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Portfolio (Quarterly) Guide ↗

SEVEN MILE ADVISORY

· CIK 0001987932
13F Portfolio $582M AUM 260 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 260 New
Page 3 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 66,526.0 $3.2M 0.55% NEW $48.17 -0.6%
42 JPM JPMORGAN CHASE & CO COM Financial Services 9,494.0 $3.1M 0.53% NEW $322.22 -6.0%
43 AVGO BROADCOM INC COM Technology 8,442.0 $2.9M 0.50% NEW $346.12 +19.8%
44 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 29,677.0 $2.5M 0.43% NEW $83.75 -1.9%
45 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 20,237.0 $2.3M 0.40% NEW $113.72 +12.8%
46 TSLA TESLA INC COM Consumer Cyclical 4,659.0 $2.1M 0.36% NEW $449.68 -7.2%
47 SABA SABA CAPITAL INCOME & OPPORTUN COM NEW Financial Services 244,179.0 $2.0M 0.35% NEW $8.25 +2.2%
48 LLY ELI LILLY & CO COM Healthcare 1,806.0 $1.9M 0.33% NEW $1074.43 -3.1%
49 BND VANGUARD TOTAL BOND MARKET ETF 23,741.0 $1.8M 0.30% NEW $74.07 -1.5%
50 V VISA INC COM CL A Financial Services 4,886.0 $1.7M 0.29% NEW $350.68 -5.7%
51 BERKSHIRE HATHAWAY INC DEL CL B NEW 3,322.0 $1.7M 0.29% NEW $502.72
52 SPE SPECIAL OPPORTUNITIES FD INC COM Financial Services 108,416.0 $1.6M 0.27% NEW $14.69 -5.0%
53 DTF DTF TAX-FREE INCOME 2028 TERM COM Financial Services 126,477.0 $1.4M 0.25% NEW $11.42 -0.4%
54 BSV VANGUARD SHORT-TERM BOND ETF 18,008.0 $1.4M 0.24% NEW $78.81 -1.2%
55 MA MASTERCARD INCORPORATED CL A Financial Services 2,469.0 $1.4M 0.24% NEW $570.80 -12.5%
56 PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND 28,272.0 $1.4M 0.24% NEW $49.69
57 WMT WALMART INC COM Consumer Defensive 12,487.0 $1.4M 0.24% NEW $111.41 +17.5%
58 VANGUARD CORE TAX-EXEMPT BOND ETF 18,381.0 $1.4M 0.24% NEW $75.57
59 EPS WISDOMTREE U.S. LARGECAP FUND 19,241.0 $1.4M 0.23% NEW $70.86 +9.4%
60 JNJ JOHNSON & JOHNSON COM Healthcare 6,520.0 $1.3M 0.23% NEW $206.96 +12.0%
Page 3 of 13  ·  260 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 29.8%
Communication Services 10.9%
Consumer Cyclical 7.8%
Healthcare 7.7%
Industrials 3.3%
Consumer Defensive 3.1%
Energy 1.6%
Basic Materials 0.6%
Utilities 0.5%