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

About Seven Mile Advisory

Investment Activity

  • Seven Mile Advisory has $138.56 million in total holdings as of March 31, 2026.
  • Seven Mile Advisory owns shares of 182 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
  • Approximately 7.94% of the portfolio was purchased this quarter.
  • About 323.35% of the portfolio was sold this quarter.
  • This quarter, Seven Mile Advisory has purchased 260 new stocks and bought additional shares in 25 stocks.
  • Seven Mile Advisory sold shares of 110 stocks and completely divested from 110 stocks this quarter.

Largest Holdings

NVIDIA
$16,379,474
Apple
$6,596,256

Largest New Holdings this Quarter

464287655 - iShares Russell 2000 ETF
$818,400 Holding
88080T104 - TeraWulf
$807,647 Holding
29444U700 - Equinix
$560,697 Holding
46641Q217 - JPMorgan BetaBuilders Japan ETF
$469,622 Holding
46641Q225 - JPMorgan BetaBuilders Canada ETF
$357,334 Holding

Largest Purchases this Quarter

iShares Russell 2000 ETF
3,300 shares (about $818.40K)
TeraWulf
55,970 shares (about $807.65K)
Equinix
572 shares (about $560.70K)
JPMorgan BetaBuilders Japan ETF
6,815 shares (about $469.62K)
Vanguard S&P 500 ETF
752 shares (about $449.36K)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF
520,903 shares (about $33.38M)
Vanguard Value ETF
109,801 shares (about $21.54M)
Vanguard Short-Term Treasury ETF
285,527 shares (about $16.71M)
Vanguard Intermediate-Term Treasury ETF
239,306 shares (about $14.25M)
iShares Core S&P 500 ETF
21,483 shares (about $14.03M)

