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Portfolio (Quarterly) Guide ↗

Montis Financial, LLC

· CIK 0001844314
13F Portfolio $489M AUM 152 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 152 New
Page 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 3,869.0 $1.1M 0.22% NEW $281.18 -17.8%
62 ISCF ISHARES TR 24,009.0 $1.0M 0.21% NEW $43.29 +6.1%
63 META META PLATFORMS INC Communication Services 1,835.0 $1.0M 0.21% NEW $563.39 -0.8%
64 FVAL FIDELITY COVINGTON TRUST 12,473.0 $972K 0.20% NEW $77.94 +5.8%
65 XLV SELECT SECTOR SPDR TR 6,064.0 $962K 0.20% NEW $158.67 +10.1%
66 SMH VANECK ETF TRUST 1,423.0 $933K 0.19% NEW $655.68 -16.6%
67 ABBV ABBVIE INC Healthcare 3,690.0 $929K 0.19% NEW $251.66 +5.1%
68 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,807.0 $898K 0.18% NEW $496.73 +10.2%
69 BSJQ INVESCO EXCH TRD SLF IDX FD 38,956.0 $894K 0.18% NEW $22.95 -0.3%
70 VGT VANGUARD WORLD FD 7,282.0 $870K 0.18% NEW $119.53 -2.6%
71 WMT WALMART INC Consumer Defensive 7,585.0 $859K 0.18% NEW $113.26 -6.0%
72 DFAI DIMENSIONAL ETF TRUST 20,490.0 $845K 0.17% NEW $41.25 +4.9%
73 IJK ISHARES TR 7,024.0 $825K 0.17% NEW $117.51 -2.7%
74 IWR ISHARES TR 7,309.0 $806K 0.17% NEW $110.31 +2.4%
75 IGV ISHARES TR 8,588.0 $778K 0.16% NEW $90.60 +13.1%
76 NOBL PROSHARES TR 13,803.0 $775K 0.16% NEW $56.16 +5.2%
77 RTX RTX CORPORATION Industrials 3,996.0 $758K 0.15% NEW $189.71 +10.3%
78 DGRO ISHARES TR 9,803.0 $743K 0.15% NEW $75.79 +5.5%
79 DFSU DIMENSIONAL ETF TRUST 15,786.0 $736K 0.15% NEW $46.63 +3.4%
80 MA MASTERCARD INCORPORATED Financial Services 1,408.0 $723K 0.15% NEW $513.66 +16.8%
Page 4 of 8  ·  152 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Financial Services 31.5%
Industrials 9.0%
Healthcare 7.4%
Communication Services 5.9%
Consumer Cyclical 4.3%
Consumer Defensive 2.5%
Energy 1.5%
Basic Materials 0.9%
Utilities 0.5%