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Seven Mile Advisory Top Holdings and 13F Report (2026)

About Seven Mile Advisory

Investment Activity

  • Seven Mile Advisory has $149.28 million in total holdings as of March 31, 2026.
  • Seven Mile Advisory owns shares of 165 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
  • Approximately 2.88% of the portfolio was purchased this quarter.
  • About 4.50% of the portfolio was sold this quarter.
  • This quarter, Seven Mile Advisory has purchased 158 new stocks and bought additional shares in 26 stocks.
  • Seven Mile Advisory sold shares of 91 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

NVIDIA
$20,149,961
Apple
$7,236,760

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$498,812 Holding
46436E718 - ISHARES TR
$318,969 Holding
40434L105 - HP
$239,975 Holding
883556102 - Thermo Fisher Scientific
$227,492 Holding
651639106 - Newmont
$215,570 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP
3,064 shares (about $498.81K)
ISHARES TR
3,168 shares (about $318.97K)
HP
7,671 shares (about $239.98K)
Thermo Fisher Scientific
337 shares (about $227.49K)
Newmont
1,869 shares (about $215.57K)

Largest Sales this Quarter

Apple
1,502 shares (about $500.21K)
Alphabet
937 shares (about $319.27K)
TeraWulf
18,229 shares (about $269.79K)
Microsoft
416 shares (about $213.38K)
NVIDIA
795 shares (about $181.56K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeven Mile Advisory

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$20,149,961$181,564 ▼-0.9%88,22913.5%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,297,4800.0%10,8805.6%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$8,233,063$58,965 ▲0.7%209,4395.5%ETF
Apple Inc. stock logo
AAPL
Apple
$7,236,760$500,212 ▼-6.5%21,7304.8%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,883,775$147,895 ▼-2.1%9,8214.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$5,208,209$213,376 ▼-3.9%10,1543.5%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,868,278$43,852 ▲0.9%19,5393.3%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,716,801$135,569 ▼-3.5%10,8022.5%Communication Services
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,607,478$90,485 ▲2.6%62,6732.4%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,502,620$94,287 ▲2.8%44,7272.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,287,119$319,273 ▼-8.9%9,6472.2%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,866,030$3,626 ▲0.1%3,9521.9%Communication Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,374,714$58,536 ▼-2.4%33,6311.6%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,231,405$103,316 ▼-4.4%2,0951.5%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$2,027,198$76,916 ▼-3.7%5,7721.4%Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,772,982$45,598 ▲2.6%25,2741.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,766,783$26,469 ▼-1.5%5,3401.2%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,530,560$65,457 ▼-4.1%2,9931.0%Technology
WALMART INC
$1,200,692$5,508 ▼-0.5%11,5540.8%COM
Tesla, Inc. stock logo
TSLA
Tesla
$1,199,358$148,678 ▼-11.0%3,3800.8%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,165,403$61,176 ▼-5.0%1,9050.8%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,164,022$91,409 ▼-7.3%1,0060.8%Healthcare
ASML Holding N.V. stock logo
ASML
ASML
$1,094,249$28,987 ▼-2.6%6040.7%Technology
Intel Corporation stock logo
INTC
Intel
$1,062,128$73,101 ▼-6.4%8,8340.7%Technology
Visa Inc. stock logo
V
Visa
$987,112$15,092 ▼-1.5%2,7470.7%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$957,053$40,016 ▲4.4%3,4440.6%ETF
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$948,627$2,079 ▼-0.2%19,6200.6%ETF
LAM RESEARCH CORP
$892,562$13,140 ▼-1.5%2,7170.6%COM NEW
Mastercard Incorporated stock logo
MA
Mastercard
$835,477$22,059 ▼-2.6%1,5150.6%Finance
EFIV
SPDR S&P 500 ESG ETF
$768,7430.0%10,3800.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$759,283$20,385 ▼-2.6%2,8680.5%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$753,398$27,387 ▼-3.5%1,5130.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$747,0050.0%10.5%Finance
Invesco ESG NASDAQ 100 ETF stock logo
QQMG
Invesco ESG NASDAQ 100 ETF
$741,6640.0%14,3080.5%ETF
CELESTICA INC
$730,450$12,289 ▼-1.7%2,0210.5%COM
SHOPIFY INC
$680,758$5,784 ▼-0.8%4,5900.5%CL A SUB VTG SHS
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$651,4560.0%9920.4%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$643,821$3,138 ▲0.5%16,2080.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$632,680$31,532 ▼-4.7%4,3540.4%Healthcare
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$621,137$2,735 ▼-0.4%2,7250.4%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$615,751$27,123 ▼-4.2%5,7210.4%Technology
SPDR MSCI USA StrategicFactors ETF stock logo
QUS
SPDR MSCI USA StrategicFactors ETF
$609,873$10,076 ▼-1.6%3,2080.4%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$577,1250.0%6,8640.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$560,924$7,203 ▼-1.3%6230.4%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$557,381$2,023 ▲0.4%5510.4%Real Estate
Novartis AG stock logo
NVS
Novartis
$547,897$21,813 ▼-3.8%3,8430.4%Healthcare
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$545,8780.0%1,8510.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$545,486$62,246 ▼-10.2%11,8920.4%Communication Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$543,520$15,495 ▼-2.8%1,3680.4%Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$542,5030.0%7,5400.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$535,867$297 ▲0.1%9,0350.4%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$526,009$2,642 ▼-0.5%6,5710.4%Finance
Citigroup Inc. stock logo
C
Citigroup
$513,906$15,020 ▼-2.8%3,9690.3%Finance
HSBC Holdings plc stock logo
HSBC
HSBC
$503,502$12,314 ▼-2.4%5,0700.3%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$502,9780.0%1,7680.3%ETF
American Express Company stock logo
AXP
American Express
$500,853$2,433 ▼-0.5%1,6470.3%Finance
EXXONMOBIL HOLDINGS CORP
$498,812$498,812 ▲New Holding3,0640.3%COM SHS
abrdn Physical Precious Metals Basket Shares ETF stock logo
GLTR
abrdn Physical Precious Metals Basket Shares ETF
$498,353$116,438 ▼-18.9%2,6750.3%ETF
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$496,223$14,121 ▼-2.8%7,7660.3%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$489,173$18,573 ▼-3.7%1,8700.3%Healthcare
Banco Santander, S.A. stock logo
SAN
Banco Santander
$482,141$6,016 ▼-1.2%34,8620.3%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$467,466$474 ▲0.1%2,9610.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$456,8200.0%14,0000.3%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$444,5550.0%6,7500.3%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$438,8580.0%8,1030.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$430,437$27,609 ▼-6.0%6,3920.3%Consumer Staples
FlexShares Morningstar Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
$427,089$70,672 ▼-14.2%8,0980.3%ETF
Banco Bilbao Vizcaya Argentaria S.A. stock logo
BBVA
Banco Bilbao Vizcaya Argentaria
$421,506$19,620 ▼-4.4%15,1240.3%Finance
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$421,0980.0%3,5440.3%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$420,311$15,935 ▼-3.7%1,8200.3%Consumer Discretionary
Amgen Inc. stock logo
AMGN
Amgen
$416,452$6,744 ▼-1.6%9880.3%Healthcare
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$415,4850.0%8170.3%ETF
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$414,131$11,068 ▼-2.6%4490.3%Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$403,776$5,962 ▼-1.5%2,7090.3%Healthcare
Energy Vault Holdings, Inc. stock logo
NRGV
Energy Vault
$401,1250.0%101,0390.3%Industrials
PALANTIR TECHNOLOGIES INC
$399,567$11,037 ▼-2.7%2,1360.3%CL A
ARK ETF TR
$384,5560.0%4,3160.3%INNOVATION ETF
ARISTA NETWORKS INC
$376,234$17,916 ▼-4.5%1,8480.3%COM SHS
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$375,1750.0%6,9800.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$374,688$19,622 ▼-5.0%5,3850.3%Communication Services
Philip Morris International Inc. stock logo
PM
Philip Morris International
$370,763$26,142 ▼-6.6%1,9430.2%Consumer Staples
Phillips 66 stock logo
PSX
Phillips 66
$369,178$12,510 ▼-3.3%1,4460.2%Energy
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$364,010$90 ▲0.0%4,0390.2%ETF
Manulife Financial Corp stock logo
MFC
Manulife Financial
$362,398$7,581 ▼-2.0%8,5090.2%Finance
nVent Electric PLC stock logo
NVT
nVent Electric
$357,1440.0%2,2270.2%Industrials
Copa Holdings, S.A. stock logo
CPA
Copa
$350,721$32,831 ▼-8.6%2,6600.2%Industrials
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$349,499$15,208 ▼-4.2%3,6770.2%Energy
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$348,8600.0%4,4560.2%ETF
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$346,602$2,746 ▲0.8%2,1460.2%Healthcare
Invesco QQQ stock logo
QQQ
Invesco QQQ
$345,5110.0%4670.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$341,235$11,436 ▼-3.2%1,6710.2%Energy
Millicom International Cellular SA stock logo
TIGO
Millicom International Cellular
$339,759$16,992 ▼-4.8%3,8990.2%Communication Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$337,796$3,921 ▼-1.1%1,2060.2%Technology
Western Digital Corporation stock logo
WDC
Western Digital
$336,300$19,996 ▼-5.6%7400.2%Technology
General Motors Company stock logo
GM
General Motors
$335,489$16,324 ▼-4.6%4,3570.2%Consumer Discretionary
AppFolio, Inc. stock logo
APPF
AppFolio
$334,066$10,828 ▲3.3%1,6660.2%Technology
SANDISK CORP
$334,059$48,717 ▼-12.7%1920.2%COM
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$333,030$3,660 ▼-1.1%6370.2%Healthcare
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$324,647$3,313 ▲1.0%1,7640.2%Technology
UBS Group AG stock logo
UBS
UBS Group
$324,252$11,696 ▼-3.5%6,7370.2%Finance

Showing largest 100 holdings. View all holdings.
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