Milestone Asset Management Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals that the firm manages a portfolio consisting of 136 distinct equity positions.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). Major holdings include NVIDIA Corporation, with 4,241,525 shares; Broadcom Inc., with 821,525 shares; and Microsoft Corporation, with 4,881,513 shares. The firm also holds significant positions in Alphabet Inc. Class A (5,142,551 shares) and Amazon.com Inc. (2,296,464 shares).
A substantial portion of the portfolio is allocated to ETFs, including the Invesco QQQ Trust (11,243,571 shares), the iShares Core S&P 500 ETF (6,098,861 shares), and the Vanguard Mega Cap ETF (8,386,407 shares). The filing also lists specific individual equities such as Eli Lilly & Co. (225,457 shares), Mastercard Incorporated (217,489 shares), and Visa Inc. Class A (289,353 shares).
The report indicates that the firm holds no positions in AT&T Inc., AbbVie Inc., or Advanced Micro Devices Inc., as of the reporting date.
