Investor
SEVEN MILE ADVISORY
CIK 0001987932 · filed 2026-04-14 · SEC filing
13F book
$138.6M
Positions
182
32 new · 110 sold
Largest name
11.8%
Nvidia Corp · NVDA
Est. mark
−$4.93M
Price effect on 150 names still held. Flow −$438.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 93.9K | $16.4M | 11.8% | −$1.14M | Cut−$2.23M |
| Spdr S&P 500 Etf Tr | — | 10.9K | $7.11M | 5.1% | −$345.2K | Cut−$755.1K |
| Dimensional Etf Trust | — | 199.5K | $6.76M | 4.9% | $257.4K | Cut−$5.21M |
| Apple Inc. | AAPL | 26K | $6.6M | 4.8% | −$469.7K | Cut−$5.46M |
| Vanguard Index Fds | — | 9.35K | $5.59M | 4.0% | −$254.3K | Added$195K |
| Amazon Com Inc | AMZN | 21.7K | $4.52M | 3.3% | −$489.2K | Cut−$2.92M |
| Microsoft Corp | MSFT | 12K | $4.44M | 3.2% | −$1.36M | Cut−$6.43M |
| Alphabet Inc | — | 13.2K | $3.8M | 2.7% | −$336.6K | Cut−$2.07M |
| Vanguard Scottsdale Fds | — | 59.5K | $3.49M | 2.5% | −$11.3K | Cut−$16.8M |
| Alphabet Inc | — | 11.3K | $3.23M | 2.3% | −$303.5K | Cut−$2.49M |
| Vanguard Scottsdale Fds | — | 33.5K | $2.77M | 2.0% | −$29.7K | Added$287.2K |
| Meta Platforms, Inc. | META | 4.51K | $2.58M | 1.9% | −$396.2K | Cut−$1.68M |
| Broadcom Inc. | AVGO | 5.91K | $1.83M | 1.3% | −$216.4K | Cut−$1.09M |
| Jpmorgan Chase & Co. | — | 5.97K | $1.76M | 1.3% | −$167.6K | Cut−$1.3M |
| Vanguard Tax-Managed Fds | — | 26.4K | $1.69M | 1.2% | $42.5K | Cut−$32.5M |
| Walmart Inc. | WMT | 13.2K | $1.64M | 1.2% | $160.7K | Added$247.9K |
| Tesla, Inc. | TSLA | 4.39K | $1.63M | 1.2% | −$342.5K | Cut−$461.2K |
| Vanguard Bd Index Fds | — | 19K | $1.4M | 1.0% | −$8.2K | Cut−$362.8K |
| Applied Matls Inc | — | 3.42K | $1.17M | 0.8% | $289.8K | Cut$219.9K |
| Eli Lilly & Co | LLY | 1.26K | $1.16M | 0.8% | −$195.6K | Cut−$776.9K |
| Johnson & Johnson | JNJ | 3.85K | $941.3K | 0.7% | $144.3K | Cut−$408.1K |
| Visa Inc. | V | 3.1K | $937.2K | 0.7% | −$150.2K | Cut−$776.2K |
| Berkshire Hathaway Inc Del | — | 1.95K | $932K | 0.7% | −$45.7K | Cut−$738K |
| Mastercard Inc | MA | 1.8K | $900.9K | 0.7% | −$128.3K | Cut−$508.4K |
| Dimensional Etf Trust | — | 20.5K | $867.7K | 0.6% | $18.2K | Cut−$66.7K |
| Micron Technology Inc | MU | 2.46K | $832.8K | 0.6% | $129.2K | Cut$9.08K |
| Asml Holding N V | — | 623 | $822.9K | 0.6% | $156.8K | Cut$114K |
| Ishares Tr | — | 3.3K | $818.4K | 0.6% | — | New |
| Terawulf Inc. | WULF | 56K | $807.6K | 0.6% | — | New |
| Exxon Mobil Corp | — | 4.76K | $807.4K | 0.6% | $234.7K | Cut−$150K |
| American Express Co | AXP | 2.41K | $729.6K | 0.5% | −$162.6K | Cut−$585.8K |
| Abrdn Precious Metals Basket | — | 3.3K | $721.8K | 0.5% | $43.3K | Held |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.5% | −$36.7K | Held |
