MILESTONE ASSET MANAGEMENT, LLC - Portfolio Stock Holdings
MILESTONE ASSET MANAGEMENT, LLC disclosed 292 stock positions in a recent SEC 13F filing. $635,268,150 of stock holdings were filed, with the largest holdings including BUFR, SGOV, and FLRN. This filing represented positions held on June 30, 2026, and was filed on July 15, 2026.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:
June 30, 2026No. of Stocks:
292Est. Stock Holding Value:
$635,268,150Top Stock Holdings By Sector
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Portfolio Stock Holdings - MILESTONE ASSET MANAGEMENT, LLC
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Portfolio Options Holdings - MILESTONE ASSET MANAGEMENT, LLC
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