Montis Financial, LLC — 13F holdings

Montis Financial, LLC reported 152 holdings worth $489M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. AKRE PROFESIONALLY MANAGED PORTFO — $42.5M (8.7%)
  2. FPEI FIRST TR EXCH TRADED FD III — $36.7M (7.5%)
  3. VEA VANGUARD TAX-MANAGED FDS — $34.1M (7.0%)
  4. RSP INVESCO EXCHANGE TRADED FD T — $29.4M (6.0%)
  5. IEFA ISHARES TR — $27.7M (5.7%)
  6. VYM VANGUARD WHITEHALL FDS — $24.2M (4.9%)
  7. SCHD SCHWAB STRATEGIC TR — $21.3M (4.4%)
  8. AAPL APPLE INC — $21.2M (4.3%)
  9. BIL SPDR SERIES TRUST — $13.8M (2.8%)
  10. IVV ISHARES TR — $11.3M (2.3%)