SEVEN MILE ADVISORY
Registered adviserFiling Date
Global Rank
#7,305
/ 8,811
▼ 474
Top Industry
Semiconductors
26.8%
Period ended 4 months ago
Filed Aug 13, 2026 · 2mo
13 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
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, never from the firm's own description.
Style
Diversified active
Top 10 weight 51.6%, 27.0 effective positions, active share 49.3% 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
16.2% 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 49.3%; sector active share 27.9% 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 backtestPortfolio Concentration
158 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
12.0%
−0.2 pts
Top 5
34.9%
+1.3 pts
Top 10
51.6%
−0.3 pts
HHI
371
Diversified+7
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.7% | $50,249,422 |
| Unclassified | 33.1% | $49,364,850 |
| Financial Services | 8.9% | $13,297,162 |
| Communication Services | 8.0% | $11,964,425 |
| Consumer Cyclical | 5.4% | $8,059,954 |
| Healthcare | 4.4% | $6,600,359 |
| Consumer Defensive | 2.2% | $3,279,965 |
| Industrials | 1.8% | $2,749,170 |
| Energy | 0.8% | $1,261,123 |
| Utilities | 0.5% | $804,240 |
| Basic Materials | 0.5% | $771,030 |
| Real Estate | 0.4% | $572,272 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +10,016 | 43,523 | $3,597,175 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | +8,428 | 207,939 | $8,361,227 | |
| VEA | Vanguard FTSE Developed Markets ETF | +8,070 | 34,460 | $2,455,275 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +5,670 | 24,624 | $1,807,647 | |
| VUG | VANGUARD GROWTH INDEX FUND | +3,365 | 4,038 | $347,833 | |
| VZ | Verizon Communications Inc | +2,779 | 13,249 | $560,962 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +1,563 | 61,101 | $3,556,078 | |
| KLAC | Kla Corp | +1,461 | 1,643 | $495,709 | |
| MFG | Mizuho Financial Group Inc | +710 | 15,738 | $150,770 | |
| VOO | VANGUARD 500 INDEX FUND | +683 | 10,032 | $6,890,077 | |
| E | Eni Spa | +334 | 4,609 | $215,977 | |
| UBS | UBS Group AG | +243 | 6,980 | $345,928 | |
| LYG | Lloyds Banking Group plc | +241 | 17,218 | $100,380 | |
| GSK | GSK plc | +223 | 3,860 | $202,341 | |
| SAN | Banco Santander, S.A. | +177 | 35,297 | $487,098 | |
| SHOP | Shopify Inc. | +172 | 4,629 | $528,539 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | +130 | 15,828 | $396,649 | |
| AVGO | Broadcom Inc. | +80 | 5,991 | $2,263,100 | |
| SHEL | Shell plc | +66 | 3,837 | $297,520 | |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | +62 | 16,129 | $655,482 | |
| GM | General Motors Co | +59 | 4,569 | $352,178 | |
| MFC | Manulife Financial Corp | +46 | 8,687 | $351,910 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +36 | 14,154 | $281,523 | |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | +32 | 2,958 | $464,258 | |
| AZN | Astrazeneca PLC | +18 | 2,129 | $403,700 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WULF | Terawulf Inc. | −16,666 | 39,304 | $970,808 | |
| NVDA | Nvidia Corp | −4,895 | 89,024 | $17,812,812 | |
| AAPL | Apple Inc. | −2,759 | 23,232 | $6,722,411 | |
| AMZN | Amazon Com Inc | −2,334 | 19,363 | $4,614,977 | |
| GOOGL | Alphabet Inc. | −2,035 | 11,196 | $4,001,114 | |
| IJH | iShares Core S&P Mid-Cap ETF | −1,791 | 7,540 | $581,409 | |
| NFLX | Netflix Inc | −1,640 | 5,667 | $404,623 | |
| WMT | Walmart Inc. | −1,581 | 11,607 | $1,314,608 | |
| MSFT | Microsoft Corp | −1,421 | 10,570 | $3,942,821 | |
| T | At&T Inc. | −1,301 | 9,728 | $201,369 | |
| JNJ | Johnson & Johnson | −906 | 2,945 | $747,941 | |
| CSCO | Cisco Systems, Inc. | −856 | 5,973 | $701,588 | |
| — | −829 | 2,992 | $0 | ||
| DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | −816 | 19,663 | $961,127 | |
