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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 32.90% of Milestone Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$18M), VO (+$10M), FBCG, FBND, SPHQ, FESM, SCHO, VCSH, AVDE, CGDV.
Started 8 new stock positions in QQQM, WTV, IUSB, CVMC, XLG, PRVS, CGMM, IEFA.
Reduced shares in these 10 stocks: JCPB, SCHG, LRGE, IWY, SCHD, USMV, LGLV, VYM, SCHX, IGM.
Sold out of its positions in TOKE, ET, GRW, AOA, LRGE, Nushares Etf Tr.
Milestone Investment Advisors was a net buyer of stock by $28M.
Milestone Investment Advisors has $463M in assets under management (AUM), dropping by 11.77%.
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 141 positions in its portfolio as reported in the June 2026 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)	10.4	$48M		534k	90.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	7.3	$34M		1.0M	33.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.4	$30M		1.0M	29.43	View chart
Vanguard Index Fds Growth Etf (VUG)	4.6	$21M	+498%	245k	86.14	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.2	$20M		325k	60.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.4	$16M		537k	28.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$14M	+325%	168k	80.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.9	$13M	+5%	290k	45.49	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.8	$13M	+2%	145k	89.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$13M		17k	748.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.7	$13M		79k	158.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.6	$12M		332k	36.87	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.4	$11M		353k	31.10	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.3	$11M		209k	50.35	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.2	$10M		414k	24.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$10M	+4%	129k	79.03	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.1	$9.8M	+4%	408k	24.14	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.1	$9.7M	-13%	207k	46.94	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.1	$9.6M		97k	98.94	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	1.8	$8.2M	+6%	170k	48.29	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.8	$8.2M		43k	190.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.6	$7.3M	+2%	263k	27.70	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.4	$6.7M	+3%	136k	49.28	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.3	$6.2M	-2%	80k	76.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$6.0M	-3%	188k	31.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$5.8M		27k	212.77	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.3	$5.8M	-6%	20k	290.62	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.2	$5.7M	-3%	35k	163.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$5.5M		15k	370.05	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.0	$4.5M	-5%	46k	96.46	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.9	$4.4M	+2%	93k	47.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$4.3M		20k	217.93	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.8	$3.7M		61k	61.10	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$3.7M		75k	49.55	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.8	$3.5M	-2%	141k	25.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$3.5M		46k	74.90	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.7	$3.4M	+33%	54k	62.11	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.7	$3.3M		66k	50.50	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.7	$3.0M	+3%	29k	106.69	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$2.8M	+8%	25k	112.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$2.6M	+7%	30k	85.49	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$2.4M	-5%	20k	122.29	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$2.0M		13k	154.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$2.0M		28k	71.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.9M		54k	36.13	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$1.8M		27k	68.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.5M	-4%	10k	148.31	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.5M	+6%	7.8k	190.19	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$1.2M		45k	27.47	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.3	$1.2M	-15%	6.7k	181.46	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$1.0M	-7%	15k	65.61	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.0M		8.1k	124.42	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$952k		7.2k	132.24	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$941k	-5%	19k	49.99	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$923k		30k	30.46	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$769k		22k	34.81	View chart
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX)	0.2	$747k		29k	26.06	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$746k	+11%	5.2k	142.39	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$718k		13k	53.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$691k		2.3k	303.12	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$588k	+3%	8.7k	67.58	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.1	$568k		13k	43.45	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$565k		4.8k	117.02	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$552k		11k	50.66	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$550k		5.3k	102.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$545k	-2%	1.8k	306.30	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.1	$527k		1.4k	390.65	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$513k	+3%	19k	27.33	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$442k	-15%	2.8k	158.66	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$441k	-2%	1.9k	233.14	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$433k		1.8k	246.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$425k		2.6k	163.65	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$398k		5.7k	69.45	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.1	$372k		7.4k	50.38	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.1	$333k	+16%	7.0k	47.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$332k		1.4k	242.99	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$325k		4.2k	76.55	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.1	$306k		1.7k	175.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$303k	-5%	3.9k	77.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$291k		1.2k	236.62	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$277k		5.3k	52.76	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$277k	+58%	2.4k	117.06	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$265k		3.2k	82.34	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$232k		9.4k	24.66	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.0	$221k		4.8k	45.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$219k		1.0k	219.43	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.0	$218k	-2%	4.7k	46.72	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$216k		4.0k	54.03	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$197k		2.3k	84.58	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$193k		1.3k	146.41	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$180k		457.00	394.21	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$178k		3.4k	52.60	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.0	$177k	NEW	5.4k	32.97	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$176k		2.8k	62.76	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.0	$160k	+8%	2.2k	72.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$158k	+309%	1.3k	124.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$148k		1.1k	137.53	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.0	$142k	+330%	2.7k	53.40	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$142k		388.00	365.70	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.0	$141k	+241%	1.8k	79.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$129k		173.00	746.77	View chart
Parnassus Income Fds Value Select Etf (PRVS)	0.0	$125k	NEW	3.8k	32.87	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$123k		300.00	409.50	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.0	$115k		2.2k	52.75	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$111k		3.3k	34.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$108k		360.00	300.45	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$108k		940.00	114.61	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$99k		669.00	147.65	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$75k		1.4k	52.12	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$73k		1.3k	55.75	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$72k		608.00	117.56	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.0	$71k		2.1k	34.34	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$70k		3.0k	23.15	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$62k		562.00	110.32	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$48k		176.00	273.63	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$39k		136.00	283.79	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$39k		555.00	69.50	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$38k		214.00	176.73	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$34k	+110%	612.00	55.96	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$27k		333.00	80.16	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.0	$25k	NEW	328.00	76.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$23k		34.00	686.82	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$17k		76.00	220.33	View chart
Blackrock Etf Trust Isha Worl Ex Etf (LCTD)	0.0	$16k		281.00	57.60	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$15k		423.00	36.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$15k		60.00	242.43	View chart
Wedbush Ser Tr Dan Ive Revo Etf (IVES)	0.0	$13k		335.00	38.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$12k		32.00	368.41	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.0	$12k		425.00	27.65	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$10k	NEW	222.00	46.15	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$6.5k		140.00	46.77	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$6.3k		120.00	52.15	View chart
Ark Etf Tr Israel Inovate (IZRL)	0.0	$5.7k		186.00	30.38	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$5.6k	NEW	91.00	61.23	View chart
Spinnaker Etf Series Sele Sto Eur Etf (EUAD)	0.0	$5.0k		118.00	42.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$4.8k	NEW	50.00	96.58	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$4.2k	NEW	14.00	303.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$3.7k		49.00	75.47	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$3.4k		103.00	33.29	View chart
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE)	0.0	$3.0k		87.00	33.92	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.0	$1.3k	NEW	13.00	101.77	View chart

Past Filings by Milestone Investment Advisors

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

Milestone Investment Advisors 2026 Q2 filed Aug. 14, 2026
Milestone Investment Advisors 2026 Q1 filed May 5, 2026
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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