Seven Mile Advisory Portfolio Holdings

Seven Mile Advisory

$619 Billion
Q3 2025

Seven Mile Advisory has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $619 Billion distributed in 304 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $31.9B, Vanguard Mortg Backed Sec ETF with a value of $26.7B, Ishares S&P 100 ETF with a value of $24.3B, Nvidia Corp with a value of $23B, and Vanguard Total Stock Market Et with a value of $22B.

Examining the 13F form we can see an increase of $453B in the current position value, from $166B to 619B.

Seven Mile Advisory is based out at Ewing, NJ

Below you can find more details about Seven Mile Advisory portfolio as well as his latest detailed transactions.

Portfolio value $619 Billion

ETFs: $406 Billion

Technology: $73.1 Billion

Financial Services: $43.4 Billion

Communication Services: $21.4 Billion

Consumer Cyclical: $16.8 Billion

Healthcare: $12.7 Billion

Industrials: $7.88 Billion

Consumer Defensive: $6.76 Billion

Other: $6.65 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VEA Vanguard Ftse Developed Market ETFs	$0	$31.9 Billion 5.15% of portfolio	532,558	Q3 2025 Added 1,909.35%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$26.7 Billion 4.3% of portfolio	567,646	Q3 2025 New
OEF Ishares S&P 100 ETF ETFs	$0	$24.3 Billion 3.92% of portfolio	72,885	Q3 2025 New
NVDA Nvidia Corp Technology	$465B	$23 Billion 3.72% of portfolio	123,447	Q3 2025 Added 24.35%
VTI Vanguard Total Stock Market Et ETFs	$0	$22 Billion 3.56% of portfolio	67,173	Q3 2025 New
DFIV Dimensional ETF Tr ETFs	$0	$21.4 Billion 3.45% of portfolio	463,634	Q3 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$21.3 Billion 3.44% of portfolio	31,977	Q3 2025 Reduced 1.51%
VTV Vanguard Value ETF ETFs	$0	$20.1 Billion 3.25% of portfolio	107,826	Q3 2025 Added 7,869.4%
VGSH Vanguard ETFs	$0	$17.5 Billion 2.82% of portfolio	296,817	Q3 2025 Added 915.07%

IEF Ishares Barclays ETFs	$0	$17.3 Billion 2.79% of portfolio	179,062	Q3 2025 Added 7,059.62%
IVV Ishares Core S&P 500 ETF ETFs	$0	$15.7 Billion 2.53% of portfolio	23,423	Q3 2025 Added 2,150.05%
AAPL Apple Inc. Technology	$4.3T	$15 Billion 2.42% of portfolio	58,831	Q3 2025 Added 41.47%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$14 Billion 2.25% of portfolio	603,568	Q3 2025 Added 4,911.77%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$13.7 Billion 2.21% of portfolio	228,300	Q3 2025 New
MSFT Microsoft Corp Technology	$3.78T	$12.7 Billion 2.06% of portfolio	24,592	Q3 2025 Added 48.15%
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$11.8 Billion 1.9% of portfolio	257,431	Q3 2025 New
DFAE Dimensional ETF Tr ETFs	$0	$11.1 Billion 1.78% of portfolio	350,584	Q3 2025 Added 106.16%
DISV Dimensional ETF Tr Dimensional ETFs	$0	$10.4 Billion 1.68% of portfolio	291,770	Q3 2025 New

