Montis Financial, LLC - Q42025 Holdings

Montis Financial, LLC holds 156 stocks with a total portfolio value of $ 505.88M as of Q42025. In Q42025, Montis Financial, LLC added 11 new positions, increased stakes in 57 stocks, reduced 69 holdings, and fully exited 8 positions. The largest holding is Profesionally Managed Portfo (AKRE), representing 10.48% of the total portfolio.