Seven Mile Advisory
Latest statistics and disclosures from Seven Mile Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, DFAE, SPY, VOO, AAPL, and represent 32.18% of Seven Mile Advisory's stock portfolio.
- Added to shares of these 10 stocks: VCIT, EFIV, QQMG, SPHQ, QUS, VEA, IWY, SNDK, NRGV, VOO.
- Started 26 new stock positions in ING, SPHQ, FFIV, EFIV, FTNT, SNDK, IYW, MRVL, IWY, HAFN.
- Reduced shares in these 10 stocks: NVDA, , AAPL, GOOGL, IVV, SGOV, BSV, AMZN, MSFT, BBJP.
- Sold out of its positions in ADI, APAM, BKNG, CI, CMCSA, ECVT, XOM, NFRA, ROCK, HUN.
- Seven Mile Advisory was a net seller of stock by $-11M.
- Seven Mile Advisory has $149M in assets under management (AUM), dropping by 7.49%.
- Central Index Key (CIK): 0001987932
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Portfolio Holdings for Seven Mile Advisory
Seven Mile Advisory holds 158 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.0 | $18M | -5% | 89k | 200.09 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 5.6 | $8.4M | +4% | 208k | 40.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.5 | $8.1M | 11k | 748.68 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.6 | $6.9M | +7% | 10k | 686.88 |
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| Apple (AAPL) | 4.5 | $6.7M | -10% | 23k | 289.36 |
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| Amazon (AMZN) | 3.1 | $4.6M | -10% | 19k | 238.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $4.0M | -15% | 11k | 357.37 |
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| Microsoft Corporation (MSFT) | 2.6 | $3.9M | -11% | 11k | 373.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $3.7M | -6% | 11k | 353.33 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.4 | $3.6M | +29% | 44k | 82.65 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.4 | $3.6M | +2% | 61k | 58.20 |
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| Micron Technology (MU) | 1.7 | $2.5M | -11% | 2.2k | 1154.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $2.5M | +30% | 35k | 71.25 |
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| Broadcom (AVGO) | 1.5 | $2.3M | 6.0k | 377.75 |
|
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| Applied Materials (AMAT) | 1.5 | $2.3M | -8% | 3.1k | 723.00 |
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| Meta Platforms Cl A (META) | 1.5 | $2.2M | -12% | 3.9k | 563.29 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $1.8M | +29% | 25k | 73.41 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.8M | -9% | 5.4k | 327.33 |
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| Tesla Motors (TSLA) | 1.1 | $1.6M | -13% | 3.8k | 420.60 |
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| Intel Corporation (INTC) | 0.9 | $1.3M | -4% | 9.4k | 139.63 |
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| Wal-Mart Stores (WMT) | 0.9 | $1.3M | -11% | 12k | 113.26 |
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| Eli Lilly & Co. (LLY) | 0.9 | $1.3M | -14% | 1.1k | 1199.43 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $1.2M | 620.00 | 1989.44 |
|
|
| Lam Research Corp Com New (LRCX) | 0.8 | $1.2M | -3% | 2.8k | 433.59 |
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| Advanced Micro Devices (AMD) | 0.8 | $1.2M | -17% | 2.0k | 580.91 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $992k | 3.3k | 300.45 |
|
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| Terawulf (WULF) | 0.7 | $971k | -29% | 39k | 24.70 |
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| Dimensional Etf Trust Emer Mark Su Etf (DFSE) | 0.6 | $961k | -3% | 20k | 48.88 |
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| Visa Com Cl A (V) | 0.6 | $957k | -10% | 2.8k | 343.09 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $799k | -13% | 1.6k | 513.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $785k | -19% | 1.6k | 500.39 |
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| Spdr Series Trust Spdr S&p 500 Esg (EFIV) | 0.5 | $757k | NEW | 10k | 72.93 |
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| Celestica (CLS) | 0.5 | $750k | 2.1k | 364.80 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $749k | 1.00 | 748850.00 |
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| Johnson & Johnson (JNJ) | 0.5 | $748k | -23% | 2.9k | 253.97 |
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| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.5 | $733k | NEW | 14k | 51.23 |
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| Cisco Systems (CSCO) | 0.5 | $702k | -12% | 6.0k | 117.46 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.5 | $699k | 992.00 | 705.04 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.4 | $656k | 16k | 40.64 |
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| Goldman Sachs (GS) | 0.4 | $638k | -5% | 631.00 | 1011.37 |
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| Williams-Sonoma (WSM) | 0.4 | $638k | -3% | 2.7k | 233.10 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $626k | 4.0k | 156.72 |
|
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $618k | NEW | 6.9k | 90.10 |
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| Spdr Series Trust St Str Msci Usaq (QUS) | 0.4 | $609k | NEW | 3.3k | 186.86 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.4 | $598k | 3.3k | 181.15 |
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| Merck & Co (MRK) | 0.4 | $591k | -10% | 4.6k | 129.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $581k | -19% | 7.5k | 77.11 |
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| Equinix (EQIX) | 0.4 | $572k | -4% | 549.00 | 1042.39 |
