Milestones Private Investment Advisors LLC
All 13F Filings
- Location
- Fairport, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 125,591
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 77 | 125,591 | 13F-HR | Milestones Private Investment Advisors LLC |
| Q1 2026 | 5/4/2026 | 78 | 113,507 | 13F-HR | Milestones Private Investment Advisors LLC |
| Q4 2025 | 1/26/2026 | 120 | 145,412 | 13F-HR | Milestones Private Investment Advisors LLC |
| Q3 2025 | 10/22/2025 | 122 | 146,388 | 13F-HR | Milestones Private Investment Advisors LLC |
| Q2 2025 | 9/11/2025 | 119 | 135,045 | 13F-HR | Milestones Private Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.4 K | 15.4% | 0 | 7.515 K | -7.515 K |
| ETFs | 106.2 K | 84.6% | 19.61 K | 0 | 19.61 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
125,591
Holdings
77
QoQ value change ($000)
12,084
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.