Montz Harcus Wealth Management LLC
All 13F Filings
- Location
- New Orleans, LA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 285,267
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 97 | 285,267 | 13F-HR | Montz Harcus Wealth Management LLC |
| 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 | 69.15 K | 24.2% | 1.445 K | 0 | 1.445 K |
| ETFs | 215.8 K | 75.7% | 2.776 K | 0 | 2.776 K |
| Debt | 278 | 0.1% | 31 | 0 | 31 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
285,267
Holdings
97
QoQ value change ($000)
4,248
(1.5%)
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.