Milestone Investment Advisors LLC
Milestone Investment Advisors LLC reported 141 positions worth $462.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPHQ (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPHQ | SH | $48.1M | 10.40% | 533,994 | — | — | |
| ▸ 2 | SCHG | SH | $34.0M | 7.34% | 1,003,833 | — | — | |
| ▸ 3 | SCHX | SH | $29.5M | 6.37% | 1,001,568 | — | — | |
| ▸ 4 | VUG | SH | $21.1M | 4.56% | 245,212 | — | — | |
| ▸ 5 | FDVV | SH | $19.6M | 4.23% | 324,499 | — | — | |
| ▸ 6 | SCHB | SH | $15.5M | 3.36% | 536,856 | — | — | |
| ▸ 7 | VO | SH | $13.5M | 2.93% | 168,086 | — | — | |
| ▸ 8 | FBND | SH | $13.2M | 2.85% | 290,314 | — | — | |
| ▸ 9 | AVDE | SH | $12.9M | 2.79% | 144,897 | — | — | |
| ▸ 10 | IVV | SH | $12.5M | 2.71% | 16,755 | — | — |
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Frequently Asked Questions
What stocks does Milestone Investment Advisors LLC hold as of Q2 2026?
Milestone Investment Advisors LLC reported 141 positions worth $462.7M in its Q2 2026 13F filing. Largest positions: SPHQ (10.4%), SCHG (7.3%), SCHX (6.4%), VUG (4.6%) and FDVV (4.2%).
What did Milestone Investment Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Milestone Investment Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.