Milestone Asset Management Group, LLC
Milestone Asset Management Group, LLC reported 133 positions worth $198.6M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: QQQ (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $10.1M | 5.08% | 13,690 | — | — | |
| ▸ 2 | VOO | SH | $9.1M | 4.58% | 13,252 | — | — | |
| ▸ 3 | GLXY | SH | $7.8M | 3.92% | 284,553 | — | — | |
| ▸ 4 | MGK | SH | $6.6M | 3.33% | 75,231 | — | — | |
| ▸ 5 | AAPL | SH | $6.5M | 3.26% | 22,345 | — | — | |
| ▸ 6 | RTX | SH | $6.0M | 3.00% | 31,435 | — | — | |
| ▸ 7 | IVV | SH | $5.9M | 2.97% | 7,876 | — | — | |
| ▸ 8 | MGV | SH | $5.6M | 2.81% | 34,132 | — | — | |
| ▸ 9 | SCHG | SH | $5.2M | 2.64% | 154,873 | — | — | |
| ▸ 10 | SPYG | SH | $5.0M | 2.53% | 42,164 | — | — |
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Frequently Asked Questions
What stocks does Milestone Asset Management Group, LLC hold as of Q2 2026?
Milestone Asset Management Group, LLC reported 133 positions worth $198.6M in its Q2 2026 13F filing. Largest positions: QQQ (5.1%), VOO (4.6%), GLXY (3.9%), MGK (3.3%) and AAPL (3.3%).
What did Milestone Asset Management Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Milestone Asset Management Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.