Q3 2026 13F · SEC CIK 1987932

Seven Mile Advisory

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $149.3M
Reported positions: 165
Top holdings a year, 3 yrs: +23.0%
Assets under management: $416.8M

Seven Mile Advisory is a wealth manager that reported 165 positions worth $149.3M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Nvidia Corporation (NVDA, 13.5%), State Str Spdr S&p 500 ETF T (SPY, 5.6%), Dimensional ETF Trust (DFAE, 5.5%). A portfolio copying its top holdings returned 23.0% a year over the last 3 years, against 20.4% for the S&P 500.

Seven Mile Advisory holdings largest 50 of 165 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Seven Mile Advisory 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	13.5%	12.0%	88,229	-0.9%	$20.1M
SPYState Str Spdr S&p 500 ETF T	5.6%	5.5%	10,880	+0.0%	$8.3M
DFAEDimensional ETF Trust	5.5%	5.6%	209,439	+0.7%	$8.2M
AAPLApple Inc	4.8%	4.5%	21,730	-6.5%	$7.2M
VOOVanguard Index Fds	4.6%	4.6%	9,821	-2.1%	$6.9M
MSFTMicrosoft Corp	3.5%	2.6%	10,154	-3.9%	$5.2M
AMZNAmazon Com Inc	3.3%	3.1%	19,539	+0.9%	$4.9M
GOOGLAlphabet Inc	2.5%	2.7%	10,802	-3.5%	$3.7M
VGSHVanguard Scottsdale Fds	2.4%	2.4%	62,673	+2.6%	$3.6M
VCITVanguard Scottsdale Fds	2.3%	2.4%	44,727	+2.8%	$3.5M
GOOGAlphabet Inc	2.2%	2.5%	9,647	-8.9%	$3.3M
METAMeta Platforms Inc	1.9%	1.5%	3,952	+0.1%	$2.9M
VEAVanguard Ftse Developed Markets Index Fu	1.6%	1.6%	33,631	-2.4%	$2.4M
MUMicron Technology Inc	1.5%	1.7%	2,095	-4.4%	$2.2M
AVGOBroadcom Inc	1.4%	1.5%	5,772	-3.7%	$2.0M
BNDVanguard Bd Index Fds	1.2%	1.2%	25,274	+2.6%	$1.8M
JPMJpmorgan Chase & Co	1.2%	1.2%	5,340	-1.5%	$1.8M
AMATApplied Matls Inc	1.0%	1.5%	2,993	-4.1%	$1.5M
WMTWalmart Inc	0.8%	0.9%	11,554	-0.5%	$1.2M
TSLATesla Inc	0.8%	1.1%	3,380	-11.0%	$1.2M
AMDAdvanced Micro Devices Inc	0.8%	0.8%	1,905	-5.0%	$1.2M
LLYEli Lilly & Co	0.8%	0.9%	1,006	-7.3%	$1.2M
ASMLAsml Hldg NV	0.7%	0.8%	604	-2.6%	$1.1M
INTCIntel Corp	0.7%	0.9%	8,834	-6.4%	$1.1M
VVisa Inc	0.7%	0.6%	2,747	-1.5%	$987K
IWMIshares Tr	0.6%	0.7%	3,444	+4.4%	$957K
DFSEDimensional ETF Trust	0.6%	0.6%	19,620	-0.2%	$949K
LRCXLam Research Corp	0.6%	0.8%	2,717	-1.5%	$893K
MAMastercard Incorporated	0.6%	0.5%	1,515	-2.6%	$835K
EFIVSpdr Series Trust	0.5%	0.5%	10,380	+0.0%	$769K
JNJJohnson & Johnson	0.5%	0.5%	2,868	-2.6%	$759K
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	1,513	-3.5%	$753K
BRK-ABerkshire Hathaway Inc Del	0.5%	0.5%	1	+0.0%	$747K
QQMGInvesco Exch Traded Fd Tr II	0.5%	0.5%	14,308	+0.0%	$742K
CLSCelestica Inc	0.5%	0.5%	2,021	-1.7%	$730K
SHOPShopify Inc	0.5%	—	4,590	—	$681K
MDYState Str Spdr S&p Midcap 40	0.4%	0.5%	992	+0.0%	$651K
DFEMDimensional ETF Trust	0.4%	0.4%	16,208	+0.5%	$644K
MRKMerck & Co Inc	0.4%	0.4%	4,354	-4.7%	$633K
WSMWilliams Sonoma Inc	0.4%	0.4%	2,725	-0.4%	$621K
CSCOCisco Sys Inc	0.4%	0.5%	5,721	-4.2%	$616K
QUSSpdr Series Trust	0.4%	0.4%	3,208	-1.6%	$610K
SPHQInvesco Exchange Traded Fd T	0.4%	0.4%	6,864	+0.0%	$577K
GSGoldman Sachs Group Inc	0.4%	0.4%	623	-1.3%	$561K
EQIXEquinix Inc	0.4%	0.4%	551	+0.4%	$557K
NVSNovartis AG	0.4%	0.4%	3,843	-3.8%	$548K
IWYIshares Tr	0.4%	—	1,851	—	$546K
VZVerizon Communications Inc	0.4%	0.4%	11,892	-10.2%	$545K
PANWPalo Alto Networks Inc	0.4%	—	1,368	—	$544K
IJHIshares Tr	0.4%	0.4%	7,540	+0.0%	$543K

