Montgomery Financial Services LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2149844
Institutional-grade research for retail investors
Sector Allocation
- Other95.0%$109.3M
- Technology2.9%$3.3M
- Financials0.4%$490,101
- Healthcare0.4%$411,774
- Industrials0.3%$362,387
- Consumer Discretionary0.3%$330,279
- Consumer Staples0.2%$251,658
- Energy0.2%$237,251
- Utilities0.2%$210,800
- Communication Services0.1%$83,284
Largest positions — Q2 2026
- CAPITOL$25.3M
- ISHARES$21.5M
- ISHARES$13.9M
- ISHARES$7.0M
- ISHARES$6.5M
- ISHARES$6.1M
- ISHARES$5.5M
- VANGUARD$3.9M
- STERLING$3.4M
- VANGUARD$2.4M
- ISHARES$2.2M
- SPDR$1.1M
AAPL
$922KGOOG
$887KGOOGL
$867K- AIM$813K
- ISHARES$743K
- AIM$731K
- ELEVATION$626K
- ISHARES$526K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/montgomery-financial-services-llc-2149844
Montgomery Financial Services LLC 13F holdings — Q2 2026
$115.0M portfolio · 334 holdings · Q2 2026 13F · top 10 are 83% of the stock portfolio
- 1
CAPITOL SER TR - STERL CAP BD ETF
$25.3M
22.0% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUS TP200 GR ETF
$21.5M
18.7% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS TP200 VL ETF
$13.9M
12.1% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - EAFE VALUE ETF
$7.0M
6.1% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - RUS MDCP VAL ETF
$6.5M
5.7% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - EAFE GRWTH ETF
$6.1M
5.3% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES INC - CORE MSCI EMKT
$5.5M
4.8% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX
$3.9M
3.4% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 9
STERLING CAP FDS - NATIONAL MUNI BD
$3.4M
3.0% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - S&P 500 ETF SHS
$2.4M
2.1% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAPITOL SER TR - STERL CAP BD ETF | $25.3M | 22.0% | — | — | — | — | — | |
| 2 | ISHARES TR - RUS TP200 GR ETF | $21.5M | 18.7% | — | — | — | — | — | |
| 3 | ISHARES TR - RUS TP200 VL ETF | $13.9M | 12.1% | — | — | — | — | — | |
| 4 | ISHARES TR - EAFE VALUE ETF | $7.0M | 6.1% | — | — | — | — | — | |
| 5 | ISHARES TR - RUS MDCP VAL ETF | $6.5M | 5.7% | — | — | — | — | — | |
| 6 | ISHARES TR - EAFE GRWTH ETF | $6.1M | 5.3% | — | — | — | — | — | |
| 7 | ISHARES INC - CORE MSCI EMKT | $5.5M | 4.8% | — | — | — | — | — | |
| 8 | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $3.9M | 3.4% | — | — | — | — | — | |
| 9 | STERLING CAP FDS - NATIONAL MUNI BD | $3.4M | 3.0% | — | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.4M | 2.1% | — | — | — | — | — |
All holdings — Montgomery Financial Services LLC (Q2 2026)
334 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - RUS MD CP GR ETFetf/fund | — | $2.2M | 1.9% | 15K | — | — | — | 13F |
| 12 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $1.1M | 0.9% | 12K | — | — | — | 13F |
| 13 | Apple Inc. | Technology | $922K | 0.8% | 3,188 | — | 1+ qtrs | 75.7 | 13F | |
| 14 | Alphabet Inc. | Technology | $887K | 0.8% | 2,511 | — | 1+ qtrs | 77.7 | 13F | |
| 15 | Alphabet Inc. | Technology | $867K | 0.8% | 2,427 | — | 1+ qtrs | 77.7 | 13F | |
| 16 | — | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETFetf/fund | — | $813K | 0.7% | 23K | — | — | — | 13F |
| 17 | — | ISHARES TR - CORE 80 20 ETFetf/fund | — | $743K | 0.7% | 7,611 | — | — | — | 13F |
| 18 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQTetf/fund | — | $731K | 0.6% | 24K | — | — | — | 13F |
| 19 | — | ELEVATION SERIES TRUST - TRUE SE BUFF ETFetf/fund | — | $626K | 0.5% | 23K | — | — | — | 13F |
| 20 | — | ISHARES TR - CORE 60 BALA ETFetf/fund | — | $526K | 0.5% | 7,575 | — | — | — | 13F |
| 21 | — | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETFetf/fund | — | $507K | 0.4% | 15K | — | — | — | 13F |
| 22 | — | ABRDN FDS - EMER MKTS DI ETFetf/fund | — | $387K | 0.3% | 7,843 | — | — | — | 13F |
