Montgomery, TXCIK 20542714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Listed Fds Tr | 2.73M | $97.26M | 36.2% | −107.2K | Reduced |
| 2 | Spdr Gold Tr | 36.2K | $14.43M | 5.4% | +1.4K | Added |
| 3 | Ishares Tr | 75.5K | $9.60M | 3.6% | +2.2K | Added |
| 4 | J P Morgan Exchange Traded F |
| 185.3K |
| $9.38M |
| 3.5% |
| +10.2K |
| Added |
| 5 | Vanguard Specialized Funds | 40.3K | $8.90M | 3.3% | +3.1K | Added |
| 6 | Pimco ETF Tr | 88.1K | $8.84M | 3.3% | +9.8K | Added |
| 7 | Ishares Tr | 32.7K | $8.27M | 3.1% | +3.1K | Added |
| 8 | Vanguard World Fd | 19.4K | $8.07M | 3.0% | +672 | Added |
| 9 | Ishares Tr | 164.5K | $7.92M | 2.9% | +21.5K | Added |
| 10 | Dbx ETF Tr | 150.7K | $7.28M | 2.7% | +4.8K | Added |
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