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Montis Financial, LLC

Q2 2025 · 13F-HR

Montis Financial, LLCholdings as filed

Filed 2025-07-17 · accession 0001844314-25-000004

$359.8M
Reported value
134
Positions
2025-06-30
Period end
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The Brief · Montis Financial, LLC · Q2 2025

AI · grounded in 13F

Montis Financial, LLC established a new position in PFF valued at $30.9M. The fund also initiated new stakes in IEFA for $29.5M and VEA for $28.3M. Additional new positions include VCSH at $26.2M and VYM at $22.3M. Total assets under management stand at $359.8M across 134 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288687PFFISHARES TR$30.9M8.60%1,008,117CommonNONE
46432F842IEFAISHARES TR$29.5M8.19%352,924CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$28.3M7.86%495,940CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$26.2M7.28%329,497CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$22.3M6.20%167,476CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$17.6M4.89%96,749CommonNONE
037833100AAPLAPPLE INC$13.8M3.84%67,279CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$13.2M3.67%498,216CommonNONE
464287200IVVISHARES TR$10.9M3.02%17,522CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.3M2.31%17,113CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$8.3M2.30%145,602CommonNONE
464287507IJHISHARES TR$8.2M2.29%132,622CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$6.6M1.84%184,367CommonNONE
922908769VTIVANGUARD INDEX FDS$6.2M1.71%20,258CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$6.0M1.66%244,108CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.8M1.62%8CommonNONE
52468L505LVHILEGG MASON ETF INVT$5.7M1.58%174,409CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.5M1.54%8,976CommonNONE
92189F486FLTRVANECK ETF TRUST$5.0M1.39%196,008CommonNONE
41653L503HMOPHARTFORD FDS EXCHANGE TRADED$4.2M1.17%110,161CommonNONE
594918104MSFTMICROSOFT CORP$3.6M1.00%7,258CommonNONE
78463V107GLDSPDR GOLD TR$3.2M0.89%10,458CommonNONE
464287804IJRISHARES TR$2.7M0.75%24,641CommonNONE
464287721IYWISHARES TR$2.6M0.73%15,200CommonNONE
464287465EFAISHARES TR$2.6M0.73%29,201CommonNONE
922908629VOVANGUARD INDEX FDS$2.6M0.72%9,252CommonNONE
46435G516ESGDISHARES TR$2.4M0.66%26,612CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$2.2M0.62%87,951CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$2.2M0.62%54,723CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.2M0.60%74,268CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$2.1M0.59%15,156CommonNONE
92189F106GDXVANECK ETF TRUST$2.0M0.55%38,166CommonNONE
02079K305GOOGLALPHABET INC$1.9M0.52%10,612CommonNONE
46434V456IQLTISHARES TR$1.7M0.47%38,985CommonNONE
02079K107GOOGALPHABET INC$1.7M0.46%9,331CommonNONE
023135106AMZNAMAZON COM INC$1.6M0.44%7,257CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$1.5M0.43%23,242CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.43%7,479CommonNONE
464285204IAUISHARES GOLD TR$1.5M0.42%24,378CommonNONE
464287515IGVISHARES TR$1.5M0.42%13,811CommonNONE
46434V100SLQDISHARES TR$1.5M0.41%29,249CommonNONE
149123101CATCATERPILLAR INC$1.5M0.41%3,760CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.4M0.39%30,369CommonNONE
464287572IOOISHARES TR$1.4M0.38%12,770CommonNONE
244199105DEDEERE & CO$1.3M0.37%2,595CommonNONE
72201R833MINTPIMCO ETF TR$1.3M0.36%12,848CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.2M0.35%22,188CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$1.1M0.30%36,388CommonNONE
68278B107K4FONESTREAM INC$1.1M0.30%37,759CommonNONE
46434V266ISCFISHARES TR$1.0M0.29%26,631CommonNONE
464288166AGZISHARES TR$1.0M0.29%9,368CommonNONE
464288810IHIISHARES TR$1.0M0.28%16,363CommonNONE
46434V621DGROISHARES TR$946,0600.26%14,796CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$937,4070.26%3,233CommonNONE
922908363VOOVANGUARD INDEX FDS$907,3630.25%1,597CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$866,0820.24%13,560CommonNONE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$861,1610.24%28,610CommonNONE
464287499IWRISHARES TR$853,0820.24%9,276CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$831,8140.23%12,411CommonNONE
75513E101RTXRTX CORPORATION$825,6700.23%5,654CommonNONE
863667101SYKSTRYKER CORPORATION$803,9160.22%2,032CommonNONE
57636Q104MAMASTERCARD INCORPORATED$801,8880.22%1,427CommonNONE
