DOSSIER · 13F-HR · Q1 2026

Millstone Evans Group, LLC

$167M in tracked AUM across 856 positions as of Q1 2026.

ME
CIK 0002041943 · last filed Mar 31, 2026
Total AUM
$167M
as of Q1 2026
Holdings
856
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Millstone Evans Group, 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
AAPL
APPLE INCORPORATED
$14M57K8.6%
02
NVDA
NVIDIA CORPORATION
$14M80K8.4%
03
MSFT
MICROSOFT CORPORATION
$6M17K3.8%
04
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
$5M11K3.1%
05
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
$4M13K2.2%
06
JPM
JPMORGAN CHASE & COMPANY
$3M11K2.0%
07
IWS
ISHARES TR RUS MDCP VAL ETF
$3M22K2.0%
08
464288406
ISHARES TR MRGSTR MD CP VAL
$3M38K1.9%
09
ORCL
ORACLE CORPORATION
$3M22K1.9%
10
RJF
RAYMOND JAMES FINL INCORPORATED
$3M19K1.7%

Filing history

2026Q1Mar 31
$167M 2.0%
856 positionsView →
2025Q4Dec 31
$170M 8.0%
857 positionsView →
2025Q3Sep 30
$157M 7.3%
834 positionsView →
2025Q2Jun 30
$147M 0.5%
763 positionsLocked
2025Q1Mar 31
$147M 0.5%
797 positionsLocked
2024Q4Dec 31
$147M
732 positionsLocked