13F Insight
DOSSIER · 13F-HR · Q1 2026

Milestone Investment Advisors LLC

Milestone Investment's hedge fund based in Chicago, IL — $414M in tracked AUM across 139 positions as of Q1 2026.

MI
Milestone Investment·Chicago, IL·Hedge Fund
CIK 0001967018 · last filed Mar 31, 2026
Total AUM
$414M
▼ 19.7%
vs prior
Holdings
139
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Milestone Investment Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPHQ
INVESCO EXCHANGE TRADED FD T
$40M528K9.6%
02
SCHG
SCHWAB STRATEGIC TR
$30M1.0M7.2%
03
SCHX
SCHWAB STRATEGIC TR
$26M1.0M6.2%
04
FDVV
FIDELITY COVINGTON TRUST
$18M326K4.4%
05
VUG
VANGUARD INDEX FDS
$18M41K4.3%
06
SCHB
SCHWAB STRATEGIC TR
$13M533K3.2%
07
FBND
FIDELITY MERRIMACK STR TR
$13M274K3.0%
08
AVDE
AMERICAN CENTY ETF TR
$12M142K2.9%
09
VYM
VANGUARD WHITEHALL FDS
$12M80K2.9%
10
VO
VANGUARD INDEX FDS
$11M39K2.7%

Filing history

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