Holders — by stockHoldings — by fund
SEVEN MILE ADVISORY
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001987932
$148.9M
disclosed book value
158
positions
12%
largest position share
Positions, as of 2026-06-30
top 100 of 158 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 89,024 | $17.8M | 12% |
| 2 | DFAEDIMENSIONAL ETF TRUST | 207,939 | $8.4M | 5.6% |
| 3 | SPYSTATE STR SPDR S&P 500 ETF T | 10,880 | $8.1M | 5.5% |
| 4 | VOOVANGUARD INDEX FDS | 10,032 | $6.9M | 4.6% |
| 5 | AAPLAPPLE INC | 23,232 | $6.7M | 4.5% |
| 6 | AMZNAMAZON COM INC | 19,363 | $4.6M | 3.1% |
| 7 | GOOGLALPHABET INC | 11,196 | $4.0M | 2.7% |
| 8 | MSFTMICROSOFT CORP | 10,570 | $3.9M | 2.6% |
| 9 | GOOGALPHABET INC | 10,584 | $3.7M | 2.5% |
| 10 | VCITVANGUARD SCOTTSDALE FDS | 43,523 | $3.6M | 2.4% |
| 11 | VGSHVANGUARD SCOTTSDALE FDS | 61,101 | $3.6M | 2.4% |
| 12 | MUMICRON TECHNOLOGY INC | 2,192 | $2.5M | 1.7% |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 34,460 | $2.5M | 1.6% |
| 14 | AVGOBROADCOM INC | 5,991 | $2.3M | 1.5% |
| 15 | AMATAPPLIED MATLS INC | 3,121 | $2.3M | 1.5% |
| 16 | METAMETA PLATFORMS INC | 3,947 | $2.2M | 1.5% |
| 17 | BNDVANGUARD BD INDEX FDS | 24,624 | $1.8M | 1.2% |
| 18 | JPMJPMORGAN CHASE & CO | 5,420 | $1.8M | 1.2% |
| 19 | TSLATESLA INC | 3,799 | $1.6M | 1.1% |
| 20 | INTCINTEL CORP | 9,442 | $1.3M | 0.9% |
| 21 | WMTWALMART INC | 11,607 | $1.3M | 0.9% |
| 22 | LLYELI LILLY & CO | 1,085 | $1.3M | 0.9% |
| 23 | ASMLASML HLDG NV | 620 | $1.2M | 0.8% |
| 24 | LRCXLAM RESEARCH CORP | 2,757 | $1.2M | 0.8% |
| 25 | AMDADVANCED MICRO DEVICES INC | 2,005 | $1.2M | 0.8% |
| 26 | IWMISHARES TR | 3,300 | $991,485 | 0.7% |
| 27 | WULFTERAWULF INC | 39,304 | $970,809 | 0.7% |
| 28 | DFSEDIMENSIONAL ETF TRUST | 19,663 | $961,118 | 0.6% |
| 29 | VVISA INC | 2,789 | $956,878 | 0.6% |
| 30 | MAMASTERCARD INCORPORATED | 1,555 | $798,648 | 0.5% |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,568 | $784,612 | 0.5% |
| 32 | EFIVSPDR SERIES TRUST | 10,380 | $757,013 | 0.5% |
| 33 | CLSCELESTICA INC | 2,055 | $749,664 | 0.5% |
| 34 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.5% |
| 35 | JNJJOHNSON & JOHNSON | 2,945 | $747,942 | 0.5% |
| 36 | QQMGINVESCO EXCH TRADED FD TR II | 14,308 | $732,999 | 0.5% |
| 37 | CSCOCISCO SYS INC | 5,973 | $701,589 | 0.5% |
| 38 | MDYSTATE STR SPDR S&P MIDCAP 40 | 992 | $699,402 | 0.5% |
| 39 | DFEMDIMENSIONAL ETF TRUST | 16,129 | $655,488 | 0.4% |
| 40 | GSGOLDMAN SACHS GROUP INC | 631 | $638,174 | 0.4% |
| 41 | WSMWILLIAMS SONOMA INC | 2,737 | $637,995 | 0.4% |
| 42 | NVSNOVARTIS AG | 3,996 | $626,253 | 0.4% |
| 43 | SPHQINVESCO EXCHANGE TRADED FD T | 6,864 | $618,446 | 0.4% |
| 44 | QUSSPDR SERIES TRUST | 3,261 | $609,356 | 0.4% |
| 45 | GLTRABRDN PRECIOUS METALS BASKET | 3,300 | $597,795 | 0.4% |
| 46 | MRKMERCK & CO INC | 4,571 | $591,245 | 0.4% |
| 47 | IJHISHARES TR | 7,540 | $581,409 | 0.4% |
| 48 | EQIXEQUINIX INC | 549 | $572,272 | 0.4% |
| 49 | CCITIGROUP INC | 4,085 | $571,737 | 0.4% |
| 50 | VZVERIZON COMMUNICATIONS INC | 13,249 | $560,963 | 0.4% |
| 51 | AXPAMERICAN EXPRESS CO | 1,655 | $559,804 | 0.4% |
| 52 | WFCWELLS FARGO & CO | 6,604 | $545,755 | 0.4% |
| 53 | VWOVANGUARD INTL EQUITY INDEX F | 9,030 | $539,015 | 0.4% |
| 54 | IWYISHARES TR | 1,851 | $537,938 | 0.4% |
| 55 | VBVANGUARD INDEX FDS | 1,768 | $535,916 | 0.4% |
| 56 | SHOPSHOPIFY INC | 4,629 | $528,539 | 0.4% |
| 57 | MCDMCDONALDS CORP | 1,889 | $510,616 | 0.3% |
| 58 | SCHASCHWAB STRATEGIC TR | 14,000 | $505,820 | 0.3% |
| 59 | WDCWESTERN DIGITAL CORP | 784 | $500,756 | 0.3% |
| 60 | SNDKSANDISK CORP | 220 | $500,221 | 0.3% |
| 61 | MOALTRIA GROUP INC | 6,802 | $496,611 | 0.3% |
| 62 | KLACKLA CORP | 1,643 | $495,710 | 0.3% |
| 63 | HSBCHSBC HLDGS PLC | 5,194 | $493,897 | 0.3% |
| 64 | ABBVABBVIE INC | 1,941 | $488,433 | 0.3% |
| 65 | SANBANCO SANTANDER SA | 35,297 | $487,099 | 0.3% |
| 66 | PANWPALO ALTO NETWORKS INC | 1,407 | $479,815 | 0.3% |
| 67 | NRGVENERGY VAULT HOLDINGS INC | 101,039 | $475,894 | 0.3% |
| 68 | GUNRFLEXSHARES TR | 9,438 | $465,105 | 0.3% |
| 69 | VTVANGUARD INTL EQUITY INDEX F | 2,958 | $464,406 | 0.3% |
| 70 | CPACOPA HOLDINGS SA | 2,909 | $452,553 | 0.3% |
| 71 | STXSEAGATE TECHNOLOGY HLDNGS PL | 461 | $445,206 | 0.3% |
| 72 | ESGEISHARES INC | 8,103 | $443,153 | 0.3% |
| 73 | RSPTINVESCO EXCHANGE TRADED FD T | 6,750 | $435,375 | 0.3% |
| 74 | SPGPINVESCO EXCHANGE TRADED FD T | 3,544 | $433,396 | 0.3% |
| 75 | DIASTATE STR SPDR DOW JONES IND | 817 | $427,941 | 0.3% |
| 76 | NFLXNETFLIX INC. | 5,667 | $404,624 | 0.3% |
| 77 | AZNASTRAZENECA PLC | 2,129 | $403,701 | 0.3% |
| 78 | BBVABANCO BILBAO VIZCAYA ARGENTA | 15,828 | $396,650 | 0.3% |
| 79 | CATCATERPILLAR INC | 363 | $386,559 | 0.3% |
| 80 | PMPHILIP MORRIS INTL INC | 2,080 | $379,350 | 0.3% |
| 81 | NVTNVENT ELEC PLC | 2,227 | $377,721 | 0.3% |
| 82 | GEVGE VERNOVA INC | 319 | $374,780 | 0.3% |
| 83 | TIGOMILLICOM INTL CELLULAR S A | 4,094 | $371,571 | 0.2% |
| 84 | FNDFSCHWAB STRATEGIC TR | 6,980 | $368,265 | 0.2% |
| 85 | TXNTEXAS INSTRS INC | 1,220 | $363,645 | 0.2% |
| 86 | AMGNAMGEN INC | 1,004 | $363,568 | 0.2% |
| 87 | HPEHEWLETT PACKARD ENTERPRISE C | 7,987 | $361,470 | 0.2% |
| 88 | RDVYFIRST TR EXCHANGE TRADED FD | 4,456 | $361,203 | 0.2% |
| 89 | COSTCOSTCO WHOLESALE CORPORATION | 381 | $356,414 | 0.2% |
| 90 | GMGENERAL MTRS CO | 4,569 | $352,179 | 0.2% |
| 91 | TSEMTOWER SEMICONDUCTOR LTD | 1,351 | $352,125 | 0.2% |
| 92 | MFCMANULIFE FINL CORP | 8,687 | $351,910 | 0.2% |
| 93 | ARKKARK ETF TR | 4,316 | $348,819 | 0.2% |
| 94 | VUGVANGUARD INDEX FDS | 4,038 | $347,833 | 0.2% |
| 95 | GILDGILEAD SCIENCES INC | 2,749 | $347,309 | 0.2% |
| 96 | HDHOME DEPOT INC | 982 | $346,332 | 0.2% |
| 97 | UBSUBS GROUP AG | 6,980 | $345,929 | 0.2% |
| 98 | QQQINVESCO QQQ TR | 467 | $343,931 | 0.2% |
| 99 | COFCAPITAL ONE FINL CORP | 1,704 | $341,856 | 0.2% |
| 100 | CORZCORE SCIENTIFIC INC NEW | 13,050 | $333,950 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.