§ 13F · FUND PROFILE
Montz Harcus Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $207.2T (13F)Positions · 84Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$246.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 440K | $35.3T | 14.3% | NEW |
| 2 | SPY | SPDR S&P 500 ETF TR | 48K | $32.9T | 13.3% | NEW |
| 3 | PRF | INVESCO EXCHANGE TRADED FD T | 313K | $14.7T | 5.9% | NEW |
| 4 | SPMD | SPDR SERIES TRUST | 233K | $13.5T | 5.5% | NEW |
| 5 | IEFA | ISHARES TR | 124K | $11.1T | 4.5% | NEW |
| 6 | SPSM | SPDR SERIES TRUST | 236K | $11.1T | 4.5% | NEW |
| 7 | AKRE | PROFESIONALLY MANAGED PORTFO | 168K | $11.0T | 4.5% | NEW |
| 8 | SPDW | SPDR INDEX SHS FDS | 233K | $10.4T | 4.2% | NEW |
| 9 | MDY | SPDR S&P MIDCAP 400 ETF TR | 16K | $9.7T | 3.9% | NEW |
| 10 | VYM | VANGUARD WHITEHALL FDS | 66K | $9.5T | 3.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONTZ SIGNAL
AC read
Montz Harcus Wealth Management LLC is a Other fund managing $207199.0 trillion in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed