Montz Harcus Wealth Management LLC
•CIK: 1918613•Filing: Q4 2025
**Montz Harcus Wealth Management LLC** manages $247M across a diversified portfolio of 89 positions. The strategy shows significant allocation toward equity market exposure, notably with top holdings including SPYM ($35.3M) and SPY ($32.9M). Further concentration is observed in sector-specific and broad market ETFs, such as PRF ($14.7M) and SPMD ($13.5M). This positioning suggests a tactical focus on capturing growth across major US and international indices.
Total AUM
$246.7M
QoQ Performance
+7.7%
Positions
69
Top 10 Concentration
64.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPY
PRF
SPMD
SPYM14.3%
SPY13.3%
PRF5.9%
SPMD5.5%
IEFA4.5%
SPSM4.5%
AKRE4.5%
SPDW4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.5%
ETF13.8%
Technology11.5%
Consumer3.6%
Financial2.3%
Industrial1.4%
Energy0.8%
Healthcare0.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑54 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022