Montclair, NJCIK 18038484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
275 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 187.7K | $117.69M | 9.4% | +7.1K | Added |
| 2 | Vanguard Index Fds | 238.4K | $116.29M | 9.3% | +3.5K | Added |
| 3 | Vanguard Index Fds | 556.3K | $106.24M | 8.5% | +22.1K | Added |
| 4 | Ishares Tr |
| 1.13M |
| $74.88M |
| 6.0% |
| −316.4K |
| Reduced |
| 5 | Ishares Tr | 650.8K | $58.22M | 4.7% | +46.3K | Added |
| 6 | Ishares Tr | 100.6K | $47.61M | 3.8% | −1.7K | Reduced |
| 7 | Nvidia Corporation | 252.7K | $47.12M | 3.8% | −651 | Reduced |
| 8 | Northern Lts Fd Tr II | 1.80M | $44.89M | 3.6% | +1.80M | New |
| 9 | Apple Inc | 132.5K | $36.03M | 2.9% | +5.7K | Added |
| 10 | Ishares Tr | 288.0K | $30.73M | 2.5% | +16.7K | Added |
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