SEVEN MILE ADVISORY
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1987932
Institutional-grade research for retail investors
13F Reported Value
ⓘ$138.6M
Holdings
182
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SEVEN MILE ADVISORY disclosed 182 positions worth $138.6M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 11.8% of the equity portfolio, followed by $SPY. During the quarter the fund opened 32 new positions and exited 109. The portfolio is most concentrated in Technology (36.1% of disclosed assets). All figures are sourced directly from SEVEN MILE ADVISORY’s Form 13F-HR filing with the SEC under CIK 1987932.
AI Fund Analysis
Concentrating
$NVDA11.8% weight
Held 6 quarters
$SPY5.1% weight
Held 6 quarters
DIMENSIONAL EMERGING CORE
4.9% weight
Held 6 quarters
$AAPL4.8% weight
Held 6 quarters
VANGUARD S&P 500 ETF
4.0% weight
Held 6 quarters
$NOW4 quarters accumulating
VANGUARD INTERMEDIATE-TERM
3 quarters accumulating
$EQIX2 quarters accumulating
$DOV2 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$16.4M93,919 sh - —
Quality
$7.1M10,932 sh DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
—Quality
$6.8M199,511 sh- 76.1
Quality
$6.6M25,991 sh VANGUARD S&P 500 ETF
—Quality
$5.6M9,349 sh- 74.6
Quality
$4.5M21,697 sh - 83.7
Quality
$4.4M11,991 sh - 80.2
Quality
$3.8M13,231 sh VANGUARD SHORT-TERM TREASURY ETF
—Quality
$3.5M59,538 sh- 80.2
Quality
$3.2M11,266 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $16.4M | 93,919 |
| SPDR S&P 500 ETF TRUST$SPY | — | $7.1M | 10,932 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | — | $6.8M | 199,511 |
| Apple Inc.$AAPL | 76.1 | $6.6M | 25,991 |
| VANGUARD S&P 500 ETF | — | $5.6M | 9,349 |
 AMAZON COM INC$AMZN | 74.6 | $4.5M | 21,697 |
 MICROSOFT CORP$MSFT | 83.7 | $4.4M | 11,991 |
 Alphabet Inc.$GOOG | 80.2 | $3.8M | 13,231 |
| VANGUARD SHORT-TERM TREASURY ETF | — | $3.5M | 59,538 |
 Alphabet Inc.$GOOGL | 80.2 | $3.2M | 11,266 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SEVEN MILE ADVISORY's 182 positions.
Showing top 10 of 182 holdings.
Sector Allocation
Technology
$50.0M
Other
$40.6M
Financials
$14.3M
Consumer Discretionary
$8.9M
Healthcare
$7.6M
Industrials
$7.4M
Energy
$2.6M
Communication Services
$2.6M
Full Holdings — SEVEN MILE ADVISORY (Q1 2026)
All 182 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $16.4M | 11.8% | -6% | 90.2 |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $7.1M | 5.1% | -5% | — |
| 3 | — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $6.8M | 4.9% | -46% | — |
| 4 | $AAPL | Apple Inc. | $6.6M | 4.8% | -41% | 76.1 |
| 5 | — | VANGUARD S&P 500 ETF | $5.6M | 4.0% | +9% | — |
| 6 | $AMZN | AMAZON COM INC | $4.5M | 3.3% | -33% | 74.6 |
| 7 | $MSFT | MICROSOFT CORP | $4.4M | 3.2% | -47% | 83.7 |
