Montz Harcus Wealth Management LLC: 13F holdings
CIK 19186132026Q2
| Positions | 100 |
|---|---|
| Reported value | $281.0m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 454,084 | $39.9m | 14.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 47,755 | $35.7m | 12.7% |
| PRF INVESCO EXCHANGE TRADED FD T | 344,750 | $18.6m | 6.6% |
| SPMD SPDR SERIES TRUST | 257,179 | $17.4m | 6.2% |
| SPSM SPDR SERIES TRUST | 275,949 | $15.9m | 5.7% |
| IEFA ISHARES TR | 142,895 | $13.8m | 4.9% |
| EWU SPDR INDEX SHS FDS | 256,456 | $12.9m | 4.6% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 15,925 | $11.2m | 4.0% |
| VYM VANGUARD WHITEHALL FDS | 68,544 | $10.8m | 3.9% |
| AAPL APPLE INC | 34,990 | $10.1m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1918613")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.