Notify me when Montis Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 156 | $505,883,065 | +$83,009,234 | -$20,959,781 | +$62,049,453 | AKRE, VEA, FPEI, VCSH, IEFA | 13F-HR | 11 Feb 2026, 11:42 |
| Q3 2025 | 153 | $433,648,831 | +$93,169,848 | -$41,225,471 | +$51,944,377 | VEA, FPEI, IEFA, VCSH, VYM | 13F-HR | 28 Oct 2025, 12:47 |
| Q2 2025 | 134 | $359,845,696 | +$22,681,662 | -$19,046,310 | +$3,635,352 | PFF, IEFA, VEA, VCSH, VYM | 13F-HR | 17 Jul 2025, 14:36 |
| Q1 2025 | 144 | $340,059,183 | +$37,858,759 | -$19,927,957 | +$17,930,802 | IEFA, PFF, VCSH, VYM, VEA | 13F-HR | 02 May 2025, 14:51 |
| Q4 2024 | 135 | $323,744,730 | +$63,268,200 | -$5,661,512 | +$57,606,688 | IEFA, AAPL, PFF, VYM, VCSH | 13F-HR | 10 Feb 2025, 12:17 |
| Q3 2024 | 107 | $281,400,477 | +$61,869,938 | -$12,349,502 | +$49,520,436 | IEFA, PFF, VYM, AAPL, VCSH | 13F-HR | 10 Oct 2024, 16:24 |
| Q2 2024 | 81 | $218,133,641 | +$18,495,644 | -$15,026,160 | +$3,469,484 | PFF, VYM, VCSH, IEFA, AAPL | 13F-HR | 07 Aug 2024, 14:56 |
| Q1 2024 | 82 | $210,464,449 | +$46,259,661 | -$11,694,793 | +$34,564,868 | VYM, PFF, VCSH, IEFA, AAPL | 13F-HR | 16 Apr 2024, 16:08 |
| Q4 2023 | 74 | $168,203,023 | +$10,000,685 | -$4,898,116 | +$5,102,569 | AAPL, VYM, IEFA, VEA, PFF | 13F-HR | 06 Feb 2024, 11:57 |
| Q3 2023 | 65 | $149,306,435 | +$11,410,338 | -$6,609,856 | +$4,800,482 | AAPL, VYM, IEFA, PFF, VEA | 13F-HR | 31 Oct 2023, 09:36 |
| Q2 2023 | 64 | $151,663,842 | +$18,230,271 | -$4,647,456 | +$13,582,815 | AAPL, VYM, IEFA, VEA, PFF | 13F-HR | 31 Jul 2023, 10:14 |
| Q1 2023 | 63 | $129,272,938 | +$9,111,930 | -$8,681,874 | +$430,056 | AAPL, VYM, IEFA, SCHX, BRKB | 13F-HR | 11 May 2023, 16:28 |
| Q4 2022 | 60 | $118,119,968 | +$16,112,502 | -$8,209,087 | +$7,903,415 | AAPL, VYM, IEFA, SCHX, BRKB | 13F-HR | 01 Feb 2023, 17:48 |
| Q3 2022 | 58 | $103,792,000 | +$7,028,661 | -$2,321,365 | +$4,707,296 | AAPL, VYM, IEFA, BRKB, VTI | 13F-HR | 25 Oct 2022, 12:52 |
| Q2 2022 | 62 | $106,813,000 | +$5,883,352 | -$3,769,989 | +$2,113,363 | AAPL, IEFA, VYM, BRKB, VTI | 13F-HR | 27 Jul 2022, 13:04 |
| Q1 2022 | 65 | $128,035,000 | +$2,279,895 | -$9,686,457 | -$7,406,562 | AAPL, IEFA, VYM, BRKB, VTI | 13F-HR | 02 May 2022, 13:39 |
| Q4 2021 | 87 | $137,823,000 | +$10,070,559 | -$2,489,501 | +$7,581,058 | AAPL, IEFA, VYM, BRKB, VTI | 13F-HR | 24 Jan 2022, 15:22 |
| Q3 2021 | 64 | $117,657,000 | +$2,515,826 | -$5,087,874 | -$2,572,048 | AAPL, IEFA, VYM, BRKB, VTI | 13F-HR | 26 Oct 2021, 13:32 |
| Q2 2021 | 69 | $120,682,000 | +$9,113,761 | -$1,589,193 | +$7,524,568 | AAPL, IEFA, VYM, BRKB, VTI | 13F-HR | 26 Jul 2021, 16:37 |
| Q1 2021 | 68 | $107,326,000 | +$8,249,432 | -$2,245,043 | +$6,004,389 | AAPL, IEFA, VYM, DIS, BRKB | 13F-HR | 04 May 2021, 14:16 |
| Q4 2020 | 67 | $99,228,000 | $0 | $0 | $0 | AAPL, IEFA, DIS, BRKB, VTI | 13F-HR | 10 Feb 2021, 16:52 |