Montz Harcus Wealth Management LLC
Montz Harcus Wealth Management LLC is a registered investment adviser headquartered in New Orleans, Louisiana. The firm is registered with the SEC and serves primarily individual clients, including both high net worth individuals and other individuals, as well as some pension plans and charitable organizations. As of March 2025, the firm has approximately 9 employees (with most serving investment roles) and manages hundreds of client accounts. Montz Harcus Wealth Management LLC provides personalized portfolio management, financial planning, and investment advisory services.
Investment Strategy
Montz Harcus Wealth Management LLC primarily offers discretionary and non-discretionary investment advisory services, tailoring portfolio management strategies to meet the specific goals and risk tolerance of its clients. The firm's investment philosophy emphasizes diversified, long-term growth through equity and ETF vehicles, focusing on broad market exposure, risk-adjusted returns, and periodic rebalancing. Their approach involves active monitoring of asset allocations, tax efficiency strategies, and adapting to changing market conditions while maintaining alignment with client objectives.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 14.95% | $34.3M | 437,356 | $58.09 | $78.34 | +$3.8M |
S SPY | SPDR S&P 500 ETF TR | 14.24% | $32.6M | 48,979 | $480.99 | $666.18 | +$3.8M |
P PRF | INVESCO EXCHANGE TRADED FD T | 6.10% | $14.0M | 309,216 | $35.20 | $45.21 | +$1.1M |
S SPMD | SPDR SERIES TRUST | 5.74% | $13.1M | 229,796 | $49.85 | $57.19 | +$950.7K |
I IEFA | ISHARES TR | 4.67% | $10.7M | 122,587 | $74.49 | $87.31 | +$678.4K |