Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Milestone Investment Advisors LLC (CIK 1967018) reported $414.0M across 139 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPHQ ($39.7M, 9.59%), SCHG ($29.8M, 7.19%), SCHX ($25.9M, 6.25%), FDVV ($18.0M, 4.35%), VUG ($17.9M, 4.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | $39.7M | 9.59% | 528,118 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $29.8M | 7.19% | 1.0M | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $25.9M | 6.25% | 1.0M | Trimmed |
| 4 | FDVV | FIDELITY COVINGTON TRUST | $18.0M | 4.35% | 326,052 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $17.9M | 4.32% | 40,942 | Trimmed |
| 6 | SCHB | SCHWAB STRATEGIC TR | $13.4M | 3.23% | 533,182 | Trimmed |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $12.5M | 3.02% | 274,247 | Trimmed |
| 8 | AVDE | AMERICAN CENTY ETF TR | $12.0M | 2.90% | 141,509 | Added |
| 9 | VYM | VANGUARD WHITEHALL FDS | $11.9M | 2.88% | 80,425 | Added |
| 10 | VO | VANGUARD INDEX FDS | $11.3M | 2.74% | 39,499 | Added |
| 11 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.2M | 2.71% | 238,478 | Added |
| 12 | IVV | ISHARES TR | $10.9M | 2.64% | 16,715 | Added |
| 13 | SUSB | ISHARES TR | $10.6M | 2.56% | 422,380 | Added |
| 14 | USFR | WISDOMTREE TR | $10.5M | 2.53% | 207,782 | Trimmed |
| 15 | SCHM | SCHWAB STRATEGIC TR | $10.4M | 2.52% | 336,639 | Trimmed |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $9.8M | 2.37% | 123,636 | Added |
| 17 | FNDX | SCHWAB STRATEGIC TR | $9.7M | 2.33% | 346,925 | Added |
| 18 | EMNT | PIMCO ETF TR | $9.6M | 2.32% | 97,116 | Added |
| 19 | SCHO | SCHWAB STRATEGIC TR | $9.5M | 2.29% | 390,298 | Added |
| 20 | BIV | VANGUARD BD INDEX FDS | $6.4M | 1.54% | 82,586 | Added |
| 21 | SCHF | SCHWAB STRATEGIC TR | $6.3M | 1.53% | 256,111 | Added |
| 22 | FESM | FIDELITY COVINGTON TRUST | $6.1M | 1.47% | 159,792 | Added |
| 23 | SCHD | SCHWAB STRATEGIC TR | $6.0M | 1.45% | 195,375 | Trimmed |
| 24 | XLK | SELECT SECTOR SPDR TR | $5.7M | 1.39% | 43,178 | Trimmed |
| 25 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.6M | 1.34% | 130,506 | Added |
Source: SEC Form 13F filings · as of 2026-03-31