Holdings
Montz Harcus Wealth Management LLC
As of Sep 30, 2026, Montz Harcus Wealth Management LLC reported 49 positions worth US$66M. Largest: Apple Inc, Microsoft Corp. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 35,987 | US$12M | +997 | Sep 30, 2026 |
| Microsoft Corp. | 13,903 | US$7.13M | +37 | Sep 30, 2026 |
| Amazon.com, Inc. | 23,851 | US$5.94M | −147 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 15,596 | US$5.16M | −73 | Sep 30, 2026 |
| Home Bancorp, Inc. | 63,787 | US$4.21M | −30,963 | Sep 30, 2026 |
| Nvidia Corporation | 18,381 | US$4.2M | −179 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 9,475 | US$3.25M | +24 | Sep 30, 2026 |
| Meta Platforms, Inc. | 4,380 | US$3.18M | −192 | Sep 30, 2026 |
| Caterpillar, Inc. | 1,775 | US$1.44M | −88 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2,509 | US$1.25M | −971 | Sep 30, 2026 |