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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 939.0 $407K 0.14% NEW $433.37 -29.0%
62 AMD ADVANCED MICRO DEVICES INC Technology 694.0 $403K 0.14% NEW $580.91 -17.8%
63 TXN TEXAS INSTRS INC Technology 1,347.0 $401K 0.14% NEW $298.00 -13.3%
64 MDYG SPDR SERIES TRUST 3,494.0 $392K 0.14% NEW $112.09 -3.4%
65 VXUS VANGUARD STAR FDS 4,265.0 $365K 0.13% NEW $85.50 +3.4%
66 MMM 3M CO Industrials 2,243.0 $363K 0.13% NEW $161.93 +4.1%
67 SCHD SCHWAB STRATEGIC TR 10,592.0 $336K 0.12% NEW $31.71 +9.7%
68 GE GE AEROSPACE Industrials 897.0 $335K 0.12% NEW $373.91 -9.8%
69 CSCO CISCO SYS INC Technology 2,795.0 $328K 0.12% NEW $117.45 -7.0%
70 JEPI J P MORGAN EXCHANGE TRADED F 5,769.0 $326K 0.12% NEW $56.48 +1.3%
71 NFLX NETFLIX INC. Communication Services 4,534.0 $324K 0.12% NEW $71.40 +9.6%
72 IWF ISHARES TR 2,525.0 $314K 0.11% NEW $124.18 -0.6%
73 RTX RTX CORPORATION Industrials 1,641.0 $311K 0.11% NEW $189.68 +5.9%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 1,711.0 $309K 0.11% NEW $180.88 +0.9%
75 C CITIGROUP INC Financial Services 2,131.0 $298K 0.11% NEW $139.96 -1.6%
76 SPYV SPDR SERIES TRUST 4,885.0 $297K 0.11% NEW $60.79 +4.4%
77 IWP ISHARES TR 2,020.0 $296K 0.10% NEW $146.42 -4.6%
78 DFAS DIMENSIONAL ETF TRUST 3,572.0 $294K 0.10% NEW $82.34 -0.2%
79 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 306.0 $286K 0.10% NEW $935.86 -2.1%
80 SCHG SCHWAB STRATEGIC TR 7,973.0 $270K 0.10% NEW $33.84 +5.0%
Page 4 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%