Montgomery Financial Services LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's address as 11718 Ocean Gateway in Ocean City, Maryland.
The report details a portfolio consisting of over 400 individual securities. The largest positions include Apple Inc., with 1,059,670 shares, and BlackRock ETF Trust iShares Core S&P Total U.S. Stock Market ETF, with 1,274,682 shares. Other notable holdings include Amazon.com Inc. (125,322 shares), Berkshire Hathaway Inc. Class B (24,898 shares), and JPMorgan Chase & Co. (53,264 shares).
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with holdings in funds managed by BlackRock, iShares, PIMCO, and Simplify. Specific ETFs listed include the iShares Core S&P Total U.S. Stock Market ETF, the iShares Core MSCI Emerging Markets ETF, and the Simplify Exchange Traded Fund Managed Futures.
Among the individual stock positions, the largest include ADT Inc. (608 shares), Constellation Energy Corp. (8,383 shares), and Dominion Energy Inc. (81,702 shares). The filing also lists smaller positions in companies such as Newsmax Inc. (7,621 shares), Palantir Technologies Inc. (14,403 shares), and Shopify Inc. (148 shares).
