Seven Mile Advisory

Seven Mile Advisory as of March 31, 2026

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 94k 174.40
State Street Spdr S&p 500 Etf Etf (SPY) 5.1 $7.1M 11k 650.34
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 4.9 $6.8M 200k 33.86
Apple Stock (AAPL) 4.8 $6.6M 26k 253.79
Vanguard S&p 500 Etf Etf (VOO) 4.0 $5.6M 9.3k 597.55
Amazon Stock (AMZN) 3.3 $4.5M 22k 208.27
Microsoft Corp Stock (MSFT) 3.2 $4.4M 12k 370.17
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.7 $3.8M 13k 287.56
Vanguard Short-term Treasury Etf Etf (VGSH) 2.5 $3.5M 60k 58.54
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.3 $3.2M 11k 286.86
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 2.0 $2.8M 34k 82.75
Meta Platforms Inc Cl A Stock (META) 1.9 $2.6M 4.5k 572.13
Broadcom Stock (AVGO) 1.3 $1.8M 5.9k 309.51
Jpmorgan Chase & Co Stock (JPM) 1.3 $1.8M 6.0k 294.16
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.2 $1.7M 26k 64.08
Walmart Stock (WMT) 1.2 $1.6M 13k 124.28
Tesla Stock (TSLA) 1.2 $1.6M 4.4k 371.75
Vanguard Total Bond Market Etf Etf (BND) 1.0 $1.4M 19k 73.64
Applied Matls Stock (AMAT) 0.8 $1.2M 3.4k 341.79
Eli Lilly & Co Stock (LLY) 0.8 $1.2M 1.3k 919.77
Johnson & Johnson Stock (JNJ) 0.7 $941k 3.9k 244.44
Visa Inc Com Cl A Stock (V) 0.7 $937k 3.1k 302.24
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $932k 1.9k 479.20
Mastercard Incorporated Cl A Stock (MA) 0.7 $901k 1.8k 499.66
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) 0.6 $868k 21k 42.37
Micron Technology Stock (MU) 0.6 $833k 2.5k 337.84
Asml Hldg Nv N Y Registry Adr (ASML) 0.6 $823k 623.00 1320.83
Ishares Russell 2000 Etf Etf (IWM) 0.6 $818k 3.3k 248.00
Terawulf Stock (WULF) 0.6 $808k 56k 14.43
Exxon Mobil Corp Stock (XOM) 0.6 $807k 4.8k 169.66
American Express Stock (AXP) 0.5 $730k 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 7.3k 96.15
Mcdonalds Corp Stock (MCD) 0.5 $661k 2.1k 310.79
Ishares Core S&p 500 Etf Etf (IVV) 0.5 $639k 978.00 653.21
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.5 $636k 6.3k 100.66
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.5 $630k 9.3k 67.53
Merck & Co Stock (MRK) 0.4 $617k 5.1k 120.29
Novartis Adr (NVS) 0.4 $615k 4.0k 152.75
Lam Research Corp Stock (LRCX) 0.4 $613k 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 2.1k 281.68
Vanguard Short-term Bond Etf Etf (BSV) 0.4 $572k 7.3k 78.41
Costco Wholesale Corporation Stock (COST) 0.4 $566k 568.00 996.43
Goldman Sachs Group Stock (GS) 0.4 $563k 666.00 845.99
Equinix Reit (EQIX) 0.4 $561k 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 6.7k 79.61
Cisco Sys Stock (CSCO) 0.4 $530k 6.8k 77.59
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.4 $529k 4.5k 118.62
Verizon Communications Stock (VZ) 0.4 $526k 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 1.5k 351.85
Williams Sonoma Stock (WSM) 0.4 $518k 2.8k 182.33
Abbvie Stock (ABBV) 0.4 $502k 2.3k 217.49
