Fund Holdings — SEVEN MILE ADVISORY

Total Portfolio Value
$138.56M
Total Bought
$11.20M
Total Sold
$455.61M
Net Transaction
-$444.41M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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 ETF2,1956,319+4,1242206360.46%+416
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)1,2782,842+1,5642285180.37%+290
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 NEW(SD)015,426+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)12,48713,188+7011,3911,6391.18%+248
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 COM03,821+3,82102230.16%+223
APPLIED MATLS INC COM3,6903,418-2729481,1680.84%+220
SHOPIFY INC CL A SUB VTG SHS(SHOP)1,9424,457+2,5153135290.38%+216
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 ETF8,5979,349+7525,3915,5874.03%+195
HUNTSMAN CORP COM(HUN)012,349+12,34901640.12%+164
ISHARES CORE S&P MID-CAP ETF7,5409,331+1,7914986300.45%+132
MCDONALDS CORP COM(MCD)1,7552,128+3735376610.48%+125
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
663623-407098230.59%+114
CERAGON NETWORKS LTD ORD(CRNT)044,672+44,6720960.07%+96
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
MORNSTAR UPSTR
9,4389,43804335210.38%+88
SHELL PLC SPON ADS(SHEL)3,5783,771+1932633510.25%+88
PARKER-HANNIFIN CORP COM(PH)275362+872423240.23%+82
MILLICOM INTL CELLULAR S A COM STK
COM STK
4,0684,093+252263070.22%+81
HSBC HLDGS PLC SPON ADR NEW(HSBC)4,5095,251+7423554330.31%+78
HAFNIA LTD SHS010,268+10,2680780.06%+78
VANGUARD TOTAL WORLD STOCK ETF2,3722,926+5543354050.29%+70
GOLDMAN SACHS GROUP INC COM(GS)562666+1044945630.41%+70
NOVARTIS AG SPONSORED ADR(NVS)3,9624,023+615466150.44%+68
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
INTUITIVE SURGICAL INC COM NEW2,195562-1,6332202590.19%+39
ALLOGENE THERAPEUTICS INC COM014,434+14,4340350.03%+35
RIBBON COMMUNICATIONS INC COM(RBBN)015,976+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)7,3876,899-4884264550.33%+29
MAGNACHIP SEMICONDUCTOR CORP COM(MX)010,173+10,1730280.02%+28
COSTCO WHOLESALE CORPORATION COM(COST)624568-565385660.41%+28
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF6,9806,98003163420.25%+26
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
4,2104,21002552690.19%+14
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY)99299205986120.44%+13
ANALOG DEVICES INC COM(ADI)800721-792172290.17%+12
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS(MUFG)14,33714,118-2192272400.17%+12
MICRON TECHNOLOGY INC COM(MU)2,8862,465-4218248330.60%+9
MIZUHO FINANCIAL GROUP INC SPONSORED ADR(MFG)15,11615,028-881111190.09%+9
SCHWAB U.S. SMALL-CAP ETF14,00014,00003994070.29%+8
VANGUARD SMALL-CAP ETF1,7681,76804564630.33%+7
TOYOTA MOTOR CORP ADS(TM)1,2641,328+642712740.20%+3
NEXTERA ENERGY INC COM(NEE)5,1234,452-6714114140.30%+2
ISHARES NEW YORK MUNI BOND ETF3,9173,91702102080.15%-2
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
6,7506,75003073060.22%-2
INTEL CORP COM(INTC)11,9179,903-2,0144404370.32%-3
GE VERNOVA INC COM(GEV)529392-1373463420.25%-4
LLOYDS BANKING GROUP PLC SPONSORED ADR(LYG)16,97016,977+790850.06%-5
ICL GROUP LTD SHS(ICL)11,07211,303+23164580.04%-5
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
775519-2562132030.15%-10
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
S&P500 EQL HLT
7,0007,00002232110.15%-12
CHEVRON CORPORATION COM(CVX)2,9922,148-8444564440.32%-12
MANULIFE FINL CORP COM(MFC)8,5958,641+463122980.21%-14
TEXAS INSTRS INC COM(TXN)1,6551,405-2502872730.20%-14
CADENCE DESIGN SYSTEM INC COM(CDNS)721752+312252090.15%-16
INVESCO QQQ TRUST SERIES I46746702872700.19%-17
GSK PLC SPONSORED ADR(GSK)4,4913,637-8542202010.14%-20
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR(BBVA)15,50815,698+1903613400.25%-21
BANCO SANTANDER SA ADR(SAN)35,64035,120-5204183960.29%-22
COMCAST CORP NEW CL A(CCZ)8,8198,267-5522642370.17%-26
ADVANCED MICRO DEVICES INC COM(AMD)2,4562,420-365264920.36%-34
UBS GROUP AG SHS(UBS)6,4346,737+3032982630.19%-35
LOCKHEED MARTIN CORP COM(LMT)494336-1582392030.15%-36
BERKSHIRE HATHAWAY INC DEL CL A1107557180.52%-37
COPA HOLDINGS SA CL A(CPA)3,0782,937-1413713340.24%-38
ARISTA NETWORKS INC COM SHS(ANET)2,3772,217-1603112720.20%-39
ARK INNOVATION ETF
INNOVATION ETF
4,3384,33803342930.21%-40
REGENERON PHARMACEUTICALS COM(REGN)328270-582532090.15%-45
PROGRESSIVE CORP COM(PGR)1,5311,516-153493010.22%-48
VERIZON COMMUNICATIONS INC COM(VZ)14,09510,470-3,6255745260.38%-48
VERTEX PHARMACEUTICALS INC COM(VRTX)778681-973533040.22%-49
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SEVEN MILE ADVISORY — 13F Holdings — Q1 2026 | TickerTrail