Institutions / Milestone Asset Management Group, LLC
Milestone Asset Management Group, LLC
CIK 2063452 · Institution · as of Dec 31, 2025
Portfolio value
$177.10M
Positions
129
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 129 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $8.38M | 4.7% |
| Vanguard Index Fds | $7.39M | 4.2% |
| Galaxy Digital Inc. | $6.22M | 3.5% |
| Apple Inc. | $6.12M | 3.5% |
| Vanguard World Fd | $5.73M | 3.2% |
| RTX Corp | $5.50M | 3.1% |
| iShares Tr | $5.38M | 3.0% |
| Schwab Strategic Tr | $5.05M | 2.9% |
| SPDR Series Trust | $4.54M | 2.6% |
| Fidelity Wise Origin Bitcoin | $4.50M | 2.5% |
| Vanguard World Fd | $4.41M | 2.5% |
| SPDR Series Trust | $4.33M | 2.4% |
| Alphabet Inc. | $4.28M | 2.4% |
| Microsoft Corp | $4.12M | 2.3% |
| iShares Tr | $4.10M | 2.3% |
| Schwab Strategic Tr | $3.80M | 2.1% |
| NVIDIA Corp | $3.57M | 2.0% |
| iShares MSCI UAE ETF | $3.27M | 1.8% |
| Dimensional ETF Trust | $3.10M | 1.8% |
| Meta Platforms Inc | $3.02M | 1.7% |
| American Centy ETF Tr | $2.69M | 1.5% |
| Invesco Exchange Traded Fd T | $2.67M | 1.5% |
| Vanguard Index Fds | $2.57M | 1.5% |
| Vanguard Index Fds | $2.48M | 1.4% |
| American Centy ETF Tr | $2.44M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.