Montz Harcus Wealth Management LLC

The portfolio consists of 89 holdings, indicating a diversified approach. The investment strategy is heavily reliant on Exchange Traded Funds (ETFs), which account for approximately 65% of the total portfolio value ($160.24M). This structure suggests a "core-satellite" approach, where the bulk of the capital is invested in broad market indices for beta exposure, while a smaller portion is allocated to individual equities and specific thematic plays to generate alpha. The firm appears to prioritize liquidity and broad diversification through fund structures while maintaining tactical flexibility through individual stock selection.

Key Holdings