Montis Financial, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $357 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares Pfd And with a value of $30.9M, Ishares Tr with a value of $29.5M, Vanguard Ftse Developed Market with a value of $28.3M, Vanguard Sht Term Corp Bd ETF with a value of $26.2M, and Vanguard Whitehall Fds (Vangua with a value of $22.3M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $338M to 357M.
Below you can find more details about Montis Financial, LLC portfolio as well as his latest detailed transactions.