Seven Mile Advisory
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Seven Mile Advisory reported 175 stock positions worth $149.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.1% of the portfolio, followed by Nvidia (NVDA, 7.1%) and Apple (AAPL, 6.5%). Compared with Q4 2024, it opened 15 new positions, sold out of 7, added to 91 and reduced 38. The biggest buy was Dimensional Emerging Core Eq (DFAE, shares +4%) and the biggest sale Nvidia (NVDA, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- TALLAHASSEE, FL
- CIK
- 0001987932
- Portfolio Value
- $149.8M (Q1 2025)
- SEC Filing
- 0001982776-25-000005 ↗ filed May 13, 2025
Holdings Value
Holdings 175 stocks · $149.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 12.12% | 32,473 | $18.2M | Add +0.1% |
| NVDA Nvidia Corp. | 7.12% | 98,483 | $10.7M | Reduce -15.1% |
| AAPL Apple Inc. | 6.48% | 43,685 | $9.7M | Add +2.6% |
| VOO Vanguard S&P 500 ETF | 4.24% | 12,355 | $6.3M | Add +2.3% |
| MSFT Microsoft Corp. | 3.93% | 15,671 | $5.9M | Reduce -3.6% |
| AMZN Amazon.com Inc. | 3.91% | 30,821 | $5.9M | Reduce -4.7% |
| DFAE Dimensional Emerging Core Eq | 2.71% | 157,055 | $4.1M | Add +4.3% |
| META Meta Platforms Inc. Class A | 2.09% | 5,426 | $3.1M | Add +5.1% |
| GOOG Alphabet Inc. Class C | 1.67% | 16,043 | $2.5M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 1.61% | 15,609 | $2.4M | Reduce -0.1% |
| VGSH Vanguard Short-Term Treasury | 1.53% | 39,080 | $2.3M | Reduce -11.7% |
| VCIT Vanguard Int-Term Corporate | 1.48% | 27,181 | $2.2M | Reduce -12.1% |
| IWF iShares Russell 1000 Growth | 1.44% | 5,979 | $2.2M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 1.38% | 8,437 | $2.1M | Reduce -1.5% |
| V Visa Inc. Class A | 1.14% | 4,867 | $1.7M | Add +2.9% |
| IWD iShares Russell 1000 Value E | 1.00% | 7,976 | $1.5M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.98% | 2,675 | $1.5M | Add +3.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.95% | 28,006 | $1.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 2,654 | $1.4M | Add +4.7% |
| VEA Vanguard Ftse Developed ETF | 0.93% | 27,408 | $1.4M | Add +0.0% |
| AVGO Broadcom Inc. | 0.86% | 7,683 | $1.3M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.86% | 1,552 | $1.3M | Add +15.0% |
| IYY iShares Dow Jones U.S. ETF | 0.85% | 9,306 | $1.3M | No change |
| WMT Walmart Inc. | 0.79% | 13,542 | $1.2M | Add +5.1% |
| COST Costco Wholesale Corp. | 0.79% | 1,251 | $1.2M | Add +3.0% |
| BND Vanguard Total Bond Market | 0.77% | 15,615 | $1.1M | Reduce -11.2% |
| TSLA Tesla Inc. | 0.68% | 3,919 | $1.0M | Reduce -5.3% |
| JNJ Johnson & Johnson | 0.67% | 6,047 | $1.0M | Add +38.8% |
| NFLX Netflix Inc. | 0.67% | 1,075 | $1.0M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.59% | 1,693 | $887K | Add +7.0% |
| ORCL Oracle Corp. | 0.57% | 6,108 | $854K | Add +5.7% |
| SPOT Spotify Technology SA | 0.54% | 1,458 | $802K | Add +3.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.53% | 1 | $798K | No change |
| MCD McDonald's Corp. | 0.51% | 2,451 | $766K | Add +6.8% |
| DFAS Dimensional US Small Cap ETF | 0.50% | 12,533 | $749K | Add +31.1% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.49% | 21,695 | $731K | No change |
| PG The Procter & Gamble Co. | 0.48% | 4,200 | $716K | Add +7.5% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 14,947 | $677K | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.44% | 3,300 | $658K | No change |
