Arkolith/Funds/Milestone Asset Management, LLC

Milestone Asset Management, LLC

CIK 1964722
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Milestone Asset Management, LLC holds a diversified book of 259 stocks worth $635.5M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares US Treasury Bond ETF and trimmed FT Vest Lad Buffervetf-Usd I. Their largest long position is FT Vest Lad Buffervetf-Usd I at 6% of the equity book. They also disclosed $523K in put options (a bearish bet) and $18K in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show MILESTONE ASSET MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
58
new positions
Added to
110
existing
Trimmed
76
reduced
Sold out
21
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
28%
Top 20 holdings
40%

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

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Information Technology
14%
Health Care
6%
Industrials
5%
Consumer Discretionary
3%
Financials
3%
Communication Services
1%
Consumer Staples
1%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

259 positions
#SecurityValueShares% PortLast moveHistory
1First TR Exchng Traded FD VI
FT LADD BUFF ETF
$38.0M1.04M
6.0%
−0.9%
Reduced · −9K sh
2Ishares TR
0-3 MTH TREASURY
$29.4M291.9K
4.6%
−21%
Reduced · −78K sh
3SPDR Series Trust
ST STR RATE ETF
$24.6M796.5K
3.9%
+42%
Added · +235K sh
4Apple Inc
COM
$19.1M66.1K
3.0%
−13%
Reduced · −10K sh
5Ishares TR
CORE S&P500 ETF
$14.0M18.8K
2.2%
+140%
Added · +11K sh
6State STR SPDR S&P 500 ETF T
TR UNIT
$13.8M18.5K
2.2%
12×
Added · +17K sh
7First TR Exchng Traded FD VI
FT VEST DEEP ETF
$11.8M395.6K
1.8%
−11%
Reduced · −47K sh
8Nvidia Corporation
COM
$10.7M53.3K
1.7%
+3.2%
Added · +2K sh
9Ishares TR
US TREAS BD ETF
$8.5M371.8K
1.3%
New
New position
10Ishares TR
SYSTEMATIC BD ET
$8.3M93.6K
1.3%
New
New position
11Bristol-Myers Squibb Co
COM
$8.2M141.8K
1.3%
+15%
Added · +18K sh
12ETF Ser Solutions
LHA MKT ST TACTL
$8.0M186.3K
1.3%
+2.5%
Added · +5K sh
13J P Morgan Exchange Traded F
NASDAQ EQT PREM
$7.8M127.3K
1.2%
+0.8%
Added · +1K sh
14Eli Lilly & Co
COM
$7.7M6.4K
1.2%
+26%
Added · +1K sh
15BlackRock ETF Trust
ISHARES US EQUIT
$7.7M113.0K
1.2%
−2.2%
Reduced · −3K sh
16Ishares TR
S&P 500 GRWT ETF
$7.4M53.8K
1.2%
−3.8%
Reduced · −2K sh
17BlackRock ETF Trust II
ISHA GLO USD ETF
$7.1M141.0K
1.1%
New
New position
18Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$7.0M356.2K
1.1%
+5.5%
Added · +19K sh
19BlackRock ETF Trust II
ISHA FLEX IN ETF
$6.9M132.5K
1.1%
New
New position
20SPDR Series Trust
ST STR P500VAL
$6.7M110.1K
1.1%
+15%
Added · +14K sh
21Costco Wholesale Corporation
COM
$6.6M7.0K
1.0%
+15%
Added · +941 sh
22Amgen Inc
COM
$6.5M17.9K
1.0%
+681%
Added · +16K sh
23First TR Exchng Traded FD VI
FT VEST U.S EQT
$6.4M149.5K
1.0%
+3.7%
Added · +5K sh
24Caterpillar Inc
COM
$6.3M5.9K
1.0%
−14%
Reduced · −978 sh
25Ishares TR
MSCI ACWI EX US
$6.2M81.6K
1.0%
+35%
Added · +21K sh
26First TR Exchng Traded FD VI
FT VEST US EQT
$6.2M149.4K
1.0%
+3.5%
Added · +5K sh
27J P Morgan Exchange Traded F
EQUITY PREMIUM
$6.1M107.2K
1.0%
−18%
Reduced · −24K sh
28First TR Exchng Traded FD VI
FT VEST U.S EQT
$6.0M144.3K
0.9%
+3.3%
Added · +5K sh
29First TR Exchng Traded FD VI
FT VEST US EQT
$6.0M136.9K
0.9%
+3.2%
Added · +4K sh
30Deere & Co
COM
$5.8M9.2K
0.9%
New
New position
31Schwab Strategic TR
US LCAP GR ETF
$5.6M166.9K
0.9%
+26%
Added · +35K sh
32BlackRock ETF Trust
ISHA IN CTRY ETF
$5.5M149.4K
0.9%
+17%
Added · +22K sh
33Vertiv Holdings Co
COM CL A
$5.4M16.2K
0.9%
New
New position
34First TR Exchange-Traded FD
FT VEST S&P 500
$5.4M106.2K
0.8%
+7.5%
Added · +7K sh
35Quanta Svcs Inc
COM
$5.1M7.1K
0.8%
New
New position
36Invesco Exch TRD SLF Idx FD
INVSCO BLSH 26
$5.1M221.8K
0.8%
+7.6%
Added · +16K sh
37Pepsico Inc
COM
$5.0M36.8K
0.8%
New
New position
38NEOS ETF Trust
NEOS S&P 500 HI
$4.9M92.9K
0.8%
+48%
Added · +30K sh
39Proshares TR
PSHS ULT S&P 500
$4.9M72.9K
0.8%
16×
Added · +68K sh
40Pimco ETF TR
ENHAN SHRT MA AC
$4.8M47.5K
0.8%
+6.4%
Added · +3K sh
41Unitedhealth Group Inc
COM
$4.5M10.9K
0.7%
+20%
Added · +2K sh
42Invesco QQQ TR
UNIT SER 1
$4.5M6.1K
0.7%
+4.0%
Added · +236 sh
43Ishares TR
0-5 YR TIPS ETF
$4.4M43.3K
0.7%
New
New position
44Altria Group Inc
COM
$4.3M59.3K
0.7%
+52%
Added · +20K sh
45BlackRock ETF Trust
ISHA I IN TE ETF
$4.1M78.5K
0.7%
−9.0%
Reduced · −8K sh
46Oracle Corp
COM
$4.1M27.7K
0.6%
New
New position
47Advanced Micro Devices Inc
COM
$4.0M7.0K
0.6%
−39%
Reduced · −4K sh
48Ishares TR
TRUST ISHARE 0-1
$4.0M36.4K
0.6%
+6.5%
Added · +2K sh
49NEOS ETF Trust
NASDAQ 100 HIGH
$3.9M69.1K
0.6%
+100%
Added · +34K sh
50Visa Inc
COM CL A
$3.9M11.4K
0.6%
+17%
Added · +2K sh
Showing 50 of 259 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$523K
Call notional (bullish)$18K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$523K700
CALL · bullishSPACE EXPLORATION TECHN CORP$17K100
CALL · bullishPLUG POWER INCPLUG$1K500

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026330$636.0M13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026291$542.5M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026269$530.1M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025280$528.6M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025257$473.3M13F-HR
Q1 2025Mar 31, 2025Apr 9, 2025343$469.8M13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025354$454.0M13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024335$445.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.