Institutions / Milestones Private Investment Advisors LLC

Milestones Private Investment Advisors LLC

CIK 1726041 · Institution · as of Dec 31, 2025

Portfolio value

$145.41M

Positions

120

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 120 →

Company	Class	Value	Shares	% of portfolio
Invesco Exch Traded Fd Tr II	—	$5.65M	22,335	3.9%
VanEck ETF Trust	—	$5.42M	15,055	3.7%
First Tr Exchange Traded Fd	—	$5.33M	118,378	3.7%
iShares MSCI UAE ETF	—	$4.18M	47,983	2.9%
Schwab Strategic Tr	—	$4.04M	154,186	2.8%
iShares Tr	—	$3.95M	58,042	2.7%
Select Sector SPDR Tr	—	$3.95M	27,431	2.7%
Select Sector SPDR Tr	—	$3.84M	32,126	2.6%
Apple Inc.	—	$3.78M	13,920	2.6%
First Tr Exchange Traded Fd	—	$3.44M	56,639	2.4%
Select Sector SPDR Tr	—	$3.21M	20,735	2.2%
Select Sector SPDR Tr	—	$3.15M	70,524	2.2%
World Gold Tr	—	$3.14M	36,806	2.2%
First Tr Exchange-Traded Fd	—	$3.09M	69,729	2.1%
Microsoft Corp	—	$2.94M	6,084	2.0%
Schwab Strategic Tr	—	$2.81M	102,615	1.9%
Invesco Exch Trd Slf Idx Fd	—	$2.66M	129,203	1.8%
Invesco Exch Trd Slf Idx Fd	—	$2.65M	134,468	1.8%
Invesco Exch Trd Slf Idx Fd	—	$2.62M	154,698	1.8%
Invesco Exch Trd Slf Idx Fd	—	$2.60M	138,261	1.8%
First Tr Exch Traded Fd III	—	$2.58M	141,679	1.8%
SPDR Series Trust	—	$2.51M	23,553	1.7%
Invesco Exch Trd Slf Idx Fd	—	$2.35M	90,119	1.6%
SPDR Gold Tr	—	$2.20M	5,551	1.5%
SPDR Series Trust	—	$2.02M	35,625	1.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.