Montis Financial, LLC Portfolio Holdings
Montis Financial, LLC
- $357 Million
- Q2 2025
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.
Portfolio value
$357 Million
ETFs: $296 Million
Financial Services: $19.7 Million
Technology: $19.4 Million
Industrials: $5.49 Million
Communication Services: $4.28 Million
Healthcare: $4.22 Million
Consumer Cyclical: $3.23 Million
Consumer Defensive: $2.04 Million
Other: $1.21 Million