SEVEN MILE ADVISORY
Sector Allocation
- Technology41.7%$62.2M
- Other31.4%$46.9M
- Financials9.8%$14.7M
- Consumer Discretionary5.2%$7.7M
- Healthcare3.9%$5.8M
- Consumer Staples2.0%$3.0M
- Industrials1.9%$2.9M
- Energy1.5%$2.2M
- Communication Services1.3%$1.9M
- Real Estate0.5%$765,421
AUM History
13fpro.ai/research/fund/seven-mile-advisory-1987932
Conviction and streaks
Concentrating · top 10 = 48.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$20.1MSPY
$8.3M- DIMENSIONAL$8.2M
AAPL
$7.2M- VANGUARD$6.9M
MSFT
$5.2MAMZN
$4.9MGOOGL
$3.7M- VANGUARD$3.6M
- VANGUARD$3.5M
GOOG
$3.3MMETA
$2.9M- VANGUARD$2.4M
MU
$2.2MAVGO
$2.0M- VANGUARD$1.8M
JPM
$1.8MAMAT
$1.5MWMT
$1.2MTSLA
$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/seven-mile-advisory-1987932
SEVEN MILE ADVISORY 13F holdings — Q3 2026
$149.3M portfolio (+0.2% QoQ) · 165 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
$20.1M
13.5% of stocks
-0.9%This quarter+1.8%Since filed6+ qtrsHeld$8.3M
5.6% of stocks
No changeThis quarter+0.2%Since filed6+ qtrsHeld- 3
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$8.2M
5.5% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $7.2M
4.8% of stocks
-6%This quarter-1.2%Since filed6+ qtrsHeld- 5
VANGUARD INDEX FDS - S&P 500 ETF SHS
$6.9M
4.6% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $5.2M
3.5% of stocks
-4%This quarter+2.2%Since filed6+ qtrsHeld$4.9M
3.3% of stocks
+0.9%This quarter-0.5%Since filed6+ qtrsHeld$3.7M
2.5% of stocks
-4%This quarter-2.0%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row- 9
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$3.6M
2.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$3.5M
2.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $20.1M | 13.5% | -0.9% | +1.8% | 6+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $8.3M | 5.6% | No change | +0.2% | 6+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $8.2M | 5.5% | +0.7% | — | — | — | — | |
| 4 | $7.2M | 4.8% | -6% | -1.2% | 6+ qtrsTrimmed 4 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $6.9M | 4.6% | -2% | — | — | — | — | |
| 6 | $5.2M | 3.5% | -4% | +2.2% | 6+ qtrsTrimmed 4 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $4.9M | 3.3% | +0.9% | -0.5% | 6+ qtrs | 67.5#361 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $3.7M | 2.5% | -4% | -2.0% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $3.6M | 2.4% | +3% | — | — | — | — | |
| 10 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.5M | 2.4% | +3% | — | — | — | — |
All holdings — SEVEN MILE ADVISORY (Q3 2026)
165 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $3.3M | 2.2% | 9,647 | -9% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $2.9M | 1.9% | 3,952 | +0.1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $2.4M | 1.6% | 34K | -2% | — | — | 13F |
| 14 | MICRON TECHNOLOGY INC | Technology | $2.2M | 1.5% | 2,095 | -4% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Broadcom Inc. | Technology | $2.0M | 1.4% | 5,772 | -4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $1.8M | 1.2% | 25K | +3% | — | — | 13F |
