Millstone Evans Group, LLC Top Holdings and 13F Report (2026)

About Millstone Evans Group, LLC

Investment Activity

Millstone Evans Group, LLC has $166.64 million in total holdings as of March 31, 2026.
Millstone Evans Group, LLC owns shares of 856 different stocks, but just 114 companies or ETFs make up 80% of its holdings.
Approximately 3.22% of the portfolio was purchased this quarter.
About 1.77% of the portfolio was sold this quarter.
This quarter, Millstone Evans Group, LLC has purchased 857 new stocks and bought additional shares in 115 stocks.
Millstone Evans Group, LLC sold shares of 92 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Apple: $14,410,663
NVIDIA: $13,915,725
Microsoft: $6,410,007
Berkshire Hathaway: $5,086,229
Alphabet: $3,640,827

Largest New Holdings this Quarter

922908652 - Vanguard Extended Market ETF: $341,216 Holding
003264108 - abrdn Physical Silver Shares ETF: $86,935 Holding
117043109 - Brunswick: $29,104 Holding
464286319 - iShares Emerging Markets Dividend ETF: $28,535 Holding
01973R101 - Allison Transmission: $26,456 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF: 22,299 shares (about $684.13K)
Schwab Fundamental Emerging Markets Equity ETF: 17,629 shares (about $674.49K)
Vanguard International High Dividend Yield ETF: 5,173 shares (about $487.50K)
Vanguard Extended Market ETF: 1,658 shares (about $341.22K)
Vanguard Total International Stock ETF: 4,144 shares (about $319.54K)