| Netflix Inc | NFLX | 7.31K | $702.6K | 0.5% | $17.5K | Cut−$162.9K |
| Mcdonalds Corp | MCD | 2.13K | $661.4K | 0.5% | $8.93K | Added$124.9K |
| Ishares Tr | — | 978 | $638.8K | 0.5% | −$31K | Cut−$14.7M |
| Ishares 0-3 Month | — | 6.32K | $636.1K | 0.5% | $584 | Added$415.7K |
| Ishares Tr | — | 9.33K | $630.1K | 0.5% | $11.5K | Added$132.5K |
| Merck & Co., Inc. | MRK | 5.13K | $617.4K | 0.4% | $77.2K | Cut−$173.2K |
| Novartis Ag | — | 4.02K | $614.5K | 0.4% | $59K | Added$68.3K |
| Lam Research Corp | LRCX | 2.87K | $613K | 0.4% | $121.8K | Cut−$126.9K |
| Spdr S&P Midcap 400 Etf Tr | — | 992 | $611.8K | 0.4% | $13.4K | Held |
| Celestica Inc | CLS | 2.08K | $587.3K | 0.4% | −$29K | Cut−$66K |
| Vanguard Bd Index Fds | — | 7.29K | $571.9K | 0.4% | −$2.92K | Cut−$847.3K |
| Costco Whsl Corp New | — | 568 | $566K | 0.4% | $76.1K | Cut$27.8K |
| Goldman Sachs Group Inc | — | 666 | $563.4K | 0.4% | −$18.2K | Added$69.8K |
| Equinix Inc | EQIX | 572 | $560.7K | 0.4% | — | New |
| Dimensional Etf Trust | — | 16.1K | $555.1K | 0.4% | $23.6K | Held |
| Wells Fargo Co New | — | 6.73K | $535.9K | 0.4% | −$91.5K | Cut−$329.1K |
| Cisco Sys Inc | — | 6.83K | $529.9K | 0.4% | $3.8K | Cut−$219.6K |
| Shopify Inc. | SHOP | 4.46K | $528.7K | 0.4% | −$82.2K | Added$216.1K |
| Verizon Communications Inc | VZ | 10.5K | $525.6K | 0.4% | $99.2K | Cut−$48.5K |
| Flexshares Tr | — | 9.44K | $520.6K | 0.4% | $87.9K | Held |
| Amgen Inc | AMGN | 1.48K | $519.7K | 0.4% | $36.3K | Cut−$160.1K |
| Williams Sonoma Inc | WSM | 2.84K | $518.2K | 0.4% | $4.78K | Added$289.9K |
| AbbVie Inc. | ABBV | 2.31K | $502K | 0.4% | −$25.3K | Cut−$289.9K |
| Vanguard Intl Equity Index F | — | 9.19K | $496.7K | 0.4% | $2.67K | Cut−$670.3K |
| Advanced Micro Devices Inc | AMD | 2.42K | $492.3K | 0.4% | −$25.9K | Cut−$33.6K |
| Citigroup Inc | — | 4.28K | $485.8K | 0.4% | −$14.1K | Cut−$122.7K |
| J P Morgan Exchange Traded F | — | 6.82K | $469.6K | 0.3% | — | New |
| Vanguard Index Fds | — | 1.77K | $463.1K | 0.3% | $7.02K | Held |
| Vanguard Scottsdale Fds | — | 7.73K | $460.4K | 0.3% | −$2.94K | Cut−$14.3M |
| Altria Group, Inc. | MO | 6.9K | $455.3K | 0.3% | $57.5K | Cut$29.3K |
| Chevron Corp New | CVX | 2.15K | $444.4K | 0.3% | $117K | Cut−$11.6K |
| Home Depot, Inc. | HD | 1.35K | $442.7K | 0.3% | −$20.4K | Cut−$346.3K |
| Intel Corp | INTC | 9.9K | $437K | 0.3% | $71.6K | Cut−$2.72K |
| Hsbc Hldgs Plc | — | 5.25K | $433.2K | 0.3% | $17.2K | Added$78.4K |
| Palantir Technologies Inc. | PLTR | 2.94K | $430.8K | 0.3% | −$92.7K | Cut−$153.1K |
| Gilead Sciences, Inc. | GILD | 3.05K | $425.4K | 0.3% | $50.8K | Cut−$137.6K |
| Astrazeneca Plc Ord | AZN | 2.11K | $416.3K | 0.3% | $222.3K | Cut$29.6K |
