Milestone Asset Management
$631M 13F equity value
277 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Milestone Asset Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1,054,646 | $40M | 6.3% |
| SGOV | ISHARES TR | 307,206 | $31M | 4.9% |
| AAPL | APPLE INC | 88,620 | $30M | 4.7% |
| NVDA | NVIDIA CORPORATION | 91,968 | $21M | 3.3% |
| GOVT | ISHARES TR | 660,867 | $14M | 2.3% |
| SHOP | SHOPIFY INC | 81,973 | $12M | 1.9% |
| EXEL | EXELIXIS INC | 200,127 | $12M | 1.9% |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 372,462 | $11M | 1.8% |
| KR | KROGER CO | 186,351 | $11M | 1.7% |
| MO | ALTRIA GROUP INC | 159,594 | $11M | 1.7% |
Track Milestone Asset Management's 13F portfolio: $631M in reported holdings, 277 positions. Top holdings and quarterly changes on SentiSense.
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