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

About Seven Mile Advisory

Investment Activity

  • Seven Mile Advisory has $148.94 million in total holdings as of March 31, 2026.
  • Seven Mile Advisory owns shares of 158 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
  • Approximately 8.74% of the portfolio was purchased this quarter.
  • About 16.13% of the portfolio was sold this quarter.
  • This quarter, Seven Mile Advisory has purchased 182 new stocks and bought additional shares in 29 stocks.
  • Seven Mile Advisory sold shares of 86 stocks and completely divested from 50 stocks this quarter.

Largest Holdings

NVIDIA
$17,812,812
Apple
$6,722,412

Largest New Holdings this Quarter

78468R531 - SPDR S&P 500 ESG ETF
$757,013 Holding
46138G540 - Invesco ESG NASDAQ 100 ETF
$732,999 Holding
46137V241 - Invesco S&P 500 Quality ETF
$618,446 Holding
78468R812 - SPDR MSCI USA StrategicFactors ETF
$609,356 Holding
464289438 - iShares Russell Top 200 Growth ETF
$537,938 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Corporate Bond ETF
10,016 shares (about $827.83K)
SPDR S&P 500 ESG ETF
10,380 shares (about $757.01K)
Invesco ESG NASDAQ 100 ETF
14,308 shares (about $733.00K)
Invesco S&P 500 Quality ETF
6,864 shares (about $618.45K)
SPDR MSCI USA StrategicFactors ETF
3,261 shares (about $609.36K)

Largest Sales this Quarter

NVIDIA
4,895 shares (about $979.44K)
Apple
2,759 shares (about $798.34K)
Alphabet
2,035 shares (about $727.25K)
Amazon.com
2,334 shares (about $556.29K)
Microsoft
1,421 shares (about $530.11K)

