MILESTONE ASSET MANAGEMENT, LLC
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 636,038
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 262 | 636,038 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
| Q1 2026 | 4/15/2026 | 235 | 542,530 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
| Q4 2025 | 1/28/2026 | 212 | 530,134 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
| Q3 2025 | 10/15/2025 | 225 | 528,597 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
| Q2 2025 | 8/5/2025 | 201 | 473,253 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
541
(0.1% of total reported value)
· QoQ Δ:
+541
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 278.4 K | 43.9% | 0 | 595 | -595 |
| ETFs | 354 K | 55.9% | 93.35 K | 0 | 93.35 K |
| Debt | 1.325 K | 0.2% | 0 | 65 | -65 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
636,038
Holdings
262
QoQ value change ($000)
93,508
(17.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.