SEC Form 13F

Milestones Private Investment Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$125,590,824
Positions77

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIRST TR EXCHANGE TRADED FDRDVYRISNG DIVD ACHIV$9,513,769117,367
SPDR SERIES TRUSTSPYGST STR P500GRW$9,260,63577,827
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$8,898,53229,371
SPDR SERIES TRUSTSPYVST STR P500VAL$8,403,792138,243
ISHARES TRGARPMSCI US GARP ETF$8,193,83099,259
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$6,754,103212,996
FIRST TR EXCHANGE-TRADED FDFDLSHS$6,374,947131,010
VANECK ETF TRUSTSMHSEMICONDUCTR ETF$5,623,6018,574
ISHARES TRTLT20 YR TR BD ETF$4,283,49449,566
FIRST TR EXCH TRADED FD IIIFPEPFD SECS INC ETF$2,622,710146,684

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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