§ 13F · FUND PROFILE
Milestones Private Investment Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146M (13F)Positions · 122Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FXU | FIRST TR EXCHANGE-TRADED FD | 122K | $6M | 5.3% | +3% |
| 2 | SMH | VANECK ETF TRUST | 16K | $6M | 5.3% | +3% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 23K | $5M | 4.7% | +1% |
| 4 | XLE | SELECT SECTOR SPDR TR | 72K | $4M | 3.9% | +2% |
| 5 | TLT | ISHARES TR | 49K | $4M | 3.8% | +3% |
| 6 | GARP | ISHARES TR | 61K | $4M | 3.4% | +4% |
| 7 | FDL | FIRST TR EXCHANGE-TRADED FD | 75K | $4M | 3.3% | +7% |
| 8 | XLK | SELECT SECTOR SPDR TR | 28K | $4M | 3.3% | +4% |
| 9 | FXG | FIRST TR EXCHANGE-TRADED FD | 58K | $4M | 3.3% | +3% |
| 10 | XLY | SELECT SECTOR SPDR TR | 33K | $4M | 3.2% | +3% |
§ 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 $146 million in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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