SEVEN MILE ADVISORY Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$166.3B

Holdings

180

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (180 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TRUST
32,468$20.1B12.06%
2
NVDANVIDIA CORPORATION COM
99,270$15.7B9.43%
3
AAPLAPPLE INC COM
41,585$8.5B5.13%
4
MSFTMICROSOFT CORP COM
16,599$8.3B4.96%
5
VOOVANGUARD S&P 500 ETF
12,169$6.9B4.16%
6
AMZNAMAZON COM INC COM
30,565$6.7B4.03%
7
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
170,053$4.9B2.96%
8
METAMETA PLATFORMS INC CL A
5,301$3.9B2.35%
9
GOOGALPHABET INC CAP STK CL C
15,373$2.7B1.64%
10
GOOGLALPHABET INC CAP STK CL A
15,259$2.7B1.62%
11
IWFISHARES RUSSELL 1000 GROWTH ETF
5,887$2.5B1.50%
12
JPMJPMORGAN CHASE & CO. COM
8,360$2.4B1.46%
13
AVGOBROADCOM INC COM
8,323$2.3B1.38%
14
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
20,750$1.7B1.03%
15
VGSHVANGUARD SHORT-TERM TREASURY ETF
29,241$1.7B1.03%
16
VVISA INC COM CL A
4,795$1.7B1.02%
17
IWDISHARES RUSSELL 1000 VALUE ETF
7,898$1.5B0.92%
18
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
26,504$1.5B0.91%
19
MAMASTERCARD INCORPORATED CL A
2,623$1.5B0.89%
20
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
28,006$1.5B0.88%
21
NFLXNETFLIX INC COM
1,062$1.4B0.85%
22
TSLATESLA INC COM
4,436$1.4B0.85%
23
IYY*ISHARES DOW JONES U.S. ETF
9,306$1.4B0.84%
24
WMTWALMART INC COM
13,498$1.3B0.79%
25
ORCLORACLE CORP COM
5,993$1.3B0.79%
26
COSTCOSTCO WHSL CORP NEW COM
1,237$1.2B0.74%
27
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
2,506$1.2B0.73%
28
SPOTSPOTIFY TECHNOLOGY S A SHS
1,488$1.1B0.69%
29
LLYELI LILLY & CO COM
1,403$1.1B0.66%
30
BNDVANGUARD TOTAL BOND MARKET ETF
11,531$849.0M0.51%
31
DFSEDIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
21,695$825.7M0.50%
32
VWOVANGUARD FTSE EMERGING MARKETS ETF
14,959$739.9M0.44%
33
INTUINTUIT COM
933$734.9M0.44%
34
JNJJOHNSON & JOHNSON COM
4,782$730.5M0.44%
35
AXPAMERICAN EXPRESS CO COM
2,286$729.2M0.44%
36
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
1$728.8M0.44%
37
IWMISHARES RUSSELL 2000 ETF
3,300$712.1M0.43%
38
IVWiShares S&P 500 Growth ETF
6,464$711.7M0.43%
39
MCDMCDONALDS CORP COM
2,376$694.2M0.42%
40
BACBANK AMERICA CORP COM
13,959$660.5M0.40%
41
ASMLASML HOLDING N V N Y REGISTRY SHS
811$649.9M0.39%
42
SAPSAP SE SPON ADR
2,127$646.8M0.39%
43
IVVISHARES CORE S&P 500 ETF
1,041$646.4M0.39%
44
AMATAPPLIED MATLS INC COM
3,474$636.0M0.38%
45
HDHOME DEPOT INC COM
1,682$616.7M0.37%
46
IVEiShares S&P 500 Value ETF
3,151$615.8M0.37%
47
ABBVABBVIE INC COM
3,282$609.2M0.37%
48
4I1PHILIP MORRIS INTL INC COM
3,310$602.9M0.36%
49
PGPROCTER AND GAMBLE CO COM
3,733$594.7M0.36%
50
CMCSACOMCAST CORP NEW CL A
