DOSSIER · 13F-HR · Q2 2026

Millstone Evans Group, LLC

$185M in tracked AUM across 877 positions as of Q2 2026.

ME
CIK 0002041943 · last filed Jun 30, 2026
Total AUM
$185M
as of Q2 2026
Holdings
877
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Millstone Evans Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$16M80K8.7%
02
AAPL
APPLE INCORPORATED
$15M53K8.2%
03
BLDX
IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF
$11M403K5.7%
04
MSFT
MICROSOFT CORPORATION
$6M17K3.5%
05
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
$5M11K2.9%
06
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
$4M11K2.1%
07
JPM
JPMORGAN CHASE & COMPANY
$4M11K2.0%
08
464288406
ISHARES TR MRGSTR MD CP VAL
$3M37K1.8%
09
IWS
ISHARES TR RUS MDCP VAL ETF
$3M20K1.8%
10
ORCL
ORACLE CORPORATION
$3M21K1.7%

Filing history

2026Q2Jun 30
$185M 10.9%
877 positionsView →
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