| CMCSA Comcast Corp. Class A | 0.42% | 17,226 | $636K | Add +0.1% |
| ABBV Abbvie Inc. | 0.42% | 3,016 | $632K | Add +8.6% |
| HD Home Depot Inc. | 0.41% | 1,691 | $620K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 14,835 | $619K | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.40% | 3,151 | $601K | No change |
| IVW iShares S&P 500 Growth ETF | 0.40% | 6,464 | $600K | No change |
| AXP American Express Co. | 0.40% | 2,230 | $600K | Reduce -0.6% |
| SAP Sap SE-Sponsored ADR | 0.40% | 2,205 | $592K | Add +2.5% |
| XOM Exxon Mobil Corp. | 0.39% | 4,967 | $591K | Add +8.6% |
| IVV iShares Core S&P 500 ETF | 0.39% | 1,041 | $585K | No change |
| INTU Intuit Inc. | 0.38% | 919 | $564K | Reduce -5.5% |
| CRM Salesforce Inc. | 0.37% | 2,085 | $560K | Add +18.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.36% | 819 | $543K | Add +6.6% |
| ACN Accenture PLC Class A | 0.36% | 1,710 | $534K | Add +3.6% |
| ABT Abbott Laboratories | 0.35% | 3,901 | $517K | Add +13.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 1,214 | $510K | Reduce -2.9% |
| WFC Wells Fargo & Co. | 0.34% | 7,019 | $504K | Add +5.8% |
| PM Philip Morris International | 0.33% | 3,107 | $493K | Add +16.5% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 8,327 | $486K | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.32% | 5,325 | $478K | Reduce -9.1% |
| SHOP Shopify Inc. Class A | 0.32% | 4,973 | $475K | Reduce -1.9% |
| NVS Novartis AG-Sponsored ADR | 0.32% | 4,242 | $473K | Add +18.3% |
| QCOM Qualcomm Inc. | 0.31% | 3,066 | $471K | Add +9.5% |
| BX Blackstone Inc. | 0.30% | 3,216 | $450K | Add +3.2% |
| NEE Nextera Energy Inc. | 0.30% | 6,327 | $449K | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.30% | 7,265 | $448K | Add +4.7% |
| AMAT Applied Materials Inc. | 0.30% | 3,089 | $448K | Add +4.9% |
| EFA iShares MSCI Eafe ETF | 0.29% | 5,393 | $441K | No change |
| IEMG iShares Core MSCI Emerging | 0.29% | 8,162 | $441K | No change |
| WSM Williams-Sonoma Inc. | 0.29% | 2,720 | $430K | Add +0.6% |
| GLTR Abrdn Precious Metals Basket | 0.29% | 3,300 | $427K | No change |
| CVX Chevron Corp. | 0.28% | 2,549 | $426K | Add +19.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.28% | 6,074 | $422K | Reduce -7.7% |
| ADBE Adobe Inc. | 0.28% | 1,092 | $419K | Add +15.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,681 | $418K | Add +7.3% |
| TXN Texas Instruments Inc. | 0.28% | 2,322 | $417K | Add +6.2% |
| XLK SS Technology Select Sector | 0.28% | 2,000 | $413K | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 0.27% | 740 | $404K | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.27% | 8,768 | $398K | Add +4.6% |
| SHEL Shell PLC-ADR | 0.26% | 5,396 | $395K | Reduce -7.2% |
| DFEM Dimensional Emrg MRKT Core | 0.26% | 14,820 | $392K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 1,768 | $392K | No change |
| MO Altria Group Inc. | 0.26% | 6,527 | $392K | Reduce -1.8% |
| EEM iShares MSCI Emerging Market | 0.26% | 8,939 | $391K | No change |
| T AT&T Inc. | 0.26% | 13,651 | $386K | Add +1.0% |
| PEP Pepsico Inc. | 0.26% | 2,550 | $382K | Add +3.2% |
| LIN Linde PLC | 0.25% | 816 | $380K | Add +7.8% |
| ICE Intercontinental Exchange Inc. | 0.25% | 2,179 | $376K | Add +6.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 2,252 | $374K | Add +0.2% |
| TOST Toast Inc. Class A | 0.25% | 11,074 | $367K | Add +0.5% |
| MDY State Street SPDR S&P Midcap | 0.24% | 687 | $367K | No change |