| 23 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $384K | 0.3% | 14K | — | — | — | 13F |
| 24 | — | ISHARES TR - CORE MSCI INTLetf/fund | — | $381K | 0.3% | 4,276 | — | — | — | 13F |
| 25 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | — | $354K | 0.3% | 17K | — | — | — | 13F |
| 26 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $336K | 0.3% | 8,616 | — | |||
| 27 | — | PIMCO ETF TR - ULTR SH GO AC FD | — | $328K | 0.3% | 3,252 | — | |||
| 28 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $297K | 0.3% | 802 | — | |||
| 29 | — | ELEVATION SERIES TRUST - TRUE ST SEPT ETF | — | $239K | 0.2% | 5,256 | — | |||
| 30 | $LLY | ELI LILLY & Co | Healthcare | $180K | 0.2% | 150 | — | |||
| 31 | — | ELEVATION SERIES TRUST - S&P AU DE IN ETF | — | $173K | 0.1% | 6,882 | — | |||
| 32 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $161K | 0.1% | 3,380 | — | |||
| 33 | $CVX | CHEVRON CORP | Energy | $147K | 0.1% | 884 | — | |||
| 34 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $143K | 0.1% | 3,388 | — | |||
| 35 | — | ISHARES TR - CORE 40 MODE ETF | — | $141K | 0.1% | 2,833 | — | |||
| 36 | — | STERLING CAP FDS - CAP HEDGED EQT P | — | $139K | 0.1% | 5,561 | — | |||
| 37 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $133K | 0.1% | 181 | — | |||
| 38 | — | ISHARES TR - CORE 30 70 ETF | — | $129K | 0.1% | 3,108 | — | |||
| 39 | $AMZN | AMAZON COM INC | Consumer Discretionary | $123K | 0.1% | 515 | — | |||
| 40 | — | STERLING CAP FDS - CAPITAL MULTI | — | $115K | 0.1% | 4,594 | — | |||
| 41 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $114K | 0.1% | 465 | — | |||
| 42 | $META | Meta Platforms, Inc. | Technology | $113K | 0.1% | 200 | — | |||
| 43 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | — | $103K | 0.1% | 2,103 | — | |||
| 44 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD | — | $101K | 0.1% | 2,435 | — | |||
| 45 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $98K | 0.1% | 1,717 | — | |||
| 46 | — | ISHARES TR - CORE S&P MCP ETF | — | $92K | 0.1% | 1,196 | — | |||
| 47 | $D | DOMINION ENERGY, INC | Utilities | $92K | 0.1% | 1,350 | — | |||
| 48 | — | ISHARES TR - CORE UNIVRSL USD | — | $89K | 0.1% | 1,930 | — | |||
| 49 | $AVGO | Broadcom Inc. | Technology | $87K | 0.1% | 231 | — | |||
| 50 | $ETN | Eaton Corp plc | Industrials | $85K | 0.1% | 200 | — | |||
| 51 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $83K | 0.1% | 975 | — | |||
| 52 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $81K | 0.1% | 325 | — | |||
| 53 | — | PIMCO ETF TR - 15+ YR US TIPS | — | $81K | 0.1% | 1,600 | — | |||
| 54 | $GE | GENERAL ELECTRIC CO | Industrials | $79K | 0.1% | 210 | — | |||
| 55 | — | ISHARES TR - S&P 500 GRWT ETF | — | $78K | 0.1% | 568 | — | |||
| 56 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $72K | 0.1% | 325 | — | |||
| 57 | — | CALAMOS ETF TR - RUSSE 2000 OCTOB | — | $68K | 0.1% | 2,416 | — | |||
| 58 | — | ISHARES TR - S&P 500 VAL ETF | — | $64K | 0.1% | 281 | — | |||
| 59 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $63K | 0.1% | 933 | — | |||
| 60 | — | ISHARES TR - MSCI USA MMENTM | — | $62K | 0.1% | 181 | — | |||
| 61 | $JPM | JPMORGAN CHASE & CO | Financials | $62K | 0.1% | 189 | — | |||
| 62 | $GEV | GE Vernova Inc. | Industrials | $61K | 0.1% | 52 | — | |||
| 63 | — | PIMCO ETF TR - 25YR+ ZERO U S | — | $61K | 0.1% | 947 | — | |||
| 64 | — | ISHARES TR - CORE S&P SCP ETF | — | $60K | 0.1% | 404 | — | |||
| 65 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX | — | $60K | 0.1% | 1,304 | — | |||
| 66 | — | PIMCO ETF TR - US STK PLUS AC | — | $59K | 0.1% | 1,089 | — | |||
| 67 | $MCD | MCDONALDS CORP | Consumer Discretionary | $56K | 0.1% | 208 | — | |||
| 68 | — | ELEVATION SERIES TRUST - TRUESHARES S&P | — | $55K | 0.1% | 2,237 | — | |||
| 69 | — | ELEVATION SERIES TRUST - TRUESHARES EQTY | — | $55K | 0.1% | 2,213 | — | |||
| 70 | $AMGN | AMGEN INC | Healthcare | $54K | 0.1% | 150 | — | |||
| 71 | $QCOM | QUALCOMM INC/DE | Technology | $50K | 0.0% | 271 | — | |||
| 72 | $CBZ | CBIZ, Inc. | Industrials | $48K | 0.0% | 1,492 | — | |||
| 73 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $47K | 0.0% | 1,114 | — | |||
| 74 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $47K | 0.0% | 1,284 | — | |||
| 75 | $IVZ | Invesco Ltd. | Financials | $46K | 0.0% | 286 | — | |||
| 76 | $JNJ | JOHNSON & JOHNSON | Healthcare | $43K | 0.0% | 171 | — | |||
| 77 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $43K | 0.0% | 815 | — | |||
| 78 | $MRK | Merck & Co., Inc. | Healthcare | $41K | 0.0% | 318 | — | |||
| 79 | $TSLA | Tesla, Inc. | Consumer Discretionary | $40K | 0.0% | 96 | — | |||
| 80 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $40K | 0.0% | 338 | — | |||
| 81 | $MU | MICRON TECHNOLOGY INC | Technology | $38K | 0.0% | 33 | — | |||
| 82 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | — | $38K | 0.0% | 1,603 | — | |||
| 83 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $38K | 0.0% | 604 | — | |||
| 84 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $36K | 0.0% | 398 | — | |||
| 85 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $36K | 0.0% | 410 | — | |||
| 86 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $36K | 0.0% | 345 | — | |||
| 87 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $34K | 0.0% | 681 | — | |||
| 88 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | — | $33K | 0.0% | 1,290 | — | |||
| 89 | $IVZ | Invesco Ltd. | Financials | $33K | 0.0% | 217 | — | |||
| 90 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $33K | 0.0% | 607 | — | |||
| 91 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $33K | 0.0% | 404 | — | |||
| 92 | — | ISHARES TR - CORE S&P500 ETF | — | $32K | 0.0% | 43 | — | |||
| 93 | $WMT | Walmart Inc. | Consumer Staples | $32K | 0.0% | 282 | — | |||
| 94 | — | ISHARES TR - RUSSELL 2000 ETF | — | $30K | 0.0% | 100 | — | |||
| 95 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $30K | 0.0% | 454 | — | |||
| 96 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | — | $29K | 0.0% | 143 | — | |||
| 97 | $SHW | SHERWIN WILLIAMS CO | Materials | $29K | 0.0% | 85 | — | |||
| 98 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF | — | $29K | 0.0% | 968 | — | |||
| 99 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $29K | 0.0% | 486 | — | |||
| 100 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $28K | 0.0% | 194 | — | |||
| 101 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | — | $28K | 0.0% | 1,083 | — | |||
| 102 | $NVDA | NVIDIA CORP | Technology | $28K | 0.0% | 138 | — | |||
| 103 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $27K | 0.0% | 218 | — | |||
| 104 | — | ISHARES TR - MBS ETF | — | $27K | 0.0% | 285 | — | |||
| 105 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $26K | 0.0% | 485 | — | |||
| 106 | — | ISHARES TR - CYBERSECURITY | — | $26K | 0.0% | 428 | — | |||
| 107 | $INTC | INTEL CORP | Technology | $26K | 0.0% | 185 | — | |||
| 108 | $MSFT | MICROSOFT CORP | Technology | $26K | 0.0% | 69 | — | |||
| 109 | $IVZ | Invesco Ltd. | Financials | $25K | 0.0% | 142 | — | |||
| 110 | $PEP | PEPSICO INC | Consumer Staples | $25K | 0.0% | 185 | — | |||
| 111 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $25K | 0.0% | 50 | — | |||
| 112 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | — | $25K | 0.0% | 1,218 | — | |||
| 113 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $24K | 0.0% | 240 | — | |||
| 114 | — | FIDELITY COVINGTON TRUST - DISRU COMMU ETF | — | $23K | 0.0% | 467 | — | |||
| 115 | — | FIDELITY COVINGTON TRUST - DISRU AUTOM ETF | — | $23K | 0.0% | 583 | — | |||
| 116 | $DUK | Duke Energy CORP | Utilities | $23K | 0.0% | 181 | — | |||
