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Porscha Savage

Sevenbridge Financial Group, Llc

Assets Managed
$639.714M
Holdings
202
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
2.87%(2Q avg: 2.7%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sevenbridge Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Sevenbridge Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 639.714M in assets, with a quarterly growth rate of 2.87% and a 2-quarter average growth rate of 2.7%. The portfolio is managed by Porscha Savage, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 7.95%
5.54%
$35.409M
1.235M shares@ $28.67 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.95%
4.65%
$29.706M
108,746 shares@ $273.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.12%
4.11%
$26.275M
77,434 shares@ $339.33 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.18%
3.21%
$20.515M
47,386 shares@ $432.93 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.18%
2.92%
$18.616M
91,930 shares@ $202.5 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.74%
2.72%
$17.375M
68,040 shares@ $255.36 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -0.85%
2.09%
$13.323M
34,387 shares@ $387.45 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -3.87%
1.97%
$12.557M
40,115 shares@ $313.03 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 6.51%
1.78%
$11.373M
16,855 shares@ $674.73 avg price
WMT
Walmart Inc
Recent Activity
Decreased -2.69%
1.59%
$10.124M
77,886 shares@ $129.99 avg price

1-10 of 202