Seven Mile Advisory
Latest statistics and disclosures from Seven Mile Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPY, DFAE, AAPL, VOO, and represent 34.03% of Seven Mile Advisory's stock portfolio.
- Added to shares of these 10 stocks: XOM, SGOV, HPQ, TMO, NEM, SMFG, ECVT, XLE, SD, LBTYA.
- Started 21 new stock positions in RBBN, HPQ, NEM, SITC, CWK, GILT, SD, SMFG, ECVT, SGOV. XLE, TMO, BMBL, CRNT, LBTYA, AIOT, Gold X2 Mining I, XOM, MTNE, SIGA, AES.
- Reduced shares in these 10 stocks: AAPL, GOOG, APP, WULF, CDNS, CVS, IBM, LIN, TMHC, PEP.
- Sold out of its positions in ABT, ALLO, APP, BCS, BHP, CVS, CDNS, FDVV, GSK, IBM. NVO, PEP, TMHC, LIN.
- Seven Mile Advisory was a net seller of stock by $-2.4M.
- Seven Mile Advisory has $149M in assets under management (AUM), dropping by 0.23%.
- Central Index Key (CIK): 0001987932
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Portfolio Holdings for Seven Mile Advisory
Seven Mile Advisory holds 165 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.5 | $20M | 88k | 228.38 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.6 | $8.3M | 11k | 762.64 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 5.5 | $8.2M | 209k | 39.31 |
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| Apple (AAPL) | 4.8 | $7.2M | -6% | 22k | 333.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.6 | $6.9M | -2% | 9.8k | 700.92 |
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| Microsoft Corporation (MSFT) | 3.5 | $5.2M | -3% | 10k | 512.92 |
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| Amazon (AMZN) | 3.3 | $4.9M | 20k | 249.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $3.7M | -3% | 11k | 344.08 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.4 | $3.6M | +2% | 63k | 57.56 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.3 | $3.5M | +2% | 45k | 78.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $3.3M | -8% | 9.6k | 340.74 |
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| Meta Platforms Cl A (META) | 1.9 | $2.9M | 4.0k | 725.21 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $2.4M | -2% | 34k | 70.61 |
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| Micron Technology (MU) | 1.5 | $2.2M | -4% | 2.1k | 1065.11 |
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| Broadcom (AVGO) | 1.4 | $2.0M | -3% | 5.8k | 351.21 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $1.8M | +2% | 25k | 70.15 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $1.8M | 5.3k | 330.86 |
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| Applied Materials (AMAT) | 1.0 | $1.5M | -4% | 3.0k | 511.38 |
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| Wal-Mart Stores (WMT) | 0.8 | $1.2M | 12k | 103.92 |
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| Tesla Motors (TSLA) | 0.8 | $1.2M | -11% | 3.4k | 354.84 |
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| Advanced Micro Devices (AMD) | 0.8 | $1.2M | -4% | 1.9k | 611.76 |
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| Eli Lilly & Co. (LLY) | 0.8 | $1.2M | -7% | 1.0k | 1157.08 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $1.1M | -2% | 604.00 | 1811.67 |
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| Intel Corporation (INTC) | 0.7 | $1.1M | -6% | 8.8k | 120.23 |
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| Visa Com Cl A (V) | 0.7 | $987k | 2.7k | 359.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $957k | +4% | 3.4k | 277.89 |
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| Dimensional Etf Trust Emer Mark Su Etf (DFSE) | 0.6 | $949k | 20k | 48.35 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $893k | 2.7k | 328.51 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $836k | -2% | 1.5k | 551.47 |
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| Spdr Series Trust Spdr S&p 500 Esg (EFIV) | 0.5 | $769k | 10k | 74.06 |
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| Johnson & Johnson (JNJ) | 0.5 | $759k | -2% | 2.9k | 264.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $753k | -3% | 1.5k | 497.95 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $747k | 1.00 | 747005.00 |
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| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.5 | $742k | 14k | 51.84 |
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| Celestica (CLS) | 0.5 | $731k | 2.0k | 361.43 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $681k | 4.6k | 148.31 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $652k | 992.00 | 656.71 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.4 | $644k | 16k | 39.72 |
