SEVEN MILE ADVISORY
All 13F Filings
- Location
- Ewing, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 138,559
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 182 | 138,559 | 13F-HR | SEVEN MILE ADVISORY |
| Q4 2025 | 2/13/2026 | 260 | 582,179 | 13F-HR | SEVEN MILE ADVISORY |
| Q3 2025 | 11/13/2025 | 304 | 619,434 | 13F-HR | SEVEN MILE ADVISORY |
| Q2 2025 | 8/14/2025 | 180 | 166,348 | 13F-HR | SEVEN MILE ADVISORY |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 95.54 K | 69.0% | 0 | 82.57 K | -82.57 K |
| ETFs | 43.02 K | 31.0% | 0 | 361.1 K | -361.1 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
138,559
Holdings
182
QoQ value change ($000)
-443,620
(-76.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.