Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Milestones Private Investment Advisors LLC (CIK 1726041) reported $125.6M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RDVY ($9.5M, 7.58%), SPYG ($9.3M, 7.37%), QQQM ($8.9M, 7.09%), SPYV ($8.4M, 6.69%), STLG ($8.2M, 6.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | $9.5M | 7.58% | 117,367 | Added |
| 2 | SPYG | SPDR SERIES TRUST | $9.3M | 7.37% | 77,827 | Added |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $8.9M | 7.09% | 29,371 | Added |
| 4 | SPYV | SPDR SERIES TRUST | $8.4M | 6.69% | 138,243 | Added |
| 5 | STLG | ISHARES TR | $8.2M | 6.52% | 99,259 | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $6.8M | 5.38% | 212,996 | Added |
| 7 | FDL | FIRST TR EXCHANGE-TRADED FD | $6.4M | 5.08% | 131,010 | Added |
| 8 | SMH | VANECK ETF TRUST | $5.6M | 4.48% | 8,574 | Trimmed |
| 9 | TLT | ISHARES TR | $4.3M | 3.41% | 49,566 | Added |
| 10 | FPE | FIRST TR EXCH TRADED FD III | $2.6M | 2.09% | 146,684 | Added |
| 11 | BSCS | INVESCO EXCH TRD SLF IDX FD | $2.6M | 2.04% | 125,646 | Trimmed |
| 12 | BSCR | INVESCO EXCH TRD SLF IDX FD | $2.5M | 2.03% | 129,693 | Trimmed |
| 13 | BSCU | INVESCO EXCH TRD SLF IDX FD | $2.5M | 2.02% | 152,495 | Trimmed |
| 14 | BSCT | INVESCO EXCH TRD SLF IDX FD | $2.5M | 2.02% | 136,386 | Trimmed |
| 15 | BSJU | INVESCO EXCH TRD SLF IDX FD | $2.4M | 1.87% | 91,115 | Trimmed |
| 16 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $2.2M | 1.78% | 82,589 | New |
| 17 | DEED | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.68% | 98,676 | Added |
| 18 | SHY | ISHARES TR | $1.7M | 1.39% | 21,212 | Added |
| 19 | DMBS | DOUBLELINE ETF TRUST | $1.6M | 1.28% | 32,861 | Trimmed |
| 20 | GLDM | WORLD GOLD TR | $1.6M | 1.23% | 19,523 | Trimmed |
| 21 | TIP | ISHARES TR | $1.5M | 1.17% | 13,462 | Added |
| 22 | FCVT | FIRST TR EXCHANGE-TRADED FD | $1.5M | 1.16% | 27,164 | Trimmed |
| 23 | AMAT | APPLIED MATLS INC | $1.4M | 1.15% | 2,000 | Hold |
| 24 | GLD | SPDR GOLD TR | $1.4M | 1.13% | 3,849 | Trimmed |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 1.08% | 1,819 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30