0001172661-23-002669.txt : 20230731 0001172661-23-002669.hdr.sgml : 20230731 20230731101456 ACCESSION NUMBER: 0001172661-23-002669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230731 DATE AS OF CHANGE: 20230731 EFFECTIVENESS DATE: 20230731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Montis Financial, LLC CENTRAL INDEX KEY: 0001844314 IRS NUMBER: 454656575 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20655 FILM NUMBER: 231125412 BUSINESS ADDRESS: STREET 1: 230 THIRD AVENUE CITY: WALTHAM STATE: MA ZIP: 02451 BUSINESS PHONE: 781-541-5057 MAIL ADDRESS: STREET 1: 230 THIRD AVENUE CITY: WALTHAM STATE: MA ZIP: 02451 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001844314 XXXXXXXX 06-30-2023 06-30-2023 false Montis Financial, LLC

230 Third Avenue Waltham MA 02451

13F HOLDINGS REPORT 028-20655 000163986 801-76534 N John Yanchek 781-541-5057 John Yanchek Waltham MA 07-31-2023 0 64 151663842 INFORMATION TABLE 2 infotable.xml AIRBNB INC COM CL A 009066101 BBG001Y2XS16 776650 6060 SH SOLE 0 0 6060 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1882642 15728 SH SOLE 0 0 15728 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1175952 9721 SH SOLE 0 0 9721 AMAZON COM INC COM 023135106 BBG001S5PQL7 992691 7615 SH SOLE 0 0 7615 AMGEN INC COM 031162100 BBG001S5NNL6 583469 2628 SH SOLE 0 0 2628 APPLE INC COM 037833100 BBG001S5N8V8 30044533 154893 SH SOLE 0 0 154893 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 6482410 19010 SH SOLE 0 0 19010 CABOT CORP COM 127055101 BBG001S5PK58 329799 4930 SH SOLE 0 0 4930 CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 296911 3676 SH SOLE 0 0 3676 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 225236 4531 SH SOLE 0 0 4531 CATERPILLAR INC COM 149123101 BBG001S5PJ06 1007208 4094 SH SOLE 0 0 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