account_balance
Investment manager · 13F filer · SEC CIK 2063452
Milestone Asset Management Group, LLC
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Reported value$216Mas of Sep 30, 2026
Positions136 8 new, 5 sold out
Top 10 weight34.8%QQQ alone is 5%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
5.2%Added +11%
VOOVanguard Index FDS
4.7%Added +10%
AAPLApple Inc.
4.1%Added +18%
MGKVanguard World Fd
3.9%Added +20%
GLXYGalaxy Digital Inc.
3.1%Added +2%
MGVVanguard World Fd
2.9%Added +14%
SPYGSPDR Series Trust
2.8%Added +18%
IVViShares Tr
2.8%
RTXRTX Corp
2.8%Added +3%
SCHGSchwab Strategic Tr
2.6%
SPYVSPDR Series Trust
2.5%Added +8%
GOOGLAlphabet Inc.
2.4%Added +10%
QQQInvesco QQQ Tr
5.2%Added +11%
VOOVanguard Index FDS
4.7%Added +10%
AAPLApple Inc.
4.1%+18%
MGKVanguard World Fd
3.9%+20%
GLXYGalaxy Digital Inc.
3.1%
MGVVanguard World Fd
2.9%
SPYGSPDR Series Trust
2.8%
IVViShares Tr
2.8%
RTXRTX Corp
2.8%
SCHG2.6%
SPYV2.5%
GOOGL2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 5.2% Added +11%
VOO Vanguard Index FDS 4.7% Added +10%
AAPL Apple Inc. 4.1% Added +18%MGK Vanguard World Fd 3.9% Added +20%
GLXY Galaxy Digital Inc. 3.1% Added +2%MGV Vanguard World Fd 2.9% Added +14%
SPYG SPDR Series Trust 2.8% Added +18%
IVV iShares Tr 2.8% Held
RTX RTX Corp 2.8% Added +3%SCHG Schwab Strategic Tr 2.6% Held
SPYV SPDR Series Trust 2.5% Added +8%
GOOGL Alphabet Inc. 2.4% Added +10%What changed
Biggest moves since Jun 30, 2026
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