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Milestone Investment Advisors LLC 13F holdings

Filed 2026-08-14 · Milestone Investment Advisors LLC · 141 positions · $462.7M

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TickerCompanySharesValue% of portfolio
SPHQINVESCO EXCHANGE TRADED FD T534.0K$48.1M10.4%
SCHGSCHWAB STRATEGIC TR1.0M$34.0M7.3%
SCHXSCHWAB STRATEGIC TR1.0M$29.5M6.4%
VUGVANGUARD INDEX FDS245.2K$21.1M4.6%
FDVVFIDELITY COVINGTON TRUST324.5K$19.6M4.2%
SCHBSCHWAB STRATEGIC TR536.9K$15.5M3.4%
VOVANGUARD INDEX FDS168.1K$13.5M2.9%
FBNDFIDELITY MERRIMACK STR TR290.3K$13.2M2.9%
AVDEAMERICAN CENTY ETF TR144.9K$12.9M2.8%
IVVISHARES TR16.8K$12.5M2.7%
VYMVANGUARD WHITEHALL FDS79.0K$12.5M2.7%
SCHMSCHWAB STRATEGIC TR332.3K$12.3M2.6%
FNDXSCHWAB STRATEGIC TR352.7K$11.0M2.4%
USFRWISDOMTREE TR208.8K$10.5M2.3%
SUSBISHARES TR414.4K$10.4M2.2%
VCSHVANGUARD SCOTTSDALE FDS128.8K$10.2M2.2%
SCHOSCHWAB STRATEGIC TR407.5K$9.8M2.1%
JCPBJ P MORGAN EXCHANGE TRADED F206.8K$9.7M2.1%
EMNTPIMCO ETF TR96.9K$9.6M2.1%
FESMFIDELITY COVINGTON TRUST169.7K$8.2M1.8%
XLKSELECT SECTOR SPDR TR43.0K$8.2M1.8%
SCHFSCHWAB STRATEGIC TR262.8K$7.3M1.6%
CGDVCAPITAL GROUP DIVIDEND VALUE135.7K$6.7M1.4%
BIVVANGUARD BD INDEX FDS80.3K$6.2M1.3%
SCHDSCHWAB STRATEGIC TR187.7K$6.0M1.3%
RSPINVESCO EXCHANGE TRADED FD T27.4K$5.8M1.3%
IWYISHARES TR20.0K$5.8M1.3%
IGMISHARES TR35.0K$5.7M1.2%
VTIVANGUARD INDEX FDS15.0K$5.5M1.2%
USMVISHARES TR46.4K$4.5M1.0%
JSCPJ P MORGAN EXCHANGE TRADED F92.8K$4.4M0.9%
VTVVANGUARD INDEX FDS19.9K$4.3M0.9%
SPYXSPDR SERIES TRUST61.4K$3.7M0.8%
IQLTISHARES TR74.7K$3.7M0.8%
VRIGINVESCO ACTIVELY MANAGED EXC141.4K$3.5M0.8%
SPLVINVESCO EXCH TRADED FD TR II46.4K$3.5M0.8%
FBCGFIDELITY COVINGTON TRUST54.1K$3.4M0.7%
SMMUPIMCO ETF TR66.0K$3.3M0.7%
JUSTGOLDMAN SACHS ETF TR28.5K$3.0M0.7%
XMHQINVESCO EXCHANGE TRADED FD T24.9K$2.8M0.6%
VXUSVANGUARD STAR FDS30.1K$2.6M0.6%
SPGPINVESCO EXCHANGE TRADED FD T19.9K$2.4M0.5%
SUSAISHARES TR13.1K$2.0M0.4%
VEAVANGUARD TAX-MANAGED FDS28.1K$2.0M0.4%
SCHASCHWAB STRATEGIC TR53.8K$1.9M0.4%
OMFLINVESCO EXCH TRD SLF IDX FD26.6K$1.8M0.4%
IJRISHARES TR10.1K$1.5M0.3%
IBBISHARES TR7.8K$1.5M0.3%
CGMUCAPITAL GRP FIXED INCM ETF T45.1K$1.2M0.3%
LGLVSPDR SERIES TRUST6.7K$1.2M0.3%
AIQGLOBAL X FDS15.4K$1.0M0.2%
EFGISHARES TR8.1K$1.0M0.2%
ESGVVANGUARD WORLD FD7.2K$952,3890.2%
NULVNUSHARES ETF TR18.8K$941,3120.2%
FNDBSCHWAB STRATEGIC TR30.3K$923,0300.2%
SCHVSCHWAB STRATEGIC TR22.1K$768,7450.2%
—IMPAX FUNDS SERIES TRUST I28.6K$746,5210.2%
DSIISHARES TR5.2K$745,6970.2%
XLFSELECT SECTOR SPDR TR13.4K$717,7310.2%
VBVANGUARD INDEX FDS2.3K$690,5080.1%
Top Fund Holdings
13F
Top Fund Holdings

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