SEVEN MILE ADVISORY
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1987932
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13F Reported Value
ⓘ$148.9M
Holdings
158
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SEVEN MILE ADVISORY disclosed 158 positions worth $148.9M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 12.0% of the equity portfolio. During the quarter the fund opened 22 new positions and exited 47 and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (38.9% 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
Stable
$NVDA12.0% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - EM
5.6% weight
Held 7 quarters
$SPY5.5% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
4.6% weight
Held 7 quarters
$AAPL4.5% weight
Held 7 quarters
VANGUARD SCOTTSDALE FDS -
4 quarters accumulating
$DOV3 quarters accumulating
VANGUARD INDEX FDS - S&P 5
2 quarters accumulating
$SHOP2 quarters accumulating
$BBVA2 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$17.8M89,024 sh DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
—Quality
$8.4M207,939 sh- —
Quality
$8.1M10,880 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$6.9M10,032 sh- 76.4
Quality
$6.7M23,232 sh - 68.7
Quality
$4.6M19,363 sh - 78.2
Quality
$4.0M11,196 sh - 79.8
Quality
$3.9M10,570 sh - 78.2
Quality
$3.7M10,584 sh VANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$3.6M43,523 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $17.8M | 89,024 |
| DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $8.4M | 207,939 |
| SPDR S&P 500 ETF TRUST$SPY | — | $8.1M | 10,880 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $6.9M | 10,032 |
| Apple Inc.$AAPL | 76.4 | $6.7M | 23,232 |
 AMAZON COM INC$AMZN | 68.7 | $4.6M | 19,363 |
 Alphabet Inc.$GOOG | 78.2 | $4.0M | 11,196 |
 MICROSOFT CORP$MSFT | 79.8 | $3.9M | 10,570 |
 Alphabet Inc.$GOOGL | 78.2 | $3.7M | 10,584 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $3.6M | 43,523 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SEVEN MILE ADVISORY's 158 positions.
Showing top 10 of 158 holdings.
Sector Allocation
Technology
$58.0M
Other
$46.9M
Financials
$15.6M
Consumer Discretionary
$7.9M
Industrials
$7.7M
Healthcare
$6.4M
Consumer Staples
$1.9M
Communication Services
$1.7M
Top Holdings — SEVEN MILE ADVISORY (Q2 2026)
Top 150 of 158 disclosed positions (by reported value) 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 | $17.8M | 12.0% | -5% | 85.9 |
| 2 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $8.4M | 5.6% | +4% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $8.1M | 5.5% | -0% | — |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $6.9M | 4.6% | +7% | — |
| 5 | $AAPL | Apple Inc. | $6.7M | 4.5% | -11% | 76.4 |
| 6 | $AMZN | AMAZON COM INC | $4.6M | 3.1% | -11% | 68.7 |
| 7 | $GOOG | Alphabet Inc. | $4.0M | 2.7% | -15% | 78.2 |
| 8 | $MSFT | MICROSOFT CORP | $3.9M | 2.6% | -12% | 79.8 |
| 9 | $GOOGL | Alphabet Inc. | $3.7M | 2.5% | -6% | 78.2 |
| 10 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.6M | 2.4% | +30% | — |
| 11 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $3.6M | 2.4% | +3% | — |
| 12 |  $MU | MICRON TECHNOLOGY INC | $2.5M | 1.7% | -11% | 86.2 |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.5M | 1.6% | +31% | — |
| 14 |  $AVGO | Broadcom Inc. | $2.3M | 1.5% | +1% | 84.5 |
| 15 |  $AMAT | APPLIED MATERIALS INC /DE | $2.3M | 1.5% | -9% | 72.3 |
| 16 |  $META | Meta Platforms, Inc. | $2.2M | 1.5% | -12% | 79.6 |
