What does Montis Financial, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Montis Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

PROFESIONALLY MANAGED PORTFO

$43M808K8.8%

FIRST TR EXCH TRADED FD III

$35M1.8M7.1%

VANGUARD SCOTTSDALE FDS

$33M415K6.8%

VANGUARD TAX-MANAGED FDS

$31M491K6.5%

INVESCO EXCHANGE TRADED FD T

$27M139K5.5%

ISHARES TR

$26M292K5.5%

VANGUARD WHITEHALL FDS

$24M163K5.0%

APPLE INC

$18M73K3.8%

SCHWAB STRATEGIC TR

$18M595K3.8%

SPDR SERIES TRUST

$16M179K3.4%

Filing history loading…