Seven Mile Advisory 13F Holdings · Q2 2026
Seven Mile Advisory reported 158 securities worth $148.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (11.96%), DFAE (5.61%), SPY (5.47%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $17.8M | 11.96% | 89,024 | Trimmed |
| 2 | DFAE | DIMENSIONAL ETF TRUST | $8.4M | 5.61% | 207,939 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $8.1M | 5.47% | 10,880 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $6.9M | 4.63% | 10,032 | Added |
| 5 | AAPL | APPLE INC | $6.7M | 4.51% | 23,232 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $4.6M | 3.10% | 19,363 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $4.0M | 2.69% | 11,196 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $3.9M | 2.65% | 10,570 | Trimmed |
| 9 | GOOG | ALPHABET INC | $3.7M | 2.51% | 10,584 | Trimmed |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $3.6M | 2.42% | 43,523 | Added |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | $3.6M | 2.39% | 61,101 | Added |
| 12 | MU | MICRON TECHNOLOGY INC | $2.5M | 1.70% | 2,192 | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $2.5M | 1.65% | 34,460 | Added |
| 14 | AMAT | APPLIED MATLS INC | $2.3M | 1.52% | 3,121 | Trimmed |
| 15 | AVGO | BROADCOM INC | $2.3M | 1.52% | 5,991 | Added |
| 16 | META | META PLATFORMS INC | $2.2M | 1.49% | 3,947 | Trimmed |
| 17 | BND | VANGUARD BD INDEX FDS | $1.8M | 1.21% | 24,624 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $1.8M | 1.19% | 5,420 | Trimmed |
| 19 | TSLA | TESLA INC | $1.6M | 1.07% | 3,799 | Trimmed |
| 20 | INTC | INTEL CORP | $1.3M | 0.89% | 9,442 | Trimmed |
| 21 | WMT | WALMART INC | $1.3M | 0.88% | 11,607 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $1.3M | 0.87% | 1,085 | Trimmed |
| 23 | ASML | ASML HLDG NV | $1.2M | 0.83% | 620 | Trimmed |
| 24 | LRCX | LAM RESEARCH CORP | $1.2M | 0.80% | 2,757 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.78% | 2,005 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR