Montz Harcus Wealth Management LLC — 13F holdings

Montz Harcus Wealth Management LLC reported 97 holdings worth $285M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $41.5M (14.5%)
  2. SPY SPDR S&P 500 ETF TR — $35.6M (12.5%)
  3. PRF INVESCO EXCHANGE TRADED FD T — $19.3M (6.8%)
  4. SPMD SPDR SERIES TRUST — $16.5M (5.8%)
  5. SPSM SPDR SERIES TRUST — $16.1M (5.6%)
  6. IEFA ISHARES TR — $13.8M (4.8%)
  7. SPDW SPDR INDEX SHS FDS — $13.7M (4.8%)
  8. AAPL APPLE INC — $12.0M (4.2%)
  9. VYM VANGUARD WHITEHALL FDS — $10.7M (3.7%)
  10. MDY SPDR S&P MIDCAP 400 ETF TR — $9.95M (3.5%)