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 30.62% of Seven Mile Advisory's stock portfolio.
- Added to shares of these 10 stocks: IWM, WULF, EQIX, BBJP, VOO, SGOV, BBCA, VCIT, BIV, SHOP.
- Started 32 new stock positions in LBTYA, TTE, POR, MX, SD, TSEM, GSL, TPH, ROCK, CORZ.
- Reduced shares in these 10 stocks: VEA (-$33M), , OEF (-$25M), DFIV (-$24M), VTI (-$23M), VTV (-$22M), IEF (-$18M), VGSH (-$17M), , VGIT (-$14M).
- Sold out of its positions in ADBE, AVUV, AIG, ACRE, ADSK, BBDC, BBN, BTT, BX, BLK.
- Seven Mile Advisory was a net seller of stock by $-437M.
- Seven Mile Advisory has $139M in assets under management (AUM), dropping by -76.20%.
- Central Index Key (CIK): 0001987932
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Portfolio Holdings for Seven Mile Advisory
Seven Mile Advisory holds 182 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nvidia Corporation Stock (NVDA) | 11.8 | $16M | -5% | 94k | 174.40 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 5.1 | $7.1M | -5% | 11k | 650.34 |
|
| Dimensional Emerging Core Equity Market Etf Etf (DFAE) | 4.9 | $6.8M | -45% | 200k | 33.86 |
|
| Apple Stock (AAPL) | 4.8 | $6.6M | -41% | 26k | 253.79 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 4.0 | $5.6M | +8% | 9.3k | 597.55 |
|
| Amazon Stock (AMZN) | 3.3 | $4.5M | -32% | 22k | 208.27 |
|
| Microsoft Corp Stock (MSFT) | 3.2 | $4.4M | -46% | 12k | 370.17 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.7 | $3.8M | -29% | 13k | 287.56 |
|
| Vanguard Short-term Treasury Etf Etf (VGSH) | 2.5 | $3.5M | -82% | 60k | 58.54 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 2.3 | $3.2M | -38% | 11k | 286.86 |
|
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 2.0 | $2.8M | +12% | 34k | 82.75 |
|
| Meta Platforms Inc Cl A Stock (META) | 1.9 | $2.6M | -30% | 4.5k | 572.13 |
|
| Broadcom Stock (AVGO) | 1.3 | $1.8M | -29% | 5.9k | 309.51 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $1.8M | -37% | 6.0k | 294.16 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 1.2 | $1.7M | -95% | 26k | 64.08 |
|
| Walmart Stock (WMT) | 1.2 | $1.6M | +5% | 13k | 124.28 |
|
| Tesla Stock (TSLA) | 1.2 | $1.6M | -5% | 4.4k | 371.75 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 1.0 | $1.4M | -20% | 19k | 73.64 |
|
| Applied Matls Stock (AMAT) | 0.8 | $1.2M | -7% | 3.4k | 341.79 |
|
| Eli Lilly & Co Stock (LLY) | 0.8 | $1.2M | -29% | 1.3k | 919.77 |
|
| Johnson & Johnson Stock (JNJ) | 0.7 | $941k | -40% | 3.9k | 244.44 |
|
| Visa Inc Com Cl A Stock (V) | 0.7 | $937k | -36% | 3.1k | 302.24 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.7 | $932k | -41% | 1.9k | 479.20 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.7 | $901k | -26% | 1.8k | 499.66 |
|
| Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) | 0.6 | $868k | -9% | 21k | 42.37 |
|
| Micron Technology Stock (MU) | 0.6 | $833k | -14% | 2.5k | 337.84 |
|
