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CIK: 0001987932
Total reported value
$148.9M
$148.9M
180 檔
39.9%
The Q2 2025 SEC filing reveals that Seven Mile Advisory held a total portfolio value of $148.9M, covering 180 public equity positions.
During Q2 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 39.9% of total reported equity market value during Q2 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 | 12.06% | +0.34% | -0.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.43% | +0.14% | +0.80% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.13% | -0.25% | -4.81% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.96% | -0.55% | +5.92% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.16% | +0.60% | -1.51% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.03% | -0.16% | -0.83% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.96% | +0.73% | +8.28% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.35% | -0.37% | -2.30% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.64% | +0.18% | -4.18% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | -0.06% | -2.24% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.50% | — | -1.54% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | -0.08% | -0.91% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | +0.20% | +8.33% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.03% | +0.42% | -23.66% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.03% | -0.13% | -25.18% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | -0.04% | -1.48% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.92% | — | -0.98% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | +0.43% | -3.30% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.11% | -1.94% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.88% | — | — | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.85% | -0.24% | -1.21% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | -0.11% | +13.19% | |
| 23 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.84% | — | — | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.30% | -0.32% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.79% | -0.06% | -1.88% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.17% | -1.12% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.14% | -5.58% | |
| 28 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.69% | — | +2.06% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.03% | -9.60% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | +0.20% | -26.15% | |
| 31 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.50% | +0.02% | — | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | — | +0.08% | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.44% | -0.16% | EXIT | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.18% | -20.92% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.44% | -0.15% | +2.51% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.02% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | +0.08% | — | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | — | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.14% | -3.06% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | +0.01% | -5.91% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.39% | +0.24% | -0.98% | |
| 42 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.39% | -0.03% | -3.54% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.46% | EXIT | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | +0.68% | +12.46% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.09% | -0.53% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | — | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | -0.03% | +8.82% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | -0.04% | +6.53% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.06% | -11.12% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.35% | -0.17% | EXIT |
According to official SEC Form 13F filings, Seven Mile Advisory reported a total U.S. public equity portfolio value of $148.9M across 180 disclosed positions in Q2 2025.
During Q2 2025, Seven Mile Advisory's top holdings by market value included SPY (12.1%)、NVDA (9.4%)、AAPL (5.1%). The largest single position, SPY, represented 12.1% of total portfolio value.
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In Q2 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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