Montgomery Financial Services LLC: 13F holdings
CIK 21498442026Q2
| Positions | 334 |
|---|---|
| Reported value | $115.0m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CAPITOL SER TR | 1,011,169 | $25.3m | 22.0% |
| IWY ISHARES TR | 74,091 | $21.5m | 18.7% |
| PFBC ISHARES TR | 132,081 | $13.9m | 12.1% |
| EFV ISHARES TR | 91,634 | $7.0m | 6.1% |
| IWS ISHARES TR | 39,630 | $6.5m | 5.7% |
| EFG ISHARES TR | 49,158 | $6.1m | 5.3% |
| IEMG ISHARES INC | 66,280 | $5.5m | 4.8% |
| VTWO VANGUARD SCOTTSDALE FDS | 31,767 | $3.9m | 3.4% |
| STERLING CAP FDS | 135,291 | $3.4m | 3.0% |
| VOO VANGUARD INDEX FDS | 3,539 | $2.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2149844")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.