Montz Harcus Wealth Management LLC - Portfolio overview

Montz Harcus Wealth Management LLC has 96 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 12.19%
2. SPLG - SPDR SERIES TRUST, 12.12%
3. SPY - STATE STR SPDR S&P 500 ETF T, 11.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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