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $497k 9.2k 54.05
Advanced Micro Devices Stock (AMD) 0.4 $492k 2.4k 203.43
Citigroup Stock (C) 0.4 $486k 4.3k 113.41
Jpmorgan Betabuilders Japan Etf Etf (BBJP) 0.3 $470k 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 7.7k 59.55
Altria Group Stock (MO) 0.3 $455k 6.9k 65.99
Chevron Corporation Stock (CVX) 0.3 $444k 2.1k 206.90
Home Depot Stock (HD) 0.3 $443k 1.3k 328.89
Intel Corp Stock (INTC) 0.3 $437k 9.9k 44.13
HSBC HLDGS Adr (HSBC) 0.3 $433k 5.3k 82.49
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $431k 2.9k 146.28
Gilead Sciences Stock (GILD) 0.3 $425k 3.1k 139.37
Astrazeneca Plc Ord Adr (AZN) 0.3 $416k 2.1k 197.22
Nextera Energy Stock (NEE) 0.3 $414k 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 2.9k 138.34
Philip Morris Intl Stock (PM) 0.3 $398k 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 817.00 463.19
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.3 $357k 3.8k 94.06
Procter & Gamble Stock (PG) 0.3 $352k 2.4k 144.44
Shell Plc Spon Ads Adr (SHEL) 0.3 $351k 3.8k 93.00
Anglogold Ashanti Stock (AU) 0.3 $348k 3.6k 97.36
Oracle Corp Stock (ORCL) 0.2 $346k 2.4k 147.11
Caterpillar Stock (CAT) 0.2 $345k 487.00 708.46
Ge Vernova Stock (GEV) 0.2 $342k 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 4.5k 74.50
Copa Holdings Sa Cl A Stock (CPA) 0.2 $334k 2.9k 113.61
Capital One Finl Corp Stock (COF) 0.2 $330k 1.8k 182.43
Parker-hannifin Corp Stock (PH) 0.2 $324k 362.00 895.24
At&t Stock (T) 0.2 $320k 11k 28.99
Western Digital Corp Stock (WDC) 0.2 $319k 1.2k 270.49
Pepsico Stock (PEP) 0.2 $319k 2.1k 155.26
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.2 $310k 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 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 1.8k 164.57
Phillips 66 Stock (PSX) 0.2 $296k 1.6k 182.18
Linde Stock (LIN) 0.2 $294k 593.00 495.76
Vanguard Growth ETF Etf (VUG) 0.2 $294k 673.00 436.79
Ark Innovation Etf Etf (ARKK) 0.2 $293k 4.3k 67.59
Emcor Group Stock (EME) 0.2 $293k 397.00 738.31
Amphenol Corp Cl A Stock (APH) 0.2 $286k 2.3k 126.35
Abbott Laboratories Stock (ABT) 0.2 $286k 2.8k 102.67
International Business Machs Stock (IBM) 0.2 $284k 1.2k 242.49
Ge Aerospace Stock (GE) 0.2 $282k 995.00 283.77
Ecovyst Stock (ECVT) 0.2 $281k 22k 12.86
Bank Of Amer Corp Stock (BAC) 0.2 $274k 5.6k 48.75
Toyota Motor Corp Ads Adr (TM) 0.2 $274k 1.3k 206.09
Texas Instrs Stock (TXN) 0.2 $273k 1.4k 194.14
Arista Networks Stock (ANET) 0.2 $272k 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 2.1k 128.78
Kla Corp Stock (KLAC) 0.2 $268k 182.00 1472.41
Tri Pointe Homes Stock (TPH) 0.2 $266k 5.7k 46.73
Vanguard Value ETF Etf (VTV) 0.2 $266k 1.4k 196.20
Nvent Elec Stock (NVT) 0.2 $263k 2.2k 118.28
Ubs Group Stock (UBS) 0.2 $263k 6.7k 39.07
Coca Cola Stock (KO) 0.2 $263k 3.5k 76.05
Palo Alto Networks Stock (PANW) 0.2 $262k 1.6k 160.32
Liberty Global Ltd Com Cl A Stock (LBTYA) 0.2 $262k 22k 12.09
