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Milestone Investment Advisors

Latest statistics and disclosures from Milestone Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPHQ, SCHG, SCHX, VUG, FDVV, and represent 33.48% of Milestone Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: XLK, CGDV, IVV, SUSB, AVDE, USFR, FBND, ILCG, VCSH, XNTK.
Started 8 new stock positions in EUAD, ILCG, IDU, IWM, XNTK, QQQ, IBIT, DIHP.
Reduced shares in these 10 stocks: EMNT, SCHG, SCHB, IWY, VUG, SPGP, FDVV, SCHD, SPYX, XMHQ.
Milestone Investment Advisors was a net buyer of stock by $7.9M.
Milestone Investment Advisors has $413M in assets under management (AUM), dropping by 2.62%.
Central Index Key (CIK): 0001967018

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Positions held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Milestone Investment Advisors

Milestone Investment Advisors holds 133 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	9.6	$40M		526k	75.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.0	$33M	-2%	1.0M	32.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.6	$27M		1.0M	26.91	View chart
Vanguard Index Fds Growth Etf (VUG)	4.9	$20M		41k	487.86	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.4	$18M		320k	56.69	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.4	$14M	-4%	541k	26.23	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.1	$13M	+5%	276k	46.04	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.7	$11M	+2%	238k	47.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$11M	+9%	16k	684.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.6	$11M		75k	143.52	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.5	$11M	+8%	417k	25.24	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.5	$11M	+6%	209k	50.32	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.5	$10M	+7%	125k	82.32	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.5	$10M		337k	30.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.4	$9.9M		34k	290.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.3	$9.6M	+5%	120k	79.73	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.3	$9.4M	-13%	96k	98.58	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.2	$9.1M		333k	27.21	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.2	$8.9M	+2%	367k	24.37	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.6	$6.4M	+98%	45k	143.97	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.5	$6.3M	+4%	81k	77.88	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.4	$5.9M	-6%	21k	276.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$5.8M	-3%	211k	27.43	View chart
Fidelity Covington Trust Enhanced Small (FESM)	1.4	$5.7M		151k	37.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$5.7M	+3%	237k	24.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$5.2M		27k	191.56	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$5.1M	+36%	117k	43.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$4.9M	+2%	15k	335.27	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.1	$4.7M		36k	129.16	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$4.6M		49k	94.16	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.1	$4.6M		96k	47.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$3.8M		20k	190.99	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$3.7M		81k	45.45	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.9	$3.6M		144k	25.10	View chart
Spdr Series Trust State Street Spd (SPYX)	0.8	$3.4M	-4%	61k	56.19	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$3.3M		47k	71.42	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.6	$2.7M	+5%	28k	96.69	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$2.7M	-8%	23k	113.86	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$2.6M	-6%	26k	102.42	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.5	$2.2M	+13%	44k	50.43	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$1.8M		13k	139.35	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$1.7M	+3%	32k	54.84	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$1.7M		28k	61.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.7M		27k	62.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.6M		55k	28.48	View chart
Spdr Series Trust State Street Spd (LGLV)	0.3	$1.4M	-4%	8.2k	175.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.4M	-2%	11k	120.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.3M	+9%	17k	75.44	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.2M		7.2k	168.77	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$915k		8.0k	113.92	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$870k	-6%	33k	26.57	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$851k		7.0k	120.95	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$733k	+40%	13k	54.77	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$724k		14k	50.86	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$649k		22k	29.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$584k		2.3k	257.95	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$583k	+28%	13k	43.91	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$576k	+46%	4.5k	128.83	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$549k	NEW	5.3k	104.04	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$547k		12k	45.05	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$539k	+10%	20k	27.38	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$536k	-14%	11k	50.50	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$534k	+107%	8.0k	66.43	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$522k	-16%	19k	27.62	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$513k		5.4k	95.08	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$510k	-5%	1.8k	279.14	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$486k		5.9k	82.34	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$422k		2.1k	205.27	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$387k		2.6k	148.95	View chart
