SevenBridge Financial Group, LLC

The top holding in SevenBridge Financial Group's Q1 2026 13F is not a mega-cap but DRSK, a defined-risk hedged-equity ETF at 5.5% of the $640M, 202-position book — ahead of Apple (4.6%), Alphabet (4.1%), and Microsoft (3.2%) — and the firm added 7.9% more shares to it during the quarter. The rest of the quarter's trades sharpen the same barbell: a full $10.0M exit from the equal-weight S&P 500 ETF (RSP), a 34% cut to Oracle, maintenance-scale trims across Apple, Microsoft, and Nvidia, and just two genuinely new names in Palantir ($5.2M) and Linde ($5.1M). The result is a book that keeps its cap-weighted mega-cap engine while making downside protection its single biggest position — with a growing 0.9% Fidelity bitcoin ETF stake riding alongside Treasuries.