CIK 1987932
SEVEN MILE ADVISORY
Institutional 13F holdings & portfolio
Holdings
260
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 260
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 547K | $1M+ | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 608K | $1M+ | SH |
| OEF | ISHARES S&P 100 ETF | 73K | $1M+ | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 472K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 69K | $1M+ | SH |
| VTV | Vanguard Value ETF | 111K | $1M+ | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 345K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 100K | $1M+ | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 188K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 22K | $1M+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 247K | $1M+ | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 638K | $1M+ | SH |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 275K | $1M+ | SH |
| AAPL | APPLE INC COM | 44K | $1M+ | SH |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 368K | $1M+ | SH |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 295K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 22K | $1M+ | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 106K | $1M+ | SH |
| SPE-PC | SPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C | 381K | $1M+ | SH |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 101K | $1M+ | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 188K | $1M+ | SH |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 163K | $1M+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 12K | $1M+ | SH |
| PRF | INVESCO RAFI US 1000 ETF | 167K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 32K | $1M+ | SH |
| JAAA | JANUS HENDERSON AAA CLO ETF | 145K | $1M+ | SH |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 185K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 19K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 18K | $1M+ | SH |
| BRW | SABA CAPITAL INCOME & OPRNT FD SHS NEW | 816K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 26K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 9K | $1M+ | SH |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | 93K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 24K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 6K | $1M+ | SH |
| NUV | NUVEEN MUN VALUE FD INC COM | 466K | $1M+ | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 72K | $1M+ | SH |
| SDHY | PGIM SHORT DUR HIG YLD OPP FD COM | 230K | $1M+ | SH |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | 80K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 31K | $1M+ | SH |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 67K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 9K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 8K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 30K | $1M+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 20K | $1M+ | SH |
| TSLA | TESLA INC COM | 5K | $1M+ | SH |
| SABA | SABA CAPITAL INCOME & OPPORTUN COM NEW | 244K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 2K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 24K | $1M+ | SH |
| V | VISA INC COM CL A | 5K | $1M+ | SH |