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 51–100 of 260
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3K | $1M+ | SH |
| SPE | SPECIAL OPPORTUNITIES FD INC COM | 108K | $1M+ | SH |
| DTF | DTF TAX-FREE INCOME 2028 TERM COM | 126K | $1M+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 18K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 2K | $1M+ | SH |
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | 28K | $1M+ | SH |
| WMT | WALMART INC COM | 12K | $1M+ | SH |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | 18K | $1M+ | SH |
| EPS | WISDOMTREE U.S. LARGECAP FUND | 19K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 7K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 4K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 22K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 22K | $1M+ | SH |
| IVE | iShares S&P 500 Value ETF | 5K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 6K | $1M+ | SH |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | 8K | $1M+ | SH |
| VUG | Vanguard Growth ETF | 2K | $1M+ | SH |
| PEP | PEPSICO INC COM | 7K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 3K | $500K+ | SH |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | 43K | $500K+ | SH |
| XOM | EXXON MOBIL CORP COM | 8K | $500K+ | SH |
| AMAT | APPLIED MATLS INC COM | 4K | $500K+ | SH |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | 23K | $500K+ | SH |
| SPGI | S&P GLOBAL INC COM | 2K | $500K+ | SH |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 6K | $500K+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 2K | $500K+ | SH |
| NFLX | NETFLIX INC. COM | 9K | $500K+ | SH |
| WFC | WELLS FARGO & CO COM | 9K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 3K | $500K+ | SH |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 26K | $500K+ | SH |
| ABBV | ABBVIE INC COM | 3K | $500K+ | SH |
| MRK | MERCK & CO INC COM | 8K | $500K+ | SH |
| HD | HOME DEPOT INC COM | 2K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 1 | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 10K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 4K | $500K+ | SH |
| APP | APPLOVIN CORP COM CL A | 1K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 2K | $500K+ | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 663 | $500K+ | SH |
| AMGN | AMGEN INC COM | 2K | $500K+ | SH |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | 3K | $500K+ | SH |
| CLS | CELESTICA INC COM | 2K | $500K+ | SH |
| PG | PROCTER & GAMBLE CO COM | 4K | $500K+ | SH |
| C | CITIGROUP INC COM NEW | 5K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 2K | $500K+ | SH |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 992 | $500K+ | SH |
| MS | MORGAN STANLEY COM NEW | 3K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 3K | $500K+ | SH |
| ABT | ABBOTT LABS COM | 5K | $500K+ | SH |
| CAT | CATERPILLAR INC COM | 1K | $500K+ | SH |