Milestone Investment Advisors LLC
CIK 1967018
13F filing for Q2 2026・No. 4,101
- Holdings
- US$462.71M
- Quarter change
- +US$48.71M
- Entries
- 141
- Net bought (estimate)
- +US$964.34K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 6
- Cut 44
- Added 37
- Corporate actions 0
- Unchanged 52
Largest holdings
141 stocks worth US$462.71M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | Added | 533,994 | US$48.11M | 10.40% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Cut | 1,003,833 | US$33.97M | 7.34% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 1,001,568 | US$29.48M | 6.37% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 245,212 | US$21.12M | 4.56% |
| FIDELITY COVINGTON TRUSTHIGH DIVID ETF | Cut | 324,499 | US$19.56M | 4.23% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Added | 536,856 | US$15.55M | 3.36% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 168,086 | US$13.54M | 2.93% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 290,314 | US$13.21M | 2.85% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 144,897 | US$12.92M | 2.79% |
| IVVISHARES TRCORE S&P500 ETF | Added | 16,755 | US$12.55M | 2.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.