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| Merck & Co (MRK) | 0.4 | $633k | -4% | 4.4k | 145.31 |
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| Williams-Sonoma (WSM) | 0.4 | $621k | 2.7k | 227.94 |
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| Cisco Systems (CSCO) | 0.4 | $616k | -4% | 5.7k | 107.63 |
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| Spdr Series Trust St Str Msci Usaq (QUS) | 0.4 | $610k | 3.2k | 190.11 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $577k | 6.9k | 84.08 |
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| Goldman Sachs (GS) | 0.4 | $561k | 623.00 | 900.36 |
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| Equinix (EQIX) | 0.4 | $557k | 551.00 | 1011.58 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $548k | -3% | 3.8k | 142.57 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.4 | $546k | 1.9k | 294.91 |
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| Verizon Communications (VZ) | 0.4 | $546k | -10% | 12k | 45.87 |
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| Palo Alto Networks (PANW) | 0.4 | $544k | -2% | 1.4k | 397.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $543k | 7.5k | 71.95 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $536k | 9.0k | 59.31 |
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| Wells Fargo & Company (WFC) | 0.4 | $526k | 6.6k | 80.05 |
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| Citigroup Com New (C) | 0.3 | $514k | -2% | 4.0k | 129.48 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.3 | $504k | -2% | 5.1k | 99.31 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.3 | $503k | 1.8k | 284.49 |
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| American Express Company (AXP) | 0.3 | $501k | 1.6k | 304.10 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.3 | $499k | NEW | 3.1k | 162.80 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.3 | $498k | -18% | 2.7k | 186.30 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $496k | -2% | 7.8k | 63.90 |
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| Abbvie (ABBV) | 0.3 | $489k | -3% | 1.9k | 261.59 |
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| Banco Santander Sa Adr (SAN) | 0.3 | $482k | 35k | 13.83 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $468k | 3.0k | 157.87 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $457k | 14k | 32.63 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $445k | 6.8k | 65.86 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $439k | 8.1k | 54.16 |
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| Altria (MO) | 0.3 | $430k | -6% | 6.4k | 67.34 |
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| Flexshares Tr NRTRN TR MRN GBL (GUNR) | 0.3 | $427k | -14% | 8.1k | 52.74 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.3 | $422k | -4% | 15k | 27.87 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.3 | $421k | 3.5k | 118.82 |
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| McDonald's Corporation (MCD) | 0.3 | $420k | -3% | 1.8k | 230.94 |
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| Amgen (AMGN) | 0.3 | $417k | 988.00 | 421.51 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.3 | $416k | 817.00 | 508.55 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $414k | -2% | 449.00 | 922.34 |
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| Gilead Sciences (GILD) | 0.3 | $404k | 2.7k | 149.05 |
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| Energy Vault Holdings (NRGV) | 0.3 | $401k | 101k | 3.97 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $400k | -2% | 2.1k | 187.06 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $385k | 4.3k | 89.10 |
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| Arista Networks Com Shs (ANET) | 0.3 | $376k | -4% | 1.8k | 203.59 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $375k | 7.0k | 53.75 |
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| Netflix (NFLX) | 0.3 | $375k | -4% | 5.4k | 69.58 |
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| Philip Morris International (PM) | 0.2 | $371k | -6% | 1.9k | 190.82 |
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| Phillips 66 (PSX) | 0.2 | $369k | -3% | 1.4k | 255.31 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.2 | $364k | 4.0k | 90.12 |
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| Manulife Finl Corp (MFC) | 0.2 | $362k | -2% | 8.5k | 42.59 |
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| Nvent Elec SHS (NVT) | 0.2 | $357k | 2.2k | 160.37 |
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| Copa Holdings Sa Cl A (CPA) | 0.2 | $351k | -8% | 2.7k | 131.85 |
