Fund HoldingsSEVEN MILE ADVISORY

Total Portfolio Value
$138.56M
Total Bought
$11.20M
Total Sold
$455.69M
Net Transaction
-$444.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES RUSSELL 2000 ETF03,300+3,30008180.59%+818
TERAWULF INC COM(WULF)055,970+55,97008080.58%+808
EQUINIX INC COM(EQIX)0572+57205610.40%+561
JPMORGAN BETABUILDERS JAPAN ETF
BETABULDRS JAPAN
06,815+6,81504700.34%+470
ISHARES 0-3 MONTH TREASURY BOND ETF06,319+6,31906360.46%+636
JPMORGAN BETABUILDERS CANADA ETF
BETA CDA ETF NEW
03,799+3,79903570.26%+357
VANGUARD INTERMEDIATE-TERM BOND ETF04,013+4,01303100.22%+310
WILLIAMS SONOMA INC COM(WSM)02,842+2,84205180.37%+518
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
29,67733,507+3,8302,4852,7732.00%+287
ECOVYST INC COM(ECVT)021,856+21,85602810.20%+281
TRI POINTE HOMES INC COM
COM
05,693+5,69302660.19%+266
NVENT ELEC PLC SHS(NVT)02,226+2,22602630.19%+263
LIBERTY GLOBAL LTD COM CL A(LBTYA)021,640+21,64002620.19%+262
VANGUARD TAX-EXEMPT BOND ETF05,188+5,18802590.19%+259
JACKSON FINANCIAL INC COM CL A(JXN)02,444+2,44402580.19%+258
SANDRIDGE ENERGY INC COM NEW015,426+15,42602520.18%+252
JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF
BETA DEVE EX ETF
04,201+4,20102500.18%+250
WALMART INC COM(WMT)013,188+13,18801,6391.18%+1,639
TOTALENERGIES SE ACT(TTE)02,703+2,70302460.18%+246
ENI SPA SPONSORED ADR(E)04,275+4,27502420.17%+242
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
03,896+3,89602390.17%+239
TOWER SEMICONDUCTOR LTD SHS NEW(TSEM)01,339+1,33902350.17%+235
JPMORGAN BETABUILDERS EUROPE ETF
BETA EURO ET NE
03,218+3,21802330.17%+233
VICI PPTYS INC COM(VICI)08,205+8,20502240.16%+224
TAYLOR MORRISON HOME CORP COM(TMHC)03,821+3,82102230.16%+223
APPLIED MATLS INC COM3,6903,418-2729481,1680.84%+220
SHOPIFY INC CL A SUB VTG SHS(SHOP)04,457+4,45705290.38%+529
PORTLAND GEN ELEC CO COM NEW(POR)04,063+4,06302140.15%+214
ARTISAN PARTNERS ASSET MGMT I CL A(APAM)05,512+5,51202010.14%+201
GIBRALTAR INDS INC COM(ROCK)05,021+5,02102000.14%+200
GLOBAL SHIP LEASE INC COM CL A
COM CL A
05,372+5,37202000.14%+200
CORE SCIENTIFIC INC NEW COM(CORZ)013,050+13,05001950.14%+195
VANGUARD S&P 500 ETF09,349+9,34905,5874.03%+5,587
HUNTSMAN CORP COM(HUN)012,349+12,34901640.12%+164
ISHARES CORE S&P MID-CAP ETF09,331+9,33106300.45%+630
MCDONALDS CORP COM(MCD)02,128+2,12806610.48%+661
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
0623+62308230.59%+823
CERAGON NETWORKS LTD ORD044,672+44,6720960.07%+96
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
MORNSTAR UPSTR
9,4389,43804335210.38%+88
SHELL PLC SPON ADS(SHEL)03,771+3,77103510.25%+351
PARKER-HANNIFIN CORP COM(PH)0362+36203240.23%+324
MILLICOM INTL CELLULAR S A COM STK
COM STK
4,0684,093+252263070.22%+81
HSBC HLDGS PLC SPON ADR NEW(HSBC)05,251+5,25104330.31%+433
HAFNIA LTD SHS010,268+10,2680780.06%+78
VANGUARD TOTAL WORLD STOCK ETF2,3722,926+5543354050.29%+70
GOLDMAN SACHS GROUP INC COM(GS)0666+66605630.41%+563
NOVARTIS AG SPONSORED ADR(NVS)04,023+4,02306150.44%+615
WESTERN DIGITAL CORP COM(WDC)1,5561,179-3772683190.23%+51
ANGLOGOLD ASHANTI PLC COM SHS(AU)3,5273,576+493013480.25%+47
