Seven Mile Advisory
Seven Mile Advisory reported 165 stocks worth $149M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (13.5%), SPY (5.6%) and DFAE (5.5%). Compared with Q2 2026, the fund opened new positions in XOM, added to DFAE, AMZN and VGSH, trimmed NVDA, AAPL and VOO and sold out of APP, CDNS and CVS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $20.1M | 13.5% | 88K | −795 (−1%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $8.3M | 5.6% | 11K | No change | 8 of 8 | |
| 3 |  DFAE Dimensional Emerg Core | $8.2M | 5.5% | 209K | +1,500 (+1%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $7.2M | 4.8% | 22K | −1,502 (−6%) | 8 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $6.9M | 4.6% | 9,821 | −211 (−2%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $5.2M | 3.5% | 10K | −416 (−4%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $4.9M | 3.3% | 20K | +176 (+1%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $3.7M | 2.5% | 11K | −394 (−4%) | 8 of 8 | |
| 9 |  VGSH Vanguard Scottsdale Fds | $3.6M | 2.4% | 63K | +1,572 (+3%) | 8 of 8 | |
| 10 |  VCIT Vanguard Scottsdale Fds | $3.5M | 2.4% | 45K | +1,204 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 APP Applovin Corp | $282K | 548 |
 CDNS Cadence Design System Inc | $238K | 633 |
 CVS Cvs Health Corp | $228K | 2,206 |
 IBM Ibm Corp | $226K | 803 |
 LIN Linde PLC | $226K | 435 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Seven Mile Advisory 13F FAQ
What does Seven Mile Advisory own?
Seven Mile Advisory reported 165 stocks worth $149M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (13.5%), SPY (5.6%) and DFAE (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Seven Mile Advisory buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 24 added to, 91 trimmed and 14 sold out. New positions include XOM. It sold all of APP, CDNS and CVS.
When will Seven Mile Advisory file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Seven Mile Advisory's portfolio worth?
The Q3 2026 filing reports $149M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.