Montis Financial, LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$505.9B
Holdings
156
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (156 positions)
| Stock | Value |
|---|---|
RACEFERRARI N V | $475K |
AGZISHARES TR | $472K |
DLSWISDOMTREE TR | $464K |
VMBSVANGUARD SCOTTSDALE FDS | $459K |
XLKSELECT SECTOR SPDR TR | $448K |
TMOTHERMO FISHER SCIENTIFIC INC | $443K |
DHRDANAHER CORPORATION | $424K |
DFAUDIMENSIONAL ETF TRUST | $423K |
UNPUNION PAC CORP | $409K |
HSCZISHARES TR | $394K |
MCDMCDONALDS CORP | $392K |
VBVANGUARD INDEX FDS | $384K |
TJXTJX COS INC NEW | $382K |
SGDMSPROTT ETF TRUST | $376K |
XOMEXXON MOBIL CORP | $373K |
VISVANGUARD WORLD FD | $371K |
EWEDWARDS LIFESCIENCES CORP | $369K |
CVXCHEVRON CORP NEW | $366K |
CSCOCISCO SYS INC | $362K |
VWOVANGUARD INTL EQUITY INDEX F | $341K |
DFASDIMENSIONAL ETF TRUST | $329K |
IHDGWISDOMTREE TR | $312K |
CBTCABOT CORP | $310K |
IDXXIDEXX LABS INC | $309K |
LLYELI LILLY & CO | $296K |
ORCLORACLE CORP | $294K |
NULGNUSHARES ETF TR | $293K |
EVSMMORGAN STANLEY ETF TRUST | $286K |
TSLATESLA INC | $286K |
MMM3M CO | $279K |
VOOVANGUARD INDEX FDS | $277K |
CPCANADIAN PACIFIC KANSAS CITY | $270K |
REGLPROSHARES TR | $265K |
OSONESTREAM INC | $246K |
RWJINVESCO EXCH TRADED FD TR II | $245K |
QUSSPDR SERIES TRUST | $245K |
ADBEADOBE INC | $244K |
PLTRPALANTIR TECHNOLOGIES INC | $241K |
VXUSVANGUARD STAR FDS | $236K |
VOXVANGUARD WORLD FD | $234K |
MRKMERCK & CO INC | $234K |
COSTCOSTCO WHSL CORP NEW | $233K |
RSPUINVESCO EXCHANGE TRADED FD T | $230K |
FUTYFIDELITY COVINGTON TRUST | $229K |
PSLV/USPROTT ASSET MANAGEMENT LP | $222K |
CARRCARRIER GLOBAL CORPORATION | $221K |
SUSAISHARES TR | $216K |
CITHE CIGNA GROUP | $216K |
ISIIONIS PHARMACEUTICALS INC | $213K |
LINLINDE PLC | $213K |
IGMISHARES TR | $209K |
SCZISHARES TR | $207K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $205K |
GEVGE VERNOVA INC | $202K |
NUDVNUSHARES ETF TR | $200K |
BPREBLUEROCK PVT REAL ESTATE FD | $192K |
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