Fund HoldingsSEVEN MILE ADVISORY

Total Portfolio Value
$166.35M
Total Bought
$15.47M
Total Sold
$15.45M
Net Transaction
+$13.9K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION COM(NVDA)099,270+99,270015,6849.43%+15,684
MICROSOFT CORP COM(MSFT)016,599+16,59908,2574.96%+8,257
SPDR S&P 500 ETF TRUST(SPY)032,468+32,468020,06012.06%+20,060
BROADCOM INC COM(AVGO)08,323+8,32302,2941.38%+2,294
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
157,055170,053+12,9984,0664,9232.96%+857
AMAZON COM INC COM(AMZN)030,565+30,56506,7064.03%+6,706
META PLATFORMS INC CL A(META)5,4265,301-1253,1273,9122.35%+785
VANGUARD S&P 500 ETF012,169+12,16906,9124.16%+6,912
ORACLE CORP COM(ORCL)05,993+5,99301,3100.79%+1,310
NETFLIX INC COM(NFLX)1,0751,062-131,0021,4220.85%+420
TESLA INC COM(TSLA)04,436+4,43601,4090.85%+1,409
JPMORGAN CHASE & CO. COM(JPM)8,4378,360-772,0702,4241.46%+354
CELESTICA INC COM(CLS)02,205+2,20503440.21%+344
ISHARES RUSSELL 1000 GROWTH ETF05,887+5,88702,5001.50%+2,500
SPOTIFY TECHNOLOGY S A SHS(SPOT)1,4581,488+308021,1420.69%+340
ALPHABET INC CAP STK CL A(GOOG)015,259+15,25902,6891.62%+2,689
MICRON TECHNOLOGY INC COM(MU)02,080+2,08002560.15%+256
GE VERNOVA INC COM(GEV)0469+46902480.15%+248
PFIZER INC COM(PFE)09,414+9,41402280.14%+228
AMPHENOL CORP NEW CL A02,261+2,26102230.13%+223
ALPHABET INC CAP STK CL C(GOOG)015,373+15,37302,7271.64%+2,727
RTX CORPORATION COM(RTX)01,507+1,50702200.13%+220
ARISTA NETWORKS INC COM SHS(ANET)02,114+2,11402160.13%+216
EMCOR GROUP INC COM(EME)0404+40402160.13%+216
HCA HEALTHCARE INC COM(HCA)0539+53902060.12%+206
EATON CORP PLC SHS(ETN)0568+56802030.12%+203
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
02,427+2,42702030.12%+203
CATERPILLAR INC COM(CAT)0520+52002020.12%+202
APPLIED MATLS INC COM03,474+3,47406360.38%+636
TOAST INC CL A(TOST)012,308+12,30805450.33%+545
SERVICENOW INC COM(NOW)0450+45004630.28%+463
INTUIT COM(INTU)0933+93307350.44%+735
PALANTIR TECHNOLOGIES INC CL A(PLTR)2,9182,922+42463980.24%+152
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)02,304+2,30405220.31%+522
ISHARES DOW JONES U.S. ETF09,306+9,30601,4040.84%+1,404
WALMART INC COM(WMT)13,54213,498-441,1891,3200.79%+131
AMERICAN EXPRESS CO COM(AXP)02,286+2,28607290.44%+729
CORE SCIENTIFIC INC NEW COM(CORZ)13,05013,074+24942230.13%+129
VANGUARD FTSE DEVELOPED MARKETS ETF27,40826,504-9041,3931,5110.91%+118
GOLDMAN SACHS GROUP INC COM(GS)0736+73605210.31%+521
COPA HOLDINGS SA CL A(CPA)2,4133,066+6532233370.20%+114
iShares S&P 500 Growth ETF06,464+6,46407120.43%+712
PHILIP MORRIS INTL INC COM(PM)3,1073,310+2034936030.36%+110
INTERNATIONAL BUSINESS MACHS COM(IBM)1,6811,785+1044185260.32%+108
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
819811-85436500.39%+107
ARK INNOVATION ETF
INNOVATION ETF
4,3164,338+222053050.18%+100
SHOPIFY INC CL A SUB VTG SHS(SHOP)04,971+4,97105730.34%+573
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
EMER MARK SU ETF
21,69521,69507318260.50%+95
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
02,000+2,00005060.30%+506