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF3,3003,30006787220.52%+43
ALLOGENE THERAPEUTICS INC COM014,434+14,4340350.03%+35
RIBBON COMMUNICATIONS INC COM015,976+15,9760340.02%+34
VODAFONE GROUP PLC SPONSORED ADR(VOD)13,62714,232+6051802140.15%+34
ASTRAZENECA PLC ORD(AZN)4,2072,111-2,0963874160.30%+30
ALTRIA GROUP INC COM(MO)06,899+6,89904550.33%+455
MAGNACHIP SEMICONDUCTOR CORP COM010,173+10,1730280.02%+28
COSTCO WHOLESALE CORPORATION COM(COST)0568+56805660.41%+566
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF06,980+6,98003420.25%+342
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
EMERGING MKTS CO
16,06716,06705315550.40%+24
SPDR Gold Shares(GLD)55755702212400.17%+19
PHILLIPS 66 COM(PSX)2,1521,623-5292782960.21%+18
FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND
STOXX GLOBR INF
04,210+4,21002690.19%+269
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY)99299205986120.44%+13
ANALOG DEVICES INC COM(ADI)0721+72102290.17%+229
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS(MUFG)014,118+14,11802400.17%+240
MICRON TECHNOLOGY INC COM(MU)2,8862,465-4218248330.60%+9
MIZUHO FINANCIAL GROUP INC SPONSORED ADR(MFG)015,028+15,02801190.09%+119
SCHWAB U.S. SMALL-CAP ETF014,000+14,00004070.29%+407
VANGUARD SMALL-CAP ETF01,768+1,76804630.33%+463
TOYOTA MOTOR CORP ADS(TM)01,328+1,32802740.20%+274
NEXTERA ENERGY INC COM(NEE)04,452+4,45204140.30%+414
ISHARES NEW YORK MUNI BOND ETF03,917+3,91702080.15%+208
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
06,750+6,75003060.22%+306
INTEL CORP COM(INTC)11,9179,903-2,0144404370.32%-3
GE VERNOVA INC COM(GEV)0392+39203420.25%+342
LLOYDS BANKING GROUP PLC SPONSORED ADR(LYG)016,977+16,9770850.06%+85
ICL GROUP LTD SHS(ICL)011,303+11,3030580.04%+58
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
0519+51902030.15%+203
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
S&P500 EQL HLT
7,0007,00002232110.15%-12
CHEVRON CORPORATION COM(CVX)02,148+2,14804440.32%+444
MANULIFE FINL CORP COM(MFC)08,641+8,64102980.21%+298
TEXAS INSTRS INC COM(TXN)01,405+1,40502730.20%+273
CADENCE DESIGN SYSTEM INC COM(CDNS)0752+75202090.15%+209
INVESCO QQQ TRUST SERIES I0467+46702700.19%+270
GSK PLC SPONSORED ADR(GSK)4,4913,637-8542202010.14%-20
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR(BBVA)015,698+15,69803400.25%+340
BANCO SANTANDER SA ADR(SAN)35,64035,120-5204183960.29%-22
COMCAST CORP NEW CL A(CCZ)08,267+8,26702370.17%+237
ADVANCED MICRO DEVICES INC COM(AMD)2,4562,420-365264920.36%-34
UBS GROUP AG SHS(UBS)06,737+6,73702630.19%+263
LOCKHEED MARTIN CORP COM(LMT)0336+33602030.15%+203
BERKSHIRE HATHAWAY INC DEL CL A01+107180.52%+718
COPA HOLDINGS SA CL A(CPA)02,937+2,93703340.24%+334
ARISTA NETWORKS INC COM SHS(ANET)02,217+2,21702720.20%+272
ARK INNOVATION ETF
INNOVATION ETF
04,338+4,33802930.21%+293
REGENERON PHARMACEUTICALS COM(REGN)328270-582532090.15%-45
PROGRESSIVE CORP COM(PGR)01,516+1,51603010.22%+301
VERIZON COMMUNICATIONS INC COM(VZ)010,470+10,47005260.38%+526
VERTEX PHARMACEUTICALS INC COM(VRTX)778681-973533040.22%-49
PALO ALTO NETWORKS INC COM(PANW)01,635+1,63502620.19%+262
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