Milestone Asset Management Group, LLC
All 13F Filings
- Location
- Avon, CT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 216,482
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 136 | 216,482 | 13F-HR | Milestone Asset Management Group, LLC |
| Q2 2026 | 7/30/2026 | 133 | 198,558 | 13F-HR | Milestone Asset Management Group, LLC |
| Q1 2026 | 5/14/2026 | 126 | 171,027 | 13F-HR | Milestone Asset Management Group, LLC |
| Q4 2025 | 2/3/2026 | 129 | 177,101 | 13F-HR | Milestone Asset Management Group, LLC |
| Q3 2025 | 10/22/2025 | 114 | 158,937 | 13F-HR | Milestone Asset Management Group, LLC |
| Q2 2025 | 8/1/2025 | 102 | 135,060 | 13F-HR | Milestone Asset Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.83 K | 31.3% | 6.903 K | 0 | 6.903 K |
| ETFs | 148.7 K | 68.7% | 11.02 K | 0 | 11.02 K |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
216,482
Holdings
136
QoQ value change ($000)
17,924
(9.0%)
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.