Montclair, NJCIK 19113084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 97.9K | $8.95M | 5.7% | +14.7K | Added |
| 2 | Spdr Series Trust | 49.1K | $7.52M | 4.8% | −1.7K | Reduced |
| 3 | Apple Inc | 27.4K | $7.46M | 4.8% | −57 | Reduced |
| 4 | Ishares Tr |
| 39.4K |
| $7.06M |
| 4.5% |
| −449 |
| Reduced |
| 5 | First Tr Exchange Traded Fd | 114.0K | $6.88M | 4.4% | −2.1K | Reduced |
| 6 | Ishares Tr | 30.3K | $6.43M | 4.1% | +126 | Added |
| 7 | Ishares Tr | 57.9K | $6.12M | 3.9% | −1.2K | Reduced |
| 8 | First Tr Exchange Traded Fd | 83.8K | $5.99M | 3.8% | −626 | Reduced |
| 9 | First Tr Exchange-Traded Fd | 21.8K | $5.87M | 3.8% | −430 | Reduced |
| 10 | Tidal Trust III | 154.3K | $5.83M | 3.7% | −5.1K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio