SEVEN MILE ADVISORY

Registered adviser

CIK

1987932

Location

EWING, NJ

Portfolio Value

Small $145,365,834

Diversification

Diversified

Filing Date

Global Rank

#7,402 / 8,817 ▼ 216 · as of Jun 2026

Top Industry

Semiconductors 28.1%

Period ended 27 days ago

Filed Oct 22, 2026 · 5d

14 quarters · since Jun 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 324114

Roster of Oct 1, 2026

Regulatory AUM

$416,839,207

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$416,839,207	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$382,234,059	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$328,014,197	Individuals and high net worth (100%)
Jul 2023 to Mar 2024	$310,565,829	Individuals and high net worth (93%)
May 2023 to Jun 2023	$0	—
Mar 2023 to Apr 2023	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.9%, 26.8 effective positions, active share 49.2% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

15.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.0 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 49.2%; sector active share 26.1% against the combined 13F book's sector weights.

Over time 13 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

165 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

13.9%

+1.8 pts

Top 5

37.0%

+1.9 pts

Top 10

55.6%

+3.7 pts

HHI

430

Diversified+56

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.8%	$52,096,564	39
Unclassified	31.2%	$45,294,733	38
Financial Services	8.7%	$12,614,043	26
Communication Services	8.1%	$11,794,664	10
Consumer Cyclical	5.3%	$7,737,642	6
Healthcare	4.0%	$5,777,616	13
Consumer Defensive	1.9%	$2,828,321	6
Industrials	1.7%	$2,421,217	9
Energy	1.5%	$2,241,056	7
Basic Materials	0.7%	$955,134	5
Utilities	0.6%	$839,426	3
Real Estate	0.5%	$765,418	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+1,657	3,355	$282,826
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+1,572	62,673	$3,607,457
DFAE	Dimensional Emerging Core Equity Market ETF	+1,500	209,439	$8,233,047
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+1,204	44,727	$3,502,571
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+650	25,274	$1,772,971
AMZN	Amazon Com Inc	+176	19,539	$4,868,141
IWM	iShares Russell 2000 ETF	+144	3,444	$957,053
E	Eni Spa	+86	4,695	$254,938
HAFN	Hafnia Ltd	+83	10,591	$105,274
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+79	16,208	$643,781
PG	PROCTER & GAMBLE Co	+54	2,018	$293,175
APPF	Appfolio Inc	+54	1,666	$334,066
HD	Home Depot, Inc.	+49	1,031	$293,309
GSL	Global Ship Lease, Inc.	+44	5,416	$239,062
PH	Parker-Hannifin Corp	+36	311	$297,135
QCOM	Qualcomm Inc	+18	1,764	$324,646
AZN	Astrazeneca PLC	+17	2,146	$346,514
TSEM	Tower Semiconductor Ltd	+7	1,358	$308,849
MRVL	Marvell Technology, Inc.	+7	952	$251,527
META	Meta Platforms, Inc.	+5	3,952	$2,865,911
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+5	9,035	$535,865
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+3	2,961	$467,393
EQIX	Equinix Inc	+2	551	$557,380
VUG	VANGUARD GROWTH INDEX FUND	+1	4,039	$363,954
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1	601	$274,170
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WULF	Terawulf Inc.	−18,229	21,075	$311,910
AAPL	Apple Inc.	−1,502	21,730	$7,236,524
VZ	Verizon Communications Inc	−1,357	11,892	$545,486
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	−1,340	8,098	$427,088
GOOG	Alphabet Inc.	−937	9,647	$3,287,118
MFG	Mizuho Financial Group Inc	−871	14,867	$164,280
VEA	Vanguard FTSE Developed Markets ETF	−829	33,631	$2,374,684
ICL	ICL Group Ltd.	−818	10,394	$52,177
NVDA	Nvidia Corp	−795	88,229	$20,149,739
VOD	Vodafone Group Public Ltd Co	−769	12,798	$206,687
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−704	15,124	$421,505
T	At&T Inc.	−669	9,059	$221,039
GLTR	abrdn Precious Metals Basket ETF Trust	−625	2,675	$498,352
INTC	Intel Corp	−608	8,834	$1,062,111
LYG	Lloyds Banking Group plc	−528	16,690	$93,964
SAN	Banco Santander, S.A.	−435	34,862	$482,141
TSLA	Tesla, Inc.	−419	3,380	$1,199,257
MSFT	Microsoft Corp	−416	10,154	$5,207,986
MO	Altria Group, Inc.	−410	6,392	$430,437
GOOGL	Alphabet Inc.	−394	10,802	$3,716,752
BAC	Bank Of America Corp	−366	5,170	$281,403
MUFG	Mitsubishi Ufj Financial Group Inc	−361	13,793	$318,204
NFLX	Netflix Inc	−282	5,385	$374,688
ING	Ing Groep NV	−260	6,666	$236,643
CSCO	Cisco Systems, Inc.	−252	5,721	$615,751
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	3,064	$498,666
SGOV	iShares 0-3 Month Treasury Bond ETF	3,168	$318,954
HPQ	Hp Inc	7,671	$239,948
TMO	Thermo Fisher Scientific Inc.	337	$227,491
NEM	NEWMONT Corp	1,869	$215,570
SMFG	Sumitomo Mitsui Financial Group, Inc.	8,210	$212,721
ECVT	Ecovyst Inc.	21,489	$211,236
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	3,383	$208,054
SD	Sandridge Energy Inc	15,075	$203,361
LBTYA	Liberty Global Ltd.	21,640	$197,573
MTNE	CH4 Natural Solutions Corp	17,037	$169,007
AES	Aes Corp	11,137	$165,941
AUXX	Gold X2 Mining Inc.	32,644	$158,976
CWK	Cushman & Wakefield Ltd.	13,192	$155,797
RBBN	Ribbon Communications Inc.	62,526	$110,045
GILT	Gilat Satellite Networks Ltd	10,656	$105,174
CRNT	Ceragon Networks Ltd	43,635	$90,324
AIOT	Powerfleet, Inc.	25,266	$71,755
SITC	SITE Centers Corp.	15,502	$52,241
BMBL	Bumble Inc.	15,077	$39,652
SIGA	Siga Technologies Inc	10,019	$34,064
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
APP	AppLovin Corp	548	$282,346
CDNS	Cadence Design Systems Inc	633	$237,577
CVS	CVS HEALTH Corp	2,206	$228,210
IBM	International Business Machines Corp	803	$225,811
LIN	Linde PLC	435	$225,738
PEP	Pepsico Inc	1,582	$214,202
FDVV	Fidelity High Dividend ETF	3,500	$211,015
NVO	Novo Nordisk A S	4,295	$205,902
BCS	Barclays PLC	7,584	$203,706
BHP	BHP Group Ltd	2,437	$203,026
GSK	GSK plc	3,860	$202,341
ABT	Abbott Laboratories	2,227	$202,077
ALLO	Allogene Therapeutics, Inc.	14,434	$30,022
—		2,992	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

165 tracked positions · $145,365,834 total · filing declares 165 positions · $149,279,738 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 165 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	88,229	-795	$20,149,739	+13.1%	13.86%
SPY	Spdr S&P 500 ETF Trust	Held	10,880	0	$8,297,414	+2.1%	5.71%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	209,439	+1,500	$8,233,047	−1.5%	5.66%
AAPL	Apple Inc. Technology	Reduced	21,730	-1,502	$7,236,524	+7.6%	4.98%
VOO	VANGUARD 500 INDEX FUND	Reduced	9,821	-211	$6,883,146	−0.1%	4.74%
MSFT	Microsoft Corp Technology	Reduced	10,154	-416	$5,207,986	+32.1%	3.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,539	+176	$4,868,141	+5.5%	3.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,802	-394	$3,716,752	−7.1%	2.56%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	62,673	+1,572	$3,607,457	+1.4%	2.48%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	44,727	+1,204	$3,502,571	−2.6%	2.41%
GOOG	Alphabet Inc. Communication Services	Reduced	9,647	-937	$3,287,118	−12.1%	2.26%
META	Meta Platforms, Inc. Communication Services	Added	3,952	+5	$2,865,911	+28.9%	1.97%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	33,631	-829	$2,374,684	−3.3%	1.63%
MU	Micron Technology Inc Technology	Reduced	2,095	-97	$2,231,405	−11.8%	1.54%
AVGO	Broadcom Inc. Technology	Reduced	5,772	-219	$2,027,068	−10.4%	1.39%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	25,274	+650	$1,772,971	−1.9%	1.22%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,340	-80	$1,766,632	−0.4%	1.22%
AMAT	Applied Materials Inc Technology	Reduced	2,993	-128	$1,530,560	−32.2%	1.05%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,554	-53	$1,200,691	−8.7%	0.83%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,380	-419	$1,199,257	−24.9%	0.82%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,905	-100	$1,165,402	+0.1%	0.80%
LLY	ELI LILLY & Co Healthcare	Reduced	1,006	-79	$1,164,022	−10.6%	0.80%
ASML	Asml Holding NV Technology	Reduced	604	-16	$1,094,248	−11.3%	0.75%
INTC	Intel Corp Technology	Reduced	8,834	-608	$1,062,111	−19.4%	0.73%
V	Visa Inc. Financial Services	Reduced	2,747	-42	$987,079	+3.2%	0.68%
IWM	iShares Russell 2000 ETF	Added	3,444	+144	$957,053	−3.5%	0.66%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Reduced	19,620	-43	$948,627	−1.3%	0.65%
LRCX	Lam Research Corp Technology	Reduced	2,717	-40	$892,561	−25.3%	0.61%
MA	Mastercard Inc Financial Services	Reduced	1,515	-40	$835,477	+4.6%	0.57%
JNJ	Johnson & Johnson Healthcare	Reduced	2,868	-77	$759,274	+1.5%	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,513	-55	$753,398	−4.0%	0.52%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$747,005	−0.2%	0.51%
QQMG	Financial Services	Held	14,308	0	$741,669	+1.2%	0.51%
CLS	Celestica Inc Technology	Reduced	2,021	-34	$730,450	−2.6%	0.50%
SHOP	Shopify Inc. Technology	Reduced	4,590	-39	$680,697	+28.8%	0.47%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	992	0	$651,456	−6.6%	0.45%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	16,208	+79	$643,781	−1.8%	0.44%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,354	-217	$632,679	+7.7%	0.44%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	2,725	-12	$621,136	−2.6%	0.43%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,721	-252	$615,751	−12.2%	0.42%
SPHQ	Invesco S&P 500 Quality ETF	Held	6,864	0	$577,125	−6.7%	0.40%
GS	Goldman Sachs Group Inc Financial Services	Reduced	623	-8	$560,924	−12.1%	0.39%
EQIX	Equinix Inc Real Estate	Added	551	+2	$557,380	−2.6%	0.38%
NVS	Novartis AG Healthcare	Reduced	3,843	-153	$547,896	−12.5%	0.38%
VZ	Verizon Communications Inc Communication Services	Reduced	11,892	-1,357	$545,486	−2.8%	0.38%
PANW	Palo Alto Networks Inc Technology	Reduced	1,368	-39	$543,520	+13.3%	0.37%
IJH	iShares Core S&P Mid-Cap ETF	Held	7,540	0	$542,503	−6.7%	0.37%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	9,035	+5	$535,865	−0.6%	0.37%
WFC	Wells Fargo & Company Financial Services	Reduced	6,571	-33	$526,008	−3.6%	0.36%
C	Citigroup Inc Financial Services	Reduced	3,969	-116	$513,906	−10.1%	0.35%

Showing the top 50 of 165 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.