Milestones Private Investment Advisors LLC — 13F holdings

Milestones Private Investment Advisors LLC reported 73 holdings worth $123M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. SPYG SPDR SERIES TRUST — $9.70M (7.9%)
  2. RDVY FIRST TR EXCHANGE TRADED FD — $9.43M (7.6%)
  3. QQQM INVESCO EXCH TRADED FD TR II — $8.90M (7.2%)
  4. SCHD SCHWAB STRATEGIC TR — $8.88M (7.2%)
  5. SPYV SPDR SERIES TRUST — $8.56M (6.9%)
  6. GARP ISHARES TR — $8.53M (6.9%)
  7. FDL FIRST TR EXCHANGE-TRADED FD — $6.55M (5.3%)
  8. TLT ISHARES TR — $3.86M (3.1%)
  9. SMH VANECK ETF TRUST — $2.85M (2.3%)
  10. BSCR INVESCO EXCH TRD SLF IDX FD — $2.55M (2.1%)