account_balance
Investment manager · 13F filer · SEC CIK 1844314
Montis Financial, LLC
Reported value$484Mas of Sep 30, 2026
Positions151 5 new, 6 sold out
Top 10 weight54.0%AKRE alone is 9%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AKREProfesionally Managed Portfo
8.7%
FPEIFirst Tr Exch Traded Fd III
7.4%
VEAVanguard Tax-Managed FDS
7.0%
RSPInvesco Exchange Traded Fd T
5.9%
IEFAiShares Tr
5.6%
AAPLApple Inc.
5.0%
VYMVanguard Whitehall FDS
4.8%
SCHDSchwab Strategic Tr
4.7%Added +4%
BILSPDR Series Trust
2.5%−13%
IVViShares Tr
2.3%
JEPIJ P Morgan Exchange Traded F
2.1%
SPYSPDR S&P 500 ETF Trust
2.0%
AKREProfesionally Managed Portfo
8.7%
FPEIFirst Tr Exch Traded Fd III
7.4%
VEAVanguard Tax-Managed FDS
7.0%
RSPInvesco Exchange Traded Fd T
5.9%
IEFAiShares Tr
5.6%
AAPLApple Inc.
5.0%
VYMVanguard Whitehall FDS
4.8%
SCHDSchwab Strategic Tr
4.7%+4%
BIL2.5%
IVV2.3%
JEPI
SPYBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AKRE Profesionally Managed Portfo 8.7% Held
FPEI First Tr Exch Traded Fd III 7.4% Held
VEA Vanguard Tax-Managed FDS 7.0% Held
RSP Invesco Exchange Traded Fd T 5.9% Held
IEFA iShares Tr 5.6% Held
AAPL Apple Inc. 5.0% HeldVYM Vanguard Whitehall FDS 4.8% Held
SCHD Schwab Strategic Tr 4.7% Added +4%
BIL SPDR Series Trust 2.5% Trimmed −13%
IVV iShares Tr 2.3% Trimmed −3%
JEPI J P Morgan Exchange Traded F 2.1% Held
SPY SPDR S&P 500 ETF Trust 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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