Milestones Private Investment Advisors LLC
•CIK: 1726041•Filing: Q4 2025
Milestones Private Investment Advisors LLC manages $145M across a diversified portfolio of 120 positions. The fund exhibits a notable tilt toward technology and market trends, with top holdings including QQQM at $5.6M and SMH at $5.4M. Significant allocations are also maintained in fixed income and broad market exposure, evidenced by $4.2M in TLT and $4.0M in SCHB. This concentrated approach suggests a tactical allocation strategy targeting growth sectors and defensive assets.
Total AUM
$145.4M
QoQ Performance
-0.7%
Positions
70
Top 10 Concentration
30.0%
Latest Filing
Q4 2025
Top Holdings Allocation
QQQM3.9%
SMH3.7%
FXU3.7%
TLT2.9%
SCHB2.8%
GARP2.7%
XLK2.7%
XLY2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.6%
Technology8.7%
ETF1.6%
Healthcare1.4%
Consumer1.1%
Financial0.8%
Industrial0.5%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑41 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025