Fund HoldingsSEVEN MILE ADVISORY

Total Portfolio Value
$148.94M
Total Bought
$15.77M
Total Sold
$27.80M
Net Transaction
-$12.03M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)2,4652,192-2738332,5301.70%+1,697
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
199,511207,939+8,4286,7558,3615.61%+1,606
NVIDIA CORPORATION(NVDA)93,91989,024-4,89516,37917,81311.96%+1,433
VANGUARD INDEX FDS9,34910,032+6835,5876,8914.63%+1,304
APPLIED MATLS INC3,4183,121-2971,1682,2561.52%+1,088
STATE STR SPDR S&P 500 ETF T(SPY)10,93210,880-527,1108,1465.47%+1,036
INTEL CORP(INTC)9,9039,442-4614371,3180.89%+881
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
33,50743,523+10,0162,7733,5972.42%+825
VANGUARD TAX-MANAGED FDS26,39034,460+8,0701,6912,4551.65%+764
SPDR SERIES TRUST
SPDR S&P 500 ESG
010,380+10,38007570.51%+757
INVESCO EXCH TRADED FD TR II
ESG NASDAQ 100
014,308+14,30807330.49%+733
ADVANCED MICRO DEVICES INC(AMD)2,4202,005-4154921,1650.78%+672
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
06,864+6,86406180.42%+618
SPDR SERIES TRUST
ST STR MSCI USAQ
03,261+3,26106090.41%+609
LAM RESEARCH CORP(LRCX)2,8692,757-1126131,1950.80%+582
ISHARES TR01,851+1,85105380.36%+538
ALPHABET INC(GOOG)11,26610,584-6823,2323,7402.51%+508
SANDISK CORP(SNDK)0220+22005000.34%+500
ENERGY VAULT HOLDINGS INC(NRGV)0101,039+101,03904760.32%+476
ISHARES INC
ESG AWR MSCI EM
08,103+8,10304430.30%+443
BROADCOM INC(AVGO)5,9115,991+801,8302,2631.52%+434
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
03,544+3,54404330.29%+433
VANGUARD BD INDEX FDS18,95424,624+5,6701,3961,8081.21%+412
ASML HLDG NV
N Y REGISTRY SHS
623620-38231,2330.83%+411
HEWLETT PACKARD ENTERPRISE C(HPE)07,987+7,98703610.24%+361
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
04,456+4,45603610.24%+361
UNITEDHEALTH GROUP INC(UNH)0754+75403130.21%+313
F5 INC(FFIV)0698+69802900.19%+290
ISHARES TR01,121+1,12102830.19%+283
MARVELL TECHNOLOGY INC(MRVL)0945+94502820.19%+282
APPFOLIO INC(APPF)01,612+1,61202580.17%+258
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
519461-582034450.30%+242
CVS HEALTH CORP(CVS)02,206+2,20602280.15%+228
KLA CORP(KLAC)1821,643+1,4612684960.33%+228
PALO ALTO NETWORKS INC(PANW)1,6351,407-2282624800.32%+218
ING GROEP N.V.(ING)06,926+6,92602170.15%+217
FIDELITY COVINGTON TRUST03,500+3,50002110.14%+211
DELL TECHNOLOGIES INC(DELL)0486+48602100.14%+210
NOVO-NORDISK A S(NVO)04,295+4,29502060.14%+206
FORTINET INC(FTNT)01,327+1,32702040.14%+204
BARCLAYS PLC07,584+7,58402040.14%+204
BHP BILLITON LIMITED02,437+2,43702030.14%+203
ALPHABET INC(GOOG)13,23111,196-2,0353,8054,0012.69%+196
WESTERN DIGITAL CORP(WDC)1,179784-3953195010.34%+182
ISHARES TR3,3003,30008189910.67%+173
CISCO SYS INC(CSCO)6,8295,973-8565307020.47%+172
TERAWULF INC(WULF)55,97039,304-16,6668089710.65%+163
CELESTICA INC(CLS)2,0852,055-305877500.50%+162
