TR
$10M373K6.2%
06
JAVA
J P MORGAN EXCHANGE TRADED F
$8M99K4.7%
07
SCHG
SCHWAB STRATEGIC TR
$8M210K4.6%
08
HELO
J P MORGAN EXCHANGE TRADED F
$5M65K2.7%
09
RSP
INVESCO EXCHANGE TRADED FD T
$4M21K2.6%
10
AAPL
APPLE INC
$4M13K2.6%

Filing history

2026Q3Sep 30
$166M—
109 positionsView →