Millstone Evans Group, LLC
All 13F Filings
- Location
- Boulder, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 184,848
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 877 | 184,848 | 13F-HR | Millstone Evans Group, LLC |
| Q1 2026 | 4/30/2026 | 856 | 166,644 | 13F-HR | Millstone Evans Group, LLC |
| Q4 2025 | 2/2/2026 | 857 | 169,974 | 13F-HR | Millstone Evans Group, LLC |
| Q3 2025 | 10/30/2025 | 834 | 157,407 | 13F-HR | Millstone Evans Group, LLC |
| Q2 2025 | 8/13/2025 | 763 | 146,674 | 13F-HR | Millstone Evans Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 124.7 K | 67.5% | 6.379 K | 0 | 6.379 K |
| ETFs | 59.88 K | 32.4% | 11.82 K | 0 | 11.82 K |
| Debt | 102 | 0.1% | 0 | 1 | -1 |
| Other | 142 | 0.1% | 0 | 7 | -7 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
184,848
Holdings
877
QoQ value change ($000)
18,204
(10.9%)
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.