Milestone Investment Advisors LLC: 13F holdings
CIK 19670182026Q2
| Positions | 141 |
|---|
| Reported value | $462.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 141 (+2 vs prior quarter) |
|---|
| Reported value | $462.7m (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPHQ INVESCO EXCHANGE TRADED FD T | 533,994 | $48.1m | 10.4% |
| SCHG SCHWAB STRATEGIC TR | 1,003,833 | $34.0m | 7.3% |
| SCHX SCHWAB STRATEGIC TR | 1,001,568 | $29.5m | 6.4% |
| VUG VANGUARD INDEX FDS | 245,212 | $21.1m | 4.6% |
| FDVV FIDELITY COVINGTON TRUST | 324,499 | $19.6m | 4.2% |
| SCHB SCHWAB STRATEGIC TR | 536,856 | $15.5m | 3.4% |
| VO VANGUARD INDEX FDS | 168,086 | $13.5m | 2.9% |
| FBND FIDELITY MERRIMACK STR TR | 290,314 | $13.2m | 2.9% |
| AVDE AMERICAN CENTY ETF TR | 144,897 | $12.9m | 2.8% |
| IVV ISHARES TR | 16,755 | $12.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1967018")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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