| 17 | JPMORGAN CHASE & CO | Financials | $1.8M | 1.2% | 5,340 | -1% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | APPLIED MATERIALS INC /DE | Technology | $1.5M | 1.0% | 2,993 | -4% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Walmart Inc. | Consumer Staples | $1.2M | 0.8% | 12K | -0.5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.8% | 3,380 | -11% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.8% | 1,905 | -5% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ELI LILLY & Co | Healthcare | $1.2M | 0.8% | 1,006 | -7% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ASML HOLDING NV | Technology | $1.1M | 0.7% | 604 | -3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | INTEL CORP | Technology | $1.1M | 0.7% | 8,834 | -6% | 5 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | VISA INC. | Financials | $987K | 0.7% | 2,747 | -2% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - RUSSELL 2000 ETF | — | $957K | 0.6% | 3,444 | +4% | |||
| 27 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | — | $949K | 0.6% | 20K | -0.2% | |||
| 28 | $LRCX | LAM RESEARCH CORP | Technology | $893K | 0.6% | 2,717 | -1% | |||
| 29 | $MA | Mastercard Inc | Financials | $835K | 0.6% | 1,515 | -3% | |||
| 30 | — | SPDR SERIES TRUST - SPDR S&P 500 ESG | — | $769K | 0.5% | 10K | — | |||
| 31 | $JNJ | JOHNSON & JOHNSON | Healthcare | $759K | 0.5% | 2,868 | -3% | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $753K | 0.5% | 1,513 | -4% | |||
| 33 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.5% | 1 | — | |||
| 34 | — | INVESCO EXCH TRADED FD TR II - ESG NASDAQ 100 | — | $742K | 0.5% | 14K | — | |||
| 35 | $CLS | CELESTICA INC | Technology | $730K | 0.5% | 2,021 | -2% | |||
| 36 | $SHOP | SHOPIFY INC. | Technology | $681K | 0.5% | 4,590 | -0.8% | |||
| 37 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $651K | 0.4% | 992 | — | |||
| 38 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $644K | 0.4% | 16K | +0.5% | |||
| 39 | $MRK | Merck & Co., Inc. | Healthcare | $633K | 0.4% | 4,354 | -5% | |||
| 40 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $621K | 0.4% | 2,725 | -0.4% | |||
| 41 | $CSCO | CISCO SYSTEMS, INC. | Technology | $616K | 0.4% | 5,721 | -4% | |||
| 42 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | — | $610K | 0.4% | 3,208 | -2% | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $577K | 0.4% | 6,864 | — | |||
| 44 | $GS | GOLDMAN SACHS GROUP INC | Financials | $561K | 0.4% | 623 | -1% | |||
| 45 | $EQIX | EQUINIX INC | Real Estate | $557K | 0.4% | 551 | +0.4% | |||
| 46 | $NVS | NOVARTIS AG | Healthcare | $548K | 0.4% | 3,843 | -4% | |||
| 47 | — | ISHARES TR - RUS TP200 GR ETF | — | $546K | 0.4% | 1,851 | — | |||
| 48 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $545K | 0.4% | 12K | -10% | |||
| 49 | $PANW | Palo Alto Networks Inc | Technology | $544K | 0.4% | 1,368 | -3% | |||
| 50 | — | ISHARES TR - CORE S&P MCP ETF | — | $543K | 0.4% | 7,540 | — | |||
| 51 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $536K | 0.4% | 9,035 | +0.1% | |||
| 52 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $526K | 0.3% | 6,571 | -0.5% | |||
| 53 | $C | CITIGROUP INC | Financials | $514K | 0.3% | 3,969 | -3% | |||
| 54 | $HSBC | HSBC HOLDINGS PLC | Financials | $504K | 0.3% | 5,070 | -2% | |||
| 55 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $503K | 0.3% | 1,768 | — | |||
| 56 | $AXP | AMERICAN EXPRESS CO | Financials | $501K | 0.3% | 1,647 | -0.5% | |||
| 57 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $499K | 0.3% | 3,064 | New | |||
| 58 | $GLTR | abrdn Precious Metals Basket ETF Trust | Financials | $498K | 0.3% | 2,675 | -19% | |||
