Montgomery, OHCIK 15735754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.51M | $1.03B | 31.8% | +494.7K | Added |
| 2 | Ishares Tr | 7.06M | $705.44M | 21.8% | +2.91M | Added |
| 3 | Vanguard Index Fds | 895.0K | $561.28M | 17.3% | +366.0K | Added |
| 4 | Vanguard Index Fds |
| 587.9K |
| $197.11M |
| 6.1% |
| +376.9K |
| Added |
| 5 | Vanguard Scottsdale Fds | 1.75M | $146.25M | 4.5% | +633.8K | Added |
| 6 | Invesco Qqq Tr | 179.0K | $109.98M | 3.4% | −16.0K | Reduced |
| 7 | Ishares Tr | 1.42M | $93.72M | 2.9% | −85.0K | Reduced |
| 8 | Ishares Tr | 608.0K | $90.40M | 2.8% | +337.5K | Added |
| 9 | Ishares Tr | 779.5K | $69.73M | 2.2% | 0 | Held |
| 10 | Ishares Tr | 495.9K | $47.22M | 1.5% | 0 | Held |
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