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 $462.7M across 141 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPHQ ($48.1M, 10.40%), SCHG ($34.0M, 7.34%), SCHX ($29.5M, 6.37%), VUG ($21.1M, 4.56%), FDVV ($19.6M, 4.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | $48.1M | 10.40% | 533,994 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $34.0M | 7.34% | 1.0M | Trimmed |
| 3 | SCHX | SCHWAB STRATEGIC TR | $29.5M | 6.37% | 1.0M | Trimmed |
| 4 | VUG | VANGUARD INDEX FDS | $21.1M | 4.56% | 245,212 | Added |
| 5 | FDVV | FIDELITY COVINGTON TRUST | $19.6M | 4.23% | 324,499 | Trimmed |
| 6 | SCHB | SCHWAB STRATEGIC TR | $15.5M | 3.36% | 536,856 | Added |
| 7 | VO | VANGUARD INDEX FDS | $13.5M | 2.93% | 168,086 | Added |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $13.2M | 2.85% | 290,314 | Added |
| 9 | AVDE | AMERICAN CENTY ETF TR | $12.9M | 2.79% | 144,897 | Added |
| 10 | IVV | ISHARES TR | $12.5M | 2.71% | 16,755 | Added |
| 11 | VYM | VANGUARD WHITEHALL FDS | $12.5M | 2.70% | 79,043 | Trimmed |
| 12 | SCHM | SCHWAB STRATEGIC TR | $12.3M | 2.65% | 332,273 | Trimmed |
| 13 | FNDX | SCHWAB STRATEGIC TR | $11.0M | 2.37% | 352,730 | Added |
| 14 | USFR | WISDOMTREE TR | $10.5M | 2.27% | 208,786 | Added |
| 15 | SUSB | ISHARES TR | $10.4M | 2.24% | 414,403 | Trimmed |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $10.2M | 2.20% | 128,841 | Added |
| 17 | SCHO | SCHWAB STRATEGIC TR | $9.8M | 2.13% | 407,543 | Added |
| 18 | JCPB | J P MORGAN EXCHANGE TRADED F | $9.7M | 2.10% | 206,848 | Trimmed |
| 19 | EMNT | PIMCO ETF TR | $9.6M | 2.07% | 96,932 | Trimmed |
| 20 | FESM | FIDELITY COVINGTON TRUST | $8.2M | 1.77% | 169,703 | Added |
| 21 | XLK | SELECT SECTOR SPDR TR | $8.2M | 1.77% | 42,956 | Trimmed |
| 22 | SCHF | SCHWAB STRATEGIC TR | $7.3M | 1.57% | 262,788 | Added |
| 23 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.7M | 1.45% | 135,701 | Added |
| 24 | BIV | VANGUARD BD INDEX FDS | $6.2M | 1.33% | 80,327 | Trimmed |
| 25 | SCHD | SCHWAB STRATEGIC TR | $6.0M | 1.29% | 187,677 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30