Montis Financial, LLC

Q3 2026 13F Holdings

Location
Waltham, MA
Holdings as of
9/30/2026
Value
$484M
Num holdings
151
Date filed
11/4/2026
Form type
13F-HR
Prev filing
8/6/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type