Montis Financial, LLC
Montis Financial, LLC reported 152 positions worth $489.1M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: AKRE (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AKRE | SH | $42.5M | 8.70% | 799,755 | — | — | |
| ▸ 2 | FPEI | SH | $36.7M | 7.51% | 1,903,858 | — | — | |
| ▸ 3 | VEA | SH | $34.1M | 6.98% | 478,810 | — | — | |
| ▸ 4 | RSP | SH | $29.4M | 6.02% | 138,327 | — | — | |
| ▸ 5 | IEFA | SH | $27.7M | 5.66% | 286,757 | — | — | |
| ▸ 6 | VYM | SH | $24.2M | 4.94% | 152,983 | — | — | |
| ▸ 7 | SCHD | SH | $21.3M | 4.36% | 672,864 | — | — | |
| ▸ 8 | AAPL | SH | $21.2M | 4.33% | 73,269 | — | — | |
| ▸ 9 | BIL | SH | $13.8M | 2.81% | 150,140 | — | — | |
| ▸ 10 | IVV | SH | $11.3M | 2.31% | 15,098 | — | — |
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Frequently Asked Questions
What stocks does Montis Financial, LLC hold as of Q2 2026?
Montis Financial, LLC reported 152 positions worth $489.1M in its Q2 2026 13F filing. Largest positions: AKRE (8.7%), FPEI (7.5%), VEA (7.0%), RSP (6.0%) and IEFA (5.7%).
What did Montis Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Montis Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.