Montz Harcus Wealth Management LLC

Comprehensive Analysis of Montz Harcus Wealth Management LLC 13F Filing

Portfolio Overview

Montz Harcus Wealth Management LLC reported a significant expansion in assets under management for the period ending December 31, 2025. The total portfolio value surged by 46.4%, rising from $168.50M to $246.71M. This substantial increase likely reflects a combination of strong market performance in underlying assets and significant net inflows from clients, given the magnitude of the ri...