Milestones Private Investment Advisors LLC Top Holdings and 13F Report (2026) About Milestones Private Investment Advisors LLCInvestment ActivityMilestones Private Investment Advisors LLC has $125.59 million in total holdings as of June 30, 2026.Milestones Private Investment Advisors LLC owns shares of 77 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 27.84% of the portfolio was purchased this quarter.About 26.32% of the portfolio was sold this quarter.This quarter, Milestones Private Investment Advisors LLC has purchased 78 new stocks and bought additional shares in 23 stocks.Milestones Private Investment Advisors LLC sold shares of 23 stocks and completely divested from 5 stocks this quarter.Largest Holdings First Trust Rising Dividend Achievers ETF $9,513,769SPDR Portfolio S&P 500 Growth ETF $9,260,635Invesco NASDAQ 100 ETF $8,898,532SPDR Portfolio S&P 500 Value ETF $8,403,792iShares Factors US Growth Style ETF $8,193,830 Largest New Holdings this Quarter 33739H101 - First Trust Global Tactical Commodity Strategy Fund $2,234,032 Holding464287549 - iShares Expanded Tech Sector ETF $230,648 Holding464287705 - iShares S&P Mid-Cap 400 Value ETF $207,708 Holding464287804 - iShares Core S&P Small-Cap ETF $202,591 Holding Largest Purchases this Quarter First Trust Rising Dividend Achievers ETF 88,547 shares (about $7.18M)SPDR Portfolio S&P 500 Growth ETF 52,446 shares (about $6.24M)SPDR Portfolio S&P 500 Value ETF 99,614 shares (about $6.06M)Schwab US Dividend Equity ETF 115,291 shares (about $3.66M)iShares Factors US Growth Style ETF 38,688 shares (about $3.19M) Largest Sales this Quarter First Trust Utilities AlphaDEX Fund 111,116 shares (about $5.48M)VanEck Semiconductor ETF 6,995 shares (about $4.59M)Consumer Discretionary Select Sector SPDR Fund 30,541 shares (about $3.58M)Health Care Select Sector SPDR Fund 12,856 shares (about $2.04M)SPDR Gold MiniShares Trust 15,121 shares (about $1.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMilestones Private Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRDVYFirst Trust Rising Dividend Achievers ETF$9,513,769$7,177,620 â–²307.2%117,3677.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,260,635$6,240,550 â–²206.6%77,8277.4%ETFQQQMInvesco NASDAQ 100 ETF$8,898,532$2,033,535 â–²29.6%29,3717.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,403,792$6,055,535 â–²257.9%138,2436.7%ETFSTLGiShares Factors US Growth Style ETF$8,193,830$3,193,694 â–²63.9%99,2596.5%ETFSCHDSchwab US Dividend Equity ETF$6,754,103$3,655,878 â–²118.0%212,9965.4%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$6,374,947$2,743,889 â–²75.6%131,0105.1%ETFSMHVanEck Semiconductor ETF$5,623,601$4,587,951 â–¼-44.9%8,5744.5%ETFTLTiShares 20+ Year Treasury Bond ETF$4,283,494$7,432 â–²0.2%49,5663.4%ETFFPEFirst Trust Preferred Securities and Income ETF$2,622,710$14,626 â–²0.6%146,6842.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,558,779$18,858 â–¼-0.7%125,6462.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,543,926$25,637 â–¼-1.0%129,6932.0%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$2,538,272$21,505 â–¼-0.8%152,4952.0%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,533,379$18,334 â–¼-0.7%136,3862.0%ETFBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$2,351,778$19,358 â–¼-0.8%91,1151.9%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$2,234,032$2,234,032 â–²New Holding82,5891.8%ETFDEEDFirst Trust TCW Securitized Plus ETF$2,109,693$25,464 â–²1.2%98,6761.