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

Milestone Investment Advisors LLC

$414M in tracked AUM across 139 positions as of Q1 2026.

MI
CIK 0001967018 · last filed Mar 31, 2026
Total AUM
$414M
as of Q1 2026
Holdings
139
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$414M▲ 0.2%
139 positionsView →2025Q4Dec 31
$413M▲ 2.6%
133 positionsView →2025Q3Sep 30
$403M▲ 5.0%
125 positionsView →2025Q2Jun 30
$383M▲ 6.4%
124 positionsLocked2025Q1Mar 31
$360M▼ 2.1%
126 positionsLocked2024Q4Dec 31
$368M▲ 3.1%
130 positionsLocked2024Q3Sep 30
$357M▼ 5.1%
127 positionsLocked2024Q2Jun 30
$376M▲ 1.4%
132 positionsLocked2024Q1Mar 31
$371M▲ 7.7%
128 positionsLocked2023Q4Dec 31
$344M▼ 2.1%
125 positionsLocked2023Q3Sep 30
$351M▲ 8.8%
443 positionsLocked2023Q2Jun 30
$323M▼ 0.3%
120 positionsLocked
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