Milestones Private Investment Advisors LLC: 13F holdings
CIK 17260412026Q2
| Positions | 77 |
|---|
| Reported value | $125.6m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 77 (-1 vs prior quarter) |
|---|
| Reported value | $125.6m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RDVY FIRST TR EXCHANGE TRADED FD | 117,367 | $9.5m | 7.6% |
| SPYG SPDR SERIES TRUST | 77,827 | $9.3m | 7.4% |
| QQQM INVESCO EXCH TRADED FD TR II | 29,371 | $8.9m | 7.1% |
| SPYV SPDR SERIES TRUST | 138,243 | $8.4m | 6.7% |
| GARP ISHARES TR | 99,259 | $8.2m | 6.5% |
| SCHD SCHWAB STRATEGIC TR | 212,996 | $6.8m | 5.4% |
| FE FIRST TR EXCHANGE-TRADED FD | 131,010 | $6.4m | 5.1% |
| SMH VANECK ETF TRUST | 8,574 | $5.6m | 4.5% |
| TLT ISHARES TR | 49,566 | $4.3m | 3.4% |
| FPE FIRST TR EXCH TRADED FD III | 146,684 | $2.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1726041")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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