13F Filings History of Montz Harcus Wealth Management LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$246,714,453
Signature - Title
Alexander B. Harcus - Vice President & CCO
Location
New Orleans, LA
Summary
This page shows a list of all the recent 13F filings made by Montz Harcus Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Montz Harcus Wealth Management LLC reported 89 stock holdings with total value $246,714,453 as of Q4 2025. Top holdings included SPYM, SPY, PRF, SPMD, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 89 $246,714,453 +$16,623,164 -$3,187,987 +$13,435,177 SPYM, SPY, PRF, SPMD, IEFA 13F-HR 22 Jan 2026, 08:37
Q3 2025 86 $229,108,539 +$7,472,246 -$1,093,159 +$6,379,087 SPLG, SPY, PRF, SPMD, IEFA 13F-HR 20 Oct 2025, 08:53
Q2 2025 84 $207,199,037 +$7,323,219 -$1,194,273 +$6,128,946 SPLG, SPY, PRF, SPMD, IEFA 13F-HR 21 Jul 2025, 17:00
Q1 2025 78 $183,010,914 +$12,767,535 -$787,744 +$11,979,791 SPLG, SPY, PRF, SPMD, IEFA 13F-HR 21 Apr 2025, 13:04
Q4 2024 74 $178,853,272 +$7,682,059 -$2,958,442 +$4,723,617 SPY, SPLG, SPMD, PRF, AAPL 13F-HR 29 Jan 2025, 15:00
Q3 2024 76 $171,151,463 +$9,208,579 -$848,719 +$8,359,860 SPY, SPLG, SPMD, PRF, SPSM 13F-HR 24 Oct 2024, 16:53
Q2 2024 69 $154,208,703 +$6,192,749 -$1,081,073 +$5,111,676 SPY, SPLG, PRF, SPMD, MDY 13F-HR 19 Jul 2024, 16:28
Q1 2024 71 $147,774,376 +$8,149,455 -$2,109,196 +$6,040,259 SPY, SPLG, SPMD, PRF, MDY 13F-HR 07 May 2024, 11:24
Q4 2023 56 $130,944,335 +$3,327,527 -$2,868,591 +$458,936 SPY, SPLG, SPMD, PRF, MDY 13F-HR 22 Jan 2024, 11:38
Q3 2023 54 $117,080,720 +$8,434,998 -$1,692,634 +$6,742,364 SPY, SPLG, SPMD, PRF, MDY 13F-HR 14 Nov 2023, 08:59
Q2 2023 59 $120,871,035 +$6,721,243 -$2,125,647 +$4,595,596 SPY, SPLG, SPMD, PRF, AAPL 13F-HR 21 Jul 2023, 13:18
Q1 2023 53 $108,225,649 +$1,407,920 -$1,236,757 +$171,163 SPY, SPLG, SPMD, PRF, MDY 13F-HR 25 Apr 2023, 16:47
Q4 2022 53 $100,862,905 +$4,520,523 -$1,121,575 +$3,398,948 SPY, SPLG, SPMD, PRF, MDY 13F-HR 20 Jan 2023, 13:39
Q3 2022 50 $90,784,000 +$2,762,183 -$726,840 +$2,035,343 SPY, SPLG, SPMD, PRF, MDY 13F-HR 02 Nov 2022, 16:43
Q2 2022 52 $94,879,000 +$5,277,836 -$1,353,704 +$3,924,132 SPY, SPLG, SPMD, PRF, MDY 13F-HR 18 Jul 2022, 14:43
Q1 2022 53 $111,444,000 +$3,563,666 -$956,274 +$2,607,392 SPY, SPLG, SPMD, PRF, MDY 13F-HR 05 May 2022, 16:50
Q4 2021 56 $114,188,000 $0 $0 $0 SPY, SPLG, SPMD, PRF, MDY 13F-HR 24 Mar 2022, 15:02