AVUV American Centy ETF Tr Avantis ETFs	$0	$10.3 Billion 1.67% of portfolio	103,824	Q3 2025 New
SPEPRC Special Opportunities Fd Inc P	-	$9.51 Billion 1.54% of portfolio	-	Q3 2025 New
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$8.63 Billion 1.39% of portfolio	97,062	Q3 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$8.17 Billion 1.32% of portfolio	37,191	Q3 2025 Added 21.68%
Janus Henderson Securitized Income ETF	-	$8.06 Billion 1.3% of portfolio	-	Q3 2025 New
DFAU Dimensional ETF Tr ETFs	$0	$7.94 Billion 1.28% of portfolio	173,529	Q3 2025 New
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$7.52 Billion 1.21% of portfolio	166,242	Q3 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$7.46 Billion 1.2% of portfolio	12,188	Q3 2025 Added 0.16%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$7.34 Billion 1.18% of portfolio	144,507	Q3 2025 New
IWD Ishares Russell 1000 Val ETF ETFs	$0	$6.15 Billion 0.99% of portfolio	30,218	Q3 2025 Added 282.6%
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$5.94 Billion 0.96% of portfolio	186,570	Q3 2025 New
NUV Nuveen Municipal Value Fund Inc Financial Services	$0	$5.56 Billion 0.9% of portfolio	619,473	Q3 2025 New
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$5.38 Billion 0.87% of portfolio	101,462	Q3 2025 New
VBR Vanguard Small Cap Value ETF ETFs	$0	$5.38 Billion 0.87% of portfolio	25,771	Q3 2025 Added 2,170.57%
META Meta Platforms, Inc. Communication Services	$1.37T	$5.35 Billion 0.86% of portfolio	7,281	Q3 2025 Added 37.35%
GOOGL Alphabet Inc. Communication Services	$1.65T	$5.32 Billion 0.86% of portfolio	21,887	Q3 2025 Added 43.44%
DGS Wisdomtree Emerging Markets Sm ETFs	$0	$5.21 Billion 0.84% of portfolio	91,183	Q3 2025 New
GOOG Alphabet Inc. Communication Services	$1.74T	$5.05 Billion 0.82% of portfolio	20,745	Q3 2025 Added 34.94%
BRW Saba Capital Income & Opportunities Fund Financial Services	$0	$4.74 Billion 0.76% of portfolio	609,622	Q3 2025 New
MINO Pimco ETF Tr Municipal Income ETFs	$0	$3.63 Billion 0.59% of portfolio	80,218	Q3 2025 New
JPM Jpmorgan Chase & CO Financial Services	$881B	$3.59 Billion 0.58% of portfolio	11,368	Q3 2025 Added 35.98%
SDHY Pgim Short Duration High Yield Opportunities Fund ETFs	$0	$3.5 Billion 0.57% of portfolio	209,460	Q3 2025 New
AVGO Broadcom Inc. Technology	$139B	$3.43 Billion 0.55% of portfolio	10,398	Q3 2025 Added 24.93%
MUB Ishares National Muni Bond ETF ETFs	$0	$3.35 Billion 0.54% of portfolio	31,422	Q3 2025 New
DFNM Dimensional ETF Tr Natl Mun Bd ETFs	$0	$3.19 Billion 0.52% of portfolio	66,526	Q3 2025 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.83 Billion 0.46% of portfolio	6,052	Q3 2025 Added 2.8%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$2.42 Billion 0.39% of portfolio	5,432	Q3 2025 Added 22.45%
V Visa Inc. Financial Services	$533B	$2.29 Billion 0.37% of portfolio	6,713	Q3 2025 Added 40.0%
Saba Capital Income & Opportun Com New	-	$2.22 Billion 0.36% of portfolio	-	Q3 2025 New
ORCL Oracle Corp Technology	$593B	$2.24 Billion 0.36% of portfolio	7,948	Q3 2025 Added 32.62%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$2.12 Billion 0.34% of portfolio	19,168	Q3 2025 New
MA Mastercard Inc Financial Services	$512B	$2.04 Billion 0.33% of portfolio	3,592	Q3 2025 Added 36.94%

Summary

Portfolio
No. of Stocks 304
Current Value $619 Billion
Prior Value $166 Billion
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 126 stocks
Additional Purchases 136 stocks
Sold out of 0 stocks
Reduced holdings in 11 stocks

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Seven Mile Advisory Portfolio Holdings