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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 1 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AKRE PROFESIONALLY MANAGED PORTFO 799,755.0 $42.5M 8.70% NEW $53.19 +15.0%
2 FPEI FIRST TR EXCH TRADED FD III 1,903,858.0 $36.7M 7.51% NEW $19.29 -1.2%
3 VEA VANGUARD TAX-MANAGED FDS 478,810.0 $34.1M 6.97% NEW $71.25 +2.5%
4 RSP INVESCO EXCHANGE TRADED FD T 138,327.0 $29.4M 6.02% NEW $212.77 +4.3%
5 IEFA ISHARES TR 286,757.0 $27.7M 5.66% NEW $96.58 +4.2%
6 VYM VANGUARD WHITEHALL FDS 152,983.0 $24.2M 4.94% NEW $158.03 +4.5%
7 SCHD SCHWAB STRATEGIC TR 672,864.0 $21.3M 4.36% NEW $31.71 +11.0%
8 AAPL APPLE INC Technology 73,269.0 $21.2M 4.33% NEW $289.36 +7.3%
9 BIL SPDR SERIES TRUST 150,140.0 $13.8M 2.81% NEW $91.64 -0.0%
10 IVV ISHARES TR 15,098.0 $11.3M 2.31% NEW $748.88 +2.4%
11 JEPI J P MORGAN EXCHANGE TRADED F 180,176.0 $10.2M 2.08% NEW $56.48 +2.9%
12 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,666.0 $9.5M 1.93% NEW $746.74 +2.2%
13 IJH ISHARES TR 122,008.0 $9.4M 1.92% NEW $77.11 -1.2%
14 VCSH VANGUARD SCOTTSDALE FDS 106,027.0 $8.4M 1.71% NEW $79.03 -0.5%
15 LVHI LEGG MASON ETF INVT 185,438.0 $7.5M 1.54% NEW $40.59 +6.1%
16 BERKSHIRE HATHAWAY INC DEL 14,934.0 $7.5M 1.53% NEW $500.39
17 DFAC DIMENSIONAL ETF TRUST 160,431.0 $7.1M 1.46% NEW $44.36 +2.5%
18 VTI VANGUARD INDEX FDS 19,001.0 $7.0M 1.44% NEW $370.04 +1.9%
19 VIG VANGUARD SPECIALIZED FUNDS 28,898.0 $6.8M 1.40% NEW $236.62 +3.4%
20 SPDW SPDR INDEX SHS FDS 127,107.0 $6.4M 1.31% NEW $50.39 +2.8%
Page 1 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%