Milestones Private Investment Advisors LLC holds a focused book of 77 stocks worth $125.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened First Trust Global Tactical and trimmed Vaneck Semiconductor ETF. Their largest long position is First Trust Rising Dividend at 8% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1726041/holdings"
Use Arkolith to show Milestones Private Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Milestones Private Investment Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First TR Exchange Traded FD RISNG DIVD ACHIV | $9.5M | 117.4K | 7.6% | ▲+307% Added · +89K sh | |
| 2 | SPDR Series Trust ST STR P500GRW | $9.3M | 77.8K | 7.4% | ▲+207% Added · +52K sh | |
| 3 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $8.9M | 29.4K | 7.1% | ▲+30% Added · +7K sh | |
| 4 | SPDR Series Trust ST STR P500VAL | $8.4M | 138.2K | 6.7% | ▲+258% Added · +100K sh | |
| 5 | Ishares TR MSCI US GARP ETF | $8.2M | 99.3K | 6.5% | ▲+64% Added · +39K sh | |
| 6 | Schwab Strategic TR US DIVIDEND EQ | $6.8M | 213.0K | 5.4% | ▲+118% Added · +115K sh | |
| 7 | First TR Exchange-Traded FD SHS | $6.4M | 131.0K | 5.1% | ▲+76% Added · +56K sh | |
| 8 | Vaneck ETF Trust SEMICONDUCTR ETF | $5.6M | 8.6K | 4.5% | ▼−45% Reduced · −7K sh | |
| 9 | Ishares TR 20 YR TR BD ETF | $4.3M | 49.6K | 3.4% | ▲+0.2% Added · +86 sh | |
| 10 | First TR Exch Traded FD III PFD SECS INC ETF | $2.6M | 146.7K | 2.1% | ▲+0.6% Added · +818 sh | |
| 11 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $2.6M | 125.6K | 2.0% | ▼−0.7% Reduced · −926 sh | |
| 12 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $2.5M | 129.7K | 2.0% | ▼−1.0% Reduced · −1K sh | |
| 13 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $2.5M | 152.5K | 2.0% | ▼−0.8% Reduced · −1K sh | |
| 14 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $2.5M | 136.4K | 2.0% | ▼−0.7% Reduced · −987 sh | |
| 15 | Invesco Exch TRD SLF Idx FD BULLETSHS 2030 | $2.4M | 91.1K | 1.9% | ▼−0.8% Reduced · −750 sh | |
| 16 | First TR Exchange Trad FD VI FST TR GLB FD | $2.2M | 82.6K | 1.8% | ▲New New position | |
| 17 | First TR Exchng Traded FD VI SECUR PLUS ETF | $2.1M | 98.7K | 1.7% | ▲+1.2% Added · +1K sh | |
| 18 | Ishares TR 1 3 YR TREAS BD | $1.7M | 21.2K | 1.4% | ▲+7.5% Added · +1K sh | |
| 19 | Doubleline ETF Trust MORTGAGE ETF | $1.6M | 32.9K | 1.3% | ▼−0.1% Reduced · −26 sh | |
| 20 | World Gold TR SPDR GLD MINIS | $1.6M | 19.5K | 1.2% | ▼−44% Reduced · −15K sh | |
| 21 | Ishares TR TIPS BD ETF | $1.5M | 13.5K | 1.2% | ▲+14% Added · +2K sh | |
| 22 | First TR Exchange-Traded FD SSI STRG ETF | $1.5M | 27.2K | 1.2% | ▼−1.5% Reduced · −419 sh | |
| 23 | Applied Matls Inc COM | $1.4M | 2.0K | 1.2% | —Held | |
| 24 | SPDR Gold TR GOLD SHS | $1.4M | 3.8K | 1.1% | ▼~0% Reduced · −1 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $1.4M | 1.8K | 1.1% | —Held | |
| 26 | Apple Inc COM | $1.3M | 4.6K | 1.1% | ▲~0% Added · +1 sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $1.2M | 1.7K | 1.0% | ▲+0.1% Added · +1 sh | |
| 28 | Microsoft Corp COM | $1.1M | 3.0K | 0.9% | —Held | |
| 29 | Select Sector SPDR TR ST STR CARE ETF | $1.1M | 6.6K | 0.8% | ▼−66% Reduced · −13K sh | |
| 30 | Schwab Strategic TR US BRD MKT ETF | $996K | 34.4K | 0.8% | ▼−8.2% Reduced · −3K sh | |
| 31 | First TR Exch Traded FD III MANAGD MUN ETF | $984K | 19.2K | 0.8% | —Held | |
| 32 | Ishares TR S&P 500 VAL ETF | $880K | 3.9K | 0.7% | —Held | |
| 33 | Ishares Inc MSCI GBL MIN VOL | $864K | 7.2K | 0.7% | ▼−3.9% Reduced · −288 sh | |
| 34 | Ishares TR CORE S&P500 ETF | $850K | 1.1K | 0.7% | ▼−2.1% Reduced · −24 sh | |
| 35 | State STR SPDR Dow Jones Ind UT SER 1 | $841K | 1.6K | 0.7% | —Held | |
| 36 | Ishares TR MSCI USA MIN ETF | $782K | 8.1K | 0.6% | ▼−5.9% Reduced · −505 sh | |
| 37 | Morgan Stanley ETF Trust EATON VANCE SHRT | $765K | 15.2K | 0.6% | —Held | |
| 38 | First TR Exch Traded FD III MUNI HI INCM ETF | $762K | 15.7K | 0.6% | ▼−0.4% Reduced · −60 sh | |
| 39 | Corning Inc COM | $756K | 3.0K | 0.6% | ▲+0.8% Added · +25 sh | |
| 40 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $751K | 29.9K | 0.6% | —Held | |
| 41 | Pimco ETF TR 0-5 HIGH YIELD | $736K | 7.9K | 0.6% | ▲+6.1% Added · +453 sh | |
| 42 | Vanguard World FD INF TECH ETF | $610K | 5.1K | 0.5% | ▲+694% Added · +4K sh | |
| 43 | First TR Exchange-Traded FD UTILITIES ALPH | $550K | 11.2K | 0.4% | ▼−91% Reduced · −111K sh | |
| 44 | Schwab Strategic TR US AGGREGATE B | $536K | 23.2K | 0.4% | ▼−1.1% Reduced · −263 sh | |
| 45 | Ishares TR S&P MC 400GR ETF | $517K | 4.4K | 0.4% | ▼−5.6% Reduced · −260 sh | |
| 46 | Stryker Corporation COM | $486K | 1.5K | 0.4% | —Held | |
| 47 | Travelers Companies Inc COM | $446K | 1.4K | 0.4% | —Held | |
| 48 | Invesco Actively Managed Exc ULTRA SHRT DUR | $445K | 8.9K | 0.4% | —Held | |
| 49 | Principal Exchange Traded FD ACTIVE HIGH YL | $426K | 22.3K | 0.3% | ▲+5.1% Added · +1K sh | |
| 50 | Schwab Strategic TR LONG TERM US | $394K | 12.6K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.