DOSSIER · 13F-HR · Q2 2026

Milestones Private Investment Advisors LLC

$126M in tracked AUM across 77 positions as of Q2 2026.

MP
CIK 0001726041 · last filed Jun 30, 2026
Total AUM
$126M
as of Q2 2026
Holdings
77
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Milestones Private Investment Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RDVY
FIRST TR EXCHANGE TRADED FD
$10M117K7.6%
02
SPYG
SPDR SERIES TRUST
$9M78K7.4%
03
QQQM
INVESCO EXCH TRADED FD TR II
$9M29K7.1%
04
SPYV
SPDR SERIES TRUST
$8M138K6.7%
05
GARP
ISHARES TR
$8M99K6.5%
06
SCHD
SCHWAB STRATEGIC TR
$7M213K5.4%
07
FDL
FIRST TR EXCHANGE-TRADED FD
$6M131K5.1%
08
SMH
VANECK ETF TRUST
$6M9K4.5%
09
TLT
ISHARES TR
$4M50K3.4%
10
FPE
FIRST TR EXCH TRADED FD III
$3M147K2.1%

Filing history

2026Q2Jun 30
$126M 10.6%
77 positionsView →
2026Q1Mar 31
$114M 21.9%
78 positionsView →
2025Q4Dec 31
$145M 0.7%
120 positionsView →
2025Q3Sep 30
$146M 8.4%
122 positionsView →
2025Q2Jun 30
$135M
119 positionsLocked