SEVEN MILE ADVISORY

All 13F Filings

Location
Tallahassee, FL
Most recent 13F
Q2 2026
Holdings value ($000)
148,941
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/13/2026 158 148,941 13F-HR SEVEN MILE ADVISORY
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 99.89 K 67.1% 4.345 K 0 4.345 K
ETFs 49.06 K 32.9% 6.036 K 0 6.036 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
148,941
Holdings
158
QoQ value change ($000)
10,382 (7.5%)
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.