Montis Financial, LLC
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$752.7M
Holdings
152
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AKRE
PROFESIONALLY MANAGED PORTFO
Held since at least Q1 2024
8.8%
02
$FPEI
FIRST TR EXCH TRADED FD III
Held since at least Q1 2024
7.1%
03
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
6.8%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: New position (2.2k shares)
6.5%
05
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: New position (44 shares)
5.5%
06
$IEFA
ISHARES TR
Q1 2026: New position (658 shares)
5.5%
07
$VYM
VANGUARD WHITEHALL FDS
Q1 2026: New position (105 shares)
5.0%
08
$AAPL
APPLE INC
Q1 2026: New position (154.4k shares)
3.8%
09
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: New position (126 shares)
3.8%
10
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:35 UTC.