§ 13F · FUND PROFILE
Milestone Asset Management Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135.1T (13F)Positions · 102Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 14K | $8.4T | 4.7% | +7% |
| 2 | VOO | VANGUARD INDEX FDS | 12K | $7.4T | 4.2% | +12% |
| 3 | GLXY | GALAXY DIGITAL INC. | 278K | $6.2T | 3.5% | −1% |
| 4 | AAPL | APPLE INC | 23K | $6.1T | 3.5% | +10% |
| 5 | MGK | VANGUARD WORLD FD | 14K | $5.7T | 3.2% | +22% |
| 6 | RTX | RTX CORPORATION | 30K | $5.5T | 3.1% | +35% |
| 7 | IVV | ISHARES TR | 8K | $5.4T | 3.0% | +5% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 155K | $5.1T | 2.9% | ±0% |
| 9 | SPYV | SPDR SERIES TRUST | 80K | $4.5T | 2.6% | +12% |
| 10 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 59K | $4.5T | 2.5% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILESTONE SIGNAL
AC read
Milestone Asset Management Group, LLC is a Other fund managing $135060.4 trillion in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed