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Montz Harcus Wealth Management LLC 13F holdings

Filed 2026-07-24 · Montz Harcus Wealth Management LLC · 100 positions · $281.0M

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TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST454.1K$39.9M14.2%
SPYSTATE STR SPDR S&P 500 ETF T47.8K$35.7M12.7%
PRFINVESCO EXCHANGE TRADED FD T344.8K$18.6M6.6%
SPMDSPDR SERIES TRUST257.2K$17.4M6.2%
SPSMSPDR SERIES TRUST275.9K$15.9M5.7%
IEFAISHARES TR142.9K$13.8M4.9%
SPDWSPDR INDEX SHS FDS256.5K$12.9M4.6%
MDYSTATE STR SPDR S&P MIDCAP 4015.9K$11.2M4.0%
VYMVANGUARD WHITEHALL FDS68.5K$10.8M3.9%
AAPLAPPLE INC35.0K$10.1M3.6%
SPYGSPDR SERIES TRUST66.9K$8.0M2.8%
HBCPHOMEBANCORP INC94.8K$6.5M2.3%
AMZNAMAZON COM INC24.0K$5.7M2.0%
QQQINVESCO QQQ TR7.7K$5.7M2.0%
MSFTMICROSOFT CORP13.9K$5.2M1.8%
JPMJPMORGAN CHASE & CO15.7K$5.1M1.8%
MDYVSPDR SERIES TRUST42.6K$4.0M1.4%
NVDANVIDIA CORPORATION18.6K$3.7M1.3%
METAMETA PLATFORMS INC4.6K$2.6M0.9%
VTIVANGUARD INDEX FDS5.6K$2.1M0.7%
CATCATERPILLAR INC1.9K$2.0M0.7%
GOOGLALPHABET INC5.4K$1.9M0.7%
EXMOCEXXON MOBIL CORP13.3K$1.8M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL3.5K$1.7M0.6%
SPEMSPDR INDEX SHS FDS28.9K$1.5M0.5%
IYWISHARES TR5.8K$1.5M0.5%
GOOGALPHABET INC4.1K$1.4M0.5%
IBITISHARES BITCOIN TRUST ETF40.8K$1.4M0.5%
IVVISHARES TR1.7K$1.3M0.4%
BFSTBUSINESS FIRST BANCSHARES IN40.7K$1.3M0.4%
—INVESCO ACTIVELY MANAGED EXC11.7K$1.2M0.4%
DFUSDIMENSIONAL ETF TRUST14.5K$1.2M0.4%
TSLATESLA INC2.5K$1.0M0.4%
AVGOBROADCOM INC2.5K$940,7140.3%
IBMINTERNATIONAL BUSINESS MACHS3.1K$870,5670.3%
WMTWALMART INC6.9K$784,4160.3%
SLYVSPDR SERIES TRUST7.0K$767,6500.3%
ABBVABBVIE INC2.9K$739,1550.3%
RSPINVESCO EXCHANGE TRADED FD T3.4K$732,5130.3%
BABOEING CO3.3K$713,6500.3%
FVFIRST TR EXCHANGE TRADED FD9.0K$680,5540.2%
KOCOCA COLA CO8.3K$672,0230.2%
PANWPALO ALTO NETWORKS INC1.8K$611,4490.2%
HDHOME DEPOT INC1.7K$594,3380.2%
CVXCHEVRON CORPORATION3.5K$580,4100.2%
NEMNEWMONT CORP6.2K$575,4260.2%
GLDSPDR GOLD TR1.5K$537,4660.2%
IJHISHARES TR6.9K$534,6980.2%
AMATAPPLIED MATLS INC731$528,5130.2%
—CATALYST BANCORP INC30.0K$495,3000.2%
MSMORGAN STANLEY2.3K$476,8340.2%
MCDMCDONALDS CORP1.7K$461,2960.2%
BACBANK OF AMER CORP8.1K$460,4660.2%
LMTLOCKHEED MARTIN CORP895$455,9810.2%
BIVVANGUARD BD INDEX FDS5.9K$454,8710.2%
IVWISHARES TR3.2K$446,4610.2%
DFUVDIMENSIONAL ETF TRUST8.1K$445,8360.2%
GBTCGRAYSCALE BITCOIN TRUST ETF9.7K$443,4100.2%
JNJJOHNSON & JOHNSON1.7K$419,8520.1%
MRKMERCK & CO INC3.2K$410,0700.1%
Top Fund Holdings
13F
Top Fund Holdings

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