| Nextera Energy Inc | — | 4.45K | $413.5K | 0.3% | $56.1K | Cut$2.23K |
| Schwab Strategic Tr | — | 14K | $407.1K | 0.3% | $8.4K | Held |
| Vanguard Intl Equity Index F | — | 2.93K | $404.8K | 0.3% | −$6.46K | Added$70.2K |
| Philip Morris Intl Inc | — | 2.41K | $398.3K | 0.3% | $11.8K | Cut−$97.1K |
| Banco Santander Sa | — | 35.1K | $396.2K | 0.3% | −$15.8K | Cut−$21.9K |
| Spdr Dow Jones Indl Average | — | 817 | $378.4K | 0.3% | −$14.2K | Cut−$502.9K |
| J P Morgan Exchange Traded F | — | 3.8K | $357.3K | 0.3% | — | New |
| Procter And Gamble Co | PG | 2.44K | $352.1K | 0.3% | $2.77K | Cut−$269.4K |
| Shell Plc | — | 3.77K | $350.7K | 0.3% | $69.8K | Added$87.8K |
| Anglogold Ashanti Plc | AU | 3.58K | $348.2K | 0.3% | $42.6K | Added$47.4K |
| Oracle Corp | — | 2.35K | $346.1K | 0.3% | −$112.4K | Cut−$748.8K |
| Caterpillar Inc | CAT | 487 | $345K | 0.2% | $66K | Cut−$234.2K |
| GE Vernova Inc. | GEV | 392 | $342.2K | 0.2% | $85.9K | Cut−$3.71K |
| Schwab Strategic Tr | — | 6.98K | $341.5K | 0.2% | $26K | Held |
| Banco Bilbao Vizcaya Argenta | — | 15.7K | $340K | 0.2% | −$25.6K | Added−$21.5K |
| General Mtrs Co | — | 4.51K | $336K | 0.2% | −$30.8K | Cut−$217.8K |
| Copa Holdings Sa | — | 2.94K | $333.7K | 0.2% | −$20.6K | Cut−$37.6K |
| Capital One Finl Corp | — | 1.81K | $330.4K | 0.2% | −$108.5K | Cut−$269.6K |
| Parker-Hannifin Corp | PH | 362 | $324.1K | 0.2% | $4.37K | Added$82.3K |
| At&T Inc | — | 11K | $319.7K | 0.2% | $45.8K | Cut−$219.4K |
| Western Digital Corp | WDC | 1.18K | $318.9K | 0.2% | $115.8K | Cut$50.9K |
| Pepsico Inc | PEP | 2.05K | $318.6K | 0.2% | $24.1K | Cut−$688.9K |
| Vanguard Bd Index Fds | — | 4.01K | $309.7K | 0.2% | — | New |
| Millicom Intl Cellular S A | — | 4.09K | $306.7K | 0.2% | $79.3K | Added$81.2K |
| Invesco Exchange Traded Fd T | — | 6.75K | $305.5K | 0.2% | −$1.69K | Held |
| Vertex Pharmaceuticals Inc | — | 681 | $304.1K | 0.2% | −$4.57K | Cut−$48.5K |
| Progressive Corp | — | 1.52K | $300.5K | 0.2% | −$44.8K | Cut−$48.2K |
| Manulife Finl Corp | — | 8.64K | $297.6K | 0.2% | −$15.8K | Added−$14.2K |
| Morgan Stanley | — | 1.8K | $296.9K | 0.2% | −$23.4K | Cut−$300K |
| Phillips 66 | PSX | 1.62K | $295.7K | 0.2% | $86.2K | Cut$18K |
| Linde Plc | LIN | 593 | $294K | 0.2% | $41.2K | Cut−$100.4K |
| Vanguard Growth Etf | — | 673 | $294K | 0.2% | −$34.4K | Cut−$719.8K |
| Ark Etf Tr | — | 4.34K | $293.2K | 0.2% | −$40.5K | Held |
| EMCOR Group, Inc. | EME | 397 | $293.1K | 0.2% | $50.2K | Cut−$55K |
| Amphenol Corp New | — | 2.27K | $286.2K | 0.2% | −$19.9K | Cut−$57.9K |
| Abbott Labs | ABT | 2.79K | $286.1K | 0.2% | −$63K | Cut−$293.4K |
