Seven Hills Financial
Seven Hills Financial reported 108 stocks worth $166M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VCRB (12.8%), KO (8.3%) and VOO (7.5%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCRB Vanguard Malvern Fds | $21.3M | 12.8% | 289K | – | 1 of 1 | |
| 2 |  KO Coca Cola Co | $13.8M | 8.3% | 160K | – | 1 of 1 | |
| 3 |  VOO Vanguard S&P 500 ETF | $12.5M | 7.5% | 18K | – | 1 of 1 | |
| 4 |  QQQ Invesco Qqq TR | $10.8M | 6.5% | 15K | – | 1 of 1 | |
| 5 |  SCHF Schwab International | $10.2M | 6.2% | 373K | – | 1 of 1 | |
| 6 |  JAVA J P Morgan Exchange Traded F | $7.9M | 4.8% | 99K | – | 1 of 1 | |
| 7 |  SCHG Schwab Strategic TR | $7.5M | 4.5% | 210K | – | 1 of 1 | |
| 8 |  HELO J P Morgan Exchange Traded F | $4.5M | 2.7% | 65K | – | 1 of 1 | |
| 9 |  RSP Invesco Exchange Traded FD T | $4.4M | 2.6% | 21K | – | 1 of 1 | |
| 10 |  AAPL Apple Inc | $4.3M | 2.6% | 13K | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 TSLA Tesla Inc | Put | $26K | 19 | – |
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Seven Hills Financial 13F FAQ
What does Seven Hills Financial own?
Seven Hills Financial reported 108 stocks worth $166M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VCRB (12.8%), KO (8.3%) and VOO (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Seven Hills Financial buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Seven Hills Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Seven Hills Financial's portfolio worth?
The Q3 2026 filing reports $166M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.