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