Seven Mile Advisory holds a focused book of 158 reported positions worth $148.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened SS SPDR S&P 500 Esg ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 12% of the reported non-option book. Cloning the disclosed picks since 2024 would be +36% (+18.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +40.9%, a 4.6-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Seven Mile Advisory's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Seven Mile Advisory
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Blackhill Capital Inc | 20 / 80 | $2.3B |
| Prospect Hill Management, LLC | 10 / 80 | $243.7M |
| Evelyn Partners Group Ltd | 49 / 80 | $44.3B |
| Mirae Asset Global Investments Co., Ltd. | 60 / 80 | $281.8B |
| Uhlmann Price Securities, LLC | 40 / 80 | $2.5B |
| Trans-Canada Capital Inc. | 10 / 80 | $1.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Seven Mile Advisory: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $17.8M | 89.0K | 12.0% | ▼−5.2% Reduced · −5K sh | |
| 2 | Dimensional ETF Trust EMGR CRE EQT MNG | $8.4M | 207.9K | 5.6% | ▲+4.2% Added · +8K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $8.1M | 10.9K | 5.5% | ▼−0.5% Reduced · −52 sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $6.9M | 10.0K | 4.6% | ▲+7.3% Added · +683 sh | |
| 5 | Apple Inc COM | $6.7M | 23.2K | 4.5% | ▼−11% Reduced · −3K sh | |
| 6 | Amazon Com Inc COM | $4.6M | 19.4K | 3.1% | ▼−11% Reduced · −2K sh | |
| 7 | Alphabet Inc CAP STK CL A | $4.0M | 11.2K | 2.7% | ▼−15% Reduced · −2K sh | |
| 8 | Microsoft Corp COM | $3.9M | 10.6K | 2.6% | ▼−12% Reduced · −1K sh | |
| 9 | Alphabet Inc CAP STK CL C | $3.7M | 10.6K | 2.5% | ▼−6.0% Reduced · −682 sh | |
| 10 | Vanguard Scottsdale FDS INT-TERM CORP | $3.6M | 43.5K | 2.4% | ▲+30% Added · +10K sh | |
| 11 | Vanguard Scottsdale FDS SHORT TERM TREAS | $3.6M | 61.1K | 2.4% | ▲+2.6% Added · +2K sh | |
| 12 | Micron Technology Inc COM | $2.5M | 2.2K | 1.7% | ▼−11% Reduced · −273 sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.5M | 34.5K | 1.6% | ▲+31% Added · +8K sh | |
| 14 | Broadcom Inc COM | $2.3M | 6.0K | 1.5% | ▲+1.4% Added · +80 sh | |
| 15 | Applied Matls Inc COM | $2.3M | 3.1K | 1.5% | ▼−8.7% Reduced · −297 sh | |
| 16 | Meta Platforms Inc CL A | $2.2M | 3.9K | 1.5% | ▼−12% Reduced · −559 sh | |
| 17 | Vanguard BD Index FDS TOTAL BND MRKT | $1.8M | 24.6K | 1.2% | ▲+30% Added · +6K sh | |
| 18 | JPMorgan Chase & Co COM | $1.8M | 5.4K | 1.2% | ▼−9.3% Reduced · −553 sh | |
| 19 | Tesla Inc COM | $1.6M | 3.8K | 1.1% | ▼−14% Reduced · −596 sh | |
| 20 | Intel Corp COM | $1.3M | 9.4K | 0.9% | ▼−4.7% Reduced · −461 sh | |
| 21 | Walmart Inc COM | $1.3M | 11.6K | 0.9% | ▼−12% Reduced · −2K sh | |
| 22 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.9% | ▼−14% Reduced · −180 sh | |
| 23 | ASML Hldg NV N Y REGISTRY SHS | $1.2M | 620 | 0.8% | ▼−0.5% Reduced · −3 sh | |
| 24 | Lam Research Corp COM NEW | $1.2M | 2.8K | 0.8% | ▼−3.9% Reduced · −112 sh | |
| 25 | Advanced Micro Devices Inc COM | $1.2M | 2.0K | 0.8% | ▼−17% Reduced · −415 sh | |
| 26 | Ishares TR RUSSELL 2000 ETF | $991K | 3.3K | 0.7% | —Held | |
| 27 | Terawulf Inc COM | $971K | 39.3K | 0.7% | ▼−30% Reduced · −17K sh | |
| 28 | Dimensional ETF Trust EMER MARK SU ETF | $961K | 19.7K | 0.6% | ▼−4.0% Reduced · −816 sh | |
| 29 | Visa Inc COM CL A | $957K | 2.8K | 0.6% | ▼−10% Reduced · −312 sh | |
| 30 | Mastercard Incorporated CL A | $799K | 1.6K | 0.5% | ▼−14% Reduced · −248 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $785K | 1.6K | 0.5% | ▼−19% Reduced · −377 sh | |
| 32 | SPDR Series Trust SPDR S&P 500 ESG | $757K | 10.4K | 0.5% | ▲New New position | |
| 33 | Celestica Inc COM | $750K | 2.1K | 0.5% | ▼−1.4% Reduced · −30 sh | |
| 34 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.5% | —Held | |
| 35 | Johnson & Johnson COM | $748K | 2.9K | 0.5% | ▼−24% Reduced · −906 sh | |
| 36 | Invesco Exch Traded FD TR II ESG NASDAQ 100 | $733K | 14.3K | 0.5% | ▲New New position | |
| 37 | Cisco Sys Inc COM | $702K | 6.0K | 0.5% | ▼−13% Reduced · −856 sh | |
| 38 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $699K | 992 | 0.5% | —Held | |
| 39 | Dimensional ETF Trust EMERGING MKTS CO | $655K | 16.1K | 0.4% | ▲+0.4% Added · +62 sh | |
| 40 | Goldman Sachs Group Inc COM | $638K | 631 | 0.4% | ▼−5.3% Reduced · −35 sh | |
| 41 | Williams Sonoma Inc COM | $638K | 2.7K | 0.4% | ▼−3.7% Reduced · −105 sh | |
| 42 | Novartis AG SPONSORED ADR | $626K | 4.0K | 0.4% | ▼−0.7% Reduced · −27 sh | |
| 43 | Invesco Exchange Traded FD T S&P500 QUALITY | $618K | 6.9K | 0.4% | ▲New New position | |
| 44 | SPDR Series Trust ST STR MSCI USAQ | $609K | 3.3K | 0.4% | ▲New New position | |
| 45 | Abrdn Precious Metals Basket PHYSCL PRECS MET | $598K | 3.3K | 0.4% | —Held | |
| 46 | Merck & Co Inc COM | $591K | 4.6K | 0.4% | ▼−11% Reduced · −562 sh | |
| 47 | Ishares TR CORE S&P MCP ETF | $581K | 7.5K | 0.4% | ▼−19% Reduced · −2K sh | |
| 48 | Equinix Inc COM | $572K | 549 | 0.4% | ▼−4.0% Reduced · −23 sh | |
| 49 | Citigroup Inc COM NEW | $572K | 4.1K | 0.4% | ▼−4.6% Reduced · −199 sh | |
| 50 | Verizon Communications Inc COM | $561K | 13.2K | 0.4% | ▲+27% Added · +3K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1987932/holdings"
Use Arkolith to show SEVEN MILE ADVISORY's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 158 | $148.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 182 | $138.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 260 | $582.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 304 | $619.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 180 | $166.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 175 | $149.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 167 | $156.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 172 | $151.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.