MontVue Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, MontVue Capital Management, Inc. held in its portfolio 64 assets valued at $150,321,187 (i.e. $150.32M).
The most valuable assets in the portfolio included: ISHARES TR ($28.24M), ISHARES TR ($19.09M), and VANGUARD INDEX FDS ($18.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 64 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MontVue Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 189895 | 28235534 | CORE S&P TTL STK |
| ISHARES TR | 225548 | 19090408 | CORE MSCI TOTAL |
| VANGUARD INDEX FDS | 54064 | 18125897 | TOTAL STK MKT |
| SELECT SECTOR SPDR TR | 70067 | 10087526 | STATE STREET TEC |
| VANGUARD STAR FDS | 133481 | 10069800 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 24939 | 5215313 | EXTEND MKT ETF |
| VANGUARD WORLD FD | 6168 | 4649316 | INF TECH ETF |
| SELECT SECTOR SPDR TR | 43854 | 4537645 | STATE STREET CON |
| SELECT SECTOR SPDR TR | 61096 | 3346206 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 20564 | 3183362 | STATE STREET HEA |
| SELECT SECTOR SPDR TR | 18575 | 2881431 | STATE STREET IND |
| VANGUARD WORLD FD | 18648 | 2489322 | FINANCIALS ETF |
| VANGUARD WORLD FD | 11561 | 2238557 | COMM SRVC ETF |
| VANGUARD WORLD FD | 7246 | 2085762 | HEALTH CAR ETF |
| VANGUARD INDEX FDS | 3201 | 2007444 | S&P 500 ETF SHS |
| SELECT SECTOR SPDR TR | 16647 | 1959697 | STATE STREET COM |
| SPDR S&P 500 ETF TR | 2828 | 1928360 | TR UNIT |
| VANGUARD WORLD FD | 4358 | 1716704 | CONSUM DIS ETF |
| VANGUARD BD INDEX FDS | 33331 | 1661207 | VANGUARD ULTRA |
| VANGUARD INDEX FDS | 4407 | 1387324 | LARGE CAP ETF |
| VANGUARD WORLD FD | 4578 | 1365984 | INDUSTRIAL ETF |
| VANGUARD INTL EQUITY INDEX F | 18554 | 1364835 | ALLWRLD EX US |
| VANGUARD TAX-MANAGED FDS | 19644 | 1227161 | VAN FTSE DEV MKT |
| TESLA INC | 2649 | 1191309 | COM |
| VANGUARD WORLD FD | 4945 | 1044528 | CONSUM STP ETF |
| MICROSOFT CORP | 1889 | 913559 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1447 | 872947 | UTSER1 S&PDCRP |
| APPLE INC | 2830 | 769364 | COM |
| SELECT SECTOR SPDR TR | 16387 | 732657 | STATE STREET ENE |
| SELECT SECTOR SPDR TR | 16855 | 719530 | STATE STREET UTI |
| SELECT SECTOR SPDR TR | 15386 | 697768 | STATE STREET MAT |
| VANGUARD WORLD FD | 5218 | 657003 | ENERGY ETF |
| BARCLAYS BANK PLC | 17164 | 645529 | DJUBS CMDT ETN36 |
| ISHARES TR | 1328 | 628337 | RUS 1000 GRW ETF |
| FIDELITY MERRIMACK STR TR | 12613 | 580709 | TOTAL BD ETF |
| ISHARES TR | 5811 | 519853 | CORE MSCI EAFE |
| ALPHABET INC | 1652 | 517076 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 12727 | 513515 | STATE STREET REA |
| ISHARES TR | 4596 | 482580 | GLOBAL TECH ETF |
| JPMORGAN CHASE & CO. | 1486 | 478819 | COM |
| VANGUARD INDEX FDS | 1571 | 455936 | MID CAP ETF |
| CAPITAL ONE FINL CORP | 1870 | 453214 | COM |
| VANGUARD INDEX FDS | 4939 | 437053 | REAL ESTATE ETF |
| BERKSHIRE HATHAWAY INC DEL | 863 | 433787 | CL B NEW |
| ALPHABET INC | 1305 | 409509 | CAP STK CL C |
| VANGUARD INTL EQUITY INDEX F | 2654 | 374411 | TT WRLD ST ETF |
| VANGUARD WORLD FD | 2017 | 373226 | UTILITIES ETF |
| TARGA RES CORP | 1863 | 343724 | COM |
| VANGUARD WORLD FD | 1557 | 323156 | MATERIALS ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1055 | 320604 | SPONSORED ADS |
| ISHARES TR | 2561 | 309344 | GLOBAL FINLS ETF |
| RTX CORPORATION | 1620 | 297108 | COM |
| VISA INC | 817 | 286531 | COM CL A |
| GOLDMAN SACHS GROUP INC | 323 | 283917 | COM |
| ISHARES TR | 1819 | 270995 | ESG AWR MSCI USA |
| GE AEROSPACE | 867 | 267063 | COM NEW |
| VERIZON COMMUNICATIONS INC | 6474 | 263687 | COM |
| ISHARES INC | 3831 | 257520 | CORE MSCI EMKT |
| BANK OF THE JAMES FINL GP IN | 13027 | 242042 | COM |
| AMAZON COM INC | 1007 | 232436 | COM |
| VANGUARD INDEX FDS | 1194 | 228043 | VALUE ETF |
| ISHARES TR | 2364 | 227015 | MSCI EAFE ETF |
| ISHARES TR | 304 | 208222 | CORE S&P500 ETF |
| TJX COS INC NEW | 1320 | 202766 | COM |
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