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| Shell Spon Ads (SHEL) | 0.2 | $350k | -4% | 3.7k | 95.05 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $349k | 4.5k | 78.29 |
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| Astrazeneca Ord (AZN) | 0.2 | $347k | 2.1k | 161.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $346k | 467.00 | 739.85 |
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| Chevron Corporation (CVX) | 0.2 | $341k | -3% | 1.7k | 204.21 |
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| Millicom Intl Cellular S A Com Stk (TIGO) | 0.2 | $340k | -4% | 3.9k | 87.14 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $338k | 1.2k | 280.10 |
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| Western Digital (WDC) | 0.2 | $336k | -5% | 740.00 | 454.46 |
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| General Motors Company (GM) | 0.2 | $336k | -4% | 4.4k | 77.00 |
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| Appfolio Com Cl A (APPF) | 0.2 | $334k | +3% | 1.7k | 200.52 |
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| Sandisk Corp (SNDK) | 0.2 | $334k | -12% | 192.00 | 1739.89 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $333k | 637.00 | 522.81 |
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| Qualcomm (QCOM) | 0.2 | $325k | 1.8k | 184.04 |
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| Ubs Group SHS (UBS) | 0.2 | $324k | -3% | 6.7k | 48.13 |
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| Kla Corp Com New (KLAC) | 0.2 | $320k | 1.6k | 194.93 |
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| Capital One Financial (COF) | 0.2 | $320k | -2% | 1.7k | 193.17 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $319k | NEW | 3.2k | 100.68 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.2 | $318k | -2% | 14k | 23.07 |
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| Anglogold Ashanti Com Shs (AU) | 0.2 | $317k | -4% | 3.4k | 93.95 |
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| Terawulf (WULF) | 0.2 | $312k | -46% | 21k | 14.80 |
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| F5 Networks (FFIV) | 0.2 | $311k | 698.00 | 445.18 |
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| Tower Semiconductor Shs New (TSEM) | 0.2 | $309k | 1.4k | 227.43 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $303k | 4.5k | 68.06 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $297k | +13% | 311.00 | 955.42 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $297k | 1.1k | 264.90 |
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| Emcor (EME) | 0.2 | $294k | -2% | 390.00 | 754.49 |
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| Costco Wholesale Corporation (COST) | 0.2 | $294k | -15% | 323.00 | 910.34 |
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| Home Depot (HD) | 0.2 | $293k | +4% | 1.0k | 284.62 |
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| Procter & Gamble Company (PG) | 0.2 | $293k | +2% | 2.0k | 145.34 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.2 | $292k | 1.4k | 216.08 |
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| Ge Vernova (GEV) | 0.2 | $287k | -5% | 302.00 | 950.49 |
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| Amphenol Corp Cl A (APH) | 0.2 | $283k | +97% | 3.4k | 84.30 |
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| Bank of America Corporation (BAC) | 0.2 | $281k | -6% | 5.2k | 54.44 |
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| Caterpillar (CAT) | 0.2 | $277k | -5% | 342.00 | 810.79 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $274k | 601.00 | 456.57 |
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| Nextera Energy (NEE) | 0.2 | $272k | -3% | 3.6k | 75.74 |
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| Oracle Corporation (ORCL) | 0.2 | $267k | 1.9k | 137.30 |
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| Sap Se Spon Adr (SAP) | 0.2 | $259k | -9% | 1.2k | 208.48 |
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| Eni Spa Sponsored Adr (E) | 0.2 | $255k | 4.7k | 54.30 |
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| Marvell Technology (MRVL) | 0.2 | $252k | 952.00 | 264.21 |
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| Dell Technologies CL C (DELL) | 0.2 | $249k | -4% | 462.00 | 537.95 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $243k | -2% | 1.7k | 144.63 |
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| Hp (HPQ) | 0.2 | $240k | NEW | 7.7k | 31.28 |
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| Coca-Cola Company (KO) | 0.2 | $239k | -6% | 2.8k | 86.11 |
