SEC Form 13F

Milestone Investment Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$462,713,560
Positions141

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$48,112,839533,994
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$33,969,7261,003,833
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$29,476,1331,001,568
VANGUARD INDEX FDSVUGGROWTH ETF$21,122,534245,212
FIDELITY COVINGTON TRUSTFDVVHIGH DIVID ETF$19,564,074324,499
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$15,547,354536,856
VANGUARD INDEX FDSVOMID CAP ETF$13,542,683168,086
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$13,206,399290,314
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$12,924,794144,897
ISHARES TRIVVCORE S&P500 ETF$12,547,65216,755

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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