Montz Harcus Wealth Management LLC - Portfolio Stock Holdings
Montz Harcus Wealth Management LLC disclosed 103 stock positions in a recent SEC 13F filing. $285,266,743 of stock holdings were filed, with the largest holdings including SPYM, SPY, and PRF. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
103Est. Stock Holding Value:
$285,266,743Top Stock Holdings By Sector
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Portfolio Stock Holdings - Montz Harcus Wealth Management LLC
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Holdings (Shares)
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% of Portfolio
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