MILESTONE ASSET MANAGEMENT, LLC

Q3 2026 13F Detailed Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2026
Value ($000)
$631,269
Num holdings
301
Date filed
10/15/2026
Form type
13F-HR
Prev filing
7/15/2026
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