Montis Financial, LLC

Q2 2026 13F Holdings

Location
Waltham, MA
Holdings as of
6/30/2026
Value
$489M
Num holdings
152
Date filed
8/6/2026
Form type
13F-HR
Prev filing
5/11/2026
Next filing
11/4/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type