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Portfolio (Quarterly) Guide ↗

MILESTONE ASSET MANAGEMENT, LLC

· CIK 0001964722
13F Portfolio $543M AUM 291 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 84 Added 75 Reduced 25 Exited
Page 9 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMZN AMAZON COM INC Consumer Cyclical 2,847.0 $593K 0.11% +1K +67.0% $208.27 +12.0%
162 WTPI WISDOMTREE TR 17,574.0 $561K 0.10% NEW $31.91 +4.0%
163 MRVL MARVELL TECHNOLOGY INC Technology 5,434.0 $538K 0.10% -4K -41.4% $99.06 +206.9%
164 IWM ISHARES TR 2,115.0 $525K 0.10% -1K -38.0% $248.00 +20.2%
165 UMAY INNOVATOR ETFS TRUST 14,030.0 $517K 0.10% $36.82 +2.8%
166 PMAY INNOVATOR ETFS TRUST 12,858.0 $514K 0.10% $39.94 +3.3%
167 VTV VANGUARD INDEX FDS 2,549.0 $500K 0.09% +308.0 +13.7% $196.20 +11.5%
168 TJX TJX COS INC NEW Consumer Cyclical 3,100.0 $495K 0.09% $159.70 +3.4%
169 TFLO ISHARES TR 9,076.0 $460K 0.09% -72K -88.8% $50.63 -0.1%
170 VUG VANGUARD INDEX FDS 1,038.0 $454K 0.08% +154.0 +17.4% $437.00 -80.3%
171 ITA ISHARES TR 2,057.0 $450K 0.08% -2K -42.9% $218.80 +8.0%
172 HACK AMPLIFY ETF TR 5,940.0 $446K 0.08% -7K -55.1% $75.09 +25.5%
173 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,312.0 $444K 0.08% +386.0 +41.7% $338.19 +38.3%
174 UAPR INNOVATOR ETFS TRUST 13,270.0 $443K 0.08% $33.37 +4.8%
175 ARKK ARK ETF TR 6,316.0 $427K 0.08% -2K -20.9% $67.59 +16.8%
176 SRLN SSGA ACTIVE ETF TR 10,615.0 $426K 0.08% +3K +32.6% $40.14 +0.6%
177 INNOVATOR ETFS TRUST 15,312.0 $423K 0.08% +5K +49.1% $27.64
178 BK BANK NEW YORK MELLON CORP Financial Services 3,374.0 $400K 0.07% $118.63 +19.6%
179 CRWV COREWEAVE INC Technology 5,132.0 $398K 0.07% -3K -36.2% $77.47 +39.5%
180 XLE SELECT SECTOR SPDR TR 6,431.0 $394K 0.07% -5K -43.8% $61.26 -11.9%
Page 9 of 12  ·  235 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.8%
Healthcare 19.3%
Financial Services 12.5%
Consumer Defensive 6.8%
Communication Services 6.5%
Industrials 5.2%
Consumer Cyclical 4.2%
Energy 4.0%
Real Estate 0.3%
Utilities 0.3%