| 8 | $GOOG | Alphabet Inc. | $3.8M | 2.8% | -30% | 80.2 |
| 9 | — | VANGUARD SHORT-TERM TREASURY ETF | $3.5M | 2.5% | -83% | — |
| 10 | $GOOGL | Alphabet Inc. | $3.2M | 2.3% | -38% | 80.2 |
| 11 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2.8M | 2.0% | +13% | — |
| 12 |  $META | Meta Platforms, Inc. | $2.6M | 1.9% | -30% | 80.9 |
| 13 |  $AVGO | Broadcom Inc. | $1.8M | 1.3% | -30% | 86.4 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 1.3% | -37% | 35.6 |
| 15 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.7M | 1.2% | -95% | — |
| 16 |  $WMT | Walmart Inc. | $1.6M | 1.2% | +6% | 63.2 |
| 17 |  $TSLA | Tesla, Inc. | $1.6M | 1.2% | -6% | 50.1 |
| 18 | — | VANGUARD TOTAL BOND MARKET ETF | $1.4M | 1.0% | -20% | — |
| 19 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.8% | -7% | 74.8 |
| 20 |  $LLY | ELI LILLY & Co | $1.2M | 0.8% | -30% | 89.3 |
| 21 |  $JNJ | JOHNSON & JOHNSON | $941,338 | 0.7% | -41% | 72.8 |
| 22 |  $V | VISA INC. | $937,246 | 0.7% | -37% | 83.5 |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $932,044 | 0.7% | -41% | 64.5 |
| 24 |  $MA | Mastercard Inc | $900,887 | 0.7% | -27% | 81.7 |
| 25 | — | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $867,689 | 0.6% | -9% | — |
| 26 |  $MU | MICRON TECHNOLOGY INC | $832,776 | 0.6% | -15% | 88.4 |
| 27 |  $ASML | ASML HOLDING NV | $822,877 | 0.6% | -6% | — |
| 28 | — | ISHARES RUSSELL 2000 ETF | $818,400 | 0.6% | NEW | — |
| 29 |  $WULF | TERAWULF INC. | $807,647 | 0.6% | NEW | 25.2 |
| 30 |  $XOM | EXXON MOBIL CORP | $807,412 | 0.6% | -40% | 61.8 |
| 31 |  $AXP | AMERICAN EXPRESS CO | $729,582 | 0.5% | -32% | 73.2 |
| 32 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $721,776 | 0.5% | +0% | — |
| 33 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.5% | +0% | 64.5 |
| 34 |  $NFLX | NETFLIX INC | $702,568 | 0.5% | -21% | 86.7 |
| 35 |  $MCD | MCDONALDS CORP | $661,361 | 0.5% | +21% | 73.9 |
| 36 | — | ISHARES CORE S&P 500 ETF | $638,839 | 0.5% | -96% | — |
| 37 | — | ISHARES 0-3 MONTH TREASURY BOND ETF | $636,064 | 0.5% | +188% | — |
| 38 | — | ISHARES CORE S&P MID-CAP ETF | $630,122 | 0.5% | +24% | — |
| 39 |  $MRK | Merck & Co., Inc. | $617,449 | 0.5% | -32% | 70.9 |
| 40 |  $NVS | NOVARTIS AG | $614,513 | 0.4% | +2% | — |
| 41 |  $LRCX | LAM RESEARCH CORP | $612,991 | 0.4% | -34% | 82.4 |
| 42 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $611,826 | 0.4% | +0% | — |
| 43 |  $CLS | CELESTICA INC | $587,303 | 0.4% | -6% | 69 |
| 44 | $META | Meta Platforms, Inc. | $571,923 | 0.4% | -59% | 80.9 |
| 45 |  $COST | COSTCO WHOLESALE CORP /NEW | $565,972 | 0.4% | -9% | 67 |
| 46 |  $GS | GOLDMAN SACHS GROUP INC | $563,429 | 0.4% | +19% | — |
| 47 | $EQIX | EQUINIX INC | $560,697 | 0.4% | NEW | 61.4 |