What Seven Mile Advisory bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

TSLA Tesla Inc-11.0% shares
VZ Verizon Communications Inc-10.2% shares
GOOG Alphabet Inc-8.9% shares
LLY Eli Lilly & Co-7.3% shares
AAPL Apple Inc-6.5% shares
INTC Intel Corp-6.4% shares

Left the top 50

WULF Terawulf Incwas 0.7%
GLTR Abrdn Precious Metals Basketwas 0.4%
C Citigroup Incwas 0.4%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: +23.0% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$149.3M	165
Q2 2026	$148.9M	158
Q1 2026	$138.6M	182
Q4 2025	$582.2M	260
Q3 2025	$619.4M	304
Q2 2025	$166.3M	180
Q1 2025	$149.8M	175
Q4 2024	$156.8M	167
Q3 2024	$151.2M	172
Q2 2024	$136.0M	154
Q1 2024	$131.8M	158
Q4 2023	$115.3M	150

Questions about Seven Mile Advisory's portfolio

What stocks does Seven Mile Advisory own?

Seven Mile Advisory's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 165 positions worth $149.3M. The largest are Nvidia Corporation (NVDA) at 13.5%, State Str Spdr S&p 500 ETF T (SPY) at 5.6%, Dimensional ETF Trust (DFAE) at 5.5%, Apple Inc (AAPL) at 4.8% and Vanguard Index Fds (VOO) at 4.6%.

What did Seven Mile Advisory buy last quarter?

Seven Mile Advisory opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Seven Mile Advisory sell last quarter?

In Q3 2026, Seven Mile Advisory cut from its top 50 Terawulf Inc (WULF), cut from its top 50 Abrdn Precious Metals Basket (GLTR), cut from its top 50 Citigroup Inc (C), Tesla Inc (TSLA) (-11.0% shares), Verizon Communications Inc (VZ) (-10.2% shares) and Alphabet Inc (GOOG) (-8.9% shares), compared with its Q2 2026 filing.

How has Seven Mile Advisory's portfolio performed?

A portfolio copying Seven Mile Advisory's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.8% against +20.1%.

When is Seven Mile Advisory's next 13F filing due?

13F filings are due 45 days after each quarter ends. Seven Mile Advisory's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Seven Mile Advisory manage?

Seven Mile Advisory reported $416.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $149.3M.