Spdr Series Trust State Street Spd (XNTK)	0.1	$375k	NEW	1.4k	277.88	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$368k		1.8k	209.12	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$364k		7.2k	50.32	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$331k		5.8k	57.58	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$303k	-3%	4.2k	71.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$289k		1.4k	211.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$284k	+6%	3.6k	78.82	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.1	$282k		1.8k	158.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$275k	+1638%	1.3k	219.78	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.1	$250k		6.0k	41.99	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$245k	-4%	5.4k	45.21	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.1	$236k		5.0k	47.26	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$236k	+3%	3.3k	71.63	View chart
Tcw Etf Trust Durable Growth (GRW)	0.1	$219k		7.1k	31.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$199k		1.0k	198.62	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$190k		3.0k	63.63	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$188k		4.0k	46.92	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$181k		1.3k	136.94	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$177k	+2231%	3.4k	52.41	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$176k		2.3k	75.15	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$156k		1.0k	154.80	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$148k		457.00	323.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$147k		311.00	473.18	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$146k		1.5k	97.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$133k		1.1k	123.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$118k		173.00	681.92	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$117k		388.00	302.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$112k		300.00	373.44	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$109k	-44%	4.3k	25.08	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$103k		2.4k	43.94	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$103k	NEW	3.3k	31.66	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$102k	NEW	940.00	108.36	View chart
Ishares Tr Esg Select Scree (XJR)	0.0	$92k		2.2k	42.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$89k	NEW	360.00	246.16	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$88k		669.00	131.52	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$70k		3.0k	23.39	View chart
Spdr Series Trust State Street Spd (EFIV)	0.0	$67k	+24%	1.0k	66.13	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$64k		1.4k	44.65	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.0	$62k	-32%	2.1k	29.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$61k	NEW	100.00	614.31	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$60k		1.3k	45.88	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$59k		608.00	96.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$54k		562.00	96.27	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$44k		176.00	251.17	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$36k		555.00	65.01	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$34k		214.00	156.54	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$33k		136.00	241.24	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.0	$25k		333.00	74.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$23k		37.00	627.14	View chart
Blackrock Etf Trust Ishares World Ex (LCTD)	0.0	$17k		301.00	54.69	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$14k	-12%	224.00	62.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$14k		423.00	32.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$14k		76.00	180.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$13k		32.00	396.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$13k		60.00	210.35	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$9.4k	NEW	189.00	49.65	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$6.6k		140.00	47.35	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$6.0k		135.00	44.47	View chart
Ark Etf Tr Israel Inovate (IZRL)	0.0	$5.6k		186.00	29.89	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$5.4k		120.00	44.65	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.0	$5.0k	NEW	118.00	42.31	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$4.5k	+19%	50.00	89.94	View chart
Cambria Etf Tr Cannabis Etf (TOKE)	0.0	$3.8k		620.00	6.16	View chart
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE)	0.0	$2.6k		87.00	29.79	View chart

Past Filings by Milestone Investment Advisors

SEC 13F filings are viewable for Milestone Investment Advisors going back to 2022

Milestone Investment Advisors 2025 Q4 filed Feb. 11, 2026
Milestone Investment Advisors 2025 Q3 filed Nov. 14, 2025
Milestone Investment Advisors 2025 Q2 filed Aug. 13, 2025
Milestone Investment Advisors 2025 Q1 filed April 28, 2025
Milestone Investment Advisors 2024 Q4 filed Feb. 12, 2025
Milestone Investment Advisors 2024 Q3 filed Oct. 30, 2024
Milestone Investment Advisors 2024 Q2 filed Aug. 13, 2024
Milestone Investment Advisors 2024 Q1 filed May 14, 2024
Milestone Investment Advisors 2023 Q4 filed Feb. 9, 2024
Milestone Investment Advisors 2023 Q3 filed Nov. 8, 2023
Milestone Investment Advisors 2023 Q2 filed Aug. 2, 2023
Milestone Investment Advisors 2023 Q1 filed May 16, 2023
Milestone Investment Advisors 2022 Q4 filed March 15, 2023

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