Milestone Asset Management Group, LLC: 13F holdings
CIK 20634522026Q2
| Positions | 133 |
|---|---|
| Reported value | $198.6m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR | 13,690 | $10.1m | 5.1% |
| VOO VANGUARD INDEX FDS | 13,252 | $9.1m | 4.6% |
| GALAXY DIGITAL INC. | 284,553 | $7.8m | 3.9% |
| MGK VANGUARD WORLD FD | 75,231 | $6.6m | 3.3% |
| AAPL APPLE INC | 22,345 | $6.5m | 3.3% |
| RTX RTX CORPORATION | 31,435 | $6.0m | 3.0% |
| IVV ISHARES TR | 7,876 | $5.9m | 3.0% |
| MGV VANGUARD WORLD FD | 34,132 | $5.6m | 2.8% |
| SCHG SCHWAB STRATEGIC TR | 154,873 | $5.2m | 2.6% |
| SPYG SPDR SERIES TRUST | 42,164 | $5.0m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2063452")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.