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CIK: 0001987932
Total reported value
$148.9M
$148.9M
175 檔
34.1%
At the close of Q1 2025, Seven Mile Advisory disclosed equity holdings valued at approximately $148.9M, spread across 175 reported holdings.
During Q1 2025, Seven Mile Advisory's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, AAPL) accounted for 34.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.12% | +0.34% | +0.09% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.12% | +0.14% | -15.12% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.48% | -0.25% | +2.59% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.24% | +0.60% | +2.33% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.93% | -0.55% | -3.61% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.91% | -0.16% | -4.67% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.71% | +0.73% | +4.33% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.09% | -0.37% | +5.11% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.67% | +0.18% | +1.98% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | -0.06% | -0.08% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.53% | -0.13% | -11.73% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.48% | +0.42% | -12.07% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.44% | — | -3.84% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.08% | -1.53% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.04% | +2.87% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.00% | — | +0.82% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.98% | -0.11% | +3.64% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.95% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.14% | +4.74% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.93% | +0.43% | +0.03% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.20% | -0.81% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.03% | +14.96% | |
| 23 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.85% | — | — | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.30% | +5.12% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.17% | +2.96% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.77% | +0.20% | -11.18% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | -0.11% | -5.27% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.18% | +38.79% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.24% | +0.28% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.21% | NEW | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.06% | +5.73% | |
| 32 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.54% | — | +3.33% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.02% | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.14% | +6.75% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.50% | — | +31.11% | |
| 36 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.49% | +0.02% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.06% | +7.47% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | — | +0.03% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.08% | — | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.17% | EXIT | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.03% | +8.61% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.09% | +1.44% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | +0.01% | +0.16% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 46 | AXP | American Express Co | Stock-Financials | 0.40% | -0.15% | -0.58% | |
| 47 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.40% | -0.03% | +2.51% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.58% | EXIT | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.46% | EXIT | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.38% | -0.16% | EXIT |
According to official SEC Form 13F filings, Seven Mile Advisory reported a total U.S. public equity portfolio value of $148.9M across 175 disclosed positions in Q1 2025.
During Q1 2025, Seven Mile Advisory's top holdings by market value included SPY (12.1%)、NVDA (7.1%)、AAPL (6.5%). The largest single position, SPY, represented 12.1% of total portfolio value.
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In Q1 2025, Seven Mile Advisory made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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