account_balance

Investment manager · 13F filer · SEC CIK 2149844

Montgomery Financial Services LLC

Reported value$121Mas of Sep 30, 2026

Positions370 49 new, 13 sold out

Top 10 weight82.0%SCEC alone is 21%

FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SCECSterling Cap FDS

20.9%Added +6%

IWYiShares Tr

18.7%Added +4%

IWXiShares Tr

13.2%Added +10%

EFViShares Tr

6.3%Added +5%

IWSiShares Tr

5.4%Added +3%

EFGiShares Tr

5.2%Added +7%

IEMGiShares Inc

4.7%Added +5%

SCNMSterling Cap FDS

3.2%+22%

VTWOVanguard Scottsdale FDS

2.6%

VOOVanguard Index FDS

1.9%

IWP1.2%

SPYM1.0%

SCECSterling Cap FDS

20.9%Added +6%

IWYiShares Tr

18.7%Added +4%

IWXiShares Tr

13.2%Added +10%

EFV6.3%

IWSiShares Tr

5.4%

EFGiShares Tr

5.2%

IEMGiShares Inc

4.7%

SCNM3.2%

VTWO2.6%

VOO1.9%

IWP

Boxes 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

SCEC Sterling Cap FDS 20.9% Added +6%

IWY iShares Tr 18.7% Added +4%

IWX iShares Tr 13.2% Added +10%

EFV iShares Tr 6.3% Added +5%

IWS iShares Tr 5.4% Added +3%

EFG iShares Tr 5.2% Added +7%

IEMG iShares Inc 4.7% Added +5%

SCNM Sterling Cap FDS 3.2% Added +22%

VTWO Vanguard Scottsdale FDS 2.6% Trimmed −11%

VOO Vanguard Index FDS 1.9% Trimmed −6%

IWP iShares Tr 1.2% Trimmed −31%

SPYM SPDR Series Trust 1.0% Added +15%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 12, 2026 filing

add_circleNew

LOEV $521K
ACWX $154K
HON $108K
SCHZ $89.4K

arrow_upwardAdded

IUSB +343%
SCMC +120%
SCEP +92%
SCHP +46%

arrow_downwardTrimmed

IWP −31%
VTWO −11%
SIXD −8%
MAYT −7%

remove_circleSold out

NULG $39.6K
MGK $36K
PDP $32.9K
FPX $29.5K

Montgomery Financial Services LLC

Where the money is

Biggest moves since Jun 30, 2026

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