Milestone Asset Management, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 15, 2026, disclosing its equity securities holdings as of September 30, 2026. The filing details the firm's portfolio positions, which include a mix of individual stocks and exchange-traded funds.
The portfolio includes significant positions in technology and consumer sectors. Milestone Asset Management holds 20,988,921 shares of NVIDIA Corporation, valued at $91,903,000, and 4,611,206 shares of Microsoft Corporation, valued at $8,990,000. Other notable individual stock holdings include 6,591,89 shares of Alphabet Inc. Class A, 2,147,097 shares of Meta Platforms Inc. Class A, and 1,089,239 shares of Oracle Corporation.
The filing also lists numerous exchange-traded funds (ETFs) within the portfolio. Major holdings include iShares Core S&P 500 ETF with 7,854,266 shares, iShares Core S&P 500 Growth ETF with 5,262,870 shares, and iShares Core S&P 500 ETF with 1,265,698 shares. Additionally, the firm holds shares in various sector-specific ETFs, such as iShares U.S. Technology ETF, iShares U.S. Real Estate ETF, and iShares U.S. Aerospace & Defense ETF.
