Milestone Investment Advisors LLC
All 13F Filings
- Location
- Middleton, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 413,081
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 133 | 413,081 | 13F-HR | Milestone Investment Advisors LLC |
| Q3 2025 | 11/14/2025 | 125 | 402,531 | 13F-HR | Milestone Investment Advisors LLC |
| Q2 2025 | 8/13/2025 | 124 | 383,335 | 13F-HR | Milestone Investment Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 199.7 K | 48.3% | 12.06 K | 0 | 12.06 K |
| ETFs | 213.1 K | 51.6% | 0 | 1.074 K | -1.074 K |
| Debt | 284 | 0.1% | 17 | 0 | 17 |
| Other | 0 | 0.0% | 0 | 452 | -452 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
413,081
Holdings
133
QoQ value change ($000)
10,550
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.