| Asml Hldg Nv N Y Registry Adr (ASML) | 0.6 | $823k | -6% | 623.00 | 1320.83 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.6 | $818k | NEW | 3.3k | 248.00 |
|
| Terawulf Stock (WULF) | 0.6 | $808k | NEW | 56k | 14.43 |
|
| Exxon Mobil Corp Stock (XOM) | 0.6 | $807k | -40% | 4.8k | 169.66 |
|
| American Express Stock (AXP) | 0.5 | $730k | -32% | 2.4k | 302.48 |
|
| Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.5 | $722k | 3.3k | 218.72 |
|
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.5 | $718k | 1.00 | 718140.00 |
|
|
| Netflix Stock (NFLX) | 0.5 | $703k | -20% | 7.3k | 96.15 |
|
| Mcdonalds Corp Stock (MCD) | 0.5 | $661k | +21% | 2.1k | 310.79 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.5 | $639k | -95% | 978.00 | 653.21 |
|
| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 0.5 | $636k | +187% | 6.3k | 100.66 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.5 | $630k | +23% | 9.3k | 67.53 |
|
| Merck & Co Stock (MRK) | 0.4 | $617k | -31% | 5.1k | 120.29 |
|
| Novartis Adr (NVS) | 0.4 | $615k | 4.0k | 152.75 |
|
|
| Lam Research Corp Stock (LRCX) | 0.4 | $613k | -33% | 2.9k | 213.66 |
|
| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.4 | $612k | 992.00 | 616.76 |
|
|
| Celestica Stock (CLS) | 0.4 | $587k | -5% | 2.1k | 281.68 |
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.4 | $572k | -59% | 7.3k | 78.41 |
|
| Costco Wholesale Corporation Stock (COST) | 0.4 | $566k | -8% | 568.00 | 996.43 |
|
| Goldman Sachs Group Stock (GS) | 0.4 | $563k | +18% | 666.00 | 845.99 |
|
| Equinix Reit (EQIX) | 0.4 | $561k | NEW | 572.00 | 980.24 |
|
| Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) | 0.4 | $555k | 16k | 34.55 |
|
|
| Wells Fargo & Co Stock (WFC) | 0.4 | $536k | -27% | 6.7k | 79.61 |
|
| Cisco Sys Stock (CSCO) | 0.4 | $530k | -29% | 6.8k | 77.59 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.4 | $529k | +129% | 4.5k | 118.62 |
|
| Verizon Communications Stock (VZ) | 0.4 | $526k | -25% | 11k | 50.20 |
|
| Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) | 0.4 | $521k | 9.4k | 55.16 |
|
|
| Amgen Stock (AMGN) | 0.4 | $520k | -28% | 1.5k | 351.85 |
|
| Williams Sonoma Stock (WSM) | 0.4 | $518k | +122% | 2.8k | 182.33 |
|
| Abbvie Stock (ABBV) | 0.4 | $502k | -33% | 2.3k | 217.49 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.4 | $497k | -57% | 9.2k | 54.05 |
|
| Advanced Micro Devices Stock (AMD) | 0.4 | $492k | 2.4k | 203.43 |
|
|
| Citigroup Stock (C) | 0.4 | $486k | -17% | 4.3k | 113.41 |
|
| Jpmorgan Betabuilders Japan Etf Etf (BBJP) | 0.3 | $470k | NEW | 6.8k | 68.91 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.3 | $463k | 1.8k | 261.92 |
|
|
| Vanguard Intermediate-term Treasury Etf Etf (VGIT) | 0.3 | $460k | -96% | 7.7k | 59.55 |
|
| Altria Group Stock (MO) | 0.3 | $455k | -6% | 6.9k | 65.99 |
|
| Chevron Corporation Stock (CVX) | 0.3 | $444k | -28% | 2.1k | 206.90 |
|
| Home Depot Stock (HD) | 0.3 | $443k | -41% | 1.3k | 328.89 |