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,741,717$122,180 â–²7.5%21,2121.4%ETFDMBSDoubleLine Mortgage ETF$1,613,130$1,276 â–¼-0.1%32,8611.3%ETFGLDMSPDR Gold MiniShares Trust$1,550,517$1,200,910 â–¼-43.6%19,5231.2%ETFTIPiShares TIPS Bond ETF$1,473,147$184,937 â–²14.4%13,4621.2%ETFFCVTFirst Trust SSI Strategic Convertible Securities ETF$1,460,747$22,532 â–¼-1.5%27,1641.2%ETFAMATApplied Materials$1,446,0000.0%2,0001.2%TechnologyGLDSPDR Gold Shares$1,417,895$368 â–¼0.0%3,8491.1%ETFSPYSPDR S&P 500 ETF Trust$1,358,3750.0%1,8191.1%ETFAAPLApple$1,326,286$289 â–²0.0%4,5841.1%TechnologyQQQInvesco QQQ$1,218,006$736 â–²0.1%1,6541.0%ETFMSFTMicrosoft$1,131,8010.0%3,0340.9%TechnologyXLVHealth Care Select Sector SPDR Fund$1,050,964$2,039,733 â–¼-66.0%6,6240.8%ETFSCHBSchwab US Broad Market ETF$995,905$89,110 â–¼-8.2%34,3890.8%ETFFMBFirst Trust Managed Municipal ETF$983,9900.0%19,1560.8%ETFIVEiShares S&P 500 Value ETF$879,8580.0%3,8750.7%ETFACWViShares MSCI Global Min Vol Factor ETF$864,454$34,626 â–¼-3.9%7,1900.7%ETFIVViShares Core S&P 500 ETF$849,990$17,973 â–¼-2.1%1,1350.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$840,5260.0%1,6090.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$781,808$48,712 â–¼-5.9%8,1050.6%ETFMORGAN STANLEY ETF TRUST$765,3200.0%15,2120.6%EATON VANCE SHRTFMHIFirst Trust Municipal High Income ETF$761,972$2,909 â–¼-0.4%15,7140.6%ETFGLWCorning$755,817$6,386 â–²0.9%2,9590.6%TechnologyFLMIFranklin Dynamic Municipal Bond ETF$751,4760.0%29,8560.6%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$736,376$42,365 â–²6.1%7,8740.6%ETFVGTVanguard Information Technology ETF$610,030$533,179 â–²693.8%5,1040.5%ETFFXUFirst Trust Utilities AlphaDEX Fund$550,338$5,482,460 â–¼-90.9%11,1540.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$536,061$6,083 â–¼-1.1%23,1760.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$516,530$30,550 â–¼-5.6%4,3960.4%ETFSYKStryker$486,1130.0%1,5440.4%HealthcareTRVTravelers Companies$445,6620.0%1,3500.4%FinanceGSYInvesco Ultra Short Duration ETF$444,7300.0%8,8680.4%ETFYLDPrincipal Active High Yield ETF$425,751$20,816 â–²5.1%22,3140.3%ETFSCHQSchwab Long-Term U.S. Treasury ETF$394,0040.0%12,5880.3%ETFFVDFirst Trust Value Line Dividend Index Fund$379,5620.0%7,8780.3%ETFCSCOCisco Systems$375,2850.0%3,1950.3%TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$365,2860.0%4,8140.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$364,260$12,396 â–²3.5%7,3170.3%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$362,589$13,518 â–¼-3.6%22,1290.3%ETFAMZNAmazon.com$329,148$9,534 â–¼-2.8%1,3810.3%Consumer DiscretionaryEOGEOG Resources$327,5680.0%2,5250.3%EnergyIYHiShares U.S. Healthcare ETF$313,5400.0%4,6790.2%ETFAXSAxis Capital$306,204$59,092 â–¼-16.2%2,8500.2%FinanceIBMInternational Business Machines$303,4260.0%1,0790.2%TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$303,286$3,581,848 â–¼-92.2%2,5860.2%ETFJPMJPMorgan Chase & Co.$284,1220.0%8680.2%FinanceHDHome Depot$280,7330.0%7960.2%Consumer DiscretionaryWALMART INC$271,8240.0%2,4000.2%COMDGRWWisdomTree U.S. Quality Dividend Growth Fund$266,7800.0%2,7900.2%ETFPIMCO ETF TR$256,6200.0%2,7830.2%ACTIVE BD ETFGOOGLAlphabet$249,0870.0%6970.2%Communication ServicesFEMBFirst Trust Emerging Markets Local Currency Bond ETF$246,149$12,068 â–²5.2%8,4240.2%ETFFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$245,096$8,673 â–²3.7%12,9990.2%ETFFIRST TR EXCHANGE-TRADED FD$241,479$1,905 â–²0.8%11,6600.2%INTER GRADE ETFCOPConocoPhillips$241,0830.0%2,3190.2%EnergyNVDANVIDIA$240,275$400 â–²0.2%1,2010.2%TechnologyIGMiShares Expanded Tech Sector ETF$230,648$230,648 â–²New Holding1,4100.2%ETFNEENextEra Energy$228,2020.0%2,6000.2%UtilitiesIJJiShares S&P Mid-Cap 400 Value ETF$207,708$207,708 â–²New Holding1,4060.2%ETFORCLOracle$203,7050.0%1,3900.2%TechnologyIJRiShares Core S&P Small-Cap ETF$202,591$202,591 â–²New Holding1,3660.2%ETFXLEEnergy Select Sector SPDR Fund$0$4,427,628 â–¼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$3,787,517 â–¼-100.0%00.0%ETFFXGFirst Trust Consumer Staples AlphaDEX Fund$0$3,701,813 â–¼-100.0%00.0%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$0$2,076,054 â–¼-100.0%00.0%ETFARK ETF TR$0$1,730,574 â–¼-100.0%00.0%INNOVATION ETFShowing largest 100 holdings. 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