Intuitive Surgical Stock (ISRG) 0.2 $259k 562.00 460.99
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $259k 5.2k 49.89
Jackson Financial Inc Com Cl A Stock (JXN) 0.2 $258k 2.4k 105.72
Pfizer Stock (PFE) 0.2 $254k 9.0k 28.08
Applovin Corp Com Cl A Stock (APP) 0.2 $253k 636.00 398.00
Salesforce Stock (CRM) 0.2 $252k 1.4k 186.67
Sandridge Energy Stock (SD) 0.2 $252k 15k 16.31
Jpmorgan Betabuilders Developed Asia Pacific Ex-japan Etf Etf (BBAX) 0.2 $250k 4.2k 59.45
Tjx Cos Stock (TJX) 0.2 $250k 1.6k 159.70
Rtx Corporation Stock (RTX) 0.2 $248k 1.3k 192.90
Totalenergies Se Act Stock (TTE) 0.2 $246k 2.7k 90.98
Eni Spa Adr (E) 0.2 $242k 4.3k 56.61
Bank New York Mellon Corp Stock (BK) 0.2 $240k 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 1.4k 171.21
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.2 $239k 3.9k 61.26
Comcast Corp New Cl A Stock (CMCSA) 0.2 $237k 8.3k 28.71
Thermo Fisher Scientific Stock (TMO) 0.2 $235k 479.00 491.53
Tower Semiconductor Stock (TSEM) 0.2 $235k 1.3k 175.48
Jpmorgan Betabuilders Europe Etf Etf (BBEU) 0.2 $233k 3.2k 72.41
Analog Devices Stock (ADI) 0.2 $229k 721.00 318.14
Newmont Corp Stock (NEM) 0.2 $227k 2.1k 108.25
Vici Pptys Reit (VICI) 0.2 $224k 8.2k 27.32
Intuit Stock (INTU) 0.2 $224k 518.00 432.38
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $224k 1.0k 217.25
Chubb Ltd Switz Stock (CB) 0.2 $223k 685.00 325.93
Taylor Morrison Home Corp Stock (TMHC) 0.2 $223k 3.8k 58.24
Cardinal Health Stock (CAH) 0.2 $221k 1.0k 211.31
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $217k 1.1k 198.29
Portland Gen Elec Stock (POR) 0.2 $214k 4.1k 52.77
Vodafone Group Adr (VOD) 0.2 $214k 14k 15.02
Servicenow Stock (NOW) 0.2 $213k 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 2.4k 86.65
Cadence Design System Stock (CDNS) 0.2 $209k 752.00 277.87
Regeneron Pharmaceuticals Stock (REGN) 0.2 $209k 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 772.00 266.75
Seagate Technology Hldngs Plc Ord Stock (STX) 0.1 $203k 519.00 391.76
Lockheed Martin Corp Stock (LMT) 0.1 $203k 336.00 604.39
Taiwan Semiconductor Manufact Adr (TSM) 0.1 $203k 600.00 337.95
Booking Holdings Stock (BKNG) 0.1 $202k 48.00 4210.31
GSK Adr (GSK) 0.1 $201k 3.6k 55.19
Artisan Partners Asset Mgmt I Cl A Stock (APAM) 0.1 $201k 5.5k 36.39
Gibraltar Inds Stock (ROCK) 0.1 $200k 5.0k 39.87
Global Ship Lease Inc Com Cl A Stock (GSL) 0.1 $200k 5.4k 37.23
Core Scientific Stock (CORZ) 0.1 $195k 13k 14.96
Huntsman Corp Stock (HUN) 0.1 $164k 12k 13.31
Western Un Stock (WU) 0.1 $124k 14k 8.73
Mizuho Financial Group Adr (MFG) 0.1 $119k 15k 7.94
Ceragon Networks Ltd Ord Stock (CRNT) 0.1 $97k 45k 2.16
Lloyds Banking Group Adr (LYG) 0.1 $85k 17k 5.03
Hafnia Stock 0.1 $78k 10k 7.60
Icl Group Stock (ICL) 0.0 $58k 11k 5.15
Allogene Therapeutics Stock (ALLO) 0.0 $35k 14k 2.44
Ribbon Communications Stock (RBBN) 0.0 $34k 16k 2.12
Magnachip Semiconductor Corp Stock (MX) 0.0 $29k 10k 2.80