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Portfolio (Quarterly) Guide ↗

Montz Harcus Wealth Management LLC

· CIK 0001918613
13F Portfolio $281M AUM 100 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 100 New
Page 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 1,863.0 $2.0M 0.71% NEW $1065.12 -23.6%
22 GOOGL ALPHABET INC Communication Services 5,411.0 $1.9M 0.69% NEW $357.38 -5.3%
23 XOM EXXON MOBIL CORP Energy 13,284.0 $1.8M 0.65% NEW $136.72 +16.6%
24 BERKSHIRE HATHAWAY INC DEL 3,480.0 $1.7M 0.62% NEW $500.39
25 SPEM SPDR INDEX SHS FDS 28,862.0 $1.5M 0.53% NEW $51.78 +3.1%
26 IYW ISHARES TR 5,811.0 $1.5M 0.52% NEW $252.21 +0.4%
27 GOOG ALPHABET INC 4,086.0 $1.4M 0.51% NEW $353.34
28 IBIT ISHARES BITCOIN TRUST ETF Financial Services 40,764.0 $1.4M 0.48% NEW $33.29 +35.9%
29 IVV ISHARES TR 1,675.0 $1.3M 0.45% NEW $748.99 +3.3%
30 BFST BUSINESS FIRST BANCSHARES IN Financial Services 40,743.0 $1.3M 0.45% NEW $30.73 +3.6%
31 PSR INVESCO ACTIVELY MANAGED EXC 11,688.0 $1.2M 0.43% NEW $102.57 -0.5%
32 DFUS DIMENSIONAL ETF TRUST 14,451.0 $1.2M 0.42% NEW $81.94 +2.6%
33 TSLA TESLA INC Consumer Cyclical 2,452.0 $1.0M 0.37% NEW $420.60 -15.8%
34 AVGO BROADCOM INC Technology 2,490.0 $941K 0.34% NEW $377.80 -5.3%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 3,096.0 $871K 0.31% NEW $281.19 -16.5%
36 WMT WALMART INC Consumer Defensive 6,926.0 $784K 0.28% NEW $113.26 -5.4%
37 SLYV SPDR SERIES TRUST 7,036.0 $768K 0.27% NEW $109.10 +0.6%
38 ABBV ABBVIE INC Healthcare 2,937.0 $739K 0.26% NEW $251.67 +1.9%
39 RSP INVESCO EXCHANGE TRADED FD T 3,443.0 $733K 0.26% NEW $212.75 +2.9%
40 BA BOEING CO Industrials 3,297.0 $714K 0.25% NEW $216.45 -1.9%
Page 2 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.1%
Technology 19.9%
Consumer Cyclical 6.5%
Communication Services 4.1%
Industrials 3.8%
Energy 2.0%
Consumer Defensive 1.9%
Healthcare 1.7%
Basic Materials 0.7%
Utilities 0.2%