Largest Sales this Quarter

Amazon.com: 1,152 shares (about $239.93K)
NVIDIA: 1,000 shares (about $174.40K)
iShares Russell Mid-Cap Value ETF: 428 shares (about $62.38K)
Vanguard FTSE Pacific ETF: 545 shares (about $53.26K)
Vanguard FTSE Europe ETF: 631 shares (about $52.01K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$14,410,663	$254 â–¼	0.0%	56,782	8.6%	Computer and Technology
NVDA NVIDIA	$13,915,725	$174,400 â–¼	-1.2%	79,792	8.4%	Computer and Technology
MSFT Microsoft	$6,410,007	$1,481 â–¼	0.0%	17,316	3.8%	Computer and Technology
BRK.B Berkshire Hathaway	$5,086,229	$27,794 â–¼	-0.5%	10,614	3.1%	Finance
GOOG Alphabet	$3,640,827	$8,032 â–²	0.2%	12,692	2.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,340,165	$17,061 â–²	0.5%	11,355	2.0%	Finance
IWS iShares Russell Mid-Cap Value ETF	$3,257,726	$62,377 â–¼	-1.9%	22,353	2.0%	ETF
IMCV iShares Morningstar Mid-Cap Value ETF	$3,248,398	$7,376 â–¼	-0.2%	38,313	1.9%	ETF
ORCL Oracle	$3,170,515	$5,443 â–¼	-0.2%	21,552	1.9%	Computer and Technology
RJF Raymond James Financial	$2,800,159	$49,809 â–²	1.8%	19,339	1.7%	Finance
JNJ Johnson & Johnson	$2,505,508	$8,800 â–²	0.4%	10,250	1.5%	Medical
GOOGL Alphabet	$2,485,086	$18,116 â–¼	-0.7%	8,642	1.5%	Computer and Technology
AMZN Amazon.com	$2,075,411	$239,927 â–¼	-10.4%	9,965	1.2%	Retail/Wholesale
EMLP First Trust North American Energy Infrastructure Fund	$2,050,099	$3,798 â–¼	-0.2%	46,956	1.2%	ETF
LECO Lincoln Electric	$2,006,838	$249 â–²	0.0%	8,057	1.2%	Industrials
VYMI Vanguard International High Dividend Yield ETF	$1,764,644	$487,504 â–²	38.2%	18,725	1.1%	ETF
VOO Vanguard S&P 500 ETF	$1,719,749	$26,292 â–²	1.6%	2,878	1.0%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$1,672,653		0.0%	2,712	1.0%	ETF
MRK Merck & Co., Inc.	$1,634,260		0.0%	13,586	1.0%	Medical
IBM International Business Machines	$1,591,760	$8,241 â–²	0.5%	6,567	1.0%	Computer and Technology
GE GE Aerospace	$1,498,589		0.0%	5,281	0.9%	Aerospace
TMO Thermo Fisher Scientific	$1,475,573		0.0%	3,002	0.9%	Medical
SPY SPDR S&P 500 ETF Trust	$1,215,485	$8,454 â–¼	-0.7%	1,869	0.7%	Finance
TCW TRANSFORM SYSTEMS ETF	$1,189,030	$124,456 â–²	11.7%	12,162	0.7%	TRANSFORM SYSTEM
FNDX Schwab Fundamental U.S. Large Company ETF	$1,158,309	$28,964 â–¼	-2.4%	41,591	0.7%	ETF
GE VERNOVA INCORPORATED	$1,147,864		0.0%	1,315	0.7%	COM
SCHD Schwab US Dividend Equity ETF	$1,133,411	$684,133 â–²	152.3%	36,943	0.7%	ETF
LLY Eli Lilly and Company	$1,071,532	$58,865 â–²	5.8%	1,165	0.6%	Medical
SBUX Starbucks	$1,065,673	$5,465 â–²	0.5%	11,895	0.6%	Retail/Wholesale
PG Procter & Gamble	$1,002,702	$11,411 â–²	1.2%	6,942	0.6%	Consumer Staples
NSC Norfolk Southern	$954,849		0.0%	3,327	0.6%	Transportation
WAT Waters	$933,007	$7,743 â–²	0.8%	3,133	0.6%	Medical
COST Costco Wholesale	$924,687		0.0%	928	0.6%	Retail/Wholesale
DFAC Dimensional U.S. Core Equity 2 ETF	$910,978	$505 â–²	0.1%	23,443	0.5%	ETF
CVX Chevron	$869,290	$13,240 â–²	1.5%	4,202	0.5%	Energy
VYM Vanguard High Dividend Yield ETF	$867,866	$100,412 â–²	13.1%	5,860	0.5%	Financial Services
IWM iShares Russell 2000 ETF	$855,104		0.0%	3,448	0.5%	Finance
XOM ExxonMobil	$805,546	$14,421 â–¼	-1.8%	4,748	0.5%	Energy
FNDE Schwab Fundamental Emerging Markets Equity ETF	$800,858	$674,485 â–²	533.7%	20,932	0.5%	ETF
CSCO Cisco Systems	$793,358	$2,948 â–²	0.4%	10,225	0.5%	Computer and Technology
PEP PepsiCo	$789,493		0.0%	5,084	0.5%	Consumer Staples
ESGV Vanguard ESG U.S. Stock ETF	$788,023	$253,506 â–²	47.4%	7,019	0.5%	ETF
VXUS Vanguard Total International Stock ETF	$761,230	$319,544 â–²	72.3%	9,872	0.5%	ETF
ADP Automatic Data Processing	$757,176		0.0%	3,727	0.5%	Computer and Technology
MMM 3M	$752,291		0.0%	5,180	0.5%	Multi-Sector Conglomerates
COWZ Pacer US Cash Cows 100 ETF	$746,253	$16,265 â–¼	-2.1%	11,929	0.4%	ETF
V Visa	$734,745	$17,228 â–¼	-2.3%	2,431	0.4%	Business Services
GLW Corning	$733,286	$9,110 â–²	1.3%	5,393	0.4%	Computer and Technology
AXP American Express	$708,408		0.0%	2,342	0.4%	Finance
