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SEVEN MILE ADVISORY — 13F Holdings & Portfolio

CIK 1987932 · latest 13F-HR filed 2026-04-14

Backtest portfolio

SEVEN MILE ADVISORY manages $138.6M in 13F-reported U.S. long-equity assets across 182 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (11.82%), SPY (5.13%), DFAE (4.88%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 32 new positions, exited 110, added to 31, and trimmed 103.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$138.6M

Long-equity book

Holdings

182

Distinct positions

Period

2026-03-31

Filed 2026-04-14

Q/Q Activity

+32 / −110 / ↑31 / ↓103

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES 0-3 MONTH TREASURY BOND ETF$415.7K +188.6%
  • WILLIAMS SONOMA INC COM$289.9K +127.0%
  • VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$287.2K +11.6%
  • WALMART INC COM$247.9K +17.8%
  • APPLIED MATLS INC COM$219.9K +23.2%
Show all 31 →

Top Trims

  • VANGUARD FTSE DEVELOPED MARKETS ETF-$32.5M -95.1%
  • Vanguard Value ETF-$21.0M -98.7%
  • VANGUARD SHORT-TERM TREASURY ETF-$16.8M -82.8%
  • ISHARES CORE S&P 500 ETF-$14.7M -95.8%
  • VANGUARD INTERMEDIATE-TERM TREASURY ETF-$14.3M -96.9%
Show all 103 →

New Positions

  • ISHARES RUSSELL 2000 ETF$818.4K
  • TERAWULF INC COM$807.6K
  • EQUINIX INC COM$560.7K
  • JPMORGAN BETABUILDERS JAPAN ETF$469.6K
  • JPMORGAN BETABUILDERS CANADA ETF$357.3K
Show all 32 →

Exited Positions

  • VANGUARD MORTGAGE-BACKED SECURITIES ETF$28.6M
  • ISHARES S&P 100 ETF$25.1M
  • DIMENSIONAL INTERNATIONAL VALUE ETF$23.5M
  • VANGUARD TOTAL STOCK MARKET ETF$23.1M
  • ISHARES 7-10 YEAR TREASURY BOND ETF$18.1M
Show all 110 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION COM NVDA 67066G104 $16.4M 11.82% 93,919 SH
2 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $7.1M 5.13% 10,932 SH
3 DIMENSIONAL EMERGING CORE EQUITY MARKET ETF DFAE 25434V302 $6.8M 4.88% 199,511 SH
4 APPLE INC COM AAPL 037833100 $6.6M 4.76% 25,991 SH
5 VANGUARD S&P 500 ETF VOO 922908363 $5.6M 4.03% 9,349 SH
6 AMAZON COM INC COM AMZN 023135106 $4.5M 3.26% 21,697 SH
7 MICROSOFT CORP COM MSFT 594918104 $4.4M 3.20% 11,991 SH
8 ALPHABET INC CAP STK CL A GOOGL 02079K305 $3.8M 2.75% 13,231 SH
9 VANGUARD SHORT-TERM TREASURY ETF VGSH 92206C102 $3.5M 2.52% 59,538 SH
10 ALPHABET INC CAP STK CL C GOOG 02079K107 $3.2M 2.33% 11,266 SH
11 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF VCIT 92206C870 $2.8M 2.00% 33,507 SH
12 META PLATFORMS INC CL A META 30303M102 $2.6M 1.86% 4,506 SH
13 BROADCOM INC COM AVGO 11135F101 $1.8M 1.32% 5,911 SH
14 JPMORGAN CHASE & CO COM JPM 46625H100 $1.8M 1.27% 5,973 SH
15 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $1.7M 1.22% 26,390 SH
16 WALMART INC COM WMT 931142103 $1.6M 1.18% 13,188 SH
17 TESLA INC COM TSLA 88160R101 $1.6M 1.18% 4,395 SH
18 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $1.4M 1.01% 18,954 SH
19 APPLIED MATLS INC COM AMAT 038222105 $1.2M 0.84% 3,418 SH
20 ELI LILLY & CO COM LLY 532457108 $1.2M 0.84% 1,265 SH
21 JOHNSON & JOHNSON COM JNJ 478160104 $941.3K 0.68% 3,851 SH
22 VISA INC COM CL A V 92826C839 $937.2K 0.68% 3,101 SH
23 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $932.0K 0.67% 1,945 SH
24 MASTERCARD INCORPORATED CL A MA 57636Q104 $900.9K 0.65% 1,803 SH
25 DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF DFSE 25434V682 $867.7K 0.63% 20,479 SH
26 MICRON TECHNOLOGY INC COM MU 595112103 $832.8K 0.60% 2,465 SH
27 ASML HLDG NV N Y REGISTRY SHS ASML N07059210 $822.9K 0.59% 623 SH
28 ISHARES RUSSELL 2000 ETF IWM 464287655 $818.4K 0.59% 3,300 SH
29 TERAWULF INC COM WULF 88080T104 $807.6K 0.58% 55,970 SH
30 EXXON MOBIL CORP COM XOM 30231G102 $807.4K 0.58% 4,759 SH
31 AMERICAN EXPRESS CO COM AXP 025816109 $729.6K 0.53% 2,412 SH
32 ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF GLTR 003263100 $721.8K 0.52% 3,300 SH
33 BERKSHIRE HATHAWAY INC DEL CL A BRK.A 084670108 $718.1K 0.52% 1 SH
34 NETFLIX INC. COM NFLX 64110L106 $702.6K 0.51% 7,307 SH
35 MCDONALDS CORP COM MCD 580135101 $661.4K 0.48% 2,128 SH
36 ISHARES CORE S&P 500 ETF IVV 464287200 $638.8K 0.46% 978 SH
37 ISHARES 0-3 MONTH TREASURY BOND ETF SGOV 46436E718 $636.1K 0.46% 6,319 SH
38 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $630.1K 0.45% 9,331 SH
39 MERCK & CO INC COM MRK 58933Y105 $617.4K 0.45% 5,133 SH
40 NOVARTIS AG SPONSORED ADR NVS 66987V109 $614.5K 0.44% 4,023 SH
41 LAM RESEARCH CORP COM NEW LRCX 512807306 $613.0K 0.44% 2,869 SH
42 STATE STREET SPDR S&P MIDCAP 400 ETF TRUST MDY 78467Y107 $611.8K 0.44% 992 SH
43 CELESTICA INC COM CLS 15101Q207 $587.3K 0.42% 2,085 SH
44 VANGUARD SHORT-TERM BOND ETF BSV 921937827 $571.9K 0.41% 7,294 SH
45 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $566.0K 0.41% 568 SH
46 GOLDMAN SACHS GROUP INC COM GS 38141G104 $563.4K 0.41% 666 SH
47 EQUINIX INC COM EQIX 29444U700 $560.7K 0.40% 572 SH
48 DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF DFEM 25434V732 $555.1K 0.40% 16,067 SH
49 WELLS FARGO & CO COM WFC 949746101 $535.9K 0.39% 6,732 SH
50 CISCO SYS INC COM CSCO 17275R102 $529.9K 0.38% 6,829 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-14 $138.6M 182 0001987932-26-000002
2025-12-31 2026-02-13 $582.2M 260 0001987932-26-000001