Millstone Evans Group, LLC Portfolio Holdings

Millstone Evans Group, LLC

  • $157 Billion
  • Q3 2025

Millstone Evans Group, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 834 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.1B, Apple Inc. with a value of $14.5B, Microsoft Corp with a value of $8.15B, Oracle Corp with a value of $5.65B, and Berkshire Hathaway Inc Class B with a value of $5.43B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $147B to 157B.

Millstone Evans Group, LLC is based out at Boulder, CO

Below you can find more details about Millstone Evans Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
Technology: $50.6 Billion
ETFs: $34.4 Billion
Financial Services: $20.7 Billion
Industrials: $11.5 Billion
Healthcare: $10.9 Billion
Communication Services: $7.81 Billion
Consumer Cyclical: $6.8 Billion
Consumer Defensive: $5.49 Billion
Other: $5.55 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$476B
$543 Million 0.34% of portfolio
4,813
Q3 2025 Reduced 4.67%
$278B
$536 Million 0.34% of portfolio
5,200
Q3 2025 Reduced 10.53%
$165B
$516 Million 0.33% of portfolio
11,735
Q3 2025 Reduced 7.92%
$0
$521 Million 0.33% of portfolio
2,746
Q2 2025 Added 0.11%
$0
$511 Million 0.32% of portfolio
7,604
Q3 2025 Reduced 2.56%
$4.85B
$496 Million 0.32% of portfolio
13,328
Q1 2025 Reduced 32.35%
$392B
$491 Million 0.31% of portfolio
1,211
Q3 2025 Reduced 3.66%
$1.52T
$468 Million 0.3% of portfolio
1,676
Q3 2025 Added 5.28%
$435B
$476 Million 0.3% of portfolio
2,665
Q3 2025 Reduced 12.54%
Dimensional Us Core Equity 1 ETF
-
$457 Million 0.29% of portfolio
-
Q3 2025 Reduced 47.2%
$220B
$461 Million 0.29% of portfolio
1,517
Q3 2025 Reduced 0.13%
$28B
$442 Million 0.28% of portfolio
7,625
Q3 2025 Added 1.67%
$72.1B
$437 Million 0.28% of portfolio
5,326
Q3 2025 Reduced 0.76%
$0
$431 Million 0.27% of portfolio
3,094
Q2 2025 Added 2.82%
$0
$429 Million 0.27% of portfolio
8,462
Q3 2025 Reduced 2.57%
Kenvue Incorporated
-
$408 Million 0.26% of portfolio
-
Q1 2025 Reduced 4.86%
$5.19B
$388 Million 0.25% of portfolio
7,500
Q4 2024 New
$121B
$395 Million 0.25% of portfolio
12,585
Q3 2025 Reduced 3.66%
$269B
$398 Million 0.25% of portfolio
3,102
Q2 2025 Reduced 0.96%
$198B
$383 Million 0.24% of portfolio
71
Q1 2025 Reduced 7.79%
$0
$385 Million 0.24% of portfolio
11,740
Q3 2025 Reduced 62.3%
$76.5B
$367 Million 0.23% of portfolio
3,340
Q3 2025 Reduced 6.63%
$527B
$357 Million 0.23% of portfolio
627
Q3 2025 Added 2.79%
$0
$359 Million 0.23% of portfolio
3,031
Q3 2025 Added 17.21%
$120B
$342 Million 0.22% of portfolio
3,591
Q3 2025 Reduced 4.09%
$88.9B
$342 Million 0.22% of portfolio
987
Q2 2025 Reduced 3.24%
$53.4B
$340 Million 0.22% of portfolio
1,245
Q3 2025 Reduced 3.34%
$1.52B
$348 Million 0.22% of portfolio
3,752
Q4 2024 New
$150B
$332 Million 0.21% of portfolio
888
Q3 2025 Reduced 0.67%
$0
$329 Million 0.21% of portfolio
6,113
Q2 2025 Reduced 1.67%
$0
$336 Million 0.21% of portfolio
5,151
Q2 2025 Reduced 5.45%
$0
$330 Million 0.21% of portfolio
4,412
Q3 2025 Reduced 2.22%
$141B
$338 Million 0.21% of portfolio
739
Q4 2024 New
$1.25B
$309 Million 0.2% of portfolio
13,350
Q1 2025 New
$41.4B
$313 Million 0.2% of portfolio
3,491
Q3 2025 Reduced 2.13%
$0
$308 Million 0.2% of portfolio
3,635
Q3 2025 New
$0
$300 Million 0.19% of portfolio
2,367
Q1 2025 Reduced 12.53%
$52.8B
$303 Million 0.19% of portfolio
1,413
Q4 2024 New
Tcw Transform Supply Chain ETF
-
$304 Million 0.19% of portfolio
-
Q2 2025 Reduced 1.79%
$0
$302 Million 0.19% of portfolio
629
Q2 2025 Added 2.61%
$203B
$281 Million 0.18% of portfolio
2,456
Q3 2025 Added 2.46%
$96.9B
$285 Million 0.18% of portfolio
6,325
Q3 2025 Reduced 0.41%
$220B
$276 Million 0.18% of portfolio
2,057
Q2 2025 Added 1.28%
$4.81B
$288 Million 0.18% of portfolio
2,310
Q2 2025 Reduced 22.87%
$0
$277 Million 0.18% of portfolio
1,963
Q3 2025 Added 118.6%
$100B
$267 Million 0.17% of portfolio
632
Q2 2025 Reduced 1.1%
$0
$267 Million 0.17% of portfolio
5,261
Q3 2025 Reduced 12.14%
$5.36B
$266 Million 0.17% of portfolio
1,490
Q4 2024 New
$89.5B
$267 Million 0.17% of portfolio
1,325
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 834
  • Current Value $157 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 88 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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