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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 33.99% of Milestone Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHF, AVDE, FBND, EMNT, SUSB, FESM, SCHO, NULV, JCPB, USFR.
Started 3 new stock positions in XAR, IZRL, MUNI.
Reduced shares in these 10 stocks: HELO (-$6.0M), SCHD, XMHQ, SCHX, IQLT, SCHG, SPHQ, CGMU, JMUB, VYM.
Sold out of its positions in IBIT, STE.
Milestone Investment Advisors was a net seller of stock by $-1.1M.
Milestone Investment Advisors has $403M in assets under management (AUM), dropping by 5.01%.
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 125 positions in its portfolio as reported in the September 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	$39M		528k	73.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.2	$33M		1.0M	31.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.7	$27M		1.0M	26.34	View chart
Vanguard Index Fds Growth Etf (VUG)	5.0	$20M		42k	479.61	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.5	$18M		324k	55.71	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.6	$15M		564k	25.71	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.0	$12M	+8%	263k	46.24	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.7	$11M	+3%	232k	47.55	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.7	$11M	+6%	111k	98.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.7	$11M		76k	140.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$10M	+2%	34k	293.74	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.5	$10M		340k	29.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$9.9M		15k	669.30	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.4	$9.8M	+3%	195k	50.27	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.4	$9.7M	+7%	383k	25.31	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.3	$9.2M	+18%	116k	78.90	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.3	$9.1M	+3%	113k	79.93	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.2	$8.8M		334k	26.30	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.2	$8.7M	+5%	357k	24.40	View chart
Select Sector Spdr Tr Technology (XLK)	1.6	$6.3M		23k	281.86	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.5	$6.2M		23k	273.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.5	$6.0M		77k	78.09	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$5.9M	-11%	218k	27.30	View chart
Fidelity Covington Trust Enhanced Small (FESM)	1.4	$5.5M	+10%	151k	36.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$5.4M	+45%	230k	23.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$5.2M		27k	189.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$4.7M	+3%	14k	328.16	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$4.6M		49k	95.14	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.1	$4.5M		36k	125.95	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.1	$4.5M	+4%	95k	47.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$3.7M		20k	186.49	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.9	$3.6M		85k	42.03	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.9	$3.6M		143k	25.10	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$3.5M	-10%	80k	44.19	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.9	$3.5M		64k	54.85	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.9	$3.4M		47k	73.48	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.7	$2.9M	-6%	26k	113.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.7	$2.9M	-18%	27k	104.96	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.6	$2.5M	+5%	26k	93.80	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.5	$2.0M	+18%	39k	50.57	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$1.7M	+3%	13k	135.65	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$1.7M	-8%	28k	60.26	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$1.6M		31k	53.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.6M	+10%	26k	59.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.6M		56k	27.90	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.4	$1.5M	-4%	8.6k	178.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.4M		12k	118.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.1M		16k	73.46	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.0M		7.2k	144.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$914k	+4%	8.0k	113.88	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$897k	-6%	35k	25.74	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$841k		7.1k	118.44	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$703k	-2%	14k	49.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$634k		22k	29.11	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$628k		23k	27.75	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$624k	-31%	12k	50.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$575k		2.3k	254.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$571k		1.9k	293.79	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$525k	+335%	12k	43.83	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$512k		9.5k	53.87	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$502k		5.4k	92.97	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$492k		5.9k	83.35	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$487k	-38%	18k	27.29	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$452k	+8%	10k	43.92	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$406k		2.1k	197.45	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$384k		3.0k	125.95	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$380k		2.6k	145.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$368k		1.8k	209.34	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$365k	-8%	7.2k	50.51	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$330k		5.8k	57.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$298k		4.4k	67.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$285k		1.4k	208.71	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.1	$275k		1.8k	154.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$267k		3.4k	78.90	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$252k	-95%	3.9k	65.00	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$244k		5.7k	42.96	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.1	$241k		5.9k	40.70	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.1	$240k	-5%	5.1k	47.49	View chart
Tcw Etf Trust Durable Growth (GRW)	0.1	$225k		7.1k	31.94	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$220k	+19%	3.2k	69.37	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$198k	-11%	7.9k	25.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$195k		1.0k	194.50	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$193k		3.0k	64.20	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$188k		1.3k	142.41	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$181k		4.0k	45.21	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$178k		2.4k	75.73	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$149k		1.5k	99.45	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$146k		457.00	320.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$146k		311.00	468.29	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$140k		1.0k	139.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$130k		1.1k	120.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$116k		388.00	297.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$115k		173.00	666.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$110k		300.00	365.48	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$100k	+88%	2.4k	42.70	View chart
Ishares Tr Esg Select Scree (XJR)	0.0	$92k		2.2k	42.56	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$87k		669.00	129.65	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.0	$85k	-2%	3.1k	27.68	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$71k		3.0k	23.56	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$63k		1.4k	44.10	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$60k		1.3k	45.41	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$58k		608.00	95.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$54k		562.00	96.55	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.0	$52k		820.00	63.55	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$43k		176.00	244.09	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$36k		555.00	64.38	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$33k		214.00	155.36	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$32k	NEW	136.00	234.96	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$24k		333.00	72.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$23k		37.00	612.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$16k	-19%	256.00	63.56	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$16k		296.00	53.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$16k	-35%	72.00	215.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$14k		423.00	33.37	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$13k		76.00	176.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$12k	-72%	60.00	203.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$11k		32.00	355.50	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$7.6k	NEW	145.00	52.28	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$6.7k		140.00	47.85	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$5.9k		135.00	43.99	View chart
Ark Etf Tr Israel Inovate (IZRL)	0.0	$5.4k	NEW	186.00	29.12	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$5.3k		120.00	43.85	View chart
Cambria Etf Tr Cannabis Etf (TOKE)	0.0	$4.0k		620.00	6.46	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$3.7k	+27%	42.00	87.40	View chart
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE)	0.0	$2.5k		87.00	28.91	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 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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