Universe · entity
Milestones Private Investment Advisors LLC
Institutional manager (13F) · CIK 1726041
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $105M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FIRST TR EXCHANGE-TRADED FD | $6M | 122,270 |
| 2 | VANECK ETF TRUST | $6M | 15,569 |
| 3 | INVESCO EXCH TRADED FD TR II | $5M | 22,659 |
| 4 | SELECT SECTOR SPDR TR | $4M | 72,276 |
| 5 | ISHARES TR | $4M | 49,480 |
| 6 | ISHARES TR | $4M | 60,571 |
| 7 | FIRST TR EXCHANGE-TRADED FD | $4M | 74,621 |
| 8 | SELECT SECTOR SPDR TR | $4M | 28,499 |
| 9 | FIRST TR EXCHANGE-TRADED FD | $4M | 58,095 |
| 10 | SELECT SECTOR SPDR TR | $4M | 33,127 |
| 11 | WORLD GOLD TR | $3M | 34,644 |
| 12 | SCHWAB STRATEGIC TR | $3M | 97,705 |
| 13 | SELECT SECTOR SPDR TR | $3M | 19,480 |
| 14 | FIRST TR EXCH TRADED FD III | $3M | 145,866 |
| 15 | INVESCO EXCH TRD SLF IDX FD | $3M | 126,572 |
| 16 | INVESCO EXCH TRD SLF IDX FD | $3M | 153,787 |
| 17 | INVESCO EXCH TRD SLF IDX FD | $3M | 131,000 |
| 18 | INVESCO EXCH TRD SLF IDX FD | $3M | 137,373 |
| 19 | SPDR SERIES TRUST | $2M | 25,381 |
| 20 | INVESCO EXCH TRD SLF IDX FD | $2M | 91,865 |
| 21 | SPDR SERIES TRUST | $2M | 38,629 |
| 22 | FIRST TR EXCHNG TRADED FD VI | $2M | 97,485 |
| 23 | FIRST TR EXCHANGE-TRADED ALP | $2M | 17,394 |
| 24 | FIRST TR EXCHANGE TRADED FD | $2M | 28,820 |
| 25 | ARK ETF TR | $2M | 25,604 |
| 26 | SPDR GOLD TR | $2M | 3,850 |
| 27 | ISHARES TR | $2M | 19,724 |
| 28 | DOUBLELINE ETF TRUST | $2M | 32,887 |
| 29 | ISHARES TR | $1M | 11,772 |
| 30 | FIRST TR EXCHANGE-TRADED FD | $1M | 27,583 |
| 31 | STATE STR SPDR S&P 500 ETF T | $1M | 1,819 |
| 32 | APPLE INC | $1M | 4,583 |
| 33 | MICROSOFT CORP | $1M | 3,034 |
| 34 | FIRST TR EXCH TRADED FD III | $970k | 19,156 |
| 35 | INVESCO QQQ TR | $954k | 1,653 |
| 36 | SCHWAB STRATEGIC TR | $940k | 37,466 |
| 37 | ISHARES INC | $894k | 7,478 |
| 38 | ISHARES TR | $818k | 3,875 |
| 39 | ISHARES TR | $798k | 8,610 |
| 40 | MORGAN STANLEY ETF TRUST | $763k | 15,212 |
| 41 | ISHARES TR | $757k | 1,159 |
| 42 | FIRST TR EXCH TRADED FD III | $750k | 15,774 |
| 43 | STATE STR SPDR DOW JONES IND | $745k | 1,609 |
| 44 | FRANKLIN TEMPLETON ETF TR | $740k | 29,856 |
| 45 | PIMCO ETF TR | $692k | 7,421 |
| 46 | APPLIED MATLS INC | $684k | 2,000 |
| 47 | SCHWAB STRATEGIC TR | $544k | 23,439 |
| 48 | STRYKER CORPORATION | $507k | 1,544 |
| 49 | ISHARES TR | $468k | 4,656 |
| 50 | VANGUARD WORLD FD | $449k | 643 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.