Milestones Private Investment Advisors LLC

Est. AUM

$113.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHANGE-TRADED FD	UTILITIES ALPH	$6.1M	122270	5.34%	SOLE
2	VANECK ETF TRUST	SEMICONDUCTR ETF	$6.0M	15569	5.26%	SOLE
3	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$5.4M	22659	4.74%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET ENE	$4.4M	72276	3.90%	SOLE
5	ISHARES TR	20 YR TR BD ETF	$4.3M	49480	3.78%	SOLE
6	ISHARES TR	MSCI USA QUALITY	$3.9M	60571	3.41%	SOLE
7	FIRST TR EXCHANGE-TRADED FD	SHS	$3.8M	74621	3.34%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.8M	28499	3.34%	SOLE
9	FIRST TR EXCHANGE-TRADED FD	CONSUMR STAPLE	$3.7M	58095	3.26%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET CON	$3.6M	33127	3.18%	SOLE
11	WORLD GOLD TR	SPDR GLD MINIS	$3.2M	34644	2.83%	SOLE
12	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.0M	97705	2.64%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.9M	19480	2.52%	SOLE
14	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$2.6M	145866	2.28%	SOLE
15	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$2.6M	126572	2.28%	SOLE
16	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$2.6M	131000	2.27%	SOLE
17	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$2.6M	153787	2.27%	SOLE
18	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$2.6M	137373	2.26%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	25381	2.19%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$2.4M	91865	2.07%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	38629	1.93%	SOLE
22	FIRST TR EXCHNG TRADED FD VI	SECURITIZED PLUS	$2.1M	97485	1.83%	SOLE
23	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.1M	17394	1.83%	SOLE
24	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.0M	28820	1.73%	SOLE
25	ARK ETF TR	INNOVATION ETF	$1.7M	25604	1.53%	SOLE
26	SPDR GOLD TR	GOLD SHS	$1.7M	3850	1.46%	SOLE
27	ISHARES TR	1 3 YR TREAS BD	$1.6M	19724	1.44%	SOLE
28	DOUBLELINE ETF TRUST	MORTGAGE ETF	$1.6M	32887	1.43%	SOLE
29	ISHARES TR	TIPS BD ETF	$1.3M	11772	1.14%	SOLE
30	FIRST TR EXCHANGE-TRADED FD	SSI STRG ETF	$1.2M	27583	1.07%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1819	1.04%	SOLE
32	APPLE INC	COM	$1.2M	4583	1.02%	SOLE
33	MICROSOFT CORP	COM	$1.1M	3034	0.99%	SOLE
34	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$970K	19156	0.85%	SOLE
35	INVESCO QQQ TR	UNIT SER 1	$954K	1653	0.84%	SOLE
36	SCHWAB STRATEGIC TR	US BRD MKT ETF	$940K	37466	0.83%	SOLE
37	ISHARES INC	MSCI GBL MIN VOL	$894K	7478	0.79%	SOLE
38	ISHARES TR	S&P 500 VAL ETF	$818K	3875	0.72%	SOLE
39	ISHARES TR	MSCI USA MIN VOL	$798K	8610	0.70%	SOLE
40	MORGAN STANLEY ETF TRUST	EATON VANCE SHRT	$763K	15212	0.67%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$757K	1159	0.67%	SOLE
42	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$750K	15774	0.66%	SOLE
43	STATE STR SPDR DOW JONES IND	UT SER 1	$745K	1609	0.66%	SOLE
44	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$740K	29856	0.65%	SOLE
45	PIMCO ETF TR	0-5 HIGH YIELD	$692K	7421	0.61%	SOLE
46	APPLIED MATLS INC	COM	$684K	2000	0.60%	SOLE
47	SCHWAB STRATEGIC TR	US AGGREGATE B	$544K	23439	0.48%	SOLE
48	STRYKER CORPORATION	COM	$507K	1544	0.45%	SOLE
49	ISHARES TR	S&P MC 400GR ETF	$468K	4656	0.41%	SOLE
50	VANGUARD WORLD FD	INF TECH ETF	$449K	643	0.40%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.