| 117 | — | ISHARES TR - US TREAS BD ETF | — | $22K | 0.0% | 976 | — | |||
| 118 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $22K | 0.0% | 526 | — | |||
| 119 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $21K | 0.0% | 76 | — | |||
| 120 | $CVS | CVS HEALTH Corp | Healthcare | $20K | 0.0% | 198 | — | |||
| 121 | $RTX | RTX Corp | Industrials | $20K | 0.0% | 106 | — | |||
| 122 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $20K | 0.0% | 277 | — | |||
| 123 | $WSFS | WSFS FINANCIAL CORP | Financials | $20K | 0.0% | 256 | — | |||
| 124 | — | SPDR INDEX SHS FDS - ST STR SP GLBDIV | — | $19K | 0.0% | 244 | — | |||
| 125 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | — | $19K | 0.0% | 605 | — | |||
| 126 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $19K | 0.0% | 315 | — | |||
| 127 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $19K | 0.0% | 465 | — | |||
| 128 | — | ISHARES TR - NATIONAL MUN ETF | — | $18K | 0.0% | 170 | — | |||
| 129 | — | VANGUARD WORLD FD - INF TECH ETF | — | $18K | 0.0% | 152 | — | |||
| 130 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $18K | 0.0% | 415 | — | |||
| 131 | — | SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM | — | $18K | 0.0% | 1,110 | — | |||
| 132 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $18K | 0.0% | 86 | — | |||
| 133 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $17K | 0.0% | 347 | — | |||
| 134 | $MKC | MCCORMICK & CO INC | Consumer Staples | $17K | 0.0% | 344 | — | |||
| 135 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $17K | 0.0% | 370 | — | |||
| 136 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $17K | 0.0% | 335 | — | |||
| 137 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $17K | 0.0% | 75 | — | |||
| 138 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $17K | 0.0% | 597 | — | |||
| 139 | $ED | CONSOLIDATED EDISON INC | Utilities | $17K | 0.0% | 150 | — | |||
| 140 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | — | $17K | 0.0% | 634 | — | |||
| 141 | $SNX | TD SYNNEX CORP | Technology | $16K | 0.0% | 58 | — | |||
| 142 | — | FIDELITY COVINGTON TRUST - DISRUPTIVE FIN E | — | $15K | 0.0% | 467 | — | |||
| 143 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $15K | 0.0% | 358 | — | |||
| 144 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $14K | 0.0% | 409 | — | |||
| 145 | $PM | Philip Morris International Inc. | Consumer Staples | $14K | 0.0% | 78 | — | |||
| 146 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $14K | 0.0% | 50 | — | |||
| 147 | — | ISHARES TR - 0-3 MTH TREASURY | — | $14K | 0.0% | 139 | — | |||
| 148 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $14K | 0.0% | 284 | — | |||
| 149 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $14K | 0.0% | 258 | — | |||
| 150 | $MPC | Marathon Petroleum Corp | Energy | $13K | 0.0% | 52 | — |
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Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Montgomery Financial Services's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
83%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Montgomery Financial Services LLC disclosed 334 positions worth $115.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 334 new positions and exited 0. The portfolio is most concentrated in Other (95.0% of disclosed assets). All figures are sourced directly from Montgomery Financial Services LLC’s Form 13F-HR filing with the SEC under CIK 2149844.
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AI-Powered Hedge Fund Analysis: Montgomery Financial Services LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Montgomery Financial Services LLC (SEC CIK: 2149844), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Montgomery Financial Services LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.