StockDriftsStockDriftsTop 50 Milestones Private Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | 7.58% | 117.4K | $9.5M | +307.24%(+88.55K) | $70.36(+18.72%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 7.37% | 77.8K | $9.3M | +206.63%(+52.45K) | $100.76(+21.86%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 7.09% | 29.4K | $8.9M | +29.62%(+6.71K) | $223.42(+32.78%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 6.69% | 138.2K | $8.4M | +257.87%(+99.61K) | $56.45(+12.30%) | 2026-06-30 | |
| GARP | ISHARES TR | 6.52% | 99.3K | $8.2M | +63.87%(+38.69K) | $62.38(+34.57%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.38% | 213.0K | $6.8M | +118.00%(+115.29K) | $29.23(+17.28%) | 2026-06-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 5.08% | 131.0K | $6.4M | +75.57%(+56.39K) | $46.06(+12.71%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 4.48% | 8.6K | $5.6M | -44.93%(-7.00K) | $249.69(+130.96%) | 2026-06-30 | |
| TLT | ISHARES TR | 3.41% | 49.6K | $4.3M | +0.17%(+86) | $89.12(-7.55%) | 2026-06-30 | |
| FPE | FIRST TR EXCH TRADED FD III | 2.09% | 146.7K | $2.6M | +0.56%(+818) | $17.71(+0.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.95% |
Milestones Private Investment Advisors LLC reports $125.59M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are RDVY (7.6%), SPYG (7.4%) and QQQM (7.1%). The top 20 holdings account for 73.03% of reported assets. Its disclosed equity book has returned +22.73% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Milestones Private Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1726041). View Milestones Private Investment Advisors LLC’s 13F filings on SEC