|
| Intel Corp Stock (INTC) | 0.3 | $437k | -16% | 9.9k | 44.13 |
|
| HSBC HLDGS Adr (HSBC) | 0.3 | $433k | +16% | 5.3k | 82.49 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.3 | $431k | -10% | 2.9k | 146.28 |
|
| Gilead Sciences Stock (GILD) | 0.3 | $425k | -33% | 3.1k | 139.37 |
|
| Astrazeneca Plc Ord Adr (AZN) | 0.3 | $416k | -49% | 2.1k | 197.22 |
|
| Nextera Energy Stock (NEE) | 0.3 | $414k | -13% | 4.5k | 92.88 |
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.3 | $407k | 14k | 29.08 |
|
|
| Vanguard Total World Stock Etf Etf (VT) | 0.3 | $405k | +23% | 2.9k | 138.34 |
|
| Philip Morris Intl Stock (PM) | 0.3 | $398k | -21% | 2.4k | 165.34 |
|
| Banco Santander Sa Adr (SAN) | 0.3 | $396k | 35k | 11.28 |
|
|
| State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.3 | $378k | -55% | 817.00 | 463.19 |
|
| Jpmorgan Betabuilders Canada Etf Etf (BBCA) | 0.3 | $357k | NEW | 3.8k | 94.06 |
|
| Procter & Gamble Stock (PG) | 0.3 | $352k | -43% | 2.4k | 144.44 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.3 | $351k | +5% | 3.8k | 93.00 |
|
| Anglogold Ashanti Stock (AU) | 0.3 | $348k | 3.6k | 97.36 |
|
|
| Oracle Corp Stock (ORCL) | 0.2 | $346k | -58% | 2.4k | 147.11 |
|
| Caterpillar Stock (CAT) | 0.2 | $345k | -51% | 487.00 | 708.46 |
|
| Ge Vernova Stock (GEV) | 0.2 | $342k | -25% | 392.00 | 872.90 |
|
| Schwab Fundamental International Equity Etf Etf (FNDF) | 0.2 | $342k | 7.0k | 48.93 |
|
|
| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.2 | $340k | 16k | 21.66 |
|
|
| General Mtrs Stock (GM) | 0.2 | $336k | -33% | 4.5k | 74.50 |
|
| Copa Holdings Sa Cl A Stock (CPA) | 0.2 | $334k | -4% | 2.9k | 113.61 |
|
| Capital One Finl Corp Stock (COF) | 0.2 | $330k | -26% | 1.8k | 182.43 |
|
| Parker-hannifin Corp Stock (PH) | 0.2 | $324k | +31% | 362.00 | 895.24 |
|
| At&t Stock (T) | 0.2 | $320k | -49% | 11k | 28.99 |
|
| Western Digital Corp Stock (WDC) | 0.2 | $319k | -24% | 1.2k | 270.49 |
|
| Pepsico Stock (PEP) | 0.2 | $319k | -70% | 2.1k | 155.26 |
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.2 | $310k | NEW | 4.0k | 77.18 |
|
| Millicom Intl Cellular S A Com Stk Stock (TIGO) | 0.2 | $307k | 4.1k | 74.94 |
|
|
| Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) | 0.2 | $306k | 6.8k | 45.26 |
|
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.2 | $304k | -12% | 681.00 | 446.54 |
|
| Progressive Corp Stock (PGR) | 0.2 | $301k | 1.5k | 198.24 |
|
|
| Manulife Finl Corp Stock (MFC) | 0.2 | $298k | 8.6k | 34.44 |
|
|
| Morgan Stanley Stock (MS) | 0.2 | $297k | -46% | 1.8k | 164.57 |
|
| Phillips 66 Stock (PSX) | 0.2 | $296k | -24% | 1.6k | 182.18 |
|
| Linde Stock (LIN) | 0.2 | $294k | -35% | 593.00 | 495.76 |
|
| Vanguard Growth ETF Etf (VUG) | 0.2 | $294k | -67% | 673.00 | 436.79 |
|
| Ark Innovation Etf Etf (ARKK) | 0.2 | $293k | 4.3k | 67.59 |
|
|
| Emcor Group Stock (EME) | 0.2 | $293k | -30% | 397.00 | 738.31 |
|
