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CIK: 0001987932
Total reported value
$148.9M
$148.9M
304 檔
85.9%
In Q3 2025, Seven Mile Advisory's U.S. equity holdings reached a combined market value of $148.9M, distributed across 304 disclosed stock positions.
In Q3 2025, Seven Mile Advisory displayed an active expansion posture, initiating 126 new positions and adding to 59 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.15% | +0.43% | +1909.35% | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.30% | — | — | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.92% | — | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.72% | +0.14% | +24.35% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.56% | — | — | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 3.45% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.44% | +0.34% | -1.51% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.25% | +0.01% | +7869.40% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.82% | -0.13% | +915.07% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.79% | — | +7059.62% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | -0.46% | EXIT | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.42% | -0.25% | +41.47% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.25% | — | +4911.77% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.21% | -0.33% | EXIT | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | -0.55% | +48.15% | |
| 16 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.90% | — | — | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.78% | +0.73% | +106.16% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.68% | — | — | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.67% | — | — | |
| 20 | SPE 2.75 01-27-27 CBond | Special Opportunity Fund | Bond | 1.54% | — | — | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.39% | — | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.16% | +21.68% | |
| 23 | JSI | Jh Securitized Income ETF | ETF-Other | 1.30% | — | — | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.28% | — | — | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.21% | — | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.60% | +0.16% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.18% | — | — | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.99% | — | +282.60% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.96% | — | — | |
| 30 | NUV | Nuveen Municipal Value | Stock-Other | 0.90% | — | — | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.87% | — | — | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.87% | — | +2170.57% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.37% | +37.35% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | -0.06% | +43.44% | |
| 35 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.84% | — | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.18% | +34.94% | |
| 37 | BRW | Saba Capital Income & Opport | Stock-Other | 0.76% | — | — | |
| 38 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.59% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.08% | +35.98% | |
| 40 | SDHY | Pgim Shrt Durat Hi Yld | Stock-Other | 0.57% | — | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.20% | +24.93% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | — | — | |
| 43 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.52% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | — | +2.80% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.11% | +22.45% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.04% | +40.00% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.06% | +32.62% | |
| 48 | SABA | Saba Capital Income & Opp Ii | Stock-Other | 0.36% | — | — | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.34% | — | — | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | -0.11% | +36.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +4.2% | +1909.35% | Add |
| 2 | VTV | Vanguard Value ETF | +3.1% | +7869.40% | Add |
| 3 | IEF | Ishares 7-10 Year Treasury B | +2.6% | +7059.62% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +2.1% | +2150.05% | Add |
| 5 | GOVT | Ishares US Treasury Bond ETF | +2.1% | +4911.77% | Add |
| 6 | VGSH | Vanguard Short-term Treasury | +1.3% | +915.07% | Add |
| 7 | VBR | Vanguard Small-cap Value ETF | +0.7% | +2170.57% | Add |
| 8 | WULF | Terawulf Inc | — | +0.01% | Trim |
| 9 | IWD | Ishares Russell 1000 Value E | 0% | +282.60% | Add |
| 10 | VUG | Vanguard Growth ETF | 0% | +208.77% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | -0.1% | +32.41% | Add |
| 12 | TJX | Tjx Companies Inc | -0.1% | +83.51% | Add |
| 13 | AMD | Advanced Micro Devices | -0.1% | +42.92% | Add |
| 14 | GM | General Motors Co | -0.1% | +50.28% | Add |
| 15 | LRCX | Lam Research CORP | -0.1% | +46.28% | Add |
| 16 | MDT | Medtronic plc | -0.1% | +85.31% | Add |
| 17 | C | Citigroup Inc | -0.1% | +41.55% | Add |
| 18 | COF | Capital One Financial CORP | -0.1% | +47.75% | Add |
| 19 | GE | General Electric | -0.1% | +32.81% | Add |
| 20 | IVE | Ishares S&p 500 Value ETF | -0.1% | +170.49% | Add |
| 21 | MS | Morgan Stanley | -0.1% | +43.67% | Add |
| 22 | GILD | Gilead Sciences Inc | -0.1% | +66.49% | Add |
| 23 | IBM | Intl Business Machines CORP | -0.1% | +74.23% | Add |
| 24 | GS | Goldman Sachs Group Inc | -0.1% | +37.09% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | +2.00% | Add |
| 26 | LIN | Linde plc | -0.2% | +66.67% | Add |
| 27 | VZ | Verizon Communications Inc | -0.2% | +65.29% | Add |
| 28 | T | At&t Inc | -0.2% | +68.79% | Add |
| 29 | AMAT | Applied Materials Inc | -0.2% | +14.94% | Add |
| 30 | CSCO | Cisco Systems Inc | -0.2% | +54.21% | Add |
| 31 | WFC | Wells Fargo & Co | -0.2% | +37.44% | Add |
| 32 | SHOP | Shopify Inc - Class A | -0.2% | +1.75% | Add |
| 33 | ORCL | Oracle CORP | -0.2% | +32.62% | Add |
| 34 | ABBV | Abbvie Inc | -0.2% | +72.00% | Add |
| 35 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +76.41% | Add |
| 36 | XOM | Exxon Mobil CORP | -0.2% | +89.68% | Add |
| 37 | ASML | ASML Holding N.V. | -0.2% | +0.25% | Trim |
| 38 | ABT | Abbott Laboratories | -0.2% | +40.84% | Add |
| 39 | HD | Home Depot Inc | -0.2% | +57.91% | Add |
| 40 | AXP | American Express Co | -0.2% | +33.95% | Add |
| 41 | BAC | Bank Of America CORP | -0.3% | +40.53% | Add |
| 42 | TSLA | Tesla Inc | -0.3% | +22.45% | Add |
| 43 | AVGO | Broadcom Inc | -0.3% | +24.93% | Add |
| 44 | ACN | Accenture plc | -0.3% | -16.19% | Trim |
| 45 | SPOT | Spotify Technology S.A. | -0.4% | +10.62% | Add |
| 46 | NFLX | Netflix Inc | -0.4% | +21.75% | Add |
| 47 | JNJ | Johnson & Johnson | -0.4% | +58.18% | Add |
| 48 | WMT | Walmart Inc | -0.5% | +31.69% | Add |
| 49 | UNH | Unitedhealth Group Inc | -0.5% | -27.37% | Trim |
| 50 | BND | Vanguard Total Bond Market | -0.5% | +67.27% | Add |
According to official SEC Form 13F filings, Seven Mile Advisory reported a total U.S. public equity portfolio value of $148.9M across 304 disclosed positions in Q3 2025.
During Q3 2025, Seven Mile Advisory's top holdings by market value included VEA (5.2%)、VMBS (4.3%)、OEF (3.9%). The largest single position, VEA, represented 5.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VMBS, OEF) accounted for 85.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VMBS
市值: $26.7M
Top Position Liquidated / Trimmed
DFAS
前期市值: $748.9K
In Q3 2025, Seven Mile Advisory made 199 total portfolio adjustments, initiating 126 new buys, adding to 59 positions, trimming 7 holdings, and fully liquidating 7 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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