MILESTONE ASSET MANAGEMENT, LLC

Q2 2026 13F Detailed Holdings

Location
Pittsburgh, PA
Holdings as of
6/30/2026
Value ($000)
$636,038
Num holdings
330
Date filed
7/15/2026
Form type
13F-HR
Prev filing
4/15/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 028-03128