| GUNR NT Mstar GLBL NR ETF | 0.24% | 9,438 | $366K | No change |
| KO The Coca-Cola Co. | 0.24% | 5,026 | $360K | Add +27.6% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 714 | $355K | Add +2.6% |
| ISRG Intuitive Surgical Inc. | 0.23% | 695 | $344K | Reduce -4.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 709 | $344K | Add +3.4% |
| MS Morgan Stanley | 0.23% | 2,945 | $344K | Add +3.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.22% | 4,560 | $335K | Add +11.1% |
| SYK Stryker Corp. | 0.22% | 896 | $334K | Add +20.1% |
| PANW Palo Alto Networks Inc. | 0.22% | 1,941 | $331K | Add +1.9% |
| SCHA Schwab US Small-Cap ETF | 0.22% | 14,000 | $328K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -15.1% | 7.12% | −2.81 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 3.91% | −0.61 |
| MSFT Microsoft Corp. | Reduce -3.6% | 3.93% | −0.44 |
| TSLA Tesla Inc. | Reduce -5.3% | 0.68% | −0.39 |
| AVGO Broadcom Inc. | Reduce -0.8% | 0.86% | −0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 1.61% | −0.28 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.19 |
| UL Unilever PLC | Sold out | 0.00% | −0.18 |
| IWF iShares Russell 1000 Growth | Reduce -3.8% | 1.44% | −0.15 |
| TGT Target Corp. | Sold out | 0.00% | −0.15 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.13 |
| VGSH Vanguard Short-Term Treasury | Reduce -11.7% | 1.53% | −0.11 |
| VCIT Vanguard Int-Term Corporate | Reduce -12.1% | 1.48% | −0.10 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.09 |
| NOW ServiceNow Inc. | Reduce -11.7% | 0.19% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -7.7% | 0.28% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -9.1% | 0.32% | −0.05 |
| VRN Veren Inc. | Sold out | 0.00% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -11.2% | 0.77% | −0.04 |
| CDNS Cadence Design SYS Inc. | Reduce -3.7% | 0.16% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -1.9% | 0.32% | −0.03 |
| AXP American Express Co. | Reduce -0.6% | 0.40% | −0.02 |
| XLK SS Technology Select Sector | Reduce -0.9% | 0.28% | −0.02 |
| ABEV Ambev SA-ADR | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Reduce -5.5% | 0.38% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -4.8% | 0.23% | −0.01 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -3.6% | 0.15% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -2.6% | 0.14% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -7.2% | 0.13% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -1.5% | 0.20% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 0.32% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.5% | 0.27% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.9% | 0.34% | +0.00 |
| UBS UBS Group AG-Reg | Reduce -2.3% | 0.16% | +0.00 |
| TJX TJX Companies Inc. | Reduce -1.6% | 0.15% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -1.0% | 0.30% | +0.01 |
| VOD Vodafone Group PLC-SP ADR | Reduce -2.6% | 0.08% | +0.01 |
| MFC Manulife Financial Corp. | Reduce -1.4% | 0.22% | +0.01 |
| HLN Haleon PLC-ADR | Reduce -0.1% | 0.11% | +0.01 |
| COP Conocophillips | Reduce -2.1% | 0.18% | +0.01 |
| FISV Fiserv Inc. | Reduce -1.7% | 0.17% | +0.02 |
| SHEL Shell PLC-ADR | Reduce -7.2% | 0.26% | +0.03 |
| MO Altria Group Inc. | Reduce -1.8% | 0.26% | +0.04 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -7.3% | 0.18% | +0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 1.38% | +0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| DFAE Dimensional Emerging Core Eq | Add +4.3% | 2.71% | +0.28 |
