Milestone Investment Advisors LLC — 13F holdings

Milestone Investment Advisors LLC reported 141 holdings worth $463M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPHQ INVESCO EXCHANGE TRADED FD T — $48.1M (10.4%)
2. SCHG SCHWAB STRATEGIC TR — $34.0M (7.3%)
3. SCHX SCHWAB STRATEGIC TR — $29.5M (6.4%)
4. VUG VANGUARD INDEX FDS — $21.1M (4.6%)
5. FDVV FIDELITY COVINGTON TRUST — $19.6M (4.2%)
6. SCHB Schwab Strategic Tr — $15.5M (3.4%)
7. VO VANGUARD INDEX FDS — $13.5M (2.9%)
8. FBND FIDELITY MERRIMACK STR TR — $13.2M (2.9%)
9. AVDE AMERICAN CENTY ETF TR — $12.9M (2.8%)
10. IVV ISHARES TR — $12.5M (2.7%)