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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, FDVV, VUG, and represent 31.70% of Milestone Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VO, AVDE, SMMU, VXUS, VYM, BLDX, CGMU, CGDV, SCHO, SCHF.
Started 9 new stock positions in ESML, ET, GDX, FEOE, GRNY, BLDX, IVES, AVSD, Nushares Etf Tr.
Reduced shares in these 10 stocks: SCHD, XMHQ, SCHX, SPGP, JSCP, IQLT, XLK, SCHB, VUG, IJR.
Sold out of its positions in QQQ, XMLV, OMFS.
Milestone Investment Advisors was a net buyer of stock by $11M.
Milestone Investment Advisors has $414M in assets under management (AUM), dropping by 0.22%.
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 139 positions in its portfolio as reported in the March 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)	9.6	$40M		528k	75.19	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	7.2	$30M		1.0M	29.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.2	$26M		1.0M	25.64	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.4	$18M		326k	55.24	View chart
Vanguard Index Fds Growth Etf (VUG)	4.3	$18M		41k	436.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.2	$13M		533k	25.10	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.0	$13M		274k	45.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.9	$12M	+13%	142k	84.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$12M	+6%	80k	148.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.7	$11M	+15%	40k	287.18	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.7	$11M		239k	47.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$11M	+3%	17k	653.21	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.6	$11M		422k	25.07	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.5	$11M		208k	50.34	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.5	$10M		337k	30.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.4	$9.8M	+3%	124k	79.27	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.3	$9.7M	+4%	347k	27.85	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.3	$9.6M		97k	98.92	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.3	$9.5M	+6%	390k	24.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.5	$6.4M	+2%	83k	77.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.5	$6.3M	+7%	256k	24.75	View chart
Fidelity Covington Trust Enhanced Small (FESM)	1.5	$6.1M	+5%	160k	38.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$6.0M	-7%	195k	30.68	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.4	$5.7M	-3%	43k	132.90	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.3	$5.6M	+11%	131k	42.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.3	$5.3M		21k	248.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$5.3M		27k	191.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$4.8M		15k	320.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$4.5M		49k	92.74	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.0	$4.3M		36k	118.51	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.0	$4.3M	-5%	90k	47.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$3.9M		20k	196.20	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.9	$3.6M		146k	25.04	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$3.5M	-6%	76k	46.23	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$3.4M		46k	73.14	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.8	$3.3M	+50%	66k	50.45	View chart
Spdr Series Trust State Street Spd (SPYX)	0.8	$3.3M		62k	53.03	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.6	$2.5M		28k	92.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$2.4M	-10%	23k	103.37	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$2.3M	-10%	21k	107.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$2.1M	+62%	28k	77.11	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.5	$2.0M	+28%	41k	50.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.8M	+5%	28k	64.08	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$1.7M		13k	132.10	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$1.6M	-3%	27k	60.12	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.6M		54k	29.08	View chart
Spdr Series Trust State Street Spd (LGLV)	0.3	$1.4M	-3%	7.9k	178.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.3M	-6%	11k	124.31	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.2M	+2%	7.3k	168.85	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$1.2M	+129%	45k	27.15	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$906k	+64%	20k	45.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$904k		8.1k	111.37	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$830k	-6%	31k	27.20	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$813k	+2%	7.2k	112.27	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$775k	+16%	17k	46.67	View chart
Impax Funds Series Trust I Global Infrastru (BLDX)	0.2	$728k	NEW	28k	25.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$668k		22k	30.50	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$661k		13k	49.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$595k		2.3k	261.92	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$571k		13k	43.50	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$569k	+5%	4.7k	121.19	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$545k	+2%	11k	49.99	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$538k	+4%	8.4k	63.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$516k		5.4k	95.61	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$492k	-4%	18k	27.23	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$485k	+228%	3.3k	146.61	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$470k		1.8k	257.35	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$461k	-8%	4.8k	95.48	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$444k		5.9k	75.20	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$387k	-5%	1.9k	199.90	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$372k	+2%	7.4k	50.34	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$367k		2.6k	141.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$362k		1.8k	205.80	View chart
Spdr Series Trust State Street Spd (XNTK)	0.1	$345k		1.4k	255.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$323k	+14%	4.1k	78.41	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$317k		5.7k	55.20	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$316k		4.2k	74.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$297k		1.4k	217.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$269k		1.3k	215.06	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.1	$268k		1.8k	151.74	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$257k	-2%	5.3k	48.93	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.1	$248k		6.0k	41.61	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$237k	+119%	9.5k	24.91	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$231k	-2%	3.2k	71.73	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.1	$221k	-4%	4.8k	46.31	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.1	$219k	+104%	4.8k	45.60	View chart
Tcw Etf Trust Durable Growth (GRW)	0.0	$194k		7.1k	27.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$192k		1.0k	191.81	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$190k		4.0k	47.53	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$178k	-5%	2.8k	62.83	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$176k		3.4k	52.19	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$176k		2.3k	75.44	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$169k		1.3k	128.12	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$144k		457.00	314.01	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$136k		1.5k	90.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$133k		311.00	426.29	View chart
Spdr Series Trust State Street Spd (EFIV)	0.0	$128k	+99%	2.0k	63.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$122k		1.1k	113.11	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$117k		388.00	302.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$113k		173.00	650.34	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$109k		940.00	116.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$107k		300.00	356.56	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$105k		3.3k	32.22	View chart
Ishares Tr Esg Select Scree (XJR)	0.0	$95k		2.2k	43.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$89k		360.00	248.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$89k		669.00	132.43	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$69k		3.0k	23.14	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.0	$66k		2.1k	31.64	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$65k		1.4k	45.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$61k		608.00	100.67	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$60k		1.3k	45.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$55k		562.00	97.23	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$42k		176.00	236.35	View chart
Nushares Etf Tr Nuveen Larg Cap	0.0	$39k	NEW	1.2k	33.44	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$38k	NEW	518.00	73.71	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$36k		555.00	64.35	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$35k		214.00	165.64	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$35k		136.00	253.99	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.0	$31k	NEW	620.00	50.46	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.0	$23k		333.00	70.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$20k	-8%	34.00	597.56	View chart
Blackrock Etf Trust Ishares World Ex (LCTD)	0.0	$15k	-8%	276.00	55.32	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$14k		76.00	188.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$14k		423.00	32.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$14k		32.00	430.31	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$14k	NEW	291.00	46.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$13k		60.00	213.68	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.0	$10k	NEW	425.00	23.87	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.0	$9.5k	NEW	335.00	28.37	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$7.7k	NEW	400.00	19.30	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$6.5k		140.00	46.52	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$5.4k		120.00	45.38	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$5.1k	+14%	57.00	88.81	View chart
Ark Etf Tr Israel Inovate (IZRL)	0.0	$5.0k		186.00	26.92	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.0	$4.8k		118.00	40.91	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$4.5k	NEW	49.00	91.78	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$4.0k	-45%	103.00	38.43	View chart
Cambria Etf Tr Cannabis Etf (TOKE)	0.0	$3.2k		620.00	5.11	View chart
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE)	0.0	$2.6k		87.00	29.44	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 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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