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 101–150 of 260
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC COM | 14K | $500K+ | SH |
| TSI | TCW STRATEGIC INCOME FD INC COM | 115K | $500K+ | SH |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | 35K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC COM | 5K | $500K+ | SH |
| GM | GENERAL MTRS CO COM | 7K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 2K | $500K+ | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 4K | $500K+ | SH |
| T | AT&T INC COM | 22K | $500K+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 624 | $500K+ | SH |
| MCD | MCDONALDS CORP COM | 2K | $500K+ | SH |
| JMM | NUVEEN MULTI-MKT INCOME FD INC COM | 89K | $500K+ | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | 41K | $500K+ | SH |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 16K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 2K | $500K+ | SH |
| CRM | SALESFORCE INC COM | 2K | $500K+ | SH |
| QCOM | QUALCOMM INC COM | 3K | $500K+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 8K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 562 | $100K–$500K | SH |
| BX | BLACKSTONE INC COM | 3K | $100K–$500K | SH |
| VB | VANGUARD SMALL-CAP ETF | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORPORATION COM | 3K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 775 | $100K–$500K | SH |
| INTC | INTEL CORP COM | 12K | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 582 | $100K–$500K | SH |
| INTU | INTUIT COM | 662 | $100K–$500K | SH |
| KLAC | KLA CORP COM NEW | 359 | $100K–$500K | SH |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 9K | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 7K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 4K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA ADR | 36K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 5K | $100K–$500K | SH |
| KO | COCA COLA CO COM | 6K | $100K–$500K | SH |
| NEM | NEWMONT CORP COM | 4K | $100K–$500K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 14K | $100K–$500K | SH |
| TJX | TJX COS INC NEW COM | 3K | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 925 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 3K | $100K–$500K | SH |
| — | ASTRAZENECA PLC ORD | 4K | $100K–$500K | SH |
| ADBE | ADOBE INC COM | 1K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 658 | $100K–$500K | SH |
| CPA | COPA HOLDINGS SA CL A | 3K | $100K–$500K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 16K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 5K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 778 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC SHS | 4K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP COM | 2K | $100K–$500K | SH |
| EME | EMCOR GROUP INC COM | 569 | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 65 | $100K–$500K | SH |