Seven Mile Advisory has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.1B, Nvidia Corp with a value of $15.7B, Apple Inc. with a value of $8.53B, Microsoft Corp with a value of $8.26B, and Vanguard Index Fds S&P 500 ETF with a value of $6.91B.

Examining the 13F form we can see an increase of $16.5B in the current position value, from $150B to 166B.

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 $166 Billion
ETFs: $58.1 Billion
Technology: $46.5 Billion
Financial Services: $15.5 Billion
Communication Services: $14.3 Billion
Consumer Cyclical: $11.2 Billion
Healthcare: $8.57 Billion
Consumer Defensive: $5.1 Billion
Industrials: $1.84 Billion
Other: $2.47 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $166 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
Track This Portfolio

Track Seven Mile Advisory Portfolio

Follow Seven Mile Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Mile Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Seven Mile Advisory with notifications on news.