Portfolio (Quarterly) Guide ↗

Milestone Investment Advisors LLC

· CIK 0001967018

13F Portfolio $463M AUM 141 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 31 Added 32 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LRGE	LEGG MASON ETF INVT	—	5,907	$444K	0.11%	SOLD
2	GRW	TCW ETF TRUST	—	7,051	$194K	0.05%	SOLD
3	—	NUSHARES ETF TR	—	1,166	$39K	0.01%	SOLD
4	ET	ENERGY TRANSFER L P	Energy	400	$8K	0.00%	SOLD
5	AOA	ISHARES TR	—	57	$5K	0.00%	SOLD
6	—	CAMBRIA ETF TR	—	620	$3K	0.00%	SOLD

Sector Allocation

Financial Services 100.0%