GLDM SPDR Gold MiniShares Trust	$695,082	$92,690 â–²	15.4%	7,499	0.4%	Finance
T AT&T	$686,889	$15,133 â–²	2.3%	23,694	0.4%	Computer and Technology
ABBV AbbVie	$670,522	$10,440 â–²	1.6%	3,083	0.4%	Medical
PNC The PNC Financial Services Group	$663,807	$8,116 â–²	1.2%	3,190	0.4%	Finance
CALF Pacer US Small Cap Cash Cows ETF	$652,066	$4,173 â–¼	-0.6%	14,532	0.4%	ETF
BAC Bank of America	$641,160	$9,019 â–¼	-1.4%	13,152	0.4%	Finance
WALMART INCORPORATED	$630,224		0.0%	5,071	0.4%	COM
FNDF Schwab Fundamental International Equity ETF	$606,585	$254,778 â–²	72.4%	12,397	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$590,564		0.0%	1,385	0.4%	ETF
SYK Stryker	$588,833		0.0%	1,792	0.4%	Medical
UBSI United Bankshares	$552,046		0.0%	13,328	0.3%	Finance
TSM Taiwan Semiconductor Manufacturing	$538,016		0.0%	1,592	0.3%	Computer and Technology
VZ Verizon Communications	$531,116	$36,646 â–¼	-6.5%	10,580	0.3%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$524,168	$3,071 â–¼	-0.6%	2,731	0.3%	ETF
CWS AdvisorShares Focused Equity ETF	$523,468	$9,261 â–¼	-1.7%	8,083	0.3%	ETF
OAKMARK U.S. LARGE CAP ETF	$520,868	$284,471 â–²	120.3%	18,896	0.3%	OAKMARK U S LRG
FLEX Flex	$499,133		0.0%	7,625	0.3%	Computer and Technology
MCD McDonald's	$476,130	$11,810 â–²	2.5%	1,532	0.3%	Retail/Wholesale
RDVY First Trust Rising Dividend Achievers ETF	$475,161	$44,041 â–¼	-8.5%	6,959	0.3%	Manufacturing
NVS Novartis	$473,831		0.0%	3,102	0.3%	Medical
CRM Salesforce	$460,702		0.0%	2,468	0.3%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$453,611		0.0%	3,094	0.3%	ETF
JCI Johnson Controls International	$448,766		0.0%	3,427	0.3%	Construction
KVUE Kenvue	$431,810		0.0%	25,047	0.3%	Consumer Staples
JPST JPMorgan Ultra-Short Income ETF	$428,262		0.0%	8,462	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$426,519	$9,049 â–¼	-2.1%	6,316	0.3%	ETF
VB Vanguard Small-Cap ETF	$425,358	$30,907 â–²	7.8%	1,624	0.3%	ETF
DFIC Dimensional International Core Equity 2 ETF	$424,514	$1,315 â–²	0.3%	11,948	0.3%	ETF
DIMENSIONAL US CORE EQUITY 1 ETF	$424,335	$937 â–¼	-0.2%	5,887	0.3%	US CORE EQUITY 1
DE Deere & Company	$423,602	$7,323 â–²	1.8%	752	0.3%	Industrials
VUG Vanguard Growth ETF	$417,134	$97,404 â–²	30.5%	955	0.3%	ETF
TGT Target	$414,019		0.0%	3,416	0.2%	Retail/Wholesale
HD Home Depot	$405,521	$7,236 â–²	1.8%	1,233	0.2%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$404,958		0.0%	1,883	0.2%	ETF
MDT Medtronic	$395,817	$18,370 â–¼	-4.4%	4,568	0.2%	Medical
EMR Emerson Electric	$392,405	$5,372 â–¼	-1.4%	2,995	0.2%	Industrials
UNP Union Pacific	$382,127	$6,551 â–²	1.7%	1,575	0.2%	Transportation
CMCSA Comcast	$373,603	$1,665 â–¼	-0.4%	13,013	0.2%	Consumer Discretionary
VWO Vanguard FTSE Emerging Markets ETF	$367,324	$41,564 â–²	12.8%	6,796	0.2%	ETF
BMY Bristol Myers Squibb	$348,303		0.0%	5,743	0.2%	Medical
APD Air Products and Chemicals	$347,136		0.0%	1,195	0.2%	Basic Materials
IEFA iShares Core MSCI EAFE ETF	$341,479	$21,093 â–²	6.6%	3,772	0.2%	ETF
VXF Vanguard Extended Market ETF	$341,216	$341,216 â–²	New Holding	1,658	0.2%	ETF
BUSE First Busey	$337,355		0.0%	13,350	0.2%	Finance
ETN Eaton	$331,560	$13,949 â–²	4.4%	927	0.2%	Industrials
ADI Analog Devices	$328,002	$11,453 â–²	3.6%	1,031	0.2%	Computer and Technology
MA Mastercard	$325,412		0.0%	651	0.2%	Business Services
SHW Sherwin-Williams	$316,383		0.0%	987	0.2%	Basic Materials
SUPP TCW Transform Supply Chain ETF	$309,477	$7,883 â–²	2.6%	4,397	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$301,830	$49 â–²	0.0%	6,114	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$300,292		0.0%	3,025	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Millstone Evans Group, LLC Top Holdings and 13F Report (2026)

About Millstone Evans Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Millstone Evans Group, LLC Top Holdings and 13F Report (2026)

About Millstone Evans Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMillstone Evans Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools