Montz Harcus Wealth Management LLC
All 13F Filings
- Location
- New Orleans, LA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 281,019
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 100 | 281,019 | 13F-HR | Montz Harcus Wealth Management LLC |
| Q1 2026 | 4/29/2026 | 93 | 247,631 | 13F-HR | Montz Harcus Wealth Management LLC |
| Q4 2025 | 1/22/2026 | 89 | 246,714 | 13F-HR | Montz Harcus Wealth Management LLC |
| Q3 2025 | 10/20/2025 | 86 | 229,109 | 13F-HR | Montz Harcus Wealth Management LLC |
| Q2 2025 | 7/21/2025 | 84 | 207,199 | 13F-HR | Montz Harcus Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.7 K | 24.1% | 6.572 K | 0 | 6.572 K |
| ETFs | 213.1 K | 75.8% | 26.81 K | 0 | 26.81 K |
| Debt | 247 | 0.1% | 6 | 0 | 6 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
281,019
Holdings
100
QoQ value change ($000)
33,388
(13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.