TERAWULF INC COM(WULF)56,00055,989-111532450.15%+92
CAPITAL ONE FINL CORP COM(COF)01,774+1,77403770.23%+377
NU HLDGS LTD ORD SHS CL A(NU)024,330+24,33003340.20%+334
MORGAN STANLEY COM NEW(MS)03,000+3,00004230.25%+423
WELLS FARGO CO NEW COM(WFC)7,0197,263+2445045820.35%+78
GENWORTH FINL INC COM SHS(GNW)010,016+10,0160780.05%+78
GE AEROSPACE COM NEW(GE)1,5601,515-453123900.23%+78
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF01,926+1,92603800.23%+380
BANCO SANTANDER S.A. ADR(SAN)37,17738,149+9722493170.19%+68
BOOKING HOLDINGS INC COM(BKNG)062+6203590.22%+359
VANGUARD FTSE EMERGING MARKETS ETF14,94714,959+126777400.44%+63
DISNEY WALT CO COM(DIS)03,031+3,03103760.23%+376
MERCADOLIBRE INC COM(MELI)106103-32072690.16%+62
ISHARES CORE S&P 500 ETF01,041+1,04106460.39%+646
SAP SE SPON ADR(SAP)2,2052,127-785926470.39%+55
NOVARTIS AG SPONSORED ADR(NVS)4,2424,357+1154735270.32%+54
ISHARES RUSSELL 2000 ETF03,300+3,30007120.43%+712
ROCKWELL AUTOMATION INC COM(ROK)0811+81102690.16%+269
UBER TECHNOLOGIES INC COM(UBER)2,9192,826-932132640.16%+51
ADVANCED MICRO DEVICES INC COM(AMD)2,2131,955-2582272770.17%+50
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
8,1628,16204414900.29%+49
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
EMERGING MKTS CO
14,82014,82003924400.26%+48
CITIGROUP INC COM NEW(C)3,9673,868-992823290.20%+48
INTUITIVE SURGICAL INC COM NEW0719+71903910.23%+391
LAM RESEARCH CORP COM NEW(LRCX)4,0743,518-5562963420.21%+46
Vanguard Growth ETF0673+67302950.18%+295
PALO ALTO NETWORKS INC COM(PANW)01,840+1,84003770.23%+377
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
06,750+6,75002750.17%+275
BANK AMERICA CORP COM013,959+13,95906610.40%+661
ISHARES MSCI EAFE ETF5,3935,395+24414820.29%+41
COSTCO WHSL CORP NEW COM(COST)1,2511,237-141,1831,2250.74%+41
ISHARES MSCI EMERGING MARKETS ETF8,9398,93903914310.26%+41
INVESCO QQQ TRUST SERIES I0467+46702580.15%+258
SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
028,006+28,00601,4660.88%+1,466
NOVO-NORDISK A S ADR(NVO)06,619+6,61904570.27%+457
GILEAD SCIENCES INC COM(GILD)2,7543,098+3443093430.21%+35
ISHARES RUSSELL 1000 VALUE ETF7,9767,898-781,5011,5340.92%+33
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF8,0008,00002893200.19%+31
JPMORGAN BETABUILDERS CANADA ETF
BETA CDA ETF NEW
03,364+3,36402710.16%+271
AUTODESK INC COM846808-382212500.15%+29
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF3,3003,30004274560.27%+29
VICI PPTYS INC COM(VICI)8,9099,786+8772913190.19%+28
CISCO SYS INC COM(CSCO)7,2656,862-4034484760.29%+28
ISHARES CORE S&P MID-CAP ETF08,278+8,27805130.31%+513
VANGUARD SMALL-CAP ETF01,768+1,76804190.25%+419
SCHWAB U.S. SMALL-CAP ETF014,000+14,00003540.21%+354
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)01,213+1,21305350.32%+535
PARAMOUNT GLOBAL CLASS B COM20,14920,474+3252412640.16%+23
SPDR S&P MIDCAP 400 ETF TRUST(MDY)0687+68703890.23%+389
ABBOTT LABS COM3,9013,967+665175400.32%+22
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
3,9173,875-422692910.17%+22
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