Montgomery Financial Services LLC — 13F holdings

Montgomery Financial Services LLC reported 334 holdings worth $115M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. CAPITOL SER TR — $25.3M (22.0%)
2. IWY ISHARES TR — $21.5M (18.7%)
3. IWX ISHARES TR — $13.9M (12.1%)
4. EFV ISHARES TR — $7.01M (6.1%)
5. IWS ISHARES TR — $6.52M (5.7%)
6. EFG ISHARES TR — $6.12M (5.3%)
7. IEMG ISHARES INC — $5.49M (4.8%)
8. VTWO VANGUARD SCOTTSDALE FDS — $3.86M (3.4%)
9. SCNM STERLING CAP FDS — $3.40M (3.0%)
10. VOO VANGUARD INDEX FDS — $2.43M (2.1%)