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| Citigroup Com New (C) | 0.4 | $572k | -4% | 4.1k | 139.96 |
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| Verizon Communications (VZ) | 0.4 | $561k | +26% | 13k | 42.34 |
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| American Express Company (AXP) | 0.4 | $560k | -31% | 1.7k | 338.25 |
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| Wells Fargo & Company (WFC) | 0.4 | $546k | 6.6k | 82.64 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $539k | 9.0k | 59.69 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.4 | $538k | NEW | 1.9k | 290.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $536k | 1.8k | 303.12 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $529k | +3% | 4.6k | 114.18 |
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| McDonald's Corporation (MCD) | 0.3 | $511k | -11% | 1.9k | 270.31 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $506k | 14k | 36.13 |
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| Western Digital (WDC) | 0.3 | $501k | -33% | 784.00 | 638.72 |
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| Sandisk Corp (SNDK) | 0.3 | $500k | NEW | 220.00 | 2273.73 |
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| Altria (MO) | 0.3 | $497k | 6.8k | 73.01 |
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| Kla Corp Com New (KLAC) | 0.3 | $496k | +802% | 1.6k | 301.71 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.3 | $494k | 5.2k | 95.09 |
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| Abbvie (ABBV) | 0.3 | $488k | -15% | 1.9k | 251.64 |
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| Banco Santander Sa Adr (SAN) | 0.3 | $487k | 35k | 13.80 |
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| Palo Alto Networks (PANW) | 0.3 | $480k | -13% | 1.4k | 341.02 |
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| Energy Vault Holdings (NRGV) | 0.3 | $476k | NEW | 101k | 4.71 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.3 | $465k | 9.4k | 49.28 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $464k | 3.0k | 157.00 |
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| Copa Holdings Sa Cl A (CPA) | 0.3 | $453k | 2.9k | 155.57 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $445k | -11% | 461.00 | 965.74 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $443k | NEW | 8.1k | 54.69 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $435k | 6.8k | 64.50 |
|
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.3 | $433k | NEW | 3.5k | 122.29 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.3 | $428k | 817.00 | 523.80 |
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| Netflix (NFLX) | 0.3 | $405k | -22% | 5.7k | 71.40 |
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| Astrazeneca Ord (AZN) | 0.3 | $404k | 2.1k | 189.62 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.3 | $397k | 16k | 25.06 |
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| Caterpillar (CAT) | 0.3 | $387k | -25% | 363.00 | 1064.90 |
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| Philip Morris International (PM) | 0.3 | $379k | -13% | 2.1k | 182.38 |
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| Nvent Elec SHS (NVT) | 0.3 | $378k | 2.2k | 169.61 |
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| Ge Vernova (GEV) | 0.3 | $375k | -18% | 319.00 | 1174.86 |
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| Millicom Intl Cellular S A Com Stk (TIGO) | 0.2 | $372k | 4.1k | 90.76 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $368k | 7.0k | 52.76 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $364k | -13% | 1.2k | 298.07 |
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| Amgen (AMGN) | 0.2 | $364k | -32% | 1.0k | 362.12 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $362k | NEW | 8.0k | 45.26 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $361k | NEW | 4.5k | 81.06 |
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| Costco Wholesale Corporation (COST) | 0.2 | $356k | -32% | 381.00 | 935.47 |
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| General Motors Company (GM) | 0.2 | $352k | 4.6k | 77.08 |
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| Tower Semiconductor Shs New (TSEM) | 0.2 | $352k | 1.4k | 260.64 |
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| Manulife Finl Corp (MFC) | 0.2 | $352k | 8.7k | 40.51 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $349k | 4.3k | 80.82 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $348k | +500% | 4.0k | 86.14 |
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| Gilead Sciences (GILD) | 0.2 | $347k | -9% | 2.7k | 126.34 |
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| Home Depot (HD) | 0.2 | $346k | -27% | 982.00 | 352.68 |
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| Ubs Group SHS (UBS) | 0.2 | $346k | +3% | 7.0k | 49.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $344k | 467.00 | 736.47 |
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| Capital One Financial (COF) | 0.2 | $342k | -5% | 1.7k | 200.62 |
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| Core Scientific (CORZ) | 0.2 | $334k | 13k | 25.59 |
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| Emcor (EME) | 0.2 | $333k | 401.00 | 829.88 |
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| Arista Networks Com Shs (ANET) | 0.2 | $329k | -12% | 1.9k | 169.88 |
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| Nextera Energy (NEE) | 0.2 | $328k | -15% | 3.7k | 87.77 |
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| Qualcomm (QCOM) | 0.2 | $323k | -16% | 1.7k | 184.79 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $320k | -5% | 644.00 | 496.73 |
