Montgomery, ALCIK 21100811 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
272 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 89.2K | $61.13M | 8.5% | +89.2K | New Position |
| 2 | Vanguard Index Fds | 78.3K | $38.21M | 5.3% | +78.3K | New Position |
| 3 | Apple Inc | 122.2K | $33.22M | 4.6% | +122.2K | New Position |
| 4 | Ishares Tr |
| 315.6K |
| $28.23M |
| 3.9% |
| +315.6K |
| New Position |
| 5 | Nvidia Corporation | 135.5K | $25.27M | 3.5% | +135.5K | New Position |
| 6 | Amazon Com Inc | 96.9K | $22.37M | 3.1% | +96.9K | New Position |
| 7 | Microsoft Corp | 45.6K | $22.07M | 3.1% | +45.6K | New Position |
| 8 | Alphabet Inc | 70.5K | $22.06M | 3.1% | +70.5K | New Position |
| 9 | Pacer Fds Tr | 342.5K | $20.61M | 2.9% | +342.5K | New Position |
| 10 | Vanguard Index Fds | 32.0K | $20.04M | 2.8% | +32.0K | New Position |
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