What does MILESTONE ASSET MANAGEMENT, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive SEC 13F Analysis: MILESTONE ASSET MANAGEMENT, LLC

Portfolio Overview

Milestone Asset Management, LLC reported a significant expansion in its portfolio size for the quarter ending December 31, 2025. The total portfolio value surged by 42.7%, rising from $371.59 million to $530.13 million. This growth is attributable to a combination of market appreciation and substantial capital inflows, evidenced by the high volume of new positions established during the quarter. ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SGOV

ISHARES TR

$37M370K6.9%

BUFR

FIRST TR EXCHNG TRADED FD VI

$35M1.0M6.5%

PULS

PGIM ETF TR

$20M413K3.8%

AAPL

APPLE INC

$19M76K3.6%

FLRN

SPDR SERIES TRUST

$17M561K3.2%

BUFD

FIRST TR EXCHNG TRADED FD VI

$12M442K2.3%

NVDA

NVIDIA CORPORATION

$9M52K1.7%

BMY

BRISTOL-MYERS SQUIBB CO

$8M124K1.4%

JEPI

J P MORGAN EXCHANGE TRADED F

$7M131K1.4%

JEPQ

J P MORGAN EXCHANGE TRADED F

$7M126K1.3%

Filing history

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