| International Business Machs | — | 1.17K | $283.5K | 0.2% | −$62.9K | Cut−$707.2K |
| Ge Aerospace | — | 995 | $282.4K | 0.2% | −$24.2K | Cut−$265.1K |
| Ecovyst Inc. | ECVT | 21.9K | $281.1K | 0.2% | — | New |
| Bank America Corp | — | 5.63K | $274.4K | 0.2% | −$35.2K | Cut−$929.9K |
| Toyota Motor Corp | — | 1.33K | $273.7K | 0.2% | −$10.1K | Added$3.12K |
| Texas Instrs Inc | — | 1.41K | $272.8K | 0.2% | $29K | Cut−$14.4K |
| Arista Networks, Inc. | ANET | 2.22K | $272.2K | 0.2% | −$18.3K | Cut−$39.2K |
| Invesco Qqq Tr | — | 467 | $269.6K | 0.2% | −$17.3K | Held |
| Flexshares Tr | — | 4.21K | $269.2K | 0.2% | $14.5K | Held |
| Qualcomm Inc | — | 2.09K | $269K | 0.2% | −$88.3K | Cut−$246.4K |
| Kla Corp | KLAC | 182 | $268K | 0.2% | $46.8K | Cut−$168.2K |
| Tri Pointe Homes Inc | — | 5.69K | $266K | 0.2% | — | New |
| Vanguard Index Fds | — | 1.35K | $265.5K | 0.2% | $7.05K | Cut−$21M |
| Nvent Electric Plc | NVT | 2.23K | $263.3K | 0.2% | — | New |
| UBS Group AG | UBS | 6.74K | $263.2K | 0.2% | −$46.6K | Added−$34.7K |
| Coca Cola Co | KO | 3.45K | $262.6K | 0.2% | $21.2K | Cut−$145.9K |
| Palo Alto Networks Inc | PANW | 1.64K | $262.1K | 0.2% | −$39.1K | Cut−$53.4K |
| Liberty Global Ltd | — | 21.6K | $261.6K | 0.2% | — | New |
| Intuitive Surgical Inc | ISRG | 562 | $259.1K | 0.2% | −$59.2K | Cut−$113.5K |
| Vanguard Mun Bd Fds | — | 5.19K | $258.8K | 0.2% | — | New |
| Jackson Financial Inc | — | 2.44K | $258.4K | 0.2% | — | New |
| Pfizer Inc | PFE | 9.04K | $253.8K | 0.2% | $28.7K | Cut−$55.4K |
| Applovin Corp | APP | 636 | $253.1K | 0.2% | −$175.4K | Cut−$469.9K |
| Salesforce, Inc. | CRM | 1.35K | $252K | 0.2% | −$105.5K | Cut−$265.8K |
| Sandridge Energy Inc | SD | 15.4K | $251.6K | 0.2% | — | New |
| J P Morgan Exchange Traded F | — | 4.2K | $249.8K | 0.2% | — | New |
| Tjx Cos Inc New | — | 1.56K | $249.6K | 0.2% | $9.49K | Cut−$147.8K |
| RTX Corp | RTX | 1.28K | $247.9K | 0.2% | $12.2K | Cut−$184.8K |
| Totalenergies Se | TTE | 2.7K | $245.9K | 0.2% | — | New |
| Eni S P A | — | 4.28K | $242K | 0.2% | — | New |
| Bank New York Mellon Corp | — | 2.02K | $240.1K | 0.2% | $5.14K | Cut−$147.9K |
| Spdr Gold Tr | — | 557 | $239.7K | 0.2% | $18.9K | Held |
| Mitsubishi Ufj Finl Group In | — | 14.1K | $239.6K | 0.2% | $15.7K | Cut$12.2K |
| Sap Se | — | 1.4K | $239.4K | 0.2% | −$100.2K | Cut−$108.5K |
| Select Sector Spdr Tr | — | 3.9K | $238.7K | 0.2% | — | New |
| Comcast Corp New | — | 8.27K | $237.3K | 0.2% | −$9.75K | Cut−$26.3K |
| Thermo Fisher Scientific Inc. | TMO | 479 | $235.4K | 0.2% | −$42.1K | Cut−$213.6K |
| Tower Semiconductor Ltd | TSEM | 1.34K | $235K | 0.2% | — | New |
| J P Morgan Exchange Traded F | — | 3.22K | $233K | 0.2% | — | New |
