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SEVEN MILE ADVISORY 13F portfolio summary

SEVEN MILE ADVISORY of SEVEN MILE ADVISORY has 180 current stock holdings with a reported portfolio value of $138.6M. The portfolio 1 year return is +23.80%. Top holdings include NYF (0.00%), BIV (0.00%), BSV (0.00%), BND (0.00%), SGOV (0.00%).

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SEVEN MILE ADVISORY

SEVEN MILE ADVISORY
Latest filing: 2026-03-31

SEVEN MILE ADVISORY runs SEVEN MILE ADVISORY and currently holds 180 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $138.56M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SEVEN MILE ADVISORY ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SEVEN MILE ADVISORY's portfolio at SEVEN MILE ADVISORY has delivered returns of +23.81%. Their 3-year annualized return is +58.61%. Looking at the 5-year horizon, SEVEN MILE ADVISORY has achieved +58.61% annualized returns at SEVEN MILE ADVISORY.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.81%
#0/1000
3 Year
+58.61%
#0/1000
5 Year
+58.61%
#0/1000

Portfolio Value

$138.56M

Alpha Score

45.7

#0 of 1000

Holdings

180

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change