Montgomery Financial Services LLC

13F Portfolio Filings

Most recent 13F: Q2 2026
Location: Ocean City, MD
CIK: 0002149844
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q2 2026	334	115,032	SCEC, IWY, IWX, EFV	13F-HR	8/12/2026	000214984426000001