Milestone Investment Advisors LLC

Est. AUM

$412.8M

13F long equity, this entity only

Positions

134

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$39.7M	528118	9.62%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$29.8M	1022063	7.21%	SOLE
3	SCHWAB STRATEGIC TR	US LRG CAP ETF	$25.9M	1008736	6.26%	SOLE
4	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$18.0M	326052	4.36%	SOLE
5	VANGUARD INDEX FDS	GROWTH ETF	$17.9M	40942	4.33%	SOLE
6	SCHWAB STRATEGIC TR	US BRD MKT ETF	$13.4M	533182	3.24%	SOLE
7	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$12.5M	274247	3.03%	SOLE
8	AMERICAN CENTY ETF TR	INTL EQT ETF	$12.0M	141509	2.91%	SOLE
9	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$11.9M	80425	2.89%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$11.3M	39499	2.75%	SOLE
11	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$11.2M	238478	2.72%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$10.9M	16715	2.64%	SOLE
13	ISHARES TR	ESG AWRE 1 5 YR	$10.6M	422380	2.56%	SOLE
14	WISDOMTREE TR	FLOATNG RAT TREA	$10.5M	207782	2.53%	SOLE
15	SCHWAB STRATEGIC TR	US MID-CAP ETF	$10.4M	336639	2.52%	SOLE
16	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$9.8M	123636	2.37%	SOLE
17	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$9.7M	346925	2.34%	SOLE
18	PIMCO ETF TR	ENHANCD SHORT	$9.6M	97116	2.33%	SOLE
19	SCHWAB STRATEGIC TR	SHT TM US TRES	$9.5M	390298	2.29%	SOLE
20	VANGUARD BD INDEX FDS	INTERMED TERM	$6.4M	82586	1.54%	SOLE
21	SCHWAB STRATEGIC TR	INTL EQTY ETF	$6.3M	256111	1.54%	SOLE
22	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$6.1M	159792	1.47%	SOLE
23	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.0M	195375	1.45%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET TEC	$5.7M	43178	1.39%	SOLE
25	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$5.6M	130506	1.34%	SOLE
26	ISHARES TR	RUS TP200 GR ETF	$5.3M	21348	1.29%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.3M	27437	1.28%	SOLE
28	VANGUARD INDEX FDS	TOTAL STK MKT	$4.8M	14939	1.16%	SOLE
29	ISHARES TR	MSCI USA MIN VOL	$4.5M	48938	1.10%	SOLE
30	ISHARES TR	EXPND TEC SC ETF	$4.3M	36273	1.04%	SOLE
31	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$4.3M	90443	1.04%	SOLE
32	VANGUARD INDEX FDS	VALUE ETF	$3.9M	19845	0.94%	SOLE
33	INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$3.6M	145554	0.88%	SOLE
34	ISHARES TR	MSCI INTL QUALTY	$3.5M	76025	0.85%	SOLE
35	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$3.4M	46402	0.82%	SOLE
36	PIMCO ETF TR	SHTRM MUN BD ACT	$3.3M	65834	0.80%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$3.3M	61469	0.79%	SOLE
38	GOLDMAN SACHS ETF TR	JUST US LRG CP	$2.5M	27504	0.62%	SOLE
39	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.4M	22937	0.57%	SOLE
40	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$2.3M	21017	0.55%	SOLE
41	VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	27879	0.52%	SOLE
42	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$2.0M	40586	0.49%	SOLE
43	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	28179	0.44%	SOLE
44	ISHARES TR	ESG OPTIMIZED	$1.7M	13147	0.42%	SOLE
45	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$1.6M	26645	0.39%	SOLE
46	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.6M	54372	0.38%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	7918	0.34%	SOLE
48	ISHARES TR	CORE S&P SCP ETF	$1.3M	10587	0.32%	SOLE
49	ISHARES TR	ISHARES BIOTECH	$1.2M	7337	0.30%	SOLE
50	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$1.2M	45075	0.30%	SOLE

1–50 of 134

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.