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DOSSIER · 13F-HR · Q2 2026

Montz Harcus Wealth Management LLC

$281M in tracked AUM across 100 positions as of Q2 2026.

MH
CIK 0001918613 · last filed Jun 30, 2026
Total AUM
$281M
as of Q2 2026
Holdings
100
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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