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CIK: 0001987932
Total reported value
$149.3M
$149.3M
158 檔
32.1%
As reported in its official Q2 2026 Form 13F filing, Seven Mile Advisory's tracked investment portfolio stood at $149.3M with 158 total positions.
In Q2 2026, Seven Mile Advisory adopted a defensive or profit-taking posture, trimming 82 positions and completely liquidating 50 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, DFAE, SPY) accounted for 32.1% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.96% | +1.54% | -5.21% | |
| 2 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.61% | -0.09% | +4.22% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.47% | +0.09% | -0.48% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.63% | -0.02% | +7.31% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.51% | +0.34% | -10.62% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.10% | +0.16% | -10.76% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | -0.20% | -15.38% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | +0.84% | -11.85% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.51% | -0.31% | -6.05% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.42% | -0.07% | +29.89% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.39% | +0.03% | +2.63% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 1.70% | -0.21% | -11.08% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.65% | -0.06% | +30.58% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.52% | -0.16% | +1.35% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 1.52% | -0.49% | -8.69% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | +0.43% | -12.41% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.21% | -0.02% | +29.91% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.01% | -9.26% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.07% | -0.27% | -13.56% | |
| 20 | INTC | Intel CORP | Stock-Tech | 0.89% | -0.18% | -4.66% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.08% | -11.99% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | -0.09% | -14.23% | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 0.83% | -0.10% | -0.48% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 0.80% | -0.20% | -3.90% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.78% | — | -17.15% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | -0.03% | — | |
| 27 | WULF | Terawulf Inc | Stock-Financials | 0.65% | -0.44% | -29.78% | |
| 28 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.65% | -0.01% | -3.98% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.02% | -10.06% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | +0.02% | -13.75% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.03% | -19.38% | |
| 32 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | — | |
| 33 | CLS | Celestica Inc | Stock-Tech | 0.50% | -0.01% | -1.44% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.50% | — | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | +0.01% | -23.53% | |
| 36 | QQMG | Invesco Esg Nasdaq 100 | ETF-Tech | 0.49% | +0.01% | — | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | -0.06% | -12.53% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | -0.03% | — | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.44% | -0.01% | +0.39% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | -0.05% | -5.26% | |
| 41 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.43% | -0.01% | -3.69% | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.42% | -0.05% | -0.67% | |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.42% | -0.03% | — | |
| 44 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.41% | — | — | |
| 45 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.40% | -0.07% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | +0.02% | -10.95% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.39% | -0.03% | -19.19% | |
| 48 | EQIX | Equinix Inc | Stock-Real Estate | 0.38% | -0.01% | -4.02% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.38% | -0.04% | -4.65% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.01% | +26.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | -11.08% | Trim |
| 2 | DFAE | Dimensional Emerging Core Eq | +0.7% | +4.22% | Add |
| 3 | AMAT | Applied Materials Inc | +0.7% | -8.69% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +7.31% | Add |
| 5 | INTC | Intel CORP | +0.6% | -4.66% | Trim |
| 6 | EFIV | Ss Spdr S&p 500 Esg ETF | +0.5% | NEW | New buy |
| 7 | QQMG | Invesco Esg Nasdaq 100 | +0.5% | NEW | New buy |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.4% | +30.58% | Add |
| 9 | VCIT | Vanguard Int-term Corporate | +0.4% | +29.89% | Add |
| 10 | AMD | Advanced Micro Devices | +0.4% | -17.15% | Trim |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | +0.4% | NEW | New buy |
| 12 | QUS | Ss Spdr Msci U Stratfact ETF | +0.4% | NEW | New buy |
| 13 | LRCX | Lam Research CORP | +0.4% | -3.90% | Trim |
| 14 | IWY | Ishares Russell Top 200 Grow | +0.4% | NEW | New buy |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -0.48% | Trim |
| 16 | SNDK | Sandisk CORP | +0.3% | NEW | New buy |
| 17 | NRGV | Energy Vault Holdings Inc | +0.3% | NEW | New buy |
| 18 | ESGE | Ishares Inc Ishares Esg Awar | +0.3% | NEW | New buy |
| 19 | SPGP | Invesco S&p 500 Garp ETF | +0.3% | NEW | New buy |
| 20 | ASML | ASML Holding N.V. | +0.2% | -0.48% | Trim |
| 21 | HPE | Hewlett Packard Enterprise | +0.2% | NEW | New buy |
| 22 | RDVY | First Trust Rising Dividend | +0.2% | NEW | New buy |
| 23 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 24 | USXF | Ishares Esg Advance Msci USA | +0.2% | NEW | New buy |
| 25 | AVGO | Broadcom Inc | +0.2% | +1.35% | Add |
| 26 | BND | Vanguard Total Bond Market | +0.2% | +29.91% | Add |
| 27 | FFIV | F5 Inc | +0.2% | NEW | New buy |
| 28 | IYW | Ishares Ustechnology ETF | +0.2% | NEW | New buy |
| 29 | MRVL | Marvell Technology Inc | +0.2% | NEW | New buy |
| 30 | GOOG | Alphabet Inc-cl C | +0.2% | -6.05% | Trim |
| 31 | APPF | Appfolio Inc - A | +0.2% | NEW | New buy |
| 32 | STX | Seagate Technology Holdings plc | +0.2% | -11.18% | Trim |
| 33 | CVS | Cvs Health CORP | +0.2% | NEW | New buy |
| 34 | ING | Ing Groep N.v.-sponsored Adr | +0.2% | NEW | New buy |
| 35 | NVDA | Nvidia CORP | +0.1% | -5.21% | Trim |
| 36 | KLAC | Kla CORP | +0.1% | +802.75% | Add |
| 37 | FDVV | Fidelity High Dividend ETF | +0.1% | NEW | New buy |
| 38 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 39 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | New buy |
| 40 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 41 | BCS | Barclays Plc-spons Adr | +0.1% | NEW | New buy |
| 42 | BHP | Bhp Group Ltd-spon Adr | +0.1% | NEW | New buy |
| 43 | PANW | Palo Alto Networks Inc | +0.1% | -13.95% | Trim |
| 44 | WDC | Western Digital CORP | +0.1% | -33.50% | Trim |
| 45 | CSCO | Cisco Systems Inc | +0.1% | -12.53% | Trim |
| 46 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 47 | CLS | Celestica Inc | +0.1% | -1.44% | Trim |
| 48 | CORZ | Core Scientific Inc | +0.1% | — | Unchanged |
| 49 | WULF | Terawulf Inc | +0.1% | -29.78% | Trim |
| 50 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | — | Unchanged |
According to official SEC Form 13F filings, Seven Mile Advisory reported a total U.S. public equity portfolio value of $149.3M across 158 disclosed positions in Q2 2026.
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.
Top New Position Initiated
EFIV
市值: $757.0K
Top Position Liquidated / Trimmed
XOM
前期市值: $807.4K
During Q2 2026, Seven Mile Advisory's top holdings by market value included NVDA (12.0%)、DFAE (5.6%)、SPY (5.5%). The largest single position, NVDA, represented 12.0% of total portfolio value.
In Q2 2026, Seven Mile Advisory made 185 total portfolio adjustments, initiating 26 new buys, adding to 27 positions, trimming 82 holdings, and fully liquidating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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