| JNJ Johnson & Johnson | Add +38.8% | 0.67% | +0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.7% | 0.94% | +0.21 |
| VICI Vici Properties Inc. | New | 0.19% | +0.19 |
| ELV Elevance Health Inc. | New | 0.19% | +0.19 |
| LLY Eli Lilly & Co. | Add +15.0% | 0.86% | +0.19 |
| AMGN Amgen Inc. | New | 0.19% | +0.19 |
| V Visa Inc. Class A | Add +2.9% | 1.14% | +0.18 |
| PLTR Palantir Technologies Inc. Class A | New | 0.16% | +0.16 |
| META Meta Platforms Inc. Class A | Add +5.1% | 2.09% | +0.16 |
| AIG American International Group | New | 0.16% | +0.16 |
| GSK GSK PLC-Spon ADR | New | 0.16% | +0.16 |
| SPGI S&P Global Inc. | New | 0.15% | +0.15 |
| CPA Copa Holdings SA Class A | New | 0.15% | +0.15 |
| UBER Uber Technologies Inc. | New | 0.14% | +0.14 |
| MELI MercadoLibre Inc. | New | 0.14% | +0.14 |
| ARKK ARK Innovation ETF | New | 0.14% | +0.14 |
| SPOT Spotify Technology SA | Add +3.3% | 0.54% | +0.13 |
| PM Philip Morris International | Add +16.5% | 0.33% | +0.12 |
| MA Mastercard Inc. Class A | Add +3.6% | 0.98% | +0.11 |
| ABBV Abbvie Inc. | Add +8.6% | 0.42% | +0.11 |
| SMFG Sumitomo Mitsui-Spons ADR | New | 0.10% | +0.10 |
| DFAS Dimensional US Small Cap ETF | Add +31.1% | 0.50% | +0.10 |
| WULF Terawulf Inc. | New | 0.10% | +0.10 |
| ABT Abbott Laboratories | Add +13.8% | 0.35% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 0.93% | +0.09 |
| NVS Novartis AG-Sponsored ADR | Add +18.3% | 0.32% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +2.3% | 4.24% | +0.09 |
| CVX Chevron Corp. | Add +19.4% | 0.28% | +0.09 |
| MCD McDonald's Corp. | Add +6.8% | 0.51% | +0.09 |
| KO The Coca-Cola Co. | Add +27.6% | 0.24% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +7.0% | 0.59% | +0.08 |
| XOM Exxon Mobil Corp. | Add +8.6% | 0.39% | +0.08 |
| COST Costco Wholesale Corp. | Add +3.0% | 0.79% | +0.08 |
| IWD iShares Russell 1000 Value E | Add +0.8% | 1.00% | +0.07 |
| CI The Cigna Group | Add +14.2% | 0.21% | +0.06 |
| CORZ Core Scientific Inc. | New | 0.06% | +0.06 |
| T AT&T Inc. | Add +1.0% | 0.26% | +0.06 |
| PG The Procter & Gamble Co. | Add +7.5% | 0.48% | +0.06 |
| NFLX Netflix Inc. | Add +0.3% | 0.67% | +0.06 |
| IBM Intl Business Machines Corp. | Add +7.3% | 0.28% | +0.06 |
| SAN Banco Santander SA-Spon ADR | Add +0.6% | 0.17% | +0.06 |
| SAP Sap SE-Sponsored ADR | Add +2.5% | 0.40% | +0.06 |
| ICE Intercontinental Exchange Inc. | Add +6.8% | 0.25% | +0.06 |
| CL Colgate-Palmolive Co. | Add +33.0% | 0.19% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +3.4% | 0.23% | +0.05 |
| GE General Electric | Add +6.5% | 0.21% | +0.05 |
| AZN Astrazeneca PLC-Spons ADR | Add +11.1% | 0.22% | +0.05 |
| VZ Verizon Communications Inc. | Add +4.6% | 0.27% | +0.05 |
| PGR Progressive Corp. | Add +11.3% | 0.19% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 158 | $148.9M | NVDA, DFAE, SPY, VOO, AAPL |
| Q1 2026 | 182 | $138.6M | NVDA, SPY, DFAE, AAPL, VOO |
| Q4 2025 | 259 | $572.8M | VEA, VMBS, OEF, DFIV, VTI |
| Q3 2025 | 303 | $609.9M | VEA, VMBS, OEF, NVDA, VTI |
| Q2 2025 | 180 | $166.3M | SPY, NVDA, AAPL, MSFT, VOO |
| Q1 2025 | 175 | $149.8M | SPY, NVDA, AAPL, VOO, MSFT |
| Q4 2024 | 167 | $156.8M | SPY, NVDA, AAPL, AMZN, MSFT |
| Q3 2024 | 172 | $151.2M | SPY, NVDA, AAPL, MSFT, VOO |
| Q2 2024 | 154 | $136.0M | SPY, NVDA, AAPL, MSFT, VOO |
| Q1 2024 | 158 | $131.8M | SPY, NVDA, MSFT, AAPL, VOO |