922908736VUGVANGUARD INDEX FDS$795,6960.22%1,815CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$758,3410.21%26,195CommonNONE
30303M102METAMETA PLATFORMS INC$755,4460.21%1,024CommonNONE
92204A702VGTVANGUARD WORLD FD$744,2000.21%1,122CommonNONE
67066G104NVDANVIDIA CORPORATION$741,7970.21%4,695CommonNONE
68389X105ORCLORACLE CORP$729,7870.20%3,338CommonNONE
46090E103QQQINVESCO QQQ TR$722,2380.20%1,309CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$718,7440.20%9,708CommonNONE
464287614IWFISHARES TR$697,0510.19%1,642CommonNONE
478160104JNJJOHNSON & JOHNSON$687,6130.19%4,502CommonNONE
922908751VBVANGUARD INDEX FDS$649,7520.18%2,742CommonNONE
30231G102XOMEXXON MOBIL CORP$641,1450.18%5,948CommonNONE
N3167Y103RACEFERRARI N V$632,0730.18%1,288CommonNONE
931142103WMTWALMART INC$617,8350.17%6,319CommonNONE
92204A603VISVANGUARD WORLD FD$611,1130.17%2,182CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$598,6810.17%2,364CommonNONE
532457108LLYELI LILLY & CO$562,2940.16%721CommonNONE
46434VBD1IBDQISHARES TR$541,0290.15%21,486CommonNONE
46428Q109SLVISHARES SILVER TR$531,8170.15%16,209CommonNONE
742718109PGPROCTER AND GAMBLE CO$529,2470.15%3,322CommonNONE
907818108UNPUNION PAC CORP$527,8040.15%2,294CommonNONE
92826C839VVISA INC$504,8290.14%1,422CommonNONE
00287Y109ABBVABBVIE INC$504,2750.14%2,717CommonNONE
46435GAA0IBDRISHARES TR$499,5240.14%20,599CommonNONE
67092P201NULGNUSHARES ETF TR$496,8220.14%5,288CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$485,3620.13%857CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$482,6520.13%13,962CommonNONE
46435UAA9IBDSISHARES TR$471,3010.13%19,419CommonNONE
78468R853SPSMSPDR SERIES TRUST$471,0340.13%11,057CommonNONE
46435G839HSCZISHARES TR$456,9740.13%12,854CommonNONE
670100205NVONOVO-NORDISK A S$453,3230.13%6,568CommonNONE
921935870VTESVANGUARD WELLINGTON FD$449,7440.12%4,456CommonNONE
97717X594IHDGWISDOMTREE TR$439,2440.12%9,750CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$429,2950.12%12,675CommonNONE
922908744VTVVANGUARD INDEX FDS$425,9430.12%2,410CommonNONE
437076102HDHOME DEPOT INC$380,8130.11%1,039CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$380,5700.11%4,866CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$378,5910.11%382CommonNONE
580135101MCDMCDONALDS CORP$374,9870.10%1,283CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$362,4580.10%5,689CommonNONE
127055101CBTCABOT CORP$353,1750.10%4,709CommonNONE
235851102DHRDANAHER CORPORATION$346,9640.10%1,756CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$334,7710.09%7,903CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$332,6640.09%3,296CommonNONE
92204A884VOXVANGUARD WORLD FD$309,9060.09%1,812CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$307,0240.09%7,092CommonNONE
713448108PEPPEPSICO INC$298,5450.08%2,261CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$291,3970.08%3,676CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$288,8070.08%3,946CommonNONE
464288273SCZISHARES TR$286,9900.08%3,949CommonNONE
369604301GEGE AEROSPACE$285,9600.08%1,111CommonNONE
464287598IWDISHARES TR$274,1430.08%1,411CommonNONE
00724F101ADBEADOBE INC$270,8160.08%700CommonNONE
17275R102CSCOCISCO SYS INC$267,7130.07%3,859CommonNONE
88160R101TSLATESLA INC$254,1280.07%800CommonNONE
61774R858EVSMMORGAN STANLEY ETF TRUST$252,0150.07%5,040CommonNONE
85210B102SGDMSPROTT ETF TRUST$248,8200.07%5,500CommonNONE
125523100CITHE CIGNA GROUP$246,9430.07%747CommonNONE
46435U515IBDTISHARES TR$244,9550.07%9,636CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$243,2760.07%600CommonNONE
88579Y101MMM3M CO$239,4740.07%1,573CommonNONE
G54950103LINLINDE PLC$234,5900.07%500CommonNONE
97717W760DLSWISDOMTREE TR$229,9550.06%3,062CommonNONE
78468R812QUSSPDR SERIES TRUST$229,7940.06%1,409CommonNONE
166764100CVXCHEVRON CORP NEW$220,9760.06%1,543CommonNONE
921909768VXUSVANGUARD STAR FDS$219,0840.06%3,171CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$215,6370.06%3,084CommonNONE
464288307IMCGISHARES TR$215,1680.06%2,682CommonNONE
194162103CLCOLGATE PALMOLIVE CO$214,8880.06%2,364CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$213,5280.06%2,156CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$208,3740.06%10,973CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$205,6700.06%1,121CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.