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SEVEN MILE ADVISORY 13F portfolio summary

SEVEN MILE ADVISORY of SEVEN MILE ADVISORY has 158 current stock holdings with a reported portfolio value of $148.9M. The portfolio 1 year return is +28.05%. Top holdings include NVDA (11.96%), DFAE (5.61%), SPY (5.47%), VOO (4.63%), AAPL (4.51%).

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SEVEN MILE ADVISORY

SEVEN MILE ADVISORY
Latest filing: 2026-06-30

SEVEN MILE ADVISORY runs SEVEN MILE ADVISORY and currently holds 158 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $148.94M. Their top holdings are NVDA, DFAE, SPY, VOO, AAPL. The top five represent 32.2% of reported portfolio weight. SEVEN MILE ADVISORY ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SEVEN MILE ADVISORY initiated 8 new positions. They added to 24 existing positions. They trimmed 56 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
NVDA12.0%
DFAE5.6%
SPY5.5%
VOO4.6%
AAPL4.5%
Top 5: 32.2%
Portfolio Returns
1 Year
+28.05%
#0/1000
3 Year
+84.41%
#0/1000
5 Year
+84.41%
#0/1000

Portfolio Value

$148.94M

Alpha Score

66.3

#0 of 1000

Holdings

158

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158 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
11.96%$73.57$214.76+191.91%
Trimmed
-5.21%
DFAE
DIMENSIONAL ETF TRUST
5.61%$28.77$39.48+37.23%
Added
+4.22%
SPY
STATE STR SPDR S&P 500 ETF T
5.47%$450.13$765.62+70.09%
Trimmed
-0.48%
VOO
VANGUARD INDEX FDS
4.63%$447.94$703.77+57.11%
Added
+7.31%
AAPL
APPLE INC
4.51%$220.26$309.35+40.45%
Trimmed
-10.62%
AMZN
AMAZON COM INC
3.10%$162.92$258.63+58.75%
Trimmed
-10.76%
GOOGL
ALPHABET INC
2.69%$173.56$344.82+98.67%
Trimmed
-15.38%
MSFT
MICROSOFT CORP
2.65%$413.66$483.24+16.82%
Trimmed
-11.85%
GOOG
ALPHABET INC
2.51%$165.64$341.75+106.32%
Trimmed
-6.05%
VCIT
VANGUARD SCOTTSDALE FDS
2.42%$81.04$81.05+0.01%
Added
+29.89%

Showing 1-10 of 158