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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 6 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NFLX NETFLIX INC. Communication Services 6,620.0 $473K 0.10% NEW $71.40 +12.1%
102 VB VANGUARD INDEX FDS 1,491.0 $452K 0.09% NEW $303.12 -0.1%
103 VIS VANGUARD WORLD FD 1,244.0 $448K 0.09% NEW $360.38 -4.9%
104 DFAU DIMENSIONAL ETF TRUST 8,666.0 $448K 0.09% NEW $51.69 +2.3%
105 SLQD ISHARES TR 8,503.0 $428K 0.09% NEW $50.37 -0.4%
106 CBT CABOT CORP Basic Materials 4,686.0 $426K 0.09% NEW $90.82 -7.6%
107 GEV GE VERNOVA INC Utilities 361.0 $424K 0.09% NEW $1175.50 -19.9%
108 HD HOME DEPOT INC Consumer Cyclical 1,164.0 $411K 0.08% NEW $352.82 -4.4%
109 HSCZ ISHARES TR 9,234.0 $397K 0.08% NEW $42.98 +1.9%
110 TMO THERMO FISHER SCIENTIFIC INC Healthcare 790.0 $396K 0.08% NEW $501.36 +25.4%
111 DFAS DIMENSIONAL ETF TRUST 4,771.0 $393K 0.08% NEW $82.34 +0.3%
112 EW EDWARDS LIFESCIENCES CORP Healthcare 4,332.0 $392K 0.08% NEW $90.46 +0.0%
113 VWO VANGUARD INTL EQUITY INDEX F 6,358.0 $379K 0.08% NEW $59.69 +0.5%
114 DHR DANAHER CORP DEL Healthcare 1,974.0 $376K 0.08% NEW $190.50 +12.9%
115 TJX TJX COS INC NEW Consumer Cyclical 2,480.0 $376K 0.08% NEW $151.53 -7.1%
116 DLS WISDOMTREE TR 4,360.0 $365K 0.07% NEW $83.79 +6.0%
117 REGL PROSHARES TR 3,956.0 $362K 0.07% NEW $91.56 +2.7%
118 PLTR PALANTIR TECHNOLOGIES INC Technology 3,062.0 $357K 0.07% NEW $116.67 +50.8%
119 LLY ELI LILLY & CO Healthcare 297.0 $356K 0.07% NEW $1199.43 +4.0%
120 NULG NUSHARES ETF TR 2,996.0 $351K 0.07% NEW $117.07 -3.1%
Page 6 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%