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 51–89 of 89
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 833 | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 16K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| MDYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 4K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| IWF | ISHARES TR | 630 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 947 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 303 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 232 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 421 | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 656 | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 642 | $100K–$500K | SH |
| GAB | GABELLI EQUITY TR INC | 17K | $100K–$500K | SH |