account_balance
Investment manager · 13F filer · SEC CIK 1918613
Montz Harcus Wealth Management LLC
Reported value$285Mas of Sep 30, 2026
Positions97 3 new, 6 sold out
Top 10 weight66.3%SPYM alone is 15%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
14.5%
SPYSPDR S&P 500 ETF Trust
12.5%Trimmed −2%
PRFInvesco Exchange Traded Fd T
6.8%Added +3%
SPMDSPDR Series Trust
5.8%
SPSMSPDR Series Trust
5.6%Added +10%
IEFAiShares Tr
4.8%
SPDWSPDR Index SHS FDS
4.8%Added +6%
AAPLApple Inc.
4.2%Added +3%
VYMVanguard Whitehall FDS
3.7%
MDYSPDR S&P Midcap 400 ETF Trust
3.5%Trimmed −5%
SPYGSPDR Series Trust
2.9%
MSFTMicrosoft Corp
2.5%
SPYMSPDR Series Trust
14.5%
SPYSPDR S&P 500 ETF Trust
12.5%Trimmed −2%
PRFInvesco Exchange Traded Fd T
6.8%Added +3%
SPMDSPDR Series Trust
5.8%
SPSMSPDR Series Trust
5.6%+10%
IEFAiShares Tr
4.8%
SPDWSPDR Index SHS FDS
4.8%
AAPLApple Inc.
4.2%
VYMVanguard Whitehall FDS
3.7%
SPYG2.9%
MSFT2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 14.5% Held
SPY SPDR S&P 500 ETF Trust 12.5% Trimmed −2%PRF Invesco Exchange Traded Fd T 6.8% Added +3%
SPMD SPDR Series Trust 5.8% Held
SPSM SPDR Series Trust 5.6% Added +10%
IEFA iShares Tr 4.8% Held
SPDW SPDR Index SHS FDS 4.8% Added +6%
AAPL Apple Inc. 4.2% Added +3%VYM Vanguard Whitehall FDS 3.7% Held
MDY SPDR S&P Midcap 400 ETF Trust 3.5% Trimmed −5%SPYG SPDR Series Trust 2.9% Held
MSFT Microsoft Corp 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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