Montz Harcus Wealth Management LLC - Q42025 Holdings

Montz Harcus Wealth Management LLC holds 89 stocks with a total portfolio value of $ 246.71M as of Q42025. In Q42025, Montz Harcus Wealth Management LLC added 7 new positions, increased stakes in 54 stocks, reduced 24 holdings, and fully exited 4 positions. The largest holding is Spdr Series Trust (SPYM), representing 14.32% of the total portfolio.