13F Filings History of Milestones Private Investment Advisors LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$145,411,943
Signature - Title
Ashleigh C. Swayze - Counsel
Location
Fairport, NY
Summary
This page shows a list of all the recent 13F filings made by Milestones Private Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Milestones Private Investment Advisors LLC reported 120 stock holdings with total value $145,411,943 as of Q4 2025. Top holdings included QQQM, SMH, FXU, TLT, and SCHB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 120 $145,411,943 +$11,553,494 -$8,864,067 +$2,689,427 QQQM, SMH, FXU, TLT, SCHB 13F-HR 23 Jan 2026, 18:37
Q3 2025 122 $146,387,768 +$3,543,967 -$628,392 +$2,915,575 SMH, FXU, QQQM, TLT, XLK 13F-HR 22 Oct 2025, 12:10
Q2 2025 119 $135,044,667 $0 $0 $0 FXU, SMH, QQQM, TLT, XLK 13F-HR 11 Sep 2025, 15:41