Montis Financial, LLC - Portfolio overview

Montis Financial, LLC has 164 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AKRE - PROFESIONALLY MANAGED PORTFO, 8.72%
2. FPEI - FIRST TR EXCH TRADED FD III, 7.05%
3. VCSH - VANGUARD SCOTTSDALE FDS, 6.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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