| AXP | American Express Co | −757 | 1,655 | $559,803 | |
| PLTR | Palantir Technologies Inc. | −750 | 2,195 | $256,090 | |
| NEE | Nextera Energy Inc | −711 | 3,741 | $328,347 | |
| GOOG | Alphabet Inc. | −682 | 10,584 | $3,739,644 | |
| VOD | Vodafone Group Public Ltd Co | −665 | 13,567 | $179,491 | |
| TSLA | Tesla, Inc. | −596 | 3,799 | $1,597,859 | |
| APH | Amphenol Corp /De/ | −567 | 1,698 | $598,782 | |
| MRK | Merck & Co., Inc. | −562 | 4,571 | $587,373 | |
| ABT | Abbott Laboratories | −560 | 2,227 | $202,077 | |
| META | Meta Platforms, Inc. | −559 | 3,947 | $2,223,305 | |
| JPM | Jpmorgan Chase & Co | −553 | 5,420 | $1,774,128 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 10,380 | $757,013 | ||
| QQMG | 14,308 | $732,998 | ||
| SPHQ | Invesco S&P 500 Quality ETF | 6,864 | $618,446 | |
| — | 3,261 | $609,356 | ||
| — | 1,851 | $537,937 | ||
| SNDK | Sandisk Corp | 220 | $500,220 | |
| NRGV | Energy Vault Holdings, Inc. | 101,039 | $475,893 | |
| ESGE | iShares Trust | 8,103 | $443,153 | |
| SPGP | Victory Portfolios II | 3,544 | $433,395 | |
| RDVY | First Trust Rising Dividend Achievers ETF | 4,456 | $361,203 | |
| HPE | Hewlett Packard Enterprise Co | 7,987 | $360,293 | |
| UNH | Unitedhealth Group Inc | 754 | $313,385 | |
| USXF | iShares ESG Advanced MSCI USA ETF | 4,451 | $309,121 | |
| FFIV | F5, Inc. | 698 | $290,340 | |
| IYW | iShares, Inc. | 1,121 | $282,749 | |
| MRVL | Marvell Technology, Inc. | 945 | $281,506 | |
| APPF | Appfolio Inc | 1,612 | $258,484 | |
| CVS | CVS HEALTH Corp | 2,206 | $228,210 | |
| ING | Ing Groep NV | 6,926 | $217,337 | |
| FDVV | Fidelity High Dividend ETF | 3,500 | $211,015 | |
| DELL | Dell Technologies Inc. | 486 | $209,689 | |
| NVO | Novo Nordisk A S | 4,295 | $205,902 | |
| FTNT | Fortinet, Inc. | 1,327 | $203,853 | |
| BCS | Barclays PLC | 7,584 | $203,706 | |
| BHP | BHP Group Ltd | 2,437 | $203,026 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 4,759 | $807,411 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 7,294 | $571,922 | |
| BBJP | JPMorgan BetaBuilders Japan ETF | 6,815 | $469,621 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 7,731 | $460,381 | |
| BBCA | JPMorgan BetaBuilders Canada ETF | 3,799 | $357,333 | |
| BIV | Vanguard Bond Index Funds | 4,013 | $309,723 | |
| PGR | Progressive Corp/Oh/ | 1,516 | $300,531 | |
| ECVT | Ecovyst Inc. | 21,856 | $281,068 | |
| TM | Toyota Motor Corp/ | 1,328 | $273,687 | |
| NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 4,210 | $269,229 | |
| LBTYA | Liberty Global Ltd. | 21,640 | $261,627 | |
| ISRG | Intuitive Surgical Inc | 562 | $259,076 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 5,188 | $258,829 | |
| JXN | Jackson Financial Inc. | 2,444 | $258,379 | |
| PFE | Pfizer Inc | 9,039 | $253,815 | |
| CRM | Salesforce, Inc. | 1,350 | $252,004 | |
| SD | Sandridge Energy Inc | 15,426 | $251,598 | |
| BBAX | JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF | 4,201 | $249,791 | |
| TJX | Tjx Companies Inc /De/ | 1,563 | $249,611 | |
| RTX | RTX Corp | 1,285 | $247,876 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | 3,896 | $238,668 | |
| CMCSA | Comcast Corp | 8,267 | $237,345 | |
| TMO | Thermo Fisher Scientific Inc. | 479 | $235,442 | |
| BBEU | JPMorgan BetaBuilders Europe ETF | 3,218 | $233,015 | |
| ADI | Analog Devices Inc | 721 | $229,378 | |
| No positions match the current search. | ||||
158 tracked positions ·
$148,973,972 total
· filing declares
158 positions · $148,941,433
· as of Jun 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 158 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 89,024 | $17,812,812 | 11.96% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
Added | 207,939 | $8,361,227 | 5.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 10,880 | $8,124,857 | 5.45% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 10,032 | $6,890,077 | 4.63% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 23,232 | $6,722,411 | 4.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 19,363 | $4,614,977 | 3.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,196 | $4,001,114 | 2.69% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 10,570 | $3,942,821 | 2.65% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 10,584 | $3,739,644 | 2.51% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 43,523 | $3,597,175 | 2.41% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 61,101 | $3,556,078 | 2.39% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,192 | $2,530,203 | 1.70% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 34,460 | $2,455,275 | 1.65% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,991 | $2,263,100 | 1.52% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 3,121 | $2,256,483 | 1.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,947 | $2,223,305 | 1.49% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 24,624 | $1,807,647 | 1.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,420 | $1,774,128 | 1.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 3,799 | $1,597,859 | 1.07% | |
| INTC |
Intel Corp
Technology
|
Reduced | 9,442 | $1,318,386 | 0.88% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 11,607 | $1,314,608 | 0.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,085 | $1,301,381 | 0.87% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 620 | $1,233,452 | 0.83% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 2,757 | $1,194,690 | 0.80% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,005 | $1,164,724 | 0.78% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 3,300 | $991,485 | 0.67% | |
| WULF |
Terawulf Inc.
Financial Services
|
Reduced | 39,304 | $970,808 | 0.65% | |
| DFSE |
Dimensional Emerging Markets Sustainability Core 1 ETF
|
Reduced | 19,663 | $961,127 | 0.65% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,789 | $956,878 | 0.64% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,555 | $798,648 | 0.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,568 | $784,611 | 0.53% | |
|
|
NEW | 10,380 | $757,013 | 0.51% | ||
| CLS |
Celestica Inc
Technology
|
Reduced | 2,055 | $749,664 | 0.50% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 1 | $748,850 | 0.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,945 | $747,941 | 0.50% | |
| QQMG |
|
NEW | 14,308 | $732,998 | 0.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 5,973 | $701,588 | 0.47% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 992 | $697,713 | 0.47% | |
| DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
|
Added | 16,129 | $655,482 | 0.44% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 631 | $638,174 | 0.43% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
Reduced | 2,737 | $637,994 | 0.43% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 3,996 | $626,253 | 0.42% | |
| SPHQ |
Invesco S&P 500 Quality ETF
|
NEW | 6,864 | $618,446 | 0.42% | |
|
|
NEW | 3,261 | $609,356 | 0.41% | ||
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 1,698 | $598,782 | 0.40% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Held | 3,300 | $597,795 | 0.40% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,571 | $587,373 | 0.39% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 7,540 | $581,409 | 0.39% | |
| EQIX |
Equinix Inc
Real Estate
|
Reduced | 549 | $572,272 | 0.38% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 4,085 | $571,736 | 0.38% |
Showing the top 50 of 158 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.