Institutions / Montz Harcus Wealth Management LLC
Montz Harcus Wealth Management LLC
CIK 1918613 · Institution · as of Dec 31, 2025
Portfolio value
$246.71M
Positions
89
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 89 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $35.33M | 14.3% |
| SPDR S&P 500 ETF Tr | $32.91M | 13.3% |
| Invesco Exchange Traded Fd T | $14.68M | 5.9% |
| SPDR Series Trust | $13.47M | 5.5% |
| iShares Tr | $11.13M | 4.5% |
| SPDR Series Trust | $11.07M | 4.5% |
| Profesionally Managed Portfo | $11.03M | 4.5% |
| SPDR Index Shs Fds | $10.37M | 4.2% |
| SPDR S&P Midcap 400 ETF Tr | $9.67M | 3.9% |
| Vanguard Whitehall Fds | $9.46M | 3.8% |
| Apple Inc. | $9.40M | 3.8% |
| Microsoft Corp | $6.73M | 2.7% |
| Home Bancorp, Inc.HBCP | $5.91M | 2.4% |
| Amazon.com Inc | $5.52M | 2.2% |
| Invesco Qqq Tr | $4.94M | 2.0% |
| JPMorgan Chase & Co | $4.09M | 1.7% |
| SPDR Series Trust | $3.81M | 1.5% |
| NVIDIA Corp | $3.56M | 1.4% |
| Meta Platforms Inc | $3.08M | 1.3% |
| iShares Bitcoin Trust ETF | $2.13M | 0.9% |
| iShares Tr | $2.09M | 0.8% |
| Alphabet Inc. | $1.71M | 0.7% |
| Exxon Mobil Corp | $1.59M | 0.6% |
| Warren E. Buffett | $1.47M | 0.6% |
| Alphabet Inc. | $1.34M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.