§ 13F · FUND PROFILE
MILESTONE ASSET MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $473.3T (13F)Positions · 257Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$530.1T 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 JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.02M | $34.8T | 6.6% | NEW |
| 2 | FLRN | SPDR SERIES TRUST | 769K | $23.6T | 4.5% | NEW |
| 3 | PULS | PGIM ETF TR | 445K | $22.1T | 4.2% | NEW |
| 4 | AAPL | APPLE INC | 79K | $21.4T | 4.0% | NEW |
| 5 | FLOT | ISHARES TR | 367K | $18.7T | 3.5% | NEW |
| 6 | SGOV | ISHARES TR | 167K | $16.8T | 3.2% | NEW |
| 7 | NVDA | NVIDIA CORPORATION | 86K | $16.1T | 3.0% | NEW |
| 8 | MSTB | ETF SER SOLUTIONS | 322K | $12.9T | 2.4% | NEW |
| 9 | QQQ | INVESCO QQQ TR | 21K | $12.6T | 2.4% | NEW |
| 10 | BUFD | FIRST TR EXCHNG TRADED FD VI | 446K | $12.6T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILESTONE SIGNAL
AC read
MILESTONE ASSET MANAGEMENT, LLC is a Other fund managing $473252.5 trillion in assets. The fund runs a broad portfolio of 257 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 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