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Millstone Evans Group, LLC
Millstone Evans Group, LLC is a SEC-registered investment adviser based in Boulder, Colorado. Founded in 2020, the firm offers financial planning, investment management, longevity, retirement, and estate planning services. They have a team of approximately 13 employees and serve individuals, families, trusts, and non-profit entities with a focus on personalized and sustainable financial strategies.
Investment Strategy
Millstone Evans Group provides comprehensive financial planning and investment advisory services tailored to clients’ unique circumstances and goals. The firm employs a client-centered approach, with an emphasis on ESG (Environmental, Social, and Governance) investing, diversification, and long-term planning. Their philosophy includes assisting clients through major life transitions and integrating sustainable practices into portfolios when aligning with client values.
Latest 13F Filing Activity
Millstone Evans Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 754 equity positions with a total 13F market value of $147M. The fund increased holdings in Nvidia Corporation, Microsoft Corporation, JPMorgan Chase & Company. among other positions. Millstone Evans Group, LLC reduced exposure to Dimensional U.s. Core Equity 2 Etf, Dimensional Us Core Equity 1 Etf, Dimensional International Core Equity 2 Etf among others.
Top Holdings
Equity Positions (754)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.67% | $12.7M | 80,492 | $134.27 | $157.99 | +$4.0M |
A AAPL | APPLE INCORPORATED | 7.97% | $11.7M | 56,990 | $250.06 | $205.17 | -$1.1M |
M MSFT | MICROSOFT CORPORATION | 5.33% | $7.8M | 15,707 | $422.12 | $497.41 | +$2.0M |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 3.53% | $5.2M | 10,664 | $453.44 | $485.77 | -$472.0K | |
O ORCL | ORACLE CORPORATION | 2.99% | $4.4M | 20,078 | $143.49 | $218.63 | -$209.5K |
Industry Allocation
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