CIK 1918613
Montz Harcus Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
89
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 89
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 440K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 48K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 313K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 233K | $1M+ | SH |
| IEFA | ISHARES TR | 124K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 236K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 168K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 233K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 16K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 66K | $1M+ | SH |
| AAPL | APPLE INC | 35K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| HBCP | HOME BANCORP INC | 102K | $1M+ | SH |
| AMZN | AMAZON COM INC | 24K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 45K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 19K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 43K | $1M+ | SH |
| IYW | ISHARES TR | 10K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 13K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 24K | $1M+ | SH |
| TSLA | TESLA INC | 2K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 14K | $1M+ | SH |
| BFST | BUSINESS FIRST BANCSHARES IN | 40K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| PSR | INVESCO ACTIVELY MANAGED EXC | 10K | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 12K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 10K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| SLYV | SPDR SERIES TRUST | 7K | $500K+ | SH |
| NEM | NEWMONT CORP | 6K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| CLST | CATALYST BANCORP INC | 30K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |