Arkolith/Funds/Milestone Asset Management Group, LLC

Milestone Asset Management Group, LLC

CIK 2063452
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Milestone Asset Management Group, LLC holds a diversified book of 133 reported positions worth $198.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Qualcomm Inc and trimmed Apple Inc. Their largest long position is Invesco QQQ Trust Series 1 at 5% of the reported non-option book. Cloning the disclosed picks since 2025 would be +23% (+20.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.4%
+20.8%/yr · since Aug '25
Their reported book
+18.6%
held from quarter-end
S&P 500
+24.2%
same window
$10K$11K$11K$12K$13KAug '25Oct '25Jan '26Mar '26Jun '26Sep '26
Milestone Asset Management Group, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.8 points over this window.

Growth of $10,000 cloning Milestone Asset Management Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
34%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

30% mapped to company sectors

ETFs / funds
66%
Information Technology
15%
Financials
8%
Industrials
4%
No sector on file yet
3%
Consumer Discretionary
3%
Communication Services
1%

+2 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Milestone Asset Management Group, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management10 / 80$167.8M
Donor Advised Charitable Giving, Inc.9 / 80$4.5B
Swiss Re Ltd23 / 80$1.0B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Trans-Canada Capital Inc.9 / 80$1.6B
Golden Reserve Retirement LLC27 / 80$559.1M
PPS&V Asset Management Consultants, Inc.20 / 80$162.2M

Ranked by the share of each fund's own book sitting in the names it shares with Milestone Asset Management Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

133 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$10.1M13.7K
5.1%
+0.9%
Added · +117 sh
2Vanguard Index FDS
S&P 500 ETF SHS
$9.1M13.3K
4.6%
+7.1%
Added · +881 sh
3Galaxy Digital Inc.
CL A
$7.8M284.6K
3.9%
+0.4%
Added · +1K sh
4Vanguard World FD
MEGA GRWTH IND
$6.6M75.2K
3.3%
+410%
Added · +60K sh
5Apple Inc
COM
$6.5M22.3K
3.3%
−0.2%
Reduced · −37 sh
6RTX Corporation
COM
$6.0M31.4K
3.0%
−2.3%
Reduced · −751 sh
7Ishares TR
CORE S&P500 ETF
$5.9M7.9K
3.0%
−0.1%
Reduced · −9 sh
8Vanguard World FD
MEGA CAP VAL ETF
$5.6M34.1K
2.8%
+2.8%
Added · +935 sh
9Schwab Strategic TR
US LCAP GR ETF
$5.2M154.9K
2.6%
−0.1%
Reduced · −174 sh
10SPDR Series Trust
STATE STREET SPD
$5.0M42.2K
2.5%
+1.3%
Added · +540 sh
11SPDR Series Trust
STATE STREET SPD
$4.9M81.2K
2.5%
+1.2%
Added · +956 sh
12Alphabet Inc
CAP STK CL A
$4.9M13.6K
2.5%
+0.3%
Added · +39 sh
13Ishares TR
CORE DIV GRWTH
$4.3M56.8K
2.2%
+0.3%
Added · +190 sh
14Schwab Strategic TR
US LRG CAP ETF
$4.1M139.1K
2.1%
−3.0%
Reduced · −4K sh
15Dimensional ETF Trust
US CORE EQT MKT
$3.9M76.3K
2.0%
+9.3%
Added · +6K sh
16Nvidia Corporation
COM
$3.7M18.5K
1.9%
−3.2%
Reduced · −605 sh
17Ishares TR
MSCI USA MIN VOL
$3.4M35.3K
1.7%
−1.3%
Reduced · −455 sh
18American Centy ETF TR
US SML CP VALU
$3.3M26.4K
1.7%
+5.2%
Added · +1K sh
19American Centy ETF TR
INTL EQT ETF
$3.3M36.8K
1.7%
+5.2%
Added · +2K sh
20Fidelity Wise Origin Bitcoin
SHS
$3.2M62.5K
1.6%
+1.7%
Added · +1K sh
21Vanguard Index FDS
SML CP GRW ETF
$3.2M8.7K
1.6%
+1.3%
Added · +114 sh
22Microsoft Corp
COM
$3.1M8.4K
1.6%
−2.2%
Reduced · −187 sh
23Vanguard Index FDS
TOTAL STK MKT
$2.7M7.3K
1.4%
+0.1%
Added · +4 sh
24Vanguard Whitehall FDS
INTL HIGH ETF
$2.7M27.3K
1.4%
+6.3%
Added · +2K sh
25Invesco Exchange Traded FD T
S&P 500 TOP 50
$2.7M43.4K
1.3%
−3.4%
Reduced · −2K sh
26Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.5M11.9K
1.3%
−1.4%
Reduced · −167 sh
27Vanguard Intl Equity Index F
ALLWRLD EX US
$2.5M29.3K
1.2%
+1.7%
Added · +495 sh
28Meta Platforms Inc
CL A
$2.4M4.3K
1.2%
+1.0%
Added · +42 sh
29Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.3M32.5K
1.2%
−0.8%
Reduced · −280 sh
30Amazon Com Inc
COM
$2.2M9.2K
1.1%
+0.3%
Added · +23 sh
31Ishares TR
CORE MSCI EAFE
$1.9M20.2K
1.0%
+1.1%
Added · +222 sh
32Schwab Strategic TR
US SML CAP ETF
$1.7M46.1K
0.8%
−4.1%
Reduced · −2K sh
33Berkshire Hathaway Inc Del
CL B NEW
$1.7M3.3K
0.8%
−0.1%
Reduced · −5 sh
34Schwab Strategic TR
US DIVIDEND EQ
$1.6M49.1K
0.8%
−4.8%
Reduced · −2K sh
35Alphabet Inc
CAP STK CL C
$1.5M4.3K
0.8%
+1.6%
Added · +67 sh
36ETF Opportunities Trust
TAPPALPHA SPY GR
$1.5M59.0K
0.8%
−0.1%
Reduced · −94 sh
37Tesla Inc
COM
$1.4M3.4K
0.7%
−0.2%
Reduced · −6 sh
38Ishares TR
ESG AWR MSCI USA
$1.3M8.1K
0.7%
−0.4%
Reduced · −32 sh
39J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.3M22.5K
0.6%
+2.4%
Added · +533 sh
40BlackRock ETF Trust
DISCIPLINED VOLA
$1.3M48.6K
0.6%
−1.3%
Reduced · −645 sh
41Costco Wholesale Corporation
COM
$1.2M1.3K
0.6%
−0.6%
Reduced · −8 sh
42Ishares TR
S&P 500 GRWT ETF
$1.2M8.6K
0.6%
+0.8%
Added · +66 sh
43SPDR Series Trust
STATE STREET SPD
$1.2M10.3K
0.6%
+0.3%
Added · +37 sh
44Ishares TR
S&P 500 VAL ETF
$1.2M5.1K
0.6%
+1.9%
Added · +96 sh
45State STR SPDR S&P 500 ETF T
TR UNIT
$1.2M1.5K
0.6%
−0.1%
Reduced · −1 sh
46BlackRock ETF Trust
DYNAMIC EQTY ACT
$1.1M40.9K
0.6%
−1.6%
Reduced · −685 sh
47SPDR Series Trust
STATE STREET SPD
$1.1M11.8K
0.6%
+0.4%
Added · +51 sh
48Select Sector SPDR TR
STATE STREET HEA
$1.1M6.8K
0.5%
−5.7%
Reduced · −415 sh
49Dimensional ETF Trust
US EQUITY MARKET
$1.1M13.2K
0.5%
+0.1%
Added · +18 sh
50Ishares TR
GLOBAL TECH ETF
$999K6.9K
0.5%
~0%
Added · +3 sh
Showing 50 of 133 positions
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Filing history

As-of date vs the date the SEC received each filing

$198.6M · Q2 2026Q2 2025 · $135.1MQ2 2026 · $198.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d133$198.6M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d126$171.0M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202634d129$177.1M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202522d114$158.9M13F-HR
Q2 2025Jun 30, 2025Aug 1, 202532d102$135.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.