Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SEVEN MILE ADVISORY (CIK 1987932) reported $138.6M across 182 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($16.4M, 11.82%), SPY ($7.1M, 5.13%), DFAE ($6.8M, 4.88%), AAPL ($6.6M, 4.76%), VOO ($5.6M, 4.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $16.4M | 11.82% | 93,919 | Trimmed |
| 2 | SPY | STATE STREET SPDR S&P 500 ETF | $7.1M | 5.13% | 10,932 | Trimmed |
| 3 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $6.8M | 4.88% | 199,511 | Trimmed |
| 4 | AAPL | APPLE INC COM | $6.6M | 4.76% | 25,991 | Trimmed |
| 5 | VOO | VANGUARD S&P 500 ETF | $5.6M | 4.03% | 9,349 | Added |
| 6 | AMZN | AMAZON COM INC COM | $4.5M | 3.26% | 21,697 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $4.4M | 3.20% | 11,991 | Trimmed |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | $3.8M | 2.75% | 13,231 | Trimmed |
| 9 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $3.5M | 2.52% | 59,538 | Trimmed |
| 10 | GOOG | ALPHABET INC CAP STK CL C | $3.2M | 2.33% | 11,266 | Trimmed |
| 11 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2.8M | 2.00% | 33,507 | Added |
| 12 | META | META PLATFORMS INC CL A | $2.6M | 1.86% | 4,506 | Trimmed |
| 13 | AVGO | BROADCOM INC COM | $1.8M | 1.32% | 5,911 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO COM | $1.8M | 1.27% | 5,973 | Trimmed |
| 15 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.7M | 1.22% | 26,390 | Trimmed |
| 16 | TSLA | TESLA INC COM | $1.6M | 1.18% | 4,395 | Trimmed |
| 17 | WMT | WALMART INC COM | $1.6M | 1.18% | 13,188 | Added |
| 18 | BND | VANGUARD TOTAL BOND MARKET ETF | $1.4M | 1.01% | 18,954 | Trimmed |
| 19 | AMAT | APPLIED MATLS INC COM | $1.2M | 0.84% | 3,418 | Trimmed |
| 20 | LLY | ELI LILLY & CO COM | $1.2M | 0.84% | 1,265 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON COM | $941,338 | 0.68% | 3,851 | Trimmed |
| 22 | V | VISA INC COM CL A | $937,246 | 0.68% | 3,101 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $932,044 | 0.67% | 1,945 | Trimmed |
| 24 | MA | MASTERCARD INCORPORATED CL A | $900,887 | 0.65% | 1,803 | Trimmed |
| 25 | DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $867,689 | 0.63% | 20,479 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31