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| Global Ship Lease Com Cl A (GSL) | 0.2 | $239k | 5.4k | 44.14 |
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| Ing Groep Sponsored Adr (ING) | 0.2 | $237k | -3% | 6.7k | 35.50 |
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| Morgan Stanley Com New (MS) | 0.2 | $236k | -6% | 1.3k | 188.08 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.2 | $231k | 1.0k | 231.03 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $228k | NEW | 337.00 | 675.05 |
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| Fortinet (FTNT) | 0.2 | $227k | -4% | 1.3k | 178.76 |
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| Totalenergies Se Act (TTE) | 0.2 | $224k | -2% | 2.6k | 85.50 |
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| At&t (T) | 0.1 | $221k | -6% | 9.1k | 24.40 |
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| Cardinal Health (CAH) | 0.1 | $218k | 980.00 | 222.50 |
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| Newmont Mining Corporation (NEM) | 0.1 | $216k | NEW | 1.9k | 115.34 |
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| Ge Aerospace Com New (GE) | 0.1 | $213k | -10% | 683.00 | 312.29 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $213k | NEW | 8.2k | 25.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $212k | 557.00 | 380.84 |
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| Ecovyst (ECVT) | 0.1 | $211k | NEW | 22k | 9.83 |
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| Core Scientific (CORZ) | 0.1 | $209k | 13k | 15.98 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $208k | NEW | 3.4k | 61.50 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $207k | -5% | 13k | 16.15 |
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| UnitedHealth (UNH) | 0.1 | $205k | -25% | 559.00 | 367.08 |
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| Sandridge Energy Com New (SD) | 0.1 | $203k | NEW | 15k | 13.49 |
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| Liberty Global Com Cl A (LBTYA) | 0.1 | $198k | NEW | 22k | 9.13 |
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| Ch4 Natural Solutions Corp Ord Shs Cl A (MTNE) | 0.1 | $169k | NEW | 17k | 9.90 |
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| AES Corporation (AES) | 0.1 | $166k | NEW | 11k | 14.90 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $164k | -5% | 15k | 11.05 |
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| Gold X2 Mining I | 0.1 | $159k | NEW | 33k | 4.87 |
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| Cushman And Wakefield Common Shares (CWK) | 0.1 | $156k | NEW | 13k | 11.81 |
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| Ribbon Communication (RBBN) | 0.1 | $110k | NEW | 63k | 1.76 |
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| Hafnia SHS (HAFN) | 0.1 | $105k | 11k | 9.94 |
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| Gilat Satellite Networks Shs New (GILT) | 0.1 | $105k | NEW | 11k | 9.87 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $94k | -3% | 17k | 5.63 |
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| Ceragon Networks Ord (CRNT) | 0.1 | $90k | NEW | 44k | 2.07 |
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| Powerfleet (AIOT) | 0.0 | $72k | NEW | 25k | 2.84 |
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| SITE Centers Corp (SITC) | 0.0 | $52k | NEW | 16k | 3.37 |
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| Icl Group SHS (ICL) | 0.0 | $52k | -7% | 10k | 5.02 |
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| Bumble Com Cl A (BMBL) | 0.0 | $40k | NEW | 15k | 2.63 |
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| SIGA Technologies (SIGA) | 0.0 | $34k | NEW | 10k | 3.40 |
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Past Filings by Seven Mile Advisory
SEC 13F filings are viewable for Seven Mile Advisory going back to 2023
- Seven Mile Advisory 2026 Q3 filed Oct. 22, 2026
- Seven Mile Advisory 2026 Q2 filed Aug. 13, 2026
- Seven Mile Advisory 2026 Q1 filed April 14, 2026
- Seven Mile Advisory 2025 Q4 filed Feb. 13, 2026
- Seven Mile Advisory 2025 Q3 filed Nov. 13, 2025
- Seven Mile Advisory 2025 Q2 filed Aug. 14, 2025
- Seven Mile Advisory 2025 Q1 filed May 13, 2025
- Seven Mile Advisory 2024 Q4 filed Feb. 12, 2025
- Seven Mile Advisory 2024 Q3 filed Nov. 13, 2024
- Seven Mile Advisory 2024 Q2 filed Aug. 8, 2024
- Seven Mile Advisory 2024 Q1 filed May 8, 2024
- Seven Mile Advisory 2023 Q4 filed Feb. 9, 2024
- Seven Mile Advisory 2023 Q3 filed Nov. 13, 2023
- Seven Mile Advisory 2023 Q2 filed Aug. 8, 2023