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| Bank of America Corporation (BAC) | 0.2 | $316k | 5.5k | 56.99 |
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| UnitedHealth (UNH) | 0.2 | $313k | NEW | 754.00 | 415.63 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $309k | NEW | 4.5k | 69.45 |
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| Amphenol Corp Cl A (APH) | 0.2 | $300k | -25% | 1.7k | 176.57 |
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| Shell Spon Ads (SHEL) | 0.2 | $298k | 3.8k | 77.54 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $295k | 1.4k | 217.93 |
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| F5 Networks (FFIV) | 0.2 | $290k | NEW | 698.00 | 415.96 |
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| Procter & Gamble Company (PG) | 0.2 | $288k | -19% | 2.0k | 146.64 |
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| Oracle Corporation (ORCL) | 0.2 | $288k | -16% | 2.0k | 146.55 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $287k | 600.00 | 478.51 |
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| Anglogold Ashanti Com Shs (AU) | 0.2 | $286k | 3.5k | 80.89 |
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| Chevron Corporation (CVX) | 0.2 | $286k | -19% | 1.7k | 165.76 |
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| Ge Aerospace Com New (GE) | 0.2 | $284k | -23% | 760.00 | 373.73 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $283k | NEW | 1.1k | 252.23 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $282k | -13% | 548.00 | 515.23 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.2 | $282k | 14k | 19.89 |
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| Marvell Technology (MRVL) | 0.2 | $282k | NEW | 945.00 | 297.89 |
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| Morgan Stanley Com New (MS) | 0.2 | $280k | -25% | 1.3k | 209.04 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $269k | -24% | 275.00 | 978.12 |
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| Appfolio Com Cl A (APPF) | 0.2 | $259k | NEW | 1.6k | 160.35 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $256k | -25% | 2.2k | 116.67 |
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| Phillips 66 (PSX) | 0.2 | $253k | -7% | 1.5k | 169.05 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $249k | -15% | 1.7k | 144.61 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $243k | -2% | 1.0k | 242.99 |
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| Coca-Cola Company (KO) | 0.2 | $243k | -14% | 3.0k | 81.78 |
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| Cadence Design Systems (CDNS) | 0.2 | $238k | -15% | 633.00 | 375.32 |
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| Cardinal Health (CAH) | 0.2 | $233k | -6% | 979.00 | 237.56 |
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| CVS Caremark Corporation (CVS) | 0.2 | $228k | NEW | 2.2k | 103.45 |
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| International Business Machines (IBM) | 0.2 | $226k | -31% | 803.00 | 281.37 |
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| Linde SHS (LIN) | 0.2 | $226k | -26% | 435.00 | 518.94 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $217k | NEW | 6.9k | 31.38 |
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| Eni Spa Sponsored Adr (E) | 0.1 | $216k | +7% | 4.6k | 46.86 |
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| Taylor Morrison Hom (TMHC) | 0.1 | $215k | -21% | 3.0k | 71.74 |
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| Pepsi (PEP) | 0.1 | $214k | -22% | 1.6k | 135.45 |
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| Sap Se Spon Adr (SAP) | 0.1 | $211k | 1.4k | 154.11 |
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| Totalenergies Se Act (TTE) | 0.1 | $211k | 2.7k | 78.73 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $211k | NEW | 3.5k | 60.29 |
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| Dell Technologies CL C (DELL) | 0.1 | $210k | NEW | 486.00 | 431.46 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $206k | NEW | 4.3k | 47.94 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $205k | 557.00 | 368.38 |
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| GSK Sponsored Adr (GSK) | 0.1 | $204k | +6% | 3.9k | 52.87 |
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| Fortinet (FTNT) | 0.1 | $204k | NEW | 1.3k | 153.62 |
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| Barclays Adr (BCS) | 0.1 | $204k | NEW | 7.6k | 26.86 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $203k | NEW | 2.4k | 83.31 |
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| Abbott Laboratories (ABT) | 0.1 | $202k | -20% | 2.2k | 90.74 |
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| Global Ship Lease Com Cl A (GSL) | 0.1 | $202k | 5.4k | 37.60 |
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| At&t (T) | 0.1 | $201k | -11% | 9.7k | 20.70 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $183k | -4% | 14k | 13.51 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $151k | +4% | 16k | 9.58 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $100k | 17k | 5.83 |
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| Hafnia SHS (HAFN) | 0.0 | $70k | NEW | 11k | 6.64 |
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| Icl Group SHS (ICL) | 0.0 | $56k | 11k | 4.98 |
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| Allogene Therapeutics (ALLO) | 0.0 | $30k | 14k | 2.08 |
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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 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