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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 3 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIRST TR EXCH TRADED FD III 28,504.0 $2.1M 0.43% NEW $73.80
42 DVY ISHARES TR 12,375.0 $1.9M 0.40% NEW $156.30 +5.3%
43 AMZN AMAZON COM INC Consumer Cyclical 7,933.0 $1.9M 0.39% NEW $238.33 +10.0%
44 IAU ISHARES GOLD TR Financial Services 24,339.0 $1.8M 0.38% NEW $75.51 +15.8%
45 IWF ISHARES TR 14,491.0 $1.8M 0.37% NEW $124.17 -2.5%
46 VT VANGUARD INTL EQUITY INDEX F 10,560.0 $1.7M 0.34% NEW $156.95 +2.0%
47 IXN ISHARES TR 11,437.0 $1.7M 0.34% NEW $144.48 -5.3%
48 VXUS VANGUARD STAR FDS 19,007.0 $1.6M 0.33% NEW $85.49 +2.0%
49 ISHARES TR 32,702.0 $1.6M 0.33% NEW $49.55
50 DE DEERE & CO Industrials 2,544.0 $1.6M 0.33% NEW $634.21 +2.3%
51 MINT PIMCO ETF TR 13,094.0 $1.3M 0.27% NEW $100.81 -0.1%
52 DFAX DIMENSIONAL ETF TRUST 34,536.0 $1.3M 0.26% NEW $36.84 +3.0%
53 HMOP HARTFORD FDS EXCHANGE TRADED 31,716.0 $1.2M 0.25% NEW $39.14 -1.3%
54 AVGO BROADCOM INC Technology 3,267.0 $1.2M 0.25% NEW $377.72 -5.0%
55 FXO FIRST TR EXCHANGE-TRADED FD 18,262.0 $1.1M 0.23% NEW $62.46 +6.1%
56 JNJ JOHNSON & JOHNSON Healthcare 4,458.0 $1.1M 0.23% NEW $253.95 +7.5%
57 DFAE DIMENSIONAL ETF TRUST 28,009.0 $1.1M 0.23% NEW $40.21 -2.9%
58 QQQ INVESCO QQQ TR Financial Services 1,507.0 $1.1M 0.23% NEW $736.55 -4.1%
59 NVDA NVIDIA CORPORATION Technology 5,531.0 $1.1M 0.23% NEW $200.08 +4.2%
60 CEF SPROTT ASSET MANAGEMENT LP Financial Services 27,430.0 $1.1M 0.23% NEW $40.23 +17.4%
Page 3 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%