16,334$583.0M0.35%
51
WFCWELLS FARGO CO NEW COM
7,263$581.9M0.35%
52
SHOPSHOPIFY INC CL A SUB VTG SHS
4,971$573.4M0.34%
53
CRMSALESFORCE INC COM
2,044$557.4M0.34%
54
TOSTTOAST INC CL A
12,308$545.1M0.33%
55
XOMEXXON MOBIL CORP COM
5,017$540.8M0.33%
56
ABTABBOTT LABS COM
3,967$539.6M0.32%
57
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
1,213$534.5M0.32%
58
NVSNNOVARTIS AG SPONSORED ADR
4,357$527.2M0.32%
59
IBMINTERNATIONAL BUSINESS MACHS COM
1,785$526.1M0.32%
60
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
2,304$521.8M0.31%
61
GSGOLDMAN SACHS GROUP INC COM
736$520.9M0.31%
62
IJHISHARES CORE S&P MID-CAP ETF
8,278$513.4M0.31%
63
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
2,000$506.5M0.30%
64
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
8,162$490.0M0.29%
65
EFAISHARES MSCI EAFE ETF
5,395$482.3M0.29%
66
CSCOCISCO SYS INC COM
6,862$476.1M0.29%
67
NOWSERVICENOW INC COM
450$462.6M0.28%
68
NVONOVO-NORDISK A S ADR
6,619$456.8M0.27%
69
GLTRABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
3,300$455.9M0.27%
70
BXBLACKSTONE INC COM
3,037$454.3M0.27%
71
WSMWILLIAMS SONOMA INC COM
2,756$450.2M0.27%
72
NEENEXTERA ENERGY INC COM
6,350$440.8M0.26%
73
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
14,820$439.9M0.26%
74
EEMISHARES MSCI EMERGING MARKETS ETF
8,939$431.2M0.26%
75
QCOMQUALCOMM INC COM
2,680$426.8M0.26%
76
DWDMORGAN STANLEY COM NEW
3,000$422.6M0.25%
77
VBVANGUARD SMALL-CAP ETF
1,768$419.0M0.25%
78
MOALTRIA GROUP INC COM
6,913$405.3M0.24%
79
ACNACCENTURE PLC IRELAND SHS CLASS A
1,353$404.4M0.24%
80
BACVERIZON COMMUNICATIONS INC COM
9,340$404.1M0.24%
81
TXNTEXAS INSTRS INC COM
1,939$402.6M0.24%
82
PLTRPALANTIR TECHNOLOGIES INC CL A
2,922$398.3M0.24%
83
SHELSHELL PLC SPON ADS
5,572$392.3M0.24%
84
ISRGINTUITIVE SURGICAL INC COM NEW
719$390.7M0.23%
85
GEGE AEROSPACE COM NEW
1,515$389.9M0.23%
86
ICEINTERCONTINENTAL EXCHANGE INC COM
2,123$389.5M0.23%
87
MDYSPDR S&P MIDCAP 400 ETF TRUST
687$389.2M0.23%
88
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
1,926$379.8M0.23%
89
TAT&T INC COM
13,108$379.3M0.23%
90
GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
9,438$378.6M0.23%
91
COFCAPITAL ONE FINL CORP COM
1,774$377.4M0.23%
92
PANWPALO ALTO NETWORKS INC COM
1,840$376.5M0.23%
93
DISDISNEY WALT CO COM
3,031$375.9M0.23%
94
PEPPEPSICO INC COM
2,819$372.2M0.22%
95
UNHUNITEDHEALTH GROUP INC COM
1,169$364.7M0.22%
96
LINLINDE PLC SHS
774$363.1M0.22%
97
BKNGBOOKING HOLDINGS INC COM
62$358.9M0.22%
98
SCHASCHWAB U.S. SMALL-CAP ETF
14,000$354.2M0.21%
99
KOCOCA COLA CO COM
4,948$350.1M0.21%
100
CLSCELESTICA INC COM
2,205$344.2M0.21%
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