SEC Form 13F

Milestone Asset Management Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$198,557,823
Positions133

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO QQQ TRQQQUNIT SER 1$10,081,09013,690
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$9,101,74113,252
GALAXY DIGITAL INC.GLXYCL A$7,779,691284,553
VANGUARD WORLD FDMGKMEGA GRWTH IND$6,613,57875,231
APPLE INCAAPLCOM$6,465,72122,345
RTX CORPORATIONRTXCOM$5,964,08631,435
ISHARES TRIVVCORE S&P500 ETF$5,898,1247,876
VANGUARD WORLD FDMGVMEGA CAP VAL ETF$5,578,82734,132
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$5,240,891154,873
SPDR SERIES TRUSTSPYGSTATE STREET SPD$5,017,07242,164

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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