StockDriftsStockDriftsTop 50 Montgomery Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCEC | CAPITOL SER TR | 22.01% | 1.01M | $25.3M | new | $25.03(-1.83%) | 2026-06-30 | |
| IWY | ISHARES TR | 18.72% | 74.1K | $21.5M | new | $265.26(+9.44%) | 2026-06-30 | |
| IWX | ISHARES TR | 12.07% | 132.1K | $13.9M | new | $98.01(+15.36%) | 2026-06-30 | |
| EFV | ISHARES TR | 6.1% | 91.6K | $7.0M | new | $74.46(+9.92%) | 2026-06-30 | |
| IWS | ISHARES TR | 5.67% | 39.6K | $6.5M | new | $153.44(+11.76%) | 2026-06-30 | |
| EFG | ISHARES TR | 5.32% | 49.2K | $6.1M | new | $116.04(+9.26%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.77% | 66.3K | $5.5M | new | $75.08(+6.85%) | 2026-06-30 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 3.35% | 31.8K | $3.9M | new | $109.09(+11.57%) | 2026-06-30 | |
| SCNM | STERLING CAP FDS | 2.96% | 135.3K | $3.4M | new | $24.96(-0.51%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.11% | 3.5K | $2.4M | new | $633.87(+12.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Montgomery Financial Services LLC reports $115.03M in US-listed equity holdings across 334 positions in its most recent 13F filing. Its largest disclosed positions are SCEC (22.0%), IWY (18.7%) and IWX (12.1%). The top 20 holdings account for 91.27% of reported assets. Figures reflect the Q2 2026 filing.
Sign up free to track Montgomery Financial Services LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Montgomery Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2149844). View Montgomery Financial Services LLC’s 13F filings on SEC