Montis Financial, LLC has disclosed its latest investment holdings in a recent filing, revealing a total value of $484.4 million across 151 positions. This filing, dated November 4, 2026, provides insight into the firm's investment strategy and its focus on diverse sectors, including technology and healthcare.

The filing is significant as it reflects Montis's ongoing commitment to transparency and regulatory compliance, which is crucial in the financial industry. Investors and analysts will be keen to analyze the details of Montis's portfolio and how it aligns with current market trends.

Background

Montis Financial, LLC is a financial services firm based in Waltham, Massachusetts. The company is registered under the Central Index Key (CIK) number 0001844314. Montis operates under the SEC's regulations and has been filing various forms, including the 13F-HR, which provides a quarterly snapshot of its investment holdings. The firm's recent filings include:

  • November 4, 2026 - 13F-HR
  • August 6, 2026 - N-PX
  • August 6, 2026 - 13F-HR
  • May 11, 2026 - 13F-HR
  • February 11, 2026 - 13F-HR

What the Filing Says

The recent 13F-HR filing indicates that Montis Financial holds a total of 151 positions valued at approximately $484,377,369. The filing was signed by Adrian Ketri, the Chief Compliance Officer, and reflects the company's adherence to SEC regulations.

Impact

This update may affect various stakeholders, including investors, analysts, and competitors in the investment management space. As Montis Financial continues to build its portfolio, other firms will likely evaluate their strategies in response to the holdings disclosed in this filing.

What's Next

The filing does not say what happens next.