StockDriftsStockDriftsTop 50 Seven Mile Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.96% | 89.0K | $17.8M | -5.21%(-4.89K) | $64.69(+246.41%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.61% | 207.9K | $8.4M | +4.22%(+8.43K) | $27.81(+41.38%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.47% | 10.9K | $8.1M | -0.48%(-52) | $430.60(+79.40%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.63% | 10.0K | $6.9M | +7.31%(+683) | $590.30(+20.31%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.51% | 23.2K | $6.7M | -10.62%(-2.76K) | $195.69(+54.46%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.1% | 19.4K | $4.6M | -10.76%(-2.33K) | $153.89(+73.68%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.69% | 11.2K | $4.0M | -15.38%(-2.04K) | $158.94(+116.14%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.65% | 10.6K | $3.9M | -11.85%(-1.42K) | $395.86(+24.40%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.51% | 10.6K | $3.7M | -6.05%(-682) | $152.18(+124.97%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.42% | 43.5K | $3.6M | +29.89%(+10.02K) | $81.27(-0.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.99% | +95.26% | — | — | +95.26% |
| Top 20 Holdings Unweighted | +23.19% | +86.93% | — | — | +86.93% |
Seven Mile Advisory reports $148.94M in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (12.0%), DFAE (5.6%) and SPY (5.5%). The top 20 holdings account for 60.18% of reported assets. Its disclosed equity book has returned +95.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Seven Mile Advisory, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Seven Mile Advisory’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1987932). View Seven Mile Advisory’s 13F filings on SEC