§ 13F · FUND PROFILE
Milestones Private Investment Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135.0T (13F)Positions · 119Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$262.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | 22K | $5.6T | 3.9% | −1% |
| 2 | SMH | VANECK ETF TRUST | 15K | $5.4T | 3.7% | −20% |
| 3 | FXU | FIRST TR EXCHANGE TRADED FD | 118K | $5.3T | 3.7% | −6% |
| 4 | TLT | ISHARES TR | 48K | $4.2T | 2.9% | −12% |
| 5 | SCHB | SCHWAB STRATEGIC TR | 154K | $4.0T | 2.8% | −2% |
| 6 | GARP | ISHARES TR | 58K | $4.0T | 2.7% | −7% |
| 7 | XLK | SELECT SECTOR SPDR TR | 27K | $3.9T | 2.7% | +75% |
| 8 | XLY | SELECT SECTOR SPDR TR | 32K | $3.8T | 2.6% | +86% |
| 9 | AAPL | APPLE INC | 14K | $3.8T | 2.6% | −1% |
| 10 | FXG | FIRST TR EXCHANGE TRADED FD | 57K | $3.4T | 2.4% | +14% |
§ 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 $135044.7 trillion in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed