Institutional Fund
Milestones Private Investment Advisors LLC
Fairport, NYCIK 17260414 filings on record
Portfolio Value
$113.51M
Q1 2026
Holdings
78
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-21.9%
from $145.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchange Traded Fd5.3%
- Vaneck ETF Trust5.3%
- Invesco Exch Traded Fd Tr II4.7%
- Select Sector Spdr Tr3.9%
- Ishares Tr3.8%
- Ishares Tr3.4%
- Other73.6%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | 122.3K | $6.06M | 5.3% | +3.9K | Added |
| 2 | Vaneck ETF Trust | 15.6K | $5.97M | 5.3% | +514 | Added |
| 3 | Invesco Exch Traded Fd Tr II | 22.7K | $5.38M | 4.7% | +324 | Added |
| 4 | Select Sector Spdr Tr | 72.3K | $4.43M | 3.9% | +1.8K | Added |
| 5 | Ishares Tr | 49.5K | $4.29M | 3.8% | +1.5K | Added |
| 6 | Ishares Tr | 60.6K | $3.87M | 3.4% | +2.5K | Added |
| 7 | First Tr Exchange-Traded Fd | 74.6K | $3.79M | 3.3% | +4.9K | Added |
| 8 | Select Sector Spdr Tr | 28.5K | $3.79M | 3.3% | +1.1K | Added |
| 9 | First Tr Exchange Traded Fd | 58.1K | $3.70M | 3.3% | +1.5K | Added |
| 10 | Select Sector Spdr Tr | 33.1K | $3.61M | 3.2% | +1.0K | Added |
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