| 59 | $HPE | Hewlett Packard Enterprise Co | Technology | $496K | 0.3% | 7,766 | -3% | |||
| 60 | $ABBV | AbbVie Inc. | Healthcare | $489K | 0.3% | 1,870 | -4% | |||
| 61 | $SAN | Banco Santander, S.A. | Financials | $482K | 0.3% | 35K | -1% | |||
| 62 | $DOV | DOVER Corp | Industrials | $467K | 0.3% | 2,961 | +0.1% | |||
| 63 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $457K | 0.3% | 14K | — | |||
| 64 | $IVZ | Invesco Ltd. | Financials | $445K | 0.3% | 6,750 | — | |||
| 65 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $439K | 0.3% | 8,103 | — | |||
| 66 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $430K | 0.3% | 6,392 | -6% | |||
| 67 | — | FLEXSHARES TR - NRTRN TR MRN GBL | — | $427K | 0.3% | 8,098 | -14% | |||
| 68 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $422K | 0.3% | 15K | -4% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $421K | 0.3% | 3,544 | — | |||
| 70 | $MCD | MCDONALDS CORP | Consumer Discretionary | $420K | 0.3% | 1,820 | -4% | |||
| 71 | $AMGN | AMGEN INC | Healthcare | $416K | 0.3% | 988 | -2% | |||
| 72 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $415K | 0.3% | 817 | — | |||
| 73 | $STX | Seagate Technology Holdings plc | Technology | $414K | 0.3% | 449 | -3% | |||
| 74 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $404K | 0.3% | 2,709 | -1% | |||
| 75 | $NRGV | Energy Vault Holdings, Inc. | Technology | $401K | 0.3% | 101K | — | |||
| 76 | $PLTR | Palantir Technologies Inc. | Technology | $400K | 0.3% | 2,136 | -3% | |||
| 77 | — | ARK ETF TR - INNOVATION ETF | — | $385K | 0.3% | 4,316 | — | |||
| 78 | $ANET | Arista Networks, Inc. | Technology | $376K | 0.3% | 1,848 | -5% | |||
| 79 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $375K | 0.3% | 6,980 | — | |||
| 80 | $NFLX | NETFLIX INC | Communication Services | $375K | 0.3% | 5,385 | -5% | |||
| 81 | $PM | Philip Morris International Inc. | Consumer Staples | $371K | 0.3% | 1,943 | -7% | |||
| 82 | $PSX | Phillips 66 | Energy | $369K | 0.3% | 1,446 | -3% | |||
| 83 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $364K | 0.2% | 4,039 | +0.0% | |||
| 84 | $MFC | MANULIFE FINANCIAL CORP | Financials | $362K | 0.2% | 8,509 | -2% | |||
| 85 | $NVT | nVent Electric plc | Industrials | $357K | 0.2% | 2,227 | — | |||
| 86 | $CPA | Copa Holdings, S.A. | Industrials | $351K | 0.2% | 2,660 | -9% | |||
| 87 | $SHEL | Shell plc | Energy | $349K | 0.2% | 3,677 | -4% | |||
| 88 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $349K | 0.2% | 4,456 | — | |||
| 89 | $AZN | ASTRAZENECA PLC | Healthcare | $347K | 0.2% | 2,146 | +0.8% | |||
| 90 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $346K | 0.2% | 467 | — | |||
| 91 | $CVX | CHEVRON CORP | Energy | $341K | 0.2% | 1,671 | -3% | |||
| 92 | $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | Communication Services | $340K | 0.2% | 3,899 | -5% | |||
| 93 | $TXN | TEXAS INSTRUMENTS INC | Technology | $338K | 0.2% | 1,206 | -1% | |||
| 94 | $WDC | WESTERN DIGITAL CORP | Technology | $336K | 0.2% | 740 | -6% | |||
| 95 | $GM | General Motors Co | Consumer Discretionary | $335K | 0.2% | 4,357 | -5% | |||
| 96 | $APPF | APPFOLIO INC | Technology | $334K | 0.2% | 1,666 | +3% | |||
| 97 | $SNDK | Sandisk Corp | Technology | $334K | 0.2% | 192 | -13% | |||
| 98 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $333K | 0.2% | 637 | -1% | |||
