§ 13F · FUND PROFILE
Milestones Private Investment Advisors LLC.
AUM · $126M (13F)Positions · 77Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | 117K | $10M | 7.6% | +307% |
| 2 | SPYG | SPDR SERIES TRUST | 78K | $9M | 7.4% | +207% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 29K | $9M | 7.1% | +30% |
| 4 | SPYV | SPDR SERIES TRUST | 138K | $8M | 6.7% | +258% |
| 5 | GARP | ISHARES TR | 99K | $8M | 6.5% | +64% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 213K | $7M | 5.4% | +118% |
| 7 | FDL | FIRST TR EXCHANGE-TRADED FD | 131K | $6M | 5.1% | +76% |
| 8 | SMH | VANECK ETF TRUST | 9K | $6M | 4.5% | −45% |
| 9 | TLT | ISHARES TR | 50K | $4M | 3.4% | ±0% |
| 10 | FPE | FIRST TR EXCH TRADED FD III | 147K | $3M | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILESTONES SIGNAL
AC read
Milestones Private Investment Advisors LLC is a Other fund managing $126 million in assets. The fund runs a portfolio of 77 positions.
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