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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 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FV FIRST TR EXCHANGE TRADED FD 8,969.0 $681K 0.24% NEW $75.88 -3.2%
42 KO COCA COLA CO Consumer Defensive 8,269.0 $672K 0.24% NEW $81.27 +8.4%
43 PANW PALO ALTO NETWORKS INC Technology 1,793.0 $611K 0.22% NEW $341.02 -2.3%
44 HD HOME DEPOT INC Consumer Cyclical 1,685.0 $594K 0.21% NEW $352.72 -9.0%
45 CVX CHEVRON CORPORATION Energy 3,502.0 $580K 0.21% NEW $165.74 +25.8%
46 NEM NEWMONT CORP Basic Materials 6,161.0 $575K 0.20% NEW $93.40 +37.1%
47 GLD SPDR GOLD TR Financial Services 1,459.0 $537K 0.19% NEW $368.38 +10.4%
48 IJH ISHARES TR 6,934.0 $535K 0.19% NEW $77.11 -1.6%
49 AMAT APPLIED MATLS INC Technology 731.0 $529K 0.19% NEW $723.00 -37.1%
50 CLST CATALYST BANCORP INC Financial Services 30,000.0 $495K 0.18% NEW $16.51 +7.9%
51 MS MORGAN STANLEY Financial Services 2,281.0 $477K 0.17% NEW $209.05 +4.1%
52 MCD MCDONALDS CORP Consumer Cyclical 1,707.0 $461K 0.16% NEW $270.24 -5.4%
53 BAC BANK OF AMER CORP Financial Services 8,081.0 $460K 0.16% NEW $56.98 +10.0%
54 LMT LOCKHEED MARTIN CORP Industrials 895.0 $456K 0.16% NEW $509.48 +3.1%
55 BIV VANGUARD BD INDEX FDS 5,931.0 $455K 0.16% NEW $76.69 -2.3%
56 IVW ISHARES TR 3,246.0 $446K 0.16% NEW $137.54 +2.2%
57 DFUV DIMENSIONAL ETF TRUST 8,105.0 $446K 0.16% NEW $55.01 +4.7%
58 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 9,741.0 $443K 0.16% NEW $45.52 +35.6%
59 JNJ JOHNSON & JOHNSON Healthcare 1,653.0 $420K 0.15% NEW $253.99 +8.4%
60 MRK MERCK & CO INC Healthcare 3,191.0 $410K 0.15% NEW $128.51 +17.0%
Page 3 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%