Milestones Private Investment Advisors
Milestones Private Investment Advisors reported 73 stocks worth $123M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPYG (7.9%), RDVY (7.6%) and QQQM (7.2%). Compared with Q2 2026, the fund opened new positions in HGER, added to SPYG, RDVY and SCHD, trimmed QQQM, SMH and BSCT and sold out of FTGC, NEE and IJJ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $9.7M | 7.9% | 79K | +1,004 (+1%) | 6 of 6 | |
| 2 |  RDVY First TR Exchange Traded FD | $9.4M | 7.6% | 120K | +3,075 (+3%) | 6 of 6 | |
| 3 |  QQQM Invesco Nasdaq | $8.9M | 7.2% | 29K | −152 (−1%) | 6 of 6 | |
| 4 |  SCHD Schwab US Dividend Equity ETF | $8.9M | 7.2% | 273K | +60K (+28%) | 6 of 6 | |
| 5 |  SPYV State Street | $8.6M | 6.9% | 140K | +1,853 (+1%) | 6 of 6 | |
| 6 |  GARP Ishares TR | $8.5M | 6.9% | 100K | +730 (+1%) | 6 of 6 | |
| 7 |  FDL First TR Exchange-Traded FD | $6.5M | 5.3% | 133K | +2,306 (+2%) | 6 of 6 | |
| 8 |  TLT Ishares TR | $3.9M | 3.1% | 50K | +90 (+0%) | 6 of 6 | |
| 9 |  SMH Vaneck ETF Trust | $2.8M | 2.3% | 4,674 | −3,900 (−45%) | 6 of 6 | |
| 10 |  BSCR Invesco Exch Trd Slf Idx FD | $2.6M | 2.1% | 131K | +1,009 (+1%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Milestones Private Investment Advisors 13F FAQ
What does Milestones Private Investment Advisors own?
Milestones Private Investment Advisors reported 73 stocks worth $123M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPYG (7.9%), RDVY (7.6%) and QQQM (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Milestones Private Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 23 added to, 26 trimmed and 5 sold out. New positions include HGER. It sold all of FTGC, NEE and IJJ.
When will Milestones Private Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Milestones Private Investment Advisors's portfolio worth?
The Q3 2026 filing reports $123M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.