Montz Harcus Wealth Management LLC - Portfolio Stock Holdings
Montz Harcus Wealth Management LLC disclosed 102 stock positions in a recent SEC 13F filing. $281,084,656 of stock holdings were filed, with the largest holdings including SPYM, SPY, and PRF. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $876,333,177 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
102Est. Stock Holding Value:
$281,084,656Top Stock Holdings By Sector
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Portfolio Stock Holdings - Montz Harcus Wealth Management LLC
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