Data as of Q4 2025 (Dec 31, 2025)

Milestone Investment Advisors LLC

•CIK: 1967018•Filing: Q4 2025

Milestone Investment Advisors LLC manages $413M across a diversified portfolio of 133 holdings. The strategy shows a significant tilt toward large-cap growth and sector-specific exposure, evidenced by top positions including SPHQ at $39.5M and SCHG at $33.1M. Further concentration is visible in SCHX ($27.4M) and VUG ($20.2M), indicating a focus on established, high-growth market segments. This allocation profile suggests a conviction-driven approach targeting substantial market appreciation.

Total AUM
$413.1M
QoQ Performance
+2.6%
Positions
42
Top 10 Concentration
48.0%
Latest Filing
Q4 2025

Top Holdings Allocation

SPHQ
SCHG
SCHX
SPHQ9.6%
SCHG8.0%
SCHX6.6%
VUG4.9%
FDVV4.4%
SCHB3.4%
FBND3.1%
JCPB2.7%

📈 Biggest Buys

XLK
SELECT SECTOR SPDR TR
+99.0%
1.6% of portfolio
CGDV
CAPITAL GROUP DIVIDEND VALUE
+36.8%
1.2% of portfolio
IVV
ISHARES TR
+9.1%
2.7% of portfolio
SUSB
ISHARES TR
+9.0%
2.5% of portfolio
AVDE
AMERICAN CENTY ETF TR
+7.3%
2.5% of portfolio

📉 Biggest Sells

EMNT
PIMCO ETF TR
-13.5%
2.3% of portfolio
SCHG
SCHWAB STRATEGIC TR
-2.0%
8.0% of portfolio
SCHB
SCHWAB STRATEGIC TR
-4.1%
3.4% of portfolio
IWY
ISHARES TR
-6.1%
1.4% of portfolio
VUG
VANGUARD INDEX FDS
-1.6%
4.9% of portfolio

Sector Breakdown

Other97.3%
ETF2.7%

Changes from Q3 2025

NEW8 new positions
↑43 increased
↓37 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPHQ9.6%
INVESCO EXCHANGE TRADED FD T
$39.5M
SCHG8.0%
SCHWAB STRATEGIC TR
$33.1M
SCHX6.6%
SCHWAB STRATEGIC TR
$27.4M
VUG4.9%
VANGUARD INDEX FDS
$20.2M
FDVV4.4%
FIDELITY COVINGTON TRUST
$18.1M

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