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 $113.5M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FXU ($6.1M, 5.34%), SMH ($6.0M, 5.26%), QQQM ($5.4M, 4.74%), XLE ($4.4M, 3.90%), TLT ($4.3M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FXU | FIRST TR EXCHANGE-TRADED FD | $6.1M | 5.34% | 122,270 | Added |
| 2 | SMH | VANECK ETF TRUST | $6.0M | 5.26% | 15,569 | Added |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $5.4M | 4.74% | 22,659 | Added |
| 4 | XLE | SELECT SECTOR SPDR TR | $4.4M | 3.90% | 72,276 | Added |
| 5 | TLT | ISHARES TR | $4.3M | 3.78% | 49,480 | Added |
| 6 | STLG | ISHARES TR | $3.9M | 3.41% | 60,571 | Added |
| 7 | XLK | SELECT SECTOR SPDR TR | $3.8M | 3.34% | 28,499 | Added |
| 8 | FDL | FIRST TR EXCHANGE-TRADED FD | $3.8M | 3.34% | 74,621 | Added |
| 9 | FXG | FIRST TR EXCHANGE-TRADED FD | $3.7M | 3.26% | 58,095 | Added |
| 10 | XLY | SELECT SECTOR SPDR TR | $3.6M | 3.18% | 33,127 | Added |
| 11 | GLDM | WORLD GOLD TR | $3.2M | 2.83% | 34,644 | Trimmed |
| 12 | SCHD | SCHWAB STRATEGIC TR | $3.0M | 2.64% | 97,705 | Trimmed |
| 13 | XLV | SELECT SECTOR SPDR TR | $2.9M | 2.52% | 19,480 | Trimmed |
| 14 | BSCS | INVESCO EXCH TRD SLF IDX FD | $2.6M | 2.28% | 126,572 | Trimmed |
| 15 | FPE | FIRST TR EXCH TRADED FD III | $2.6M | 2.28% | 145,866 | Added |
| 16 | BSCU | INVESCO EXCH TRD SLF IDX FD | $2.6M | 2.27% | 153,787 | Trimmed |
| 17 | BSCR | INVESCO EXCH TRD SLF IDX FD | $2.6M | 2.26% | 131,000 | Trimmed |
| 18 | BSCT | INVESCO EXCH TRD SLF IDX FD | $2.6M | 2.26% | 137,373 | Trimmed |
| 19 | SPYG | SPDR SERIES TRUST | $2.5M | 2.19% | 25,381 | Added |
| 20 | BSJU | INVESCO EXCH TRD SLF IDX FD | $2.4M | 2.07% | 91,865 | Added |
| 21 | SPYV | SPDR SERIES TRUST | $2.2M | 1.93% | 38,629 | Added |
| 22 | DEED | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.83% | 97,485 | Added |
| 23 | FYX | FIRST TR EXCHANGE-TRADED ALP | $2.1M | 1.83% | 17,394 | Added |
| 24 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.0M | 1.73% | 28,820 | Added |
| 25 | ARKK | ARK ETF TR | $1.7M | 1.52% | 25,604 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31