| 99 | $QCOM | QUALCOMM INC/DE | Technology | $325K | 0.2% | 1,764 | +1% | |||
| 100 | $UBS | UBS Group AG | Financials | $324K | 0.2% | 6,737 | -3% | |||
| 101 | $KLAC | KLA CORP | Technology | $320K | 0.2% | 1,641 | -0.1% | |||
| 102 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $320K | 0.2% | 1,654 | -3% | |||
| 103 | — | ISHARES TR - 0-3 MTH TREASURY | — | $319K | 0.2% | 3,168 | New | |||
| 104 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $318K | 0.2% | 14K | -3% | |||
| 105 | $AU | AngloGold Ashanti PLC | Materials | $317K | 0.2% | 3,376 | -5% | |||
| 106 | $WULF | TERAWULF INC. | Financials | $312K | 0.2% | 21K | -46% | |||
| 107 | $FFIV | F5, INC. | Technology | $311K | 0.2% | 698 | — | |||
| 108 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $309K | 0.2% | 1,358 | +0.5% | |||
| 109 | — | ISHARES TR - ESG MSCI USA ETF | — | $303K | 0.2% | 4,451 | — | |||
| 110 | $PH | Parker-Hannifin Corp | Industrials | $297K | 0.2% | 311 | +13% | |||
| 111 | — | ISHARES TR - U.S. TECH ETF | — | $297K | 0.2% | 1,121 | — | |||
| 112 | $EME | EMCOR Group, Inc. | Industrials | $294K | 0.2% | 390 | -3% | |||
| 113 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $294K | 0.2% | 323 | -15% | |||
| 114 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $293K | 0.2% | 1,031 | +5% | |||
| 115 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $293K | 0.2% | 2,018 | +3% | |||
| 116 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $292K | 0.2% | 1,353 | — | |||
| 117 | $GEV | GE Vernova Inc. | Industrials | $287K | 0.2% | 302 | -5% | |||
| 118 | $APH | AMPHENOL CORP /DE/ | Technology | $283K | 0.2% | 3,355 | +98% | |||
| 119 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $281K | 0.2% | 5,170 | -7% | |||
| 120 | $CAT | CATERPILLAR INC | Industrials | $277K | 0.2% | 342 | -6% | |||
| 121 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $274K | 0.2% | 601 | +0.2% | |||
| 122 | $NEE | NEXTERA ENERGY INC | Utilities | $272K | 0.2% | 3,596 | -4% | |||
| 123 | $ORCL | ORACLE CORP | Technology | $267K | 0.2% | 1,947 | -0.8% | |||
| 124 | $SAP | SAP SE | Technology | $259K | 0.2% | 1,243 | -9% | |||
| 125 | $E | ENI SPA | Energy | $255K | 0.2% | 4,695 | +2% | |||
| 126 | $MRVL | Marvell Technology, Inc. | Technology | $252K | 0.2% | 952 | +0.7% | |||
| 127 | $DELL | Dell Technologies Inc. | Technology | $249K | 0.2% | 462 | -5% | |||
| 128 | $BNY | Bank of New York Mellon Corp | Financials | $243K | 0.2% | 1,683 | -2% | |||
| 129 | $HPQ | HP INC | Technology | $240K | 0.2% | 7,671 | New | |||
| 130 | $KO | COCA COLA CO | Consumer Staples | $239K | 0.2% | 2,779 | -6% | |||
| 131 | $GSL | Global Ship Lease, Inc. | Industrials | $239K | 0.2% | 5,416 | +0.8% | |||
| 132 | $ING | ING GROEP NV | Financials | $237K | 0.2% | 6,666 | -4% | |||
| 133 | $MS | MORGAN STANLEY | Financials | $236K | 0.2% | 1,257 | -6% | |||
| 134 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $231K | 0.1% | 1,000 | — | |||
| 135 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $227K | 0.1% | 337 | New | |||
| 136 | $FTNT | Fortinet, Inc. | Technology | $227K | 0.1% | 1,269 | -4% | |||
| 137 | $TTE | TotalEnergies SE | Energy | $224K | 0.1% | 2,622 | -2% | |||
| 138 | $T | AT&T INC. | Communication Services | $221K | 0.1% | 9,059 | -7% | |||
| 139 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $218K | 0.1% | 980 | +0.1% | |||
| 140 | $NEM | NEWMONT Corp /DE/ | Materials | $216K | 0.1% | 1,869 | New | |||
| 141 | $GE | GENERAL ELECTRIC CO | Industrials | $213K | 0.1% | 683 | -10% | |||
| 142 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $213K | 0.1% | 8,210 | New | |||
| 143 | $GLD | SPDR GOLD TRUST | Financials | $212K | 0.1% | 557 | — | |||
| 144 | $ECVT | Ecovyst Inc. | Healthcare | $211K | 0.1% | 21K | New | |||
| 145 | $CORZ | Core Scientific, Inc./tx | Financials | $209K | 0.1% | 13K | — | |||
| 146 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $208K | 0.1% | 3,383 | New | |||
| 147 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $207K | 0.1% | 13K | -6% | |||
| 148 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $205K | 0.1% | 559 | -26% | |||
| 149 | $SD | SANDRIDGE ENERGY INC | Energy | $203K | 0.1% | 15K | New | |||
| 150 | $LBTYA | Liberty Global Ltd. | Communication Services | $198K | 0.1% | 22K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 21 new, 26 added to, 91 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
$XOM.R34088EXXON MOBIL CORP$499K
first bought this quarter
- ISHARES TR - 0-3 MTH TREASURY$319K
first bought this quarter
$HPQHP INC$240K
first bought this quarter
$TMOTHERMO FISHER SCIENTIFIC INC.$227K
first bought this quarter
$NEMNEWMONT Corp /DE/$216K
first bought this quarter
$SMFGSUMITOMO MITSUI FINANCIAL GROUP, INC.$213K
first bought this quarter
+15 more in the Excel export
Added to (26)
$APHAMPHENOL CORP /DE/+98%
now $283K · held 6+ qtrs
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+3%
now $3.5M
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS+3%
now $3.6M
- DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG+0.7%
now $8.2M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+3%
now $1.8M
now $4.9M · held 6+ qtrs
+20 more in the Excel export
Trimmed (91)
now $7.2M · held 6+ qtrs, 4 trims in a row
now $3.3M · held 6+ qtrs, 4 trims in a row
$WULFTERAWULF INC.-46%
now $312K · held 3 qtrs, 2 trims in a row
now $5.2M · held 6+ qtrs, 4 trims in a row
now $20.1M · held 6+ qtrs
now $1.2M · held 6+ qtrs, 4 trims in a row
+85 more in the Excel export
Sold out (14)
$APPAppLovin Corpwas $282K
held 4 qtrs
$CDNSCADENCE DESIGN SYSTEMS INCwas $238K
held 7+ qtrs
$CVSCVS HEALTH Corpwas $228K
held 1 qtr
$IBMINTERNATIONAL BUSINESS MACHINES CORPwas $226K
held 7+ qtrs
$LINLINDE PLCwas $226K
held 7+ qtrs
$TMHCTaylor Morrison Home Corpwas $215K
+8 more in the Excel export
Holdings by quarter
Every 13F SEVEN MILE ADVISORY has filed, 13 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SEVEN MILE ADVISORY's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 18% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SEVEN MILE ADVISORY disclosed 165 positions worth $149.3M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 13.5% of the equity portfolio, followed by $SPY. During the quarter the fund opened 21 new positions and exited 14 — including a new stake in $XOM.R34088 and a full exit from $APP. The portfolio is most concentrated in Technology (41.7% of disclosed assets). All figures are sourced directly from SEVEN MILE ADVISORY’s Form 13F-HR filing with the SEC under CIK 1987932.
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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 an AI quality ranking built from its SEC filings (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.