MontVue Capital Management, Inc. 13F Holdings
CIK 0002008758 · Lynchburg, VA
As of Sep 30, 2025, MontVue Capital Management, Inc. reported 66 positions worth
CIK 0002008758 · Lynchburg, VA
As of Sep 30, 2025, MontVue Capital Management, Inc. reported 66 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 190,274 | $27.7M | 18.58% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 227,493 | 8.8M | 12.60% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 54,497 | 7.9M | 11.99% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 36,663 | 0.3M | 6.93% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 134,318 | $9.9M | 6.62% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 24,994 | $5.2M | 3.51% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 6,458 | $4.8M | 3.23% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 62,801 | $3.4M | 2.27% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 13,551 | $3.2M | 2.18% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 18,998 | $2.9M | 1.96% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 20,823 | $2.9M | 1.94% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 18,648 | $2.4M | 1.64% |
| VANGUARD COMMUNICATION SERVICES INDEX FUND | VOX | — | 11,561 | $2.2M | 1.46% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,086 | $2.1M | 1.38% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 16,760 | $2.0M | 1.33% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,201 | $2.0M | 1.31% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 7,296 | .9M | 1.27% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 34,944 | .7M | 1.17% |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | VCR | — | 4,358 | .7M | 1.16% |
| VANGUARD INDUSTRIALS INDEX FUND | VIS | — | 4,585 | .4M | 0.91% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 4,407 | .4M | 0.91% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 16,935 | .3M | 0.89% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 18,554 | .3M | 0.89% |
| TESLA INC | TSLA | Consumer Cyclical | 2,678 | .2M | 0.80% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 19,337 | .2M | 0.78% |