| Amphenol Corp Cl A Stock (APH) | 0.2 | $286k | -11% | 2.3k | 126.35 |
|
| Abbott Laboratories Stock (ABT) | 0.2 | $286k | -39% | 2.8k | 102.67 |
|
| International Business Machs Stock (IBM) | 0.2 | $284k | -65% | 1.2k | 242.49 |
|
| Ge Aerospace Stock (GE) | 0.2 | $282k | -44% | 995.00 | 283.77 |
|
| Ecovyst Stock (ECVT) | 0.2 | $281k | NEW | 22k | 12.86 |
|
| Bank Of Amer Corp Stock (BAC) | 0.2 | $274k | -74% | 5.6k | 48.75 |
|
| Toyota Motor Corp Ads Adr (TM) | 0.2 | $274k | +5% | 1.3k | 206.09 |
|
| Texas Instrs Stock (TXN) | 0.2 | $273k | -15% | 1.4k | 194.14 |
|
| Arista Networks Stock (ANET) | 0.2 | $272k | -6% | 2.2k | 122.78 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $270k | 467.00 | 577.23 |
|
|
| Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) | 0.2 | $269k | 4.2k | 63.95 |
|
|
| Qualcomm Stock (QCOM) | 0.2 | $269k | -30% | 2.1k | 128.78 |
|
| Kla Corp Stock (KLAC) | 0.2 | $268k | -49% | 182.00 | 1472.41 |
|
| Tri Pointe Homes Stock (TPH) | 0.2 | $266k | NEW | 5.7k | 46.73 |
|
| Vanguard Value ETF Etf (VTV) | 0.2 | $266k | -98% | 1.4k | 196.20 |
|
| Nvent Elec Stock (NVT) | 0.2 | $263k | NEW | 2.2k | 118.28 |
|
| Ubs Group Stock (UBS) | 0.2 | $263k | +4% | 6.7k | 39.07 |
|
| Coca Cola Stock (KO) | 0.2 | $263k | -40% | 3.5k | 76.05 |
|
| Palo Alto Networks Stock (PANW) | 0.2 | $262k | -4% | 1.6k | 160.32 |
|
| Liberty Global Ltd Com Cl A Stock (LBTYA) | 0.2 | $262k | NEW | 22k | 12.09 |
|
| Intuitive Surgical Stock (ISRG) | 0.2 | $259k | -14% | 562.00 | 460.99 |
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.2 | $259k | NEW | 5.2k | 49.89 |
|
| Jackson Financial Inc Com Cl A Stock (JXN) | 0.2 | $258k | NEW | 2.4k | 105.72 |
|
| Pfizer Stock (PFE) | 0.2 | $254k | -27% | 9.0k | 28.08 |
|
| Applovin Corp Com Cl A Stock (APP) | 0.2 | $253k | -40% | 636.00 | 398.00 |
|
| Salesforce Stock (CRM) | 0.2 | $252k | -30% | 1.4k | 186.67 |
|
| Sandridge Energy Stock (SD) | 0.2 | $252k | NEW | 15k | 16.31 |
|
| Jpmorgan Betabuilders Developed Asia Pacific Ex-japan Etf Etf (BBAX) | 0.2 | $250k | NEW | 4.2k | 59.45 |
|
| Tjx Cos Stock (TJX) | 0.2 | $250k | -39% | 1.6k | 159.70 |
|
| Rtx Corporation Stock (RTX) | 0.2 | $248k | -45% | 1.3k | 192.90 |
|
| Totalenergies Se Act Stock (TTE) | 0.2 | $246k | NEW | 2.7k | 90.98 |
|
| Eni Spa Adr (E) | 0.2 | $242k | NEW | 4.3k | 56.61 |
|
| Bank New York Mellon Corp Stock (BK) | 0.2 | $240k | -39% | 2.0k | 118.63 |
|
| SPDR Gold Shares Etf (GLD) | 0.2 | $240k | 557.00 | 430.29 |
|
|
| Mitsubishi Ufj Financial Group Adr (MUFG) | 0.2 | $240k | 14k | 16.97 |
|
|
| Sap Se Adr (SAP) | 0.2 | $239k | -2% | 1.4k | 171.21 |
|
| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.2 | $239k | NEW | 3.9k | 61.26 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $237k | -6% | 8.3k | 28.71 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $235k | -38% | 479.00 | 491.53 |
|
| Tower Semiconductor Stock (TSEM) | 0.2 | $235k | NEW | 1.3k | 175.48 |
|
| Jpmorgan Betabuilders Europe Etf Etf (BBEU) | 0.2 | $233k | NEW | 3.2k | 72.41 |
|
| Analog Devices Stock (ADI) | 0.2 | $229k | -9% | 721.00 | 318.14 |
|
| Newmont Corp Stock (NEM) | 0.2 | $227k | -47% | 2.1k | 108.25 |
|
| Vici Pptys Reit (VICI) | 0.2 | $224k | NEW | 8.2k | 27.32 |
|
| Intuit Stock (INTU) | 0.2 | $224k | -21% | 518.00 | 432.38 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.2 | $224k | -96% | 1.0k | 217.25 |
|
| Chubb Ltd Switz Stock (CB) | 0.2 | $223k | -25% | 685.00 | 325.93 |
|
| Taylor Morrison Home Corp Stock (TMHC) | 0.2 | $223k | NEW | 3.8k | 58.24 |
|
| Cardinal Health Stock (CAH) | 0.2 | $221k | -22% | 1.0k | 211.31 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.2 | $217k | -10% | 1.1k | 198.29 |
|
| Portland Gen Elec Stock (POR) | 0.2 | $214k | NEW | 4.1k | 52.77 |
|
| Vodafone Group Adr (VOD) | 0.2 | $214k | +4% | 14k | 15.02 |
|
| Servicenow Stock (NOW) | 0.2 | $213k | +10% | 2.0k | 104.55 |
|
| Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) | 0.2 | $211k | 7.0k | 30.19 |
|
|
| Medtronic Stock (MDT) | 0.2 | $210k | -33% | 2.4k | 86.65 |
|
| Cadence Design System Stock (CDNS) | 0.2 | $209k | +4% | 752.00 | 277.87 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.2 | $209k | -17% | 270.00 | 772.64 |
|
| Ishares New York Muni Bond Etf Etf (NYF) | 0.2 | $208k | 3.9k | 53.12 |
|
|
| The Cigna Group Stock (CI) | 0.1 | $206k | -24% | 772.00 | 266.75 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.1 | $203k | -33% | 519.00 | 391.76 |
|
| Lockheed Martin Corp Stock (LMT) | 0.1 | $203k | -31% | 336.00 | 604.39 |
|
| Taiwan Semiconductor Manufact Adr (TSM) | 0.1 | $203k | -37% | 600.00 | 337.95 |
|
| Booking Holdings Stock (BKNG) | 0.1 | $202k | -26% | 48.00 | 4210.31 |
|
| GSK Adr (GSK) | 0.1 | $201k | -19% | 3.6k | 55.19 |
|
| Artisan Partners Asset Mgmt I Cl A Stock (APAM) | 0.1 | $201k | NEW | 5.5k | 36.39 |
|
| Gibraltar Inds Stock (ROCK) | 0.1 | $200k | NEW | 5.0k | 39.87 |
|
| Global Ship Lease Inc Com Cl A Stock (GSL) | 0.1 | $200k | NEW | 5.4k | 37.23 |
|
| Core Scientific Stock (CORZ) | 0.1 | $195k | NEW | 13k | 14.96 |
|
| Huntsman Corp Stock (HUN) | 0.1 | $164k | NEW | 12k | 13.31 |
|
| Western Un Stock (WU) | 0.1 | $124k | -28% | 14k | 8.73 |
|
| Mizuho Financial Group Adr (MFG) | 0.1 | $119k | 15k | 7.94 |
|
|
| Ceragon Networks Ltd Ord Stock (CRNT) | 0.1 | $97k | NEW | 45k | 2.16 |
|
| Lloyds Banking Group Adr (LYG) | 0.1 | $85k | 17k | 5.03 |
|
|
| Hafnia Stock | 0.1 | $78k | NEW | 10k | 7.60 |
|
| Icl Group Stock (ICL) | 0.0 | $58k | +2% | 11k | 5.15 |
|
| Allogene Therapeutics Stock (ALLO) | 0.0 | $35k | NEW | 14k | 2.44 |
|
| Ribbon Communications Stock (RBBN) | 0.0 | $34k | NEW | 16k | 2.12 |
|
| Magnachip Semiconductor Corp Stock (MX) | 0.0 | $29k | NEW | 10k | 2.80 |
|
Past Filings by Seven Mile Advisory
SEC 13F filings are viewable for Seven Mile Advisory going back to 2023
- 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