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
$16,379,474$1,022,158 -5.9%93,91911.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,109,530$390,855 -5.2%10,9325.1%Finance
DFAE
Dimensional Emerging Core Equity Market ETF
$6,755,437$5,688,306 -45.7%199,5114.9%ETF
Apple Inc. stock logo
AAPL
Apple
$6,596,256$4,662,376 -41.4%25,9914.8%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,586,525$449,360 8.7%9,3494.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,518,834$2,189,542 -32.6%21,6973.3%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$4,438,661$3,882,301 -46.7%11,9913.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,804,706$1,596,245 -29.6%13,2312.7%Computer and Technology
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,485,359$16,714,772 -82.7%59,5382.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,231,765$2,001,996 -38.3%11,2662.3%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,772,672$316,929 12.9%33,5072.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,578,018$1,110,504 -30.1%4,5061.9%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,829,514$783,370 -30.0%5,9111.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,757,018$1,035,738 -37.1%5,9731.3%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,691,080$33,379,638 -95.2%26,3901.2%ETF
WALMART INC COM
$1,639,005$87,120 5.6%13,1881.2%Stock
Tesla, Inc. stock logo
TSLA
Tesla
$1,633,841$98,142 -5.7%4,3951.2%Auto/Tires/Trucks
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,395,737$352,506 -20.2%18,9541.0%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,168,238$92,967 -7.4%3,4180.8%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,163,509$497,596 -30.0%1,2650.8%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$941,338$652,410 -40.9%3,8510.7%Medical
Visa Inc. stock logo
V
Visa
$937,246$539,498 -36.5%3,1010.7%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$932,044$659,858 -41.5%1,9450.7%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$900,887$332,774 -27.0%1,8030.7%Business Services
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$867,689$86,773 -9.1%20,4790.6%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$832,776$142,231 -14.6%2,4650.6%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$822,877$52,833 -6.0%6230.6%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$818,400$818,400 New Holding3,3000.6%Finance
TeraWulf Inc. stock logo
WULF
TeraWulf
$807,647$807,647 New Holding55,9700.6%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$807,412$542,403 -40.2%4,7590.6%Energy
American Express Company stock logo
AXP
American Express
$729,582$346,037 -32.2%2,4120.5%Finance
abrdn Physical Precious Metals Basket Shares ETF stock logo
GLTR
abrdn Physical Precious Metals Basket Shares ETF
$721,7760.0%3,3000.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$718,1400.0%10.5%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$702,568$184,993 -20.8%7,3070.5%Consumer Discretionary
McDonald's Corporation stock logo
MCD
McDonald's
$661,361$115,925 21.3%2,1280.5%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$638,839$14,032,902 -95.6%9780.5%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$636,064$415,118 187.9%6,3190.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$630,122$120,946 23.8%9,3310.5%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$617,449$286,170 -31.7%5,1330.4%Medical
Novartis AG stock logo
NVS
Novartis
$614,513$9,318 1.5%4,0230.4%Medical
LAM RESEARCH CORP COM NEW
$612,991$310,448 -33.6%2,8690.4%Stock
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$611,8260.0%9920.4%ETF
CELESTICA INC COM
$587,303$35,210 -5.7%2,0850.4%Stock
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$571,923$840,085 -59.5%7,2940.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$565,972$55,800 -9.0%5680.4%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$563,429$87,983 18.5%6660.4%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$560,697$560,697 New Holding5720.4%Finance
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$555,1150.0%16,0670.4%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$535,935$202,926 -27.5%6,7320.4%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$529,862$225,011 -29.8%6,8290.4%Computer and Technology
SHOPIFY INC CL A SUB VTG SHS
$528,689$298,329 129.5%4,4570.4%Stock
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$525,594$181,975 -25.7%10,4700.4%Computer and Technology
FlexShares Morningstar Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
$520,6000.0%9,4380.4%ETF
Amgen Inc. stock logo
AMGN
Amgen
$519,682$211,110 -28.9%1,4770.4%Medical
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$518,182$285,164 122.4%2,8420.4%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$501,967$251,853 -33.4%2,3080.4%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$496,676$676,612 -57.7%9,1890.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$492,301$7,323 -1.5%2,4200.4%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$485,848$105,585 -17.9%4,2840.4%Financial Services
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$469,622$469,622 New Holding6,8150.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$463,0750.0%1,7680.3%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$460,381$14,250,671 -96.9%7,7310.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$455,265$32,203 -6.6%6,8990.3%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$444,421$174,624 -28.2%2,1480.3%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$442,686$311,459 -41.3%1,3460.3%Retail/Wholesale
Intel Corporation stock logo
INTC
Intel
$437,025$88,879 -16.9%9,9030.3%Computer and Technology
HSBC Holdings plc stock logo
HSBC
HSBC
$433,155$61,208 16.5%5,2510.3%Finance
PALANTIR TECHNOLOGIES INC CL A
$430,795$49,735 -10.4%2,9450.3%Stock
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$425,357$213,933 -33.5%3,0520.3%Medical
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$416,331$413,373 -49.8%2,1110.3%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$413,502$62,323 -13.1%4,4520.3%Utilities
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$407,1200.0%14,0000.3%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$404,773$76,638 23.4%2,9260.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$398,304$112,266 -22.0%2,4090.3%Consumer Staples
Banco Santander, S.A. stock logo
SAN
Banco Santander
$396,154$5,866 -1.5%35,1200.3%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$378,426$471,064 -55.5%8170.3%Finance
JPMorgan BetaBuilders Canada ETF stock logo
BBCA
JPMorgan BetaBuilders Canada ETF
$357,334$357,334 New Holding3,7990.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$352,145$274,292 -43.8%2,4380.3%Consumer Staples
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$350,703$17,949 5.4%3,7710.3%Energy
ANGLOGOLD ASHANTI PLC COM SHS
$348,159$4,771 1.4%3,5760.3%Stock
Oracle Corporation stock logo
ORCL
Oracle
$346,150$480,314 -58.1%2,3530.2%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$345,020$371,233 -51.8%4870.2%Industrials
GE VERNOVA INC COM
$342,177$119,587 -25.9%3920.2%Stock
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$341,5310.0%6,9800.2%ETF
Banco Bilbao Viscaya Argentaria S.A. stock logo
BBVA
Banco Bilbao Viscaya Argentaria
$340,019$4,115 1.2%15,6980.2%Finance
General Motors Company stock logo
GM
General Motors
$335,995$171,350 -33.8%4,5100.2%Auto/Tires/Trucks
Copa Holdings, S.A. stock logo
CPA
Copa
$333,673$16,019 -4.6%2,9370.2%Transportation
Capital One Financial Corporation stock logo
COF
Capital One Financial
$330,381$121,316 -26.9%1,8110.2%Finance
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$324,077$77,886 31.6%3620.2%Industrials
AT&T Inc. stock logo
T
AT&T
$319,723$309,490 -49.2%11,0290.2%Computer and Technology
Western Digital Corporation stock logo
WDC
Western Digital
$318,908$101,975 -24.2%1,1790.2%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$318,589$771,321 -70.8%2,0520.2%Consumer Staples
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$309,723$309,723 New Holding4,0130.2%ETF
Millicom International Cellular SA stock logo
TIGO
Millicom International Cellular
$306,729$1,873 0.6%4,0930.2%Computer and Technology
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$305,5050.0%6,7500.2%ETF
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$304,094$43,314 -12.5%6810.2%Medical
The Progressive Corporation stock logo
PGR
Progressive
$300,532$2,974 -1.0%1,5160.2%Finance
Manulife Financial Corp stock logo
MFC
Manulife Financial
$297,596$1,584 0.5%8,6410.2%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$296,884$256,400 -46.3%1,8040.2%Finance
Phillips 66 stock logo
PSX
Phillips 66
$295,678$96,373 -24.6%1,6230.2%Energy

Showing largest 100 holdings. View all holdings.
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