StockDriftsStockDriftsTop 50 Milestones Private Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 7.86% | 78.8K | $9.7M | +1.29%(+1.00K) | $101.01(+20.12%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 7.64% | 120.4K | $9.4M | +2.62%(+3.08K) | $70.59(+12.40%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 7.22% | 29.2K | $8.9M | -0.52%(-152) | $223.42(+32.39%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 7.2% | 273.1K | $8.9M | +28.20%(+60.07K) | $29.87(+14.63%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 6.94% | 140.1K | $8.6M | +1.34%(+1.85K) | $56.51(+11.46%) | 2026-09-30 | |
| GARP | ISHARES TR | 6.91% | 100.0K | $8.5M | +0.74%(+730) | $62.54(+31.04%) | 2026-09-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 5.31% | 133.3K | $6.5M | +1.76%(+2.31K) | $46.11(+11.43%) | 2026-09-30 | |
| TLT | ISHARES TR | 3.13% | 49.7K | $3.9M | +0.18%(+90) | $89.10(-10.82%) | 2026-09-30 | |
| SMH | VANECK ETF TRUST | 2.31% | 4.7K | $2.8M | -45.49%(-3.90K) | $249.69(+119.65%) | 2026-09-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.07% | 130.7K | $2.6M | +0.78%(+1.01K) | $19.62(-0.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.79% |
Milestones Private Investment Advisors LLC reports $123.36M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (7.9%), RDVY (7.6%) and QQQM (7.2%). The top 20 holdings account for 74.21% of reported assets. Its disclosed equity book has returned +22.08% cumulatively over 5 quarters. Figures reflect the Q3 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