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
$17,812,812$979,441 â–¼-5.2%89,02412.0%Technology
DFAE
Dimensional Emerging Core Equity Market ETF
$8,361,254$338,891 â–²4.2%207,9395.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,145,620$38,931 â–¼-0.5%10,8805.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,890,737$469,136 â–²7.3%10,0324.6%ETF
Apple Inc. stock logo
AAPL
Apple
$6,722,412$798,344 â–¼-10.6%23,2324.5%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,614,977$556,286 â–¼-10.8%19,3633.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,001,117$727,248 â–¼-15.4%11,1962.7%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$3,943,146$530,105 â–¼-11.9%10,5702.6%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$3,739,645$240,971 â–¼-6.1%10,5842.5%Communication Services
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,597,194$827,827 â–²29.9%43,5232.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,556,085$90,967 â–²2.6%61,1012.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,530,204$315,121 â–¼-11.1%2,1921.7%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,455,284$574,990 â–²30.6%34,4601.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,263,100$30,220 â–²1.4%5,9911.5%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,256,483$214,731 â–¼-8.7%3,1211.5%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,223,306$314,879 â–¼-12.4%3,9471.5%Communication Services
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,807,697$416,246 â–²29.9%24,6241.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,774,129$181,014 â–¼-9.3%5,4201.2%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,597,859$250,678 â–¼-13.6%3,7991.1%Consumer Discretionary
Intel Corporation stock logo
INTC
Intel
$1,318,405$64,370 â–¼-4.7%9,4420.9%Technology
WALMART INC
$1,314,609$179,064 â–¼-12.0%11,6070.9%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,301,382$215,897 â–¼-14.2%1,0850.9%Healthcare
ASML Holding N.V. stock logo
ASML
ASML
$1,233,453$5,968 â–¼-0.5%6200.8%Technology
LAM RESEARCH CORP
$1,195,408$48,562 â–¼-3.9%2,7570.8%COM NEW
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,164,725$241,078 â–¼-17.1%2,0050.8%Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$991,4850.0%3,3000.7%ETF
TeraWulf Inc. stock logo
WULF
TeraWulf
$970,809$411,650 â–¼-29.8%39,3040.7%Technology
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$961,118$39,886 â–¼-4.0%19,6630.6%ETF
Visa Inc. stock logo
V
Visa
$956,878$107,044 â–¼-10.1%2,7890.6%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$798,648$127,373 â–¼-13.8%1,5550.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$784,612$188,647 â–¼-19.4%1,5680.5%Finance
EFIV
SPDR S&P 500 ESG ETF
$757,013$757,013 â–²New Holding10,3800.5%ETF
CELESTICA INC
$749,664$10,944 â–¼-1.4%2,0550.5%COM
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$748,8500.0%10.5%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$747,942$230,097 â–¼-23.5%2,9450.5%Healthcare
Invesco ESG NASDAQ 100 ETF stock logo
QQMG
Invesco ESG NASDAQ 100 ETF
$732,999$732,999 â–²New Holding14,3080.5%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$701,589$100,546 â–¼-12.5%5,9730.5%Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$699,4020.0%9920.5%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$655,488$2,520 â–²0.4%16,1290.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$638,174$35,398 â–¼-5.3%6310.4%Finance
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$637,995$24,476 â–¼-3.7%2,7370.4%Consumer Discretionary
Novartis AG stock logo
NVS
Novartis
$626,253$4,231 â–¼-0.7%3,9960.4%Healthcare
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$618,446$618,446 â–²New Holding6,8640.4%ETF
SPDR MSCI USA StrategicFactors ETF stock logo
QUS
SPDR MSCI USA StrategicFactors ETF
$609,356$609,356 â–²New Holding3,2610.4%ETF
abrdn Physical Precious Metals Basket Shares ETF stock logo
GLTR
abrdn Physical Precious Metals Basket Shares ETF
$597,7950.0%3,3000.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$591,245$72,693 â–¼-10.9%4,5710.4%Healthcare
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$581,409$138,104 â–¼-19.2%7,5400.4%ETF
Equinix, Inc. stock logo
EQIX
Equinix
$572,272$23,975 â–¼-4.0%5490.4%Real Estate
Citigroup Inc. stock logo
C
Citigroup
$571,737$27,852 â–¼-4.6%4,0850.4%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$560,963$117,663 â–²26.5%13,2490.4%Communication Services
American Express Company stock logo
AXP
American Express
$559,804$256,055 â–¼-31.4%1,6550.4%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$545,755$10,578 â–¼-1.9%6,6040.4%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$539,015$9,491 â–¼-1.7%9,0300.4%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$537,938$537,938 â–²New Holding1,8510.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$535,9160.0%1,7680.4%ETF
SHOPIFY INC
$528,539$19,639 â–²3.9%4,6290.4%CL A SUB VTG SHS
McDonald's Corporation stock logo
MCD
McDonald's
$510,616$64,604 â–¼-11.2%1,8890.3%Consumer Discretionary
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$505,8200.0%14,0000.3%ETF
Western Digital Corporation stock logo
WDC
Western Digital
$500,756$252,294 â–¼-33.5%7840.3%Technology
SANDISK CORP
$500,221$500,221 â–²New Holding2200.3%COM
Altria Group, Inc. stock logo
MO
Altria Group
$496,611$7,082 â–¼-1.4%6,8020.3%Consumer Staples
KLA Corporation stock logo
KLAC
KLA
$495,710$440,799 â–²802.7%1,6430.3%Technology
HSBC Holdings plc stock logo
HSBC
HSBC
$493,897$5,420 â–¼-1.1%5,1940.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$488,433$92,352 â–¼-15.9%1,9410.3%Healthcare
Banco Santander, S.A. stock logo
SAN
Banco Santander
$487,099$2,443 â–²0.5%35,2970.3%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$479,815$77,753 â–¼-13.9%1,4070.3%Technology
Energy Vault Holdings, Inc. stock logo
NRGV
Energy Vault
$475,894$475,894 â–²New Holding101,0390.3%Industrials
FlexShares Morningstar Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
$465,1050.0%9,4380.3%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$464,406$5,024 â–²1.1%2,9580.3%ETF
Copa Holdings, S.A. stock logo
CPA
Copa
$452,553$4,356 â–¼-1.0%2,9090.3%Industrials
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$445,206$56,013 â–¼-11.2%4610.3%Technology
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$443,153$443,153 â–²New Holding8,1030.3%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$435,3750.0%6,7500.3%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$433,396$433,396 â–²New Holding3,5440.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$427,9410.0%8170.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$404,624$117,096 â–¼-22.4%5,6670.3%Communication Services
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$403,701$3,413 â–²0.9%2,1290.3%Healthcare
Banco Bilbao Viscaya Argentaria S.A. stock logo
BBVA
Banco Bilbao Viscaya Argentaria
$396,650$3,258 â–²0.8%15,8280.3%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$386,559$132,048 â–¼-25.5%3630.3%Industrials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$379,350$60,003 â–¼-13.7%2,0800.3%Consumer Staples
nVent Electric PLC stock logo
NVT
nVent Electric
$377,721$170 â–²0.0%2,2270.3%Industrials
GE VERNOVA INC
$374,780$85,765 â–¼-18.6%3190.3%COM
Millicom International Cellular SA stock logo
TIGO
Millicom International Cellular
$371,571$91 â–²0.0%4,0940.2%Communication Services
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$368,2650.0%6,9800.2%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$363,645$55,143 â–¼-13.2%1,2200.2%Technology
Amgen Inc. stock logo
AMGN
Amgen
$363,568$171,283 â–¼-32.0%1,0040.2%Healthcare
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$361,470$361,470 â–²New Holding7,9870.2%Technology
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$361,203$361,203 â–²New Holding4,4560.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$356,414$174,933 â–¼-32.9%3810.2%Consumer Staples
General Motors Company stock logo
GM
General Motors
$352,179$4,548 â–²1.3%4,5690.2%Consumer Discretionary
Tower Semiconductor Ltd. stock logo
TSEM
Tower Semiconductor
$352,125$3,128 â–²0.9%1,3510.2%Technology
Manulife Financial Corp stock logo
MFC
Manulife Financial
$351,910$1,863 â–²0.5%8,6870.2%Finance
ARK ETF TR
$348,819$1,778 â–¼-0.5%4,3160.2%INNOVATION ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$347,833$289,861 â–²500.0%4,0380.2%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$347,309$38,281 â–¼-9.9%2,7490.2%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$346,332$128,376 â–¼-27.0%9820.2%Consumer Discretionary
UBS Group AG stock logo
UBS
UBS Group
$345,929$12,043 â–²3.6%6,9800.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$343,9310.0%4670.2%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$341,856$21,466 â–¼-5.9%1,7040.2%Finance
CORE SCIENTIFIC INC NEW
$333,9500.0%13,0500.2%COM

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