CORE SCIENTIFIC INC NEW(CORZ)13,05013,05001953340.22%+139
ELI LILLY & CO(LLY)1,2651,085-1801,1641,3010.87%+138
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
6,7506,75003064350.29%+130
APPLE INC(AAPL)25,99123,232-2,7596,5966,7224.51%+126
WILLIAMS SONOMA INC(WSM)2,8422,737-1055186380.43%+120
COPA HOLDINGS SA(CPA)2,9372,909-283344530.30%+119
TOWER SEMICONDUCTOR LTD(TSEM)1,3391,351+122353520.24%+117
NVENT ELEC PLC(NVT)2,2262,227+12633780.25%+114
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
16,06716,129+625556550.44%+100
SCHWAB STRATEGIC TR14,00014,00004075060.34%+99
AMAZON COM INC(AMZN)21,69719,363-2,3344,5194,6153.10%+96
DIMENSIONAL ETF TRUST
EMER MARK SU ETF
20,47919,663-8168689610.65%+93
BANCO SANTANDER SA(SAN)35,12035,297+1773964870.33%+91
TEXAS INSTRS INC(TXN)1,4051,220-1852733640.24%+91
STATE STR SPDR S&P MIDCAP 40(MDY)99299206126990.47%+88
CITIGROUP INC(C)4,2844,085-1994865720.38%+86
TAIWAN SEMICONDUCTOR MANUFAC(TSM)60060002032870.19%+84
UBS GROUP AG(UBS)6,7376,980+2432633460.23%+83
GOLDMAN SACHS GROUP INC(GS)666631-355636380.43%+75
INVESCO QQQ TR46746702703440.23%+74
VANGUARD INDEX FDS1,7681,76804635360.36%+73
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
59,53861,101+1,5633,4853,5562.39%+71
HAFNIA LTD(HAFN)010,508+10,5080700.05%+70
MILLICOM INTL CELLULAR S A
COM STK
4,0934,094+13073720.25%+65
HSBC HLDGS PLC(HSBC)5,2515,194-574334940.33%+61
VANGUARD INTL EQUITY INDEX F2,9262,958+324054640.31%+60
ARISTA NETWORKS INC(ANET)2,2171,936-2812723290.22%+57
BANCO BILBAO VIZCAYA ARGENTA(BBVA)15,69815,828+1303403970.27%+57
ARK ETF TR
INNOVATION ETF
4,3384,316-222933490.23%+56
MANULIFE FINL CORP(MFC)8,6418,687+462983520.24%+54
VANGUARD INDEX FDS6734,038+3,3652943480.23%+54
QUALCOMM INC(QCOM)2,0891,746-3432693230.22%+54
ISHARES TR5624,451+3,8892593090.21%+50
STATE STR SPDR DOW JONES IND(DIA)81781703784280.29%+50
VANGUARD INTL EQUITY INDEX F9,1899,030-1594975390.36%+42
MITSUBISHI UFJ FINANCIAL GRO(MUFG)14,11814,154+362402820.19%+42
CATERPILLAR INC(CAT)487363-1243453870.26%+42
ALTRIA GROUP INC(MO)6,8996,802-974554970.33%+41
BANK OF AMER CORP5,6285,536-922743150.21%+41
EMCOR GROUP INC(EME)397401+42933330.22%+40
VERIZON COMMUNICATIONS INC(VZ)10,47013,249+2,7795265610.38%+35
GE VERNOVA INC(GEV)392319-733423750.25%+33
MIZUHO FINANCIAL GROUP INC(MFG)15,02815,738+7101191510.10%+31
BERKSHIRE HATHAWAY INC DEL1107187490.50%+31
VANGUARD INDEX FDS1,3531,35302652950.20%+29
APPLOVIN CORP(APP)636548-882532820.19%+29
CADENCE DESIGN SYSTEM INC(CDNS)752633-1192092380.16%+29
SCHWAB STRATEGIC TR6,9806,98003423680.25%+27
VISA INC(V)3,1012,789-3129379570.64%+20
VANGUARD INDEX FDS1,0291,000-292242430.16%+19
JPMORGAN CHASE & CO(JPM)5,9735,420-5531,7571,7741.19%+17
GENERAL MTRS CO(GM)4,5104,569+593363520.24%+16
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SEVEN MILE ADVISORY — 13F Holdings — Q2 2026 | TickerTrail