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CIK: 0001726041
Total reported value
$125.6M
$125.6M
78 檔
20.8%
As reported in its official Q1 2026 Form 13F filing, Milestones Private Investment Advisors LLC's tracked investment portfolio stood at $125.6M with 78 total positions.
In Q1 2026, Milestones Private Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 42 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FXU | First Trust Utilities Alphad | ETF-Other | 5.34% | -4.90% | +3.29% | |
| 2 | SMH | Vaneck Semiconductor ETF | ETF-Other | 5.26% | -0.78% | +3.41% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.74% | +2.35% | +1.45% | |
| 4 | XLE | Ss Energy Select Sector | ETF-Other | 3.90% | -3.90% | EXIT | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.78% | -0.37% | +3.12% | |
| 6 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 3.41% | +3.11% | +4.36% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.34% | +1.74% | +7.02% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.34% | -3.34% | EXIT | |
| 9 | FXG | First Trust Consumer Staples | ETF-Other | 3.26% | -3.26% | EXIT | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.18% | -2.94% | +3.12% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.83% | -1.60% | -5.87% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.64% | +2.74% | -4.78% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.52% | -1.68% | -6.05% | |
| 14 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.28% | -0.19% | +2.96% | |
| 15 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.28% | -0.24% | -2.04% | |
| 16 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.27% | -0.25% | -0.59% | |
| 17 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.26% | -0.23% | -2.58% | |
| 18 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.26% | -0.24% | -0.64% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | +5.18% | +7.76% | |
| 20 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 2.07% | -0.20% | +1.94% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.93% | +4.76% | +8.43% | |
| 22 | DEED | First Trust Securitized Plus | ETF-Other | 1.83% | -0.15% | +4.52% | |
| 23 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 1.83% | -1.83% | EXIT | |
| 24 | RDVY | First Trust Rising Dividend | ETF-Other | 1.73% | +5.85% | +1.96% | |
| 25 | ARKK | Ark Innovation ETF | ETF-Other | 1.52% | -1.52% | EXIT | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.46% | -0.33% | -30.64% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.43% | -0.04% | +3.15% | |
| 28 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.43% | -0.15% | +2.23% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.14% | +0.03% | -3.58% | |
| 30 | FCVT | First Trust Ssi Strategi ETF | ETF-Other | 1.07% | +0.09% | +13.38% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | +0.04% | -4.91% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.04% | -67.08% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.09% | -50.13% | |
| 34 | FMB | First Trust Managed Municipa | ETF-Other | 0.85% | -0.08% | +0.36% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.13% | -23.33% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.83% | -0.04% | -75.70% | |
| 37 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.79% | -0.10% | -44.86% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.02% | -3.00% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.70% | -0.08% | -47.44% | |
| 40 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 0.67% | -0.06% | +0.36% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | -22.63% | |
| 42 | FMHI | First Trust Municipal High I | ETF-Other | 0.66% | -0.05% | +0.15% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.66% | +0.01% | -0.25% | |
| 44 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.65% | -0.05% | +0.46% | |
| 45 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.61% | -0.02% | +14.54% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | +0.55% | -0.30% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.48% | -0.05% | -50.06% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.45% | -0.06% | — | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.41% | — | -40.39% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.40% | +0.09% | — |
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 78 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including FXU, SMH, QQQM) accounted for 20.8% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
XLG
前期市值: $1.2M
During Q1 2026, Milestones Private Investment Advisors LLC's top holdings by market value included FXU (5.3%)、SMH (5.3%)、QQQM (4.7%). The largest single position, FXU, represented 5.3% of total portfolio value.
In Q1 2026, Milestones Private Investment Advisors LLC made 115 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 44 holdings, and fully liquidating 42 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.
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