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Walter J. West

Milestone Asset Management, Llc

Assets Managed
$636.038M
Holdings
259
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
17.24%(2Q avg: 9.79%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Milestone Asset Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 259 positions.

Assets under management

The assets under management (AUM) of Milestone Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 636.038M in assets, with a quarterly growth rate of 17.24% and a 2-quarter average growth rate of 9.79%. The portfolio is managed by Walter J. West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -0.86%
5.98%
$38.02M
1.041M shares@ $36.53 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -21.12%
4.62%
$29.381M
291,854 shares@ $100.68 avg price
FLRN
Spdr Bloomberg Investment Gr
Recent Activity
Increased 41.9%
3.87%
$24.572M
796,500 shares@ $30.86 avg price
AAPL
Apple Inc
Recent Activity
Decreased -13.07%
3.01%
$19.113M
66,053 shares@ $289.37 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1161.61%
2.26%
$14.33M
19,189 shares@ $746.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 140.13%
2.21%
$14.043M
18,751 shares@ $748.92 avg price
BUFD
Ft Vst Lad Deep Buf Etf-usdi
Recent Activity
Decreased -10.6%
1.85%
$11.757M
395,577 shares@ $29.73 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.23%
1.68%
$10.667M
53,310 shares@ $200.1 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
New Position
1.34%
$8.469M
371,787 shares@ $22.79 avg price
FIBR
Ishares U.s. Fixed Income Ba
Recent Activity
New Position
1.31%
$8.307M
93,640 shares@ $88.72 avg price

1-10 of 259