| 17 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.8M | 1.2% | +30% | — |
| 18 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 1.2% | -9% | 70.7 |
| 19 |  $TSLA | Tesla, Inc. | $1.6M | 1.1% | -14% | 53.9 |
| 20 |  $INTC | INTEL CORP | $1.3M | 0.9% | -5% | 45.6 |
| 21 |  $WMT | Walmart Inc. | $1.3M | 0.9% | -12% | 60.2 |
| 22 |  $LLY | ELI LILLY & Co | $1.3M | 0.9% | -14% | 87.5 |
| 23 |  $ASML | ASML HOLDING NV | $1.2M | 0.8% | -0% | — |
| 24 |  $LRCX | LAM RESEARCH CORP | $1.2M | 0.8% | -4% | 79.4 |
| 25 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.8% | -17% | 79.8 |
| 26 | — | ISHARES TR - RUSSELL 2000 ETF | $991,485 | 0.7% | +0% | — |
| 27 |  $WULF | TERAWULF INC. | $970,809 | 0.7% | -30% | 33.8 |
| 28 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | $961,118 | 0.7% | -4% | — |
| 29 |  $V | VISA INC. | $956,878 | 0.6% | -10% | 82.9 |
| 30 |  $MA | Mastercard Inc | $798,648 | 0.5% | -14% | 85.1 |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $784,612 | 0.5% | -19% | 73.8 |
| 32 | — | SPDR SERIES TRUST - SPDR S&P 500 ESG | $757,013 | 0.5% | NEW | — |
| 33 |  $CLS | CELESTICA INC | $749,664 | 0.5% | -1% | 69.8 |
| 34 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.5% | +0% | 73.8 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $747,942 | 0.5% | -24% | 69 |
| 36 | — | INVESCO EXCH TRADED FD TR II - ESG NASDAQ 100 | $732,999 | 0.5% | NEW | — |
| 37 |  $CSCO | CISCO SYSTEMS, INC. | $701,589 | 0.5% | -13% | 70.3 |
| 38 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $699,402 | 0.5% | +0% | — |
| 39 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $655,488 | 0.4% | +0% | — |
| 40 |  $GS | GOLDMAN SACHS GROUP INC | $638,174 | 0.4% | -5% | 73.5 |
| 41 |  $WSM | WILLIAMS SONOMA INC | $637,995 | 0.4% | -4% | 66.1 |
| 42 |  $NVS | NOVARTIS AG | $626,253 | 0.4% | -1% | — |
| 43 |  $IVZ | Invesco Ltd. | $618,446 | 0.4% | NEW | — |
| 44 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $609,356 | 0.4% | NEW | — |
| 45 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $597,795 | 0.4% | +0% | — |
| 46 |  $MRK | Merck & Co., Inc. | $591,245 | 0.4% | -11% | 59.9 |
| 47 | — | ISHARES TR - CORE S&P MCP ETF | $581,409 | 0.4% | -19% | — |
| 48 |  $EQIX | EQUINIX INC | $572,272 | 0.4% | -4% | 59 |
| 49 |  $C | CITIGROUP INC | $571,737 | 0.4% | -5% | 65 |
| 50 |  $VZ | VERIZON COMMUNICATIONS INC | $560,963 | 0.4% | +27% | 65.8 |
| 51 |  $AXP | AMERICAN EXPRESS CO | $559,804 | 0.4% | -31% | 69.4 |
| 52 |  $WFC | WELLS FARGO & COMPANY/MN | $545,755 | 0.4% | -2% | 61.8 |
| 53 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $539,015 | 0.4% | -2% | — |
| 54 | — | ISHARES TR - RUS TP200 GR ETF | $537,938 | 0.4% | NEW | — |
| 55 | — | VANGUARD INDEX FDS - SMALL CP ETF | $535,916 | 0.4% | +0% | — |
| 56 | $SHOP | SHOPIFY INC. | $528,539 | 0.3% | +4% | 64.9 |
| 57 |  $MCD | MCDONALDS CORP | $510,616 | 0.3% | -11% | 69 |
| 58 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $505,820 | 0.3% | +0% | — |
| 59 |  $WDC | WESTERN DIGITAL CORP | $500,756 | 0.3% | -34% | 80.7 |
| 60 |  $SNDK | Sandisk Corp | $500,221 | 0.3% | NEW | 87.7 |
| 61 |  $MO | ALTRIA GROUP, INC. | $496,611 | 0.3% | -1% | 67.4 |
| 62 |  $KLAC | KLA CORP | $495,710 | 0.3% | +803% | 78.6 |
| 63 |  $HSBC | HSBC HOLDINGS PLC | $493,897 | 0.3% | -1% | — |
| 64 |  $ABBV | AbbVie Inc. | $488,433 | 0.3% | -16% | 72.6 |
| 65 |  $SAN | Banco Santander, S.A. | $487,099 | 0.3% | +1% | — |
| 66 |  $PANW | Palo Alto Networks Inc | $479,815 | 0.3% | -14% | 65.5 |
