13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001726041
Total reported value
$125.6M
$125.6M
122 檔
21.3%
In Q3 2025, Milestones Private Investment Advisors LLC's U.S. equity holdings reached a combined market value of $125.6M, distributed across 122 disclosed stock positions.
In Q3 2025, Milestones Private Investment Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SMH, FXU, QQQM) accounted for 21.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
XLF
市值: $208.1K
Top Position Liquidated / Trimmed
FXU
前期市值: $5.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.20% | -0.78% | -0.21% | |
| 2 | FXU | First Trust Utilities Alphad | ETF-Other | 3.93% | -4.90% | -0.46% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.79% | +2.35% | +0.32% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.34% | -0.37% | +1.82% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.01% | -3.34% | EXIT | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.83% | -2.94% | -0.02% | |
| 7 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 2.81% | +3.11% | +0.49% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.75% | -0.04% | +3.11% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.47% | +2.74% | +1.00% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.04% | -1.49% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.17% | -3.90% | EXIT | |
| 12 | FXG | First Trust Consumer Staples | ETF-Other | 2.13% | -3.26% | EXIT | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.09% | -0.36% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 2.01% | -1.68% | +0.58% | |
| 15 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.95% | -0.19% | +0.61% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.89% | -1.60% | +6.88% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.83% | +5.18% | +0.46% | |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.74% | -0.23% | +8.01% | |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.73% | -0.24% | +7.04% | |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.73% | — | +8.12% | |
| 21 | ARKK | Ark Innovation ETF | ETF-Other | 1.71% | -1.52% | EXIT | |
| 22 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.66% | -0.25% | +8.63% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.64% | -0.24% | +7.37% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.46% | +4.76% | +1.05% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.35% | -0.33% | +29.06% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.18% | -0.08% | +0.04% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.14% | -0.04% | -1.39% | |
| 28 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.13% | -0.10% | +1.47% | |
| 29 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 1.10% | -1.83% | EXIT | |
| 30 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.07% | +1.74% | +0.59% | |
| 31 | DEED | First Trust Securitized Plus | ETF-Other | 1.05% | -0.15% | +0.85% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-Other | 0.98% | +5.85% | +3.73% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.01% | -0.80% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.04% | -14.39% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | +0.13% | — | |
| 36 | FCVT | First Trust Ssi Strategi ETF | ETF-Other | 0.88% | +0.09% | -5.83% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.83% | -0.05% | +4.22% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.83% | +0.03% | +0.39% | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.82% | — | +0.11% | |
| 40 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.77% | — | +7.87% | |
| 41 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.74% | -0.15% | +2.56% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.71% | — | -6.40% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.01% | — | |
| 44 | FMB | First Trust Managed Municipa | ETF-Other | 0.66% | -0.08% | +10.12% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.02% | — | |
| 46 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.64% | — | — | |
| 47 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 0.63% | -0.20% | +2.76% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | — | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | — | — | |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.59% | -0.01% | +0.11% |
According to official SEC Form 13F filings, Milestones Private Investment Advisors LLC reported a total U.S. public equity portfolio value of $125.6M across 122 disclosed positions in Q3 2025.
During Q3 2025, Milestones Private Investment Advisors LLC's top holdings by market value included SMH (4.2%)、FXU (3.9%)、QQQM (3.8%). The largest single position, SMH, represented 4.2% of total portfolio value.
In Q3 2025, Milestones Private Investment Advisors LLC made 43 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.