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Latest SEVEN MILE ADVISORY Stock Portfolio

$148Million | No. of Holdings #158

SEVEN MILE ADVISORY Performance

2026 Q2+14.77%
YTD+12.50%
2025+12.52%

About SEVEN MILE ADVISORY and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, SEVEN MILE ADVISORY reported an equity portfolio of $148.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SEVEN MILE ADVISORY are NVDA, DFAC, SPY. The fund has invested 12% of it's portfolio in NVIDIA CORPORATION and 5.6% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP COM (XOM), ISHARES CORE S&P 500 ETF (IJR) and ISHARES 0-3 MONTH TREASURY BOND ETF (DMXF) stocks. They significantly reduced their stock positions in WESTERN DIGITAL CORP (WDC), COSTCO WHOLESALE CORPORATION (COST) and AMGEN INC (AMGN). SEVEN MILE ADVISORY opened new stock positions in SPDR SERIES TRUST (BIL), INVESCO EXCH TRADED FD TR II (BAB) and INVESCO EXCHANGE TRADED FD T (CSD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD TAX-MANAGED FDS (VEA) and VANGUARD BD INDEX FDS (BIV).
SEVEN MILE ADVISORY Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$148Million
  as of Aug 13, 2026

SEVEN MILE ADVISORY Annual Return Estimates Vs S&P 500

Our best estimate is that SEVEN MILE ADVISORY made a return of 14.77% in the last quarter. In trailing 12 months, it's portfolio return was 18.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust757,013
invesco exch traded fd tr ii732,999
invesco exchange traded fd t618,446
spdr series trust609,356
ishares tr537,938
sandisk corp500,221
energy vault holdings inc475,894
ishares inc443,153
New stocks bought by SEVEN MILE ADVISORY

Additions

Ticker% Inc.
vanguard index fds500
vanguard tax-managed fds30.58
vanguard bd index fds29.91
vanguard scottsdale fds29.89
verizon communications inc26.54
eni spa7.81
vanguard index fds7.31
gsk plc6.13
Additions to existing portfolio by SEVEN MILE ADVISORY

Reductions

Ticker% Reduced
western digital corp-33.5
costco wholesale corporation-32.92
amgen inc-32.02
american express co-31.38
international business machs-31.31
terawulf inc-29.78
home depot inc-27.04
linde plc-26.64
SEVEN MILE ADVISORY reduced stake in above stock

Sold off

Ticker$ Sold
ceragon networks ltd ord-96,492
ecovyst inc com-281,068
liberty global ltd com cl a-261,628
ribbon communications inc com-33,869
sandridge energy inc com new-251,598
western un co com-123,634
huntsman corp com-164,365
hafnia ltd shs-78,037
SEVEN MILE ADVISORY got rid off the above stocks

Sector Distribution

SEVEN MILE ADVISORY has about 42.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Consumer Defensive
  • Industrials
Sector%
Others42.3
Technology31.1
Communication Services7.5
Consumer Cyclical5.6
Financial Services5.4
Healthcare3.5
Consumer Defensive2.2
Industrials1.1

Market Cap. Distribution

SEVEN MILE ADVISORY has about 56.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP49.1
UNALLOCATED42.5
LARGE-CAP7.1

Stocks belong to which Index?

About 55.9% of the stocks held by SEVEN MILE ADVISORY either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50054.6
Others44.1
RUSSELL 20001.3
Top 5 Winners (%)%
MU
micron technology inc
228.3 %
INTC
intel corp
211.4 %
AMD
advanced micro devices inc
169.7 %
STX
seagate technology hldngs pl
138.3 %
WDC
western digital corp
113.3 %
Top 5 Winners ($)$
NVDA
nvidia corporation
2.3 M
MU
micron technology inc
1.9 M
DFAC
dimensional etf trust
1.3 M
AMAT
applied matls inc
1.2 M
SPY
state str spdr s&p 500 etf t
1.1 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
T
at&t inc
-26.9 %
NFLX
netflix inc.
-22.9 %
CVX
chevron corporation
-17.9 %
PLTR
palantir technologies inc
-17.7 %
Top 5 Losers ($)$
VB
vanguard index fds
-0.8 M
NFLX
netflix inc.
-0.2 M
WMT
walmart inc
-0.1 M
GLTR
abrdn precious metals basket
-0.1 M
VZ
verizon communications inc
-0.1 M

SEVEN MILE ADVISORY Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SEVEN MILE ADVISORY

SEVEN MILE ADVISORY has 158 stocks in it's portfolio. About 45.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for SEVEN MILE ADVISORY last quarter.

$148.94MTotal Value
208Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SEVEN MILE ADVISORY, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares New York Muni Bond Etf

Ishares New York Muni Bond Etf

AAXJ
SEVEN MILE ADVISORY's holding in Ishares New York Muni Bond Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
SEVEN MILE ADVISORY's holding in First Tr Exchange Traded Fd over time
0.24%4,456
$361.2K
0.24%
new position
AOA
Ishares Tr

Ishares Tr

AOA
SEVEN MILE ADVISORY's holding in Ishares Tr over time
0.36%1,851
$537.9K
0.36%
new position
ARKF
Ark Etf Tr

Ark Etf Tr

ARKF
SEVEN MILE ADVISORY's holding in Ark Etf Tr over time
0.23%4,316
$348.8K
0.23%
decreased 0.51 percentreduced
ASET
Flexshares Tr

Flexshares Tr

ASET
SEVEN MILE ADVISORY's holding in Flexshares Tr over time
0.31%9,438
$465.1K
0.31%
unchanged 0 percentunchanged