| 67 |  $NRGV | Energy Vault Holdings, Inc. | $475,894 | 0.3% | NEW | 21.8 |
| 68 | — | FLEXSHARES TR - MORNSTAR UPSTR | $465,105 | 0.3% | +0% | — |
| 69 | $DOV | DOVER Corp | $464,406 | 0.3% | +1% | 58.1 |
| 70 |  $CPA | Copa Holdings, S.A. | $452,553 | 0.3% | -1% | — |
| 71 |  $STX | Seagate Technology Holdings plc | $445,206 | 0.3% | -11% | — |
| 72 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $443,153 | 0.3% | NEW | — |
| 73 | $IVZ | Invesco Ltd. | $435,375 | 0.3% | +0% | — |
| 74 | $IVZ | Invesco Ltd. | $433,396 | 0.3% | NEW | — |
| 75 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $427,941 | 0.3% | +0% | — |
| 76 |  $NFLX | NETFLIX INC | $404,624 | 0.3% | -22% | 78.8 |
| 77 |  $AZN | ASTRAZENECA PLC | $403,701 | 0.3% | +1% | — |
| 78 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $396,650 | 0.3% | +1% | — |
| 79 |  $CAT | CATERPILLAR INC | $386,559 | 0.3% | -25% | 66.5 |
| 80 |  $PM | Philip Morris International Inc. | $379,350 | 0.3% | -14% | 75.9 |
| 81 |  $NVT | nVent Electric plc | $377,721 | 0.3% | +0% | — |
| 82 |  $GEV | GE Vernova Inc. | $374,780 | 0.3% | -19% | 81.1 |
| 83 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $371,571 | 0.3% | +0% | — |
| 84 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $368,265 | 0.3% | +0% | — |
| 85 |  $TXN | TEXAS INSTRUMENTS INC | $363,645 | 0.2% | -13% | 73.4 |
| 86 |  $AMGN | AMGEN INC | $363,568 | 0.2% | -32% | 79.2 |
| 87 |  $HPE | Hewlett Packard Enterprise Co | $361,470 | 0.2% | NEW | 70.5 |
| 88 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $361,203 | 0.2% | NEW | — |
| 89 |  $COST | COSTCO WHOLESALE CORP /NEW | $356,414 | 0.2% | -33% | 66.2 |
| 90 |  $GM | General Motors Co | $352,179 | 0.2% | +1% | 54.3 |
| 91 |  $TSEM | TOWER SEMICONDUCTOR LTD | $352,125 | 0.2% | +1% | — |
| 92 |  $MFC | MANULIFE FINANCIAL CORP | $351,910 | 0.2% | +1% | — |
| 93 | — | ARK ETF TR - INNOVATION ETF | $348,819 | 0.2% | -1% | — |
| 94 | — | VANGUARD INDEX FDS - GROWTH ETF | $347,833 | 0.2% | +500% | — |
| 95 |  $GILD | GILEAD SCIENCES, INC. | $347,309 | 0.2% | -10% | 57.4 |
| 96 |  $HD | HOME DEPOT, INC. | $346,332 | 0.2% | -27% | 60.3 |
| 97 |  $UBS | UBS Group AG | $345,929 | 0.2% | +4% | — |
| 98 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $343,931 | 0.2% | +0% | — |
| 99 |  $COF | CAPITAL ONE FINANCIAL CORP | $341,856 | 0.2% | -6% | 62.4 |
| 100 |  $CORZ | Core Scientific, Inc./tx | $333,950 | 0.2% | +0% | 14.1 |
| 101 |  $EME | EMCOR Group, Inc. | $332,782 | 0.2% | +1% | 69.3 |
| 102 |  $ANET | Arista Networks, Inc. | $328,888 | 0.2% | -13% | 81.9 |
| 103 |  $NEE | NEXTERA ENERGY INC | $328,348 | 0.2% | -16% | 64.6 |
| 104 |  $QCOM | QUALCOMM INC/DE | $322,643 | 0.2% | -16% | 70.5 |
| 105 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $319,894 | 0.2% | -5% | 75.4 |
| 106 |  $BAC | BANK OF AMERICA CORP /DE/ | $315,483 | 0.2% | -2% | 67.6 |
| 107 |  $UNH | UNITEDHEALTH GROUP INC | $313,385 | 0.2% | NEW | 62.7 |
| 108 | — | ISHARES TR - ESG MSCI USA ETF | $309,122 | 0.2% | NEW | — |
| 109 |  $APH | AMPHENOL CORP /DE/ | $299,816 | 0.2% | -25% | 79.3 |
| 110 |  $SHEL | Shell plc | $297,521 | 0.2% | +2% | — |
| 111 | — | VANGUARD INDEX FDS - VALUE ETF | $294,859 | 0.2% | +0% | — |
| 112 |  $FFIV | F5, INC. | $290,340 | 0.2% | NEW | 66.9 |
| 113 |  $PG | PROCTER & GAMBLE Co | $288,001 | 0.2% | -19% | 64.6 |
| 114 |  $ORCL | ORACLE CORP | $287,531 | 0.2% | -17% | 66.2 |
| 115 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $287,106 | 0.2% | +0% | — |
