Montis Financial, LLC

**Montis Financial, LLC** manages $506M across a diversified portfolio of 156 holdings. The fund exhibits significant allocations to international and broad market exposure, notably holding AKRE at $53.0M and VEA at $34.8M. Core positions also include FPEI ($33.6M), VCSH ($30.5M), and IEFA ($30.4M), suggesting a focus on global equity diversification. The top ten holdings alone represent substantial exposure across sectors, anchored by large allocations in major ETFs and individual names like AAPL ($20.2M).

📌 Top Holdings