| 48 | — | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $555,115 | 0.4% | +0% | — |
| 49 |  $WFC | WELLS FARGO & COMPANY/MN | $535,935 | 0.4% | -27% | — |
| 50 |  $CSCO | CISCO SYSTEMS, INC. | $529,862 | 0.4% | -30% | 72.3 |
| 51 |  $SHOP | SHOPIFY INC. | $528,689 | 0.4% | +130% | — |
| 52 |  $VZ | VERIZON COMMUNICATIONS INC | $525,594 | 0.4% | -26% | 71.6 |
| 53 | — | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $520,600 | 0.4% | +0% | — |
| 54 |  $AMGN | AMGEN INC | $519,682 | 0.4% | -29% | 79.5 |
| 55 |  $WSM | WILLIAMS SONOMA INC | $518,182 | 0.4% | +122% | 65 |
| 56 |  $ABBV | AbbVie Inc. | $501,967 | 0.4% | -33% | 59.3 |
| 57 | — | VANGUARD FTSE EMERGING MARKETS ETF | $496,676 | 0.4% | -58% | — |
| 58 |  $AMD | ADVANCED MICRO DEVICES INC | $492,301 | 0.4% | -1% | 78.8 |
| 59 |  $C | CITIGROUP INC | $485,848 | 0.3% | -18% | 54.8 |
| 60 | — | JPMORGAN BETABUILDERS JAPAN ETF | $469,622 | 0.3% | NEW | — |
| 61 | — | VANGUARD SMALL-CAP ETF | $463,075 | 0.3% | +0% | — |
| 62 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $460,381 | 0.3% | -97% | — |
| 63 |  $MO | ALTRIA GROUP, INC. | $455,265 | 0.3% | -7% | 72.1 |
| 64 |  $CVX | CHEVRON CORP | $444,421 | 0.3% | -28% | 54.7 |
| 65 |  $HD | HOME DEPOT, INC. | $442,686 | 0.3% | -41% | 69.2 |
| 66 |  $INTC | INTEL CORP | $437,025 | 0.3% | -17% | 41.5 |
| 67 |  $HSBC | HSBC HOLDINGS PLC | $433,155 | 0.3% | +16% | — |
| 68 |  $PLTR | Palantir Technologies Inc. | $430,795 | 0.3% | -10% | 85.8 |
| 69 |  $GILD | GILEAD SCIENCES, INC. | $425,357 | 0.3% | -33% | 77.8 |
| 70 |  $AZN | ASTRAZENECA PLC | $416,331 | 0.3% | -50% | — |
| 71 |  $NEE | NEXTERA ENERGY INC | $413,502 | 0.3% | -13% | 71.7 |
| 72 | — | SCHWAB U.S. SMALL-CAP ETF | $407,120 | 0.3% | +0% | — |
| 73 | $DOV | DOVER Corp | $404,773 | 0.3% | +23% | 63.1 |
| 74 |  $PM | Philip Morris International Inc. | $398,304 | 0.3% | -22% | 80.5 |
| 75 |  $SAN | Banco Santander, S.A. | $396,154 | 0.3% | -1% | — |
| 76 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $378,426 | 0.3% | -55% | — |
| 77 | — | JPMORGAN BETABUILDERS CANADA ETF | $357,334 | 0.3% | NEW | — |
| 78 |  $PG | PROCTER & GAMBLE Co | $352,145 | 0.3% | -44% | 72.9 |
| 79 |  $SHEL | Shell plc | $350,703 | 0.3% | +5% | — |
| 80 |  $AU | AngloGold Ashanti PLC | $348,159 | 0.3% | +1% | — |
| 81 |  $ORCL | ORACLE CORP | $346,150 | 0.3% | -58% | 67.2 |
| 82 |  $CAT | CATERPILLAR INC | $345,020 | 0.3% | -52% | 67.8 |
| 83 |  $GEV | GE Vernova Inc. | $342,177 | 0.3% | -26% | 70.1 |
| 84 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $341,531 | 0.3% | +0% | — |
| 85 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $340,019 | 0.3% | +1% | — |
| 86 |  $GM | General Motors Co | $335,995 | 0.2% | -34% | 58.7 |
| 87 |  $CPA | Copa Holdings, S.A. | $333,673 | 0.2% | -5% | — |
| 88 |  $COF | CAPITAL ONE FINANCIAL CORP | $330,381 | 0.2% | -27% | 71 |
| 89 |  $PH | Parker-Hannifin Corp | $324,077 | 0.2% | +32% | 73.8 |
| 90 |  $T | AT&T INC. | $319,723 | 0.2% | -49% | 71.9 |
| 91 |  $WDC | WESTERN DIGITAL CORP | $318,908 | 0.2% | -24% | 76.8 |
| 92 |  $PEP | PEPSICO INC | $318,589 | 0.2% | -71% | 62.7 |
| 93 | — | VANGUARD INTERMEDIATE-TERM BOND ETF | $309,723 | 0.2% | NEW | — |
| 94 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $306,729 | 0.2% | +1% | — |
| 95 |  $IVZ | Invesco Ltd. | $305,505 | 0.2% | +0% | — |
| 96 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $304,094 | 0.2% | -12% | 76.6 |
| 97 |  $PGR | PROGRESSIVE CORP/OH/ | $300,532 | 0.2% | -1% | 83.6 |
| 98 |  $MFC | MANULIFE FINANCIAL CORP | $297,596 | 0.2% | +1% | — |
| 99 |  $MS | MORGAN STANLEY | $296,884 | 0.2% | -46% | — |
| 100 |  $PSX | Phillips 66 | $295,678 | 0.2% | -25% | 47.6 |
| 101 |  $LIN | LINDE PLC | $293,986 | 0.2% | -36% | — |
| 102 | — | Vanguard Growth ETF | $293,960 | 0.2% | -68% | — |
| 103 | — | ARK INNOVATION ETF | $293,205 | 0.2% | +0% | — |
| 104 |  $EME | EMCOR Group, Inc. | $293,109 | 0.2% | -30% | 71.7 |
| 105 |  $APH | AMPHENOL CORP /DE/ | $286,183 | 0.2% | -11% | 80.5 |
| 106 |  $ABT | ABBOTT LABORATORIES | $286,141 | 0.2% | -40% | 67 |
| 107 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $283,466 | 0.2% | -65% | 66.7 |
| 108 |  $GE | GENERAL ELECTRIC CO | $282,351 | 0.2% | -44% | 74.8 |
| 109 |  $ECVT | Ecovyst Inc. | $281,068 | 0.2% | NEW | 36.6 |
| 110 |  $BAC | BANK OF AMERICA CORP /DE/ | $274,352 | 0.2% | -74% | 68.4 |
| 111 |  $TM | TOYOTA MOTOR CORP/ | $273,688 | 0.2% | +5% | — |
| 112 |  $TXN | TEXAS INSTRUMENTS INC | $272,767 | 0.2% | -15% | 70.4 |
| 113 |  $ANET | Arista Networks, Inc. | $272,203 | 0.2% | -7% | 86 |
| 114 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $269,568 | 0.2% | +0% | — |
| 115 | — | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $269,230 | 0.2% | +0% | — |
| 116 |  $QCOM | QUALCOMM INC/DE | $269,021 | 0.2% | -31% | 81.9 |
| 117 |  $KLAC | KLA CORP | $267,979 | 0.2% | -49% | 84.4 |
| 118 |  $TPH | Tri Pointe Homes, Inc. | $266,034 | 0.2% | NEW | 40.7 |
| 119 | — | Vanguard Value ETF | $265,459 | 0.2% | -99% | — |
| 120 |  $NVT | nVent Electric plc | $263,291 | 0.2% | NEW | — |
| 121 |  $UBS | UBS Group AG | $263,215 | 0.2% | +5% | — |
| 122 |  $KO | COCA COLA CO | $262,601 | 0.2% | -41% | 74 |
| 123 |  $PANW | Palo Alto Networks Inc | $262,123 | 0.2% | -5% | 66.5 |
| 124 |  $LBTYA | Liberty Global Ltd. | $261,628 | 0.2% | NEW | — |
| 125 |  $ISRG | INTUITIVE SURGICAL INC | $259,076 | 0.2% | -15% | 81.4 |
| 126 | — | VANGUARD TAX-EXEMPT BOND ETF | $258,829 | 0.2% | NEW | — |
| 127 |  $JXN | Jackson Financial Inc. | $258,380 | 0.2% | NEW | 67.5 |
| 128 |  $PFE | PFIZER INC | $253,815 | 0.2% | -27% | 69 |
| 129 |  $APP | AppLovin Corp | $253,128 | 0.2% | -41% | 86.8 |
| 130 |  $CRM | Salesforce, Inc. | $252,005 | 0.2% | -31% | 75.2 |
| 131 |  $SD | SANDRIDGE ENERGY INC | $251,598 | 0.2% | NEW | 65.5 |
| 132 | — | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $249,770 | 0.2% | NEW | — |
| 133 |  $TJX | TJX COMPANIES INC /DE/ | $249,611 | 0.2% | -40% | 70.7 |
| 134 |  $RTX | RTX Corp | $247,877 | 0.2% | -46% | 70 |
| 135 |  $TTE | TotalEnergies SE | $245,919 | 0.2% | NEW | — |
| 136 |  $E | ENI SPA | $242,008 | 0.2% | NEW | — |
| 137 |  $__PARK_1390777 | Bank of New York Mellon Corp | $240,107 | 0.2% | -39% | 36.7 |
| 138 |  $GLD | SPDR GOLD TRUST | $239,672 | 0.2% | +0% | — |
| 139 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $239,582 | 0.2% | -2% | — |
| 140 |  $SAP | SAP SE | $239,352 | 0.2% | -2% | — |
| 141 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $238,669 | 0.2% | NEW | — |
| 142 |  $CCZ | COMCAST CORP | $237,346 | 0.2% | -6% | 70.4 |
| 143 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $235,443 | 0.2% | -38% | 63.7 |
| 144 |  $TSEM | TOWER SEMICONDUCTOR LTD | $234,968 | 0.2% | NEW | — |
| 145 | — | JPMORGAN BETABUILDERS EUROPE ETF | $233,015 | 0.2% | NEW | — |
| 146 |  $ADI | ANALOG DEVICES INC | $229,379 | 0.2% | -10% | 76.2 |
| 147 |  $NEM | NEWMONT Corp /DE/ | $226,459 | 0.2% | -48% | 88.3 |
| 148 |  $VICI | VICI PROPERTIES INC. | $224,161 | 0.2% | NEW | 76.2 |
| 149 |  $INTU | INTUIT INC. | $223,973 | 0.2% | -22% | 82 |
| 150 | — | VANGUARD SMALL CAP VALUE ETF | $223,550 | 0.2% | -96% | — |
| 151 |  $CB | Chubb Ltd | $223,262 | 0.2% | -25% | — |
| 152 |  $TMHC | Taylor Morrison Home Corp | $222,535 | 0.2% | NEW | 58 |
| 153 |  $CAH | CARDINAL HEALTH INC | $220,819 | 0.2% | -22% | 58.6 |
| 154 |  $ACN | Accenture plc | $216,929 | 0.2% | -10% | — |
| 155 |  $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | $214,405 | 0.1% | NEW | 59.2 |
| 156 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $213,765 | 0.1% | +4% | — |
| 157 | $NOW | ServiceNow, Inc. | $212,864 | 0.1% | +10% | 76 |
| 158 | $IVZ | Invesco Ltd. | $211,355 | 0.1% | +0% | — |
| 159 |  $MDT | Medtronic plc | $210,213 | 0.1% | -34% | — |
| 160 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $208,958 | 0.1% | +4% | 74.4 |
| 161 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $208,613 | 0.1% | -18% | 75.1 |
| 162 | — | ISHARES NEW YORK MUNI BOND ETF | $208,071 | 0.1% | +0% | — |
| 163 |  $CI | Cigna Group | $205,931 | 0.1% | -25% | 66.8 |
| 164 |  $STX | Seagate Technology Holdings plc | $203,323 | 0.1% | -33% | — |
| 165 |  $LMT | LOCKHEED MARTIN CORP | $203,075 | 0.1% | -32% | 65 |
| 166 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $202,770 | 0.1% | -37% | — |
