Long-term investor

Montis Financial, LLC @montisfinancialllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844314).

Record

  • Tracked since 2025-06-30 (434 days), 80 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.3% · 6 months +6.5% · 1 year +13.0% · all +13.0%
  • Max drawdown -2.3% · Sharpe 0.90 · win rate 33% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AKRE · 8.7% · long · since 2025-12-31
  • FPEI · 7.5% · long · since 2025-06-30
  • VEA · 7.0% · long · since 2025-06-30
  • RSP · 6.0% · long · since 2025-06-30
  • IEFA · 5.7% · long · since 2025-06-30
  • VYM · 4.9% · long · since 2025-06-30
  • SCHD · 4.4% · long · since 2025-06-30
  • AAPL · 4.3% · long · since 2025-06-30
  • BIL · 2.8% · long · since 2025-09-30
  • IVV · 2.3% · long · since 2025-06-30
  • JEPI · 2.1% · long · since 2025-06-30
  • SPY · 1.9% · long · since 2025-06-30

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