Montis Financial, LLC 13F 持仓 · 2026年Q2
Montis Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 152 只证券，申报市值合计 4.89 亿美元。前几大持仓：AKRE（8.70%）、FPEI（7.51%）、VEA（6.98%）。本季前 25 大持仓中：增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AKRE | PROFESIONALLY MANAGED PORTFO | $42.5M | 8.70% | 799,755 | 减持 |
| 2 | FPEI | FIRST TR EXCH TRADED FD III | $36.7M | 7.51% | 1.9M | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $34.1M | 6.98% | 478,810 | 减持 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $29.4M | 6.02% | 138,327 | 减持 |
| 5 | IEFA | ISHARES TR | $27.7M | 5.66% | 286,757 | 减持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $24.2M | 4.94% | 152,983 | 减持 |
| 7 | SCHD | SCHWAB STRATEGIC TR | $21.3M | 4.36% | 672,864 | 增持 |
| 8 | AAPL | APPLE INC | $21.2M | 4.33% | 73,269 | 增持 |
| 9 | BIL | SPDR SERIES TRUST | $13.8M | 2.81% | 150,140 | 减持 |
| 10 | IVV | ISHARES TR | $11.3M | 2.31% | 15,098 | 减持 |
| 11 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.2M | 2.08% | 180,176 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $9.5M | 1.93% | 12,666 | 减持 |
| 13 | IJH | ISHARES TR | $9.4M | 1.92% | 122,008 | 减持 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $8.4M | 1.71% | 106,027 | 减持 |
| 15 | LVHI | LEGG MASON ETF INVT | $7.5M | 1.54% | 185,438 | 增持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.5M | 1.53% | 14,934 | 增持 |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $7.1M | 1.46% | 160,431 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $7.0M | 1.44% | 19,001 | 减持 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $6.8M | 1.40% | 28,898 | 减持 |
| 20 | SPDW | SPDR INDEX SHS FDS | $6.4M | 1.31% | 127,107 | 减持 |
| 21 | FLTR | VANECK ETF TRUST | $6.1M | 1.25% | 239,348 | 增持 |
| 22 | SCHX | SCHWAB STRATEGIC TR | $5.8M | 1.18% | 196,705 | 减持 |
| 23 | GOOG | ALPHABET INC | $5.5M | 1.13% | 15,631 | 增持 |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.2M | 1.07% | 7 | 持平 |
| 25 | GLD | SPDR GOLD TR | $5.2M | 1.06% | 14,023 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR