StockDriftsStockDriftsTop 50 Milestone Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 10.4% | 534.0K | $48.1M | +1.11%(+5.88K) | $48.99(+79.29%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 7.34% | 1.00M | $34.0M | -1.78%(-18.23K) | $14.55(+144.75%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 6.37% | 1.00M | $29.5M | -0.71%(-7.17K) | $14.61(+108.87%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.56% | 245.2K | $21.1M | -0.18%(-440) | $38.47(+131.85%) | 2026-06-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 4.23% | 324.5K | $19.6M | -0.48%(-1.55K) | $46.95(+36.75%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.36% | 536.9K | $15.5M | +0.69%(+3.67K) | $14.93(+101.05%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.93% | 168.1K | $13.5M | +6.39%(+10.09K) | $66.01(+27.75%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.85% | 290.3K | $13.2M | +5.86%(+16.07K) | $45.79(-2.01%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.79% | 144.9K | $12.9M | +2.39%(+3.39K) | $69.87(+34.99%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.71% | 16.8K | $12.5M | +0.24%(+40) | $471.04(+65.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.30% | +49.34% | — | — | +62.17% |
| Top 20 Holdings Unweighted | +11.84% | +39.88% | — | — | +54.47% |
Milestone Investment Advisors LLC reports $462.71M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are SPHQ (10.4%), SCHG (7.3%) and SCHX (6.4%). The top 20 holdings account for 70.04% of reported assets. Its disclosed equity book has returned +49.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Milestone Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1967018). View Milestone Investment Advisors LLC’s 13F filings on SEC