| 167 |  $BKNG | Booking Holdings Inc. | $202,095 | 0.1% | -26% | 55.3 |
| 168 |  $GSK | GSK plc | $200,726 | 0.1% | -19% | — |
| 169 |  $APAM | Artisan Partners Asset Management Inc. | $200,582 | 0.1% | NEW | 70.9 |
| 170 |  $ROCK | GIBRALTAR INDUSTRIES, INC. | $200,187 | 0.1% | NEW | 47 |
| 171 |  $GSL | Global Ship Lease, Inc. | $200,000 | 0.1% | NEW | — |
| 172 |  $CORZ | Core Scientific, Inc./tx | $195,228 | 0.1% | NEW | 14 |
| 173 |  $HUN | Huntsman CORP | $164,365 | 0.1% | NEW | 40 |
| 174 |  $WU | Western Union CO | $123,634 | 0.1% | -29% | 52.8 |
| 175 |  $MFG | MIZUHO FINANCIAL GROUP INC | $119,322 | 0.1% | -1% | — |
| 176 |  $CRNT | CERAGON NETWORKS LTD | $96,492 | 0.1% | NEW | — |
| 177 |  $LYG | Lloyds Banking Group plc | $85,394 | 0.1% | +0% | — |
| 178 |  $HAFN | Hafnia Ltd | $78,037 | 0.1% | NEW | — |
| 179 |  $ICL | ICL Group Ltd. | $58,262 | 0.0% | +2% | — |
| 180 |  $ALLO | Allogene Therapeutics, Inc. | $35,219 | 0.0% | NEW | — |
| 181 |  $RBBN | Ribbon Communications Inc. | $33,869 | 0.0% | NEW | 28 |
| 182 |  $MX | MAGNACHIP SEMICONDUCTOR Corp | $28,484 | 0.0% | NEW | 20.2 |
New Positions (32)
ISHARES RUSSELL 2000 ETF$818,400
$WULF TERAWULF INC.$807,647$EQIX EQUINIX INC$560,697 JPMORGAN BETABUILDERS JAPAN ETF$469,622
JPMORGAN BETABUILDERS CANADA ETF$357,334
VANGUARD INTERMEDIATE-TERM BOND ETF$309,723
$ECVT Ecovyst Inc.$281,068$TPH Tri Pointe Homes, Inc.$266,034$NVT nVent Electric plc$263,291$LBTYA Liberty Global Ltd.$261,628 VANGUARD TAX-EXEMPT BOND ETF$258,829
$JXN Jackson Financial Inc.$258,380$SD SANDRIDGE ENERGY INC$251,598 JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF$249,770
$TTE TotalEnergies SE$245,919Exited Positions (109)
VANGUARD MORTGAGE-BACKED SECURITIES ETF
ISHARES S&P 100 ETF
DIMENSIONAL INTERNATIONAL VALUE ETF
VANGUARD TOTAL STOCK MARKET ETF
ISHARES 7-10 YEAR TREASURY BOND ETF
ISHARES U.S. TREASURY BOND ETF
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
AVANTIS U.S. SMALL CAP VALUE ETF
SPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C
$WT WisdomTree, Inc. DIMENSIONAL US CORE EQUITY MARKET ETF
JANUS HENDERSON SECURITIZED INCOME ETF
JANUS HENDERSON AAA CLO ETF
DIMENSIONAL US SMALL CAP VALUE ETF
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13F Pro tracks comprehensive institutional data for SEVEN MILE ADVISORY including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track SEVEN MILE ADVISORY's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for SEVEN MILE ADVISORY and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: SEVEN MILE ADVISORY
13F Pro is an AI hedge fund tracker and stock research platform. For SEVEN MILE ADVISORY (SEC CIK: 1987932), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SEVEN MILE ADVISORY's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.