Milestones Private Investment Advisors LLC
Milestones Private Investment Advisors LLC reported 77 positions worth $125.6M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: RDVY (7.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RDVY | SH | $9.5M | 7.58% | 117,367 | — | — | |
| ▸ 2 | SPYG | SH | $9.3M | 7.37% | 77,827 | — | — | |
| ▸ 3 | QQQM | SH | $8.9M | 7.09% | 29,371 | — | — | |
| ▸ 4 | SPYV | SH | $8.4M | 6.69% | 138,243 | — | — | |
| ▸ 5 | GARP | SH | $8.2M | 6.52% | 99,259 | — | — | |
| ▸ 6 | SCHD | SH | $6.8M | 5.38% | 212,996 | — | — | |
| ▸ 7 | FDL | SH | $6.4M | 5.08% | 131,010 | — | — | |
| ▸ 8 | SMH | SH | $5.6M | 4.48% | 8,574 | — | — | |
| ▸ 9 | TLT | SH | $4.3M | 3.41% | 49,566 | — | — | |
| ▸ 10 | FPE | SH | $2.6M | 2.09% | 146,684 | — | — |
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Frequently Asked Questions
What stocks does Milestones Private Investment Advisors LLC hold as of Q2 2026?
Milestones Private Investment Advisors LLC reported 77 positions worth $125.6M in its Q2 2026 13F filing. Largest positions: RDVY (7.6%), SPYG (7.4%), QQQM (7.1%), SPYV (6.7%) and GARP (6.5%).
What did Milestones Private Investment Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Milestones Private Investment Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.