MILESTONE ASSET MANAGEMENT, LLC - Portfolio Stock Holdings
MILESTONE ASSET MANAGEMENT, LLC disclosed 277 stock positions in a recent SEC 13F filing. $631,254,051 of stock holdings were filed, with the largest holdings including BUFR, SGOV, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $690,673,342 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
277Est. Stock Holding Value:
$631,254,051Top Stock Holdings By Sector
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Portfolio Stock Holdings - MILESTONE ASSET MANAGEMENT, LLC
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% of Portfolio
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