Milestone Asset Management Group, LLC — 13F holdings

Milestone Asset Management Group, LLC reported 136 holdings worth $216M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. QQQ INVESCO QQQ TR — $11.2M (5.2%)
2. VOO VANGUARD INDEX FDS — $10.2M (4.7%)
3. AAPL APPLE INC — $8.81M (4.1%)
4. MGK VANGUARD WORLD FD — $8.39M (3.9%)
5. GLXY GALAXY DIGITAL INC. — $6.61M (3.1%)
6. MGV VANGUARD WORLD FD — $6.26M (2.9%)
7. SPYG SPDR SERIES TRUST — $6.13M (2.8%)
8. IVV ISHARES TR — $6.10M (2.8%)
9. RTX RTX CORPORATION — $6.02M (2.8%)
10. SCHG SCHWAB STRATEGIC TR — $5.58M (2.6%)