🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 777.22 -0.2% NASDAQ 100: 757.73 -0.3% Dow Jones: 534.08 -0.5%

Millstone Evans Group - Q1 2026 13F Filings

MI

Millstone Evans Group, LLC

CIK: 0002041943
Address: Colorado Boulder 4940 Pearl East Circle Suite 202
$166.64 M
Portfolio Value
856
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SCHD Schwab Us Dividend Equity Etf
+$684,133.18
2. FNDE Schwab Fundamental Emerging Markets Equity Etf
+$674,485.27
3. VYMI Vanguard International High Dividend Yield Etf
+$487,503.52
4. VXF Vanguard Extended Market Etf
+$341,216
5. VXUS Vanguard Total International Stock Etf
+$319,543.87

Top Sells

Q1 2026
1. WRN Western Copper And Gold Corporation
−$691,332
2. SCHP Schwab Us Tips Etf
−$470,277
3. AMZN Amazoncom
−$239,927.09
4. DIVP Cullen Enhanced Equity Income Etf
−$189,957
5. NVDA Nvidia Corporation
−$174,400

Asset Allocation

Stocks/ETFs
-1.97%
$166.44 M 99.88%
Options
$0 0.00%
Debt
-3.25%
$774 0.00%
Other
+5.65%
$202,046 0.12%

Sector Allocation (Stocks)

Millstone Evans Group Q1 2026 Filing Summary

Millstone Evans Group, LLC filed its 13F report for Q1 2026 on April 30, 2026. The portfolio totaled 166.64 M reflecting a -1.96% change from the prior quarter, spanning 856 assets. The top 10 holdings comprised 35.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 27 new positions and 28 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Millstone Evans Group’s Q1 2026 Filing

Millstone Evans Group submitted their Form 13F-HR for the Q1 2026 period on 04/30/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Millstone Evans Group reported a managed portfolio value of 166.64 M, consisting of 856 individual positions.

This page displays the raw filing documents. To see which stocks Millstone Evans Group bought or sold during Q1 2026, please visit Millstone Evans Group's Portfolio Analysis page.