Montis Financial, LLC - Q12026 Holdings

Montis Financial, LLC holds 150 stocks with a total portfolio value of $ 483.51M as of Q12026. In Q12026, Montis Financial, LLC added 6 new positions, increased stakes in 51 stocks, reduced 72 holdings, and fully exited 12 positions. The largest holding is Profesionally Managed Portfo (AKRE), representing 8.83% of the total portfolio.