Montz Harcus Wealth Management LLC Portfolio Holdings
Montz Harcus Wealth Management LLC
- $226 Million
- Q3 2025
Montz Harcus Wealth Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $226 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $34.3M, Spdr S&P 500 ETF Trust with a value of $32.6M, Invesco Exchange Traded Fd Tr with a value of $14M, Spdr Portfolio with a value of $13.1M, and Ishares Tr with a value of $10.7M.
Examining the 13F form we can see an increase of $21.4M in the current position value, from $205M to 226M.
Below you can find more details about Montz Harcus Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$226 Million
ETFs: $166 Million
Technology: $23.2 Million
Financial Services: $13.5 Million
Consumer Cyclical: $7.73 Million
Communication Services: $6.82 Million
Industrials: $3.35 Million
Energy: $2.09 Million
Consumer Defensive: $1.83 Million
Other: $1.56 Million