account_balance
Investment manager · 13F filer · SEC CIK 1726041
Milestones Private Investment Advisors LLC
Reported value$123Mas of Sep 30, 2026
Positions73 1 new, 5 sold out
Top 10 weight56.6%SPYG alone is 8%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
7.9%
RDVYFirst Tr Exchange Traded Fd
7.6%Added +3%
QQQMInvesco Exch Traded Fd Tr II
7.2%
SCHDSchwab Strategic Tr
7.2%Added +28%
SPYVSPDR Series Trust
6.9%
GARPiShares Tr
6.9%
FDLFirst Tr Exchange-Traded Fd
5.3%
TLTiShares Tr
3.1%
SMHVaneck ETF Trust
2.3%Trimmed −45%
BSCRInvesco Exch TRD SLF Idx Fd
2.1%
BSCSInvesco Exch TRD SLF Idx Fd
2.1%
FPEFirst Tr Exch Traded Fd III
2.0%
SPYGSPDR Series Trust
7.9%
RDVYFirst Tr Exchange Traded Fd
7.6%Added +3%
QQQMInvesco Exch Traded Fd Tr II
7.2%
SCHDSchwab Strategic Tr
7.2%Added +28%
SPYVSPDR Series Trust
6.9%
GARPiShares Tr
6.9%
FDLFirst Tr Exchange-Traded Fd
5.3%
TLT3.1%
SMH2.3%
BSCR2.1%
BSCS2.1%
FPE2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYG SPDR Series Trust 7.9% Held
RDVY First Tr Exchange Traded Fd 7.6% Added +3%
QQQM Invesco Exch Traded Fd Tr II 7.2% Held
SCHD Schwab Strategic Tr 7.2% Added +28%
SPYV SPDR Series Trust 6.9% Held
GARP iShares Tr 6.9% Held
FDL First Tr Exchange-Traded Fd 5.3% Held
TLT iShares Tr 3.1% Held
SMH Vaneck ETF Trust 2.3% Trimmed −45%
BSCR Invesco Exch TRD SLF Idx Fd 2.1% Held
BSCS Invesco Exch TRD SLF Idx Fd 2.1% Held
FPE First Tr Exch Traded Fd III 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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