| Analog Devices Inc | ADI | 721 | $229.4K | 0.2% | $33.8K | Cut$12.3K |
| Newmont Corp | — | 2.09K | $226.5K | 0.2% | $17.6K | Cut−$173.3K |
| Vici Pptys Inc | — | 8.21K | $224.2K | 0.2% | — | New |
| Intuit Inc. | INTU | 518 | $224K | 0.2% | −$119.2K | Cut−$214.6K |
| Vanguard Index Fds | — | 1.03K | $223.6K | 0.2% | $5.62K | Cut−$5.28M |
| Chubb Limited | — | 685 | $223.3K | 0.2% | $9.55K | Cut−$63.5K |
| Taylor Morrison Home Corp | — | 3.82K | $222.5K | 0.2% | — | New |
| Cardinal Health Inc | CAH | 1.04K | $220.8K | 0.2% | $6.07K | Cut−$56K |
| Accenture Plc Ireland | — | 1.09K | $216.9K | 0.2% | −$76.7K | Cut−$111K |
| Portland Gen Elec Co | — | 4.06K | $214.4K | 0.2% | — | New |
| Vodafone Group Plc New | — | 14.2K | $213.8K | 0.2% | $24.7K | Added$33.8K |
| ServiceNow, Inc. | NOW | 2.04K | $212.9K | 0.2% | −$89.9K | Added−$70.1K |
| Invesco Exchange Traded Fd T | — | 7K | $211.4K | 0.2% | −$11.6K | Held |
| Medtronic Plc | MDT | 2.43K | $210.2K | 0.2% | −$22.8K | Cut−$140.3K |
| Cadence Design System Inc | — | 752 | $209K | 0.2% | −$25K | Added−$16.4K |
| Regeneron Pharmaceuticals, Inc. | REGN | 270 | $208.6K | 0.2% | $13 | Cut−$44.8K |
| Ishares Tr | — | 3.92K | $208.1K | 0.1% | −$1.53K | Held |
| Cigna Group | CI | 772 | $205.9K | 0.1% | −$6.55K | Cut−$76.7K |
| Seagate Technology Hldngs Pl | — | 519 | $203.3K | 0.1% | $60.4K | Cut−$10.1K |
| Lockheed Martin Corp | LMT | 336 | $203.1K | 0.1% | $40.5K | Cut−$35.9K |
| Taiwan Semiconductor Mfg Ltd | — | 600 | $202.8K | 0.1% | $20.5K | Cut−$88.2K |
| Booking Holdings Inc. | BKNG | 48 | $202.1K | 0.1% | −$55K | Cut−$146K |
| Gsk Plc | — | 3.64K | $200.7K | 0.1% | $22.4K | Cut−$19.5K |
| Artisan Partners Asset Mgmt | — | 5.51K | $200.6K | 0.1% | — | New |
| Gibraltar Inds Inc | — | 5.02K | $200.2K | 0.1% | — | New |
| Global Ship Lease Inc New | — | 5.37K | $200K | 0.1% | — | New |
| Core Scientific Inc New | — | 13.1K | $195.2K | 0.1% | — | New |
| Huntsman Corp | HUN | 12.3K | $164.4K | 0.1% | — | New |
| Western Un Co | — | 14.2K | $123.6K | 0.1% | −$8.21K | Cut−$60.8K |
| Mizuho Financial Group Inc | — | 15K | $119.3K | 0.1% | $9.32K | Cut$8.67K |
| Ceragon Networks Ltd | CRNT | 44.7K | $96.5K | 0.1% | — | New |
| Lloyds Banking Group Plc | — | 17K | $85.4K | 0.1% | −$4.58K | Added−$4.55K |
| Hafnia Ltd Shs | — | 10.3K | $78K | 0.1% | — | New |
| ICL Group Ltd. | ICL | 11.3K | $58.3K | 0.0% | −$6.56K | Added−$5.37K |
| Allogene Therapeutics, Inc. | ALLO | 14.4K | $35.2K | 0.0% | — | New |
| Ribbon Communications Inc. | RBBN | 16K | $33.9K | 0.0% | — | New |
| Magnachip Semiconductor Corp | MX | 10.2K | $28.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.