| 116 |  $AU | AngloGold Ashanti PLC | $286,431 | 0.2% | -1% | — |
| 117 |  $CVX | CHEVRON CORP | $286,268 | 0.2% | -20% | 62.8 |
| 118 |  $GE | GENERAL ELECTRIC CO | $284,035 | 0.2% | -24% | 73.8 |
| 119 | — | ISHARES TR - U.S. TECH ETF | $282,750 | 0.2% | NEW | — |
| 120 |  $APP | AppLovin Corp | $282,346 | 0.2% | -14% | 84.4 |
| 121 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $281,523 | 0.2% | +0% | — |
| 122 |  $MRVL | Marvell Technology, Inc. | $281,506 | 0.2% | NEW | 76.5 |
| 123 |  $MS | MORGAN STANLEY | $279,696 | 0.2% | -26% | 75.8 |
| 124 |  $PH | Parker-Hannifin Corp | $268,983 | 0.2% | -24% | 65.8 |
| 125 |  $APPF | APPFOLIO INC | $258,484 | 0.2% | NEW | 71.6 |
| 126 |  $PLTR | Palantir Technologies Inc. | $256,091 | 0.2% | -25% | 84.6 |
| 127 |  $PSX | Phillips 66 | $252,730 | 0.2% | -8% | 57.8 |
| 128 |  $BNY | Bank of New York Mellon Corp | $248,585 | 0.2% | -15% | 74.1 |
| 129 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $242,990 | 0.2% | -3% | — |
| 130 |  $KO | COCA COLA CO | $242,562 | 0.2% | -14% | 69.5 |
| 131 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $237,578 | 0.2% | -16% | 72.6 |
| 132 |  $CAH | CARDINAL HEALTH INC | $232,571 | 0.2% | -6% | 62.4 |
| 133 |  $CVS | CVS HEALTH Corp | $228,211 | 0.1% | NEW | 59.4 |
| 134 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $225,942 | 0.1% | -31% | 70 |
| 135 |  $LIN | LINDE PLC | $225,739 | 0.1% | -27% | — |
| 136 |  $ING | ING GROEP NV | $217,338 | 0.1% | NEW | — |
| 137 |  $E | ENI SPA | $215,978 | 0.1% | +8% | — |
| 138 |  $TMHC | Taylor Morrison Home Corp | $214,646 | 0.1% | -22% | 51.8 |
| 139 |  $PEP | PEPSICO INC | $214,281 | 0.1% | -23% | 63.4 |
| 140 |  $SAP | SAP SE | $211,439 | 0.1% | -2% | — |
| 141 |  $TTE | TotalEnergies SE | $211,233 | 0.1% | -1% | 50.6 |
| 142 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $211,015 | 0.1% | NEW | — |
| 143 |  $DELL | Dell Technologies Inc. | $209,690 | 0.1% | NEW | 71.2 |
| 144 |  $NVO | NOVO NORDISK A S | $205,902 | 0.1% | NEW | — |
| 145 |  $GLD | SPDR GOLD TRUST | $205,188 | 0.1% | +0% | — |
| 146 |  $GSK | GSK plc | $204,084 | 0.1% | +6% | — |
| 147 |  $FTNT | Fortinet, Inc. | $203,854 | 0.1% | NEW | 80.1 |
| 148 |  $BCS | BARCLAYS PLC | $203,706 | 0.1% | NEW | — |
| 149 |  $BHP | BHP Group Ltd | $203,026 | 0.1% | NEW | — |
| 150 |  $ABT | ABBOTT LABORATORIES | $202,078 | 0.1% | -20% | 65.5 |
New Positions (22)
SPDR SERIES TRUST - SPDR S&P 500 ESG$757,013
INVESCO EXCH TRADED FD TR II - ESG NASDAQ 100$732,999
SPDR SERIES TRUST - ST STR MSCI USAQ$609,356
ISHARES TR - RUS TP200 GR ETF$537,938
$SNDK Sandisk Corp$500,221$NRGV Energy Vault Holdings, Inc.$475,894$HPE Hewlett Packard Enterprise Co$361,470 FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV$361,203
$UNH UNITEDHEALTH GROUP INC$313,385 ISHARES TR - ESG MSCI USA ETF$309,122
$FFIV F5, INC.$290,340 ISHARES TR - U.S. TECH ETF$282,750
$MRVL Marvell Technology, Inc.$281,506$APPF APPFOLIO INC$258,484$CVS CVS HEALTH Corp$228,211Exited Positions (47)
$XOM.R34088 EXXON MOBIL CORP ISHARES CORE S&P 500 ETF
ISHARES 0-3 MONTH TREASURY BOND ETF
JPMORGAN BETABUILDERS JAPAN ETF
VANGUARD INTERMEDIATE-TERM TREASURY ETF
JPMORGAN BETABUILDERS CANADA ETF
VANGUARD INTERMEDIATE-TERM BOND ETF
$PGR PROGRESSIVE CORP/OH/
$ECVT Ecovyst Inc.
$TM TOYOTA MOTOR CORP/ FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND
$TPH Tri Pointe Homes, Inc.
$LBTYA Liberty Global Ltd.
$ISRG INTUITIVE SURGICAL INC VANGUARD TAX-EXEMPT BOND ETF
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