Milestones Private Investment Advisors LLC ETF holdings
Fairport, NY
Reported $116.4M in 58 ETFs in its Form 13F for June 30, 2026.
ETF value
$116.4M
ETFs held
58
Change from prior quarter
+10.0%
With price moves
ETFs as a share of its 13F
92.6%
of $125.6M
Top 10 of 58 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| RDVY | First Trust Rising Dividend Achievers ETF | $9.5M | 117,367 | +88,547 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $9.3M | 77,827 | +52,446 shares |
| QQQM | Invesco NASDAQ 100 ETF | $8.9M | 29,371 | +6,712 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $8.4M | 138,243 | +99,614 shares |
| GARP | iShares MSCI USA Quality GARP ETF | $8.2M | 99,259 | +38,688 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $6.8M | 212,996 | +115,291 shares |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | $6.4M | 131,010 | +56,389 shares |
| SMH | VanEck Semiconductor ETF | $5.6M | 8,574 | −6,995 shares |
| TLT | iShares 20+ Year Treasury Bond ETF | $4.3M | 49,566 | +86 shares |
| FPE | First Trust Preferred Securities and Income ETF | $2.6M | 146,684 | +818 shares |
48 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001726041. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Milestones Private Investment Advisors LLC own?
Milestones Private Investment Advisors LLC reported 58 ETF positions worth $116.4M in its Form 13F for June 30, 2026. The largest was RDVY, at $9.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.