Milestone Investment Advisors LLC
All 13F Filings
- Location
- Middleton, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 413,999
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 139 | 413,999 | 13F-HR | Milestone Investment Advisors LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.81 K | 6.2% | 0 | 173.8 K | -173.8 K |
| ETFs | 387.9 K | 93.7% | 174.7 K | 0 | 174.7 K |
| Debt | 323 | 0.1% | 39 | 0 | 39 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
413,999
Holdings
139
QoQ value change ($000)
918
(0.2%)
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.