account_balance
Investment manager · 13F filer · SEC CIK 829407
Montag A & Associates Inc
Reported value$2.33Bas of Sep 30, 2026
Positions1,052 155 new, 57 sold out
Top 10 weight32.5%IVV alone is 8%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.0%
SPYSPDR S&P 500 ETF Trust
4.9%Trimmed −14%
AAPLApple Inc.
4.0%Trimmed −3%
MSFTMicrosoft Corp
2.9%
MDYSPDR S&P Midcap 400 ETF Trust
2.8%
GOOGAlphabet Inc.
2.7%Trimmed −6%
AMZNAmazon.com Inc
1.9%
RSPInvesco Exchange Traded Fd T
1.8%Added +5%
IWBiShares Tr
1.8%Trimmed −3%
NVDANVIDIA Corp
1.6%−3%
LLYELI Lilly & Co
1.5%Added +3%
JPSTJ P Morgan Exchange Traded F
1.4%+4%
IVViShares Tr
8.0%
SPYSPDR S&P 500 ETF Trust
4.9%−14%
AAPLApple Inc.
4.0%
MSFTMicrosoft Corp
2.9%
MDYSPDR S&P Midcap 400 ETF Trust
2.8%
GOOGAlphabet Inc.
2.7%
AMZNAmazon.com Inc
1.9%
RSPInvesco Exchange Traded Fd T
1.8%
IWB1.8%
NVDALLY1.5%JPST
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
IVV iShares Tr 8.0% Held
SPY SPDR S&P 500 ETF Trust 4.9% Trimmed −14%AAPL Apple Inc. 4.0% Trimmed −3%MSFT Microsoft Corp 2.9% HeldMDY SPDR S&P Midcap 400 ETF Trust 2.8% HeldGOOG Alphabet Inc. 2.7% Trimmed −6%AMZN Amazon.com Inc 1.9% HeldRSP Invesco Exchange Traded Fd T 1.8% Added +5%
IWB iShares Tr 1.8% Trimmed −3%
NVDA NVIDIA Corp 1.6% Trimmed −3%LLY ELI Lilly & Co 1.5% Added +3%JPST J P Morgan Exchange Traded F 1.4% Added +4%
What changed
Biggest moves since Jun 30, 2026
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