Montz Harcus Wealth Management LLC

RIA/Wealth

Montz Harcus Wealth Management LLC is a RIA/Wealth based in New Orleans, LA led by Christine Champagne Montz, reporting $713.7M in AUM as of Q3 2025 with 73% ETF concentration and 66% concentrated in top 10 holdings.

PresidentChristine Champagne Montz

Portfolio Value: $229.1M
Positions: 86
Top Holding: SPLG at 14.95%
Last Reported: Q3 2025

Address610 City Park Avenue, New Orleans, LA, 70119, United States

Top Holdings

Largest long holdings in Montz Harcus Wealth Management LLC's portfolio (66.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$34.3M	14.95%	+$1.4M Bought	— 437.4K shares	Q4 2021 Held for 3y 11m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$32.6M	14.24%	+$1.5M Bought	— 49.0K shares	Q4 2021 Held for 3y 11m
3 Invesco FTSE RAFI US 1000 PRF	ETF ETF	$14.0M	6.10%	+$199.6K Bought	— 309.2K shares	Q4 2021 Held for 3y 11m
4 SPDR Portfolio S&P 400 Mid Cap ETF SPMD	ETF ETF	$13.1M	5.74%	+$320.7K Bought	— 229.8K shares	Q4 2021 Held for 3y 11m
5 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$10.7M	4.67%	+$218.4K Bought	— 122.6K shares	Q4 2021 Held for 3y 11m
6 SPDR Portfolio S&P 600 Small Cap ETF SPSM	ETF ETF	$10.4M	4.52%	+$268.1K Bought	— 223.5K shares	Q4 2021 Held for 3y 11m
7 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$9.6M	4.19%	+$443.9K Bought	— 224.3K shares	Q4 2021 Held for 3y 11m
8 SPDR S&P MidCap 400 ETF MDY	ETF ETF	$9.5M	4.13%	+$64.4K Bought	— 15.9K shares	Q4 2021 Held for 3y 11m
9 Vanguard High Dividend Yield VYM	ETF ETF	$9.1M	3.97%	+$208.3K Bought	— 64.6K shares	Q4 2021 Held for 3y 11m
10 Apple AAPL	Consumer Electronics Technology	$9.0M	3.91%	-$15.0K Sold	0.00% 35.2K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Montz Harcus Wealth Management LLC's latest filing

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Market Value

$229.1M

Prior: $207.2M

Q/Q Change

+10.57%

+$21.9M

Net Flows % of MV

+2.69%

Turnover Ratio

1.87%

New Purchases

4 stocks

$1.2M

Added To

63 stocks

+$6.1M

Sold Out Of

3 stocks

$688.8K

Reduced Holdings

11 stocks

-$404.3K

Increased Positions

Position	Shares Δ	Change
1 Newmont NEM	New	0 → 6.2K +$519.3K
2 Schwab U.S. Large-Cap Growth SCHG	New	0 → 9.0K +$286.1K
3 Citigroup C	New	0 → 2.0K +$204.8K
4 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	New	0 → 3.6K +$201.7K
5 Palantir Technologies Inc. PLTR	+19.99%	2.0K → 2.4K +$72.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core Dividend Growth DGRO	Sold	3.9K → 0 −$246.5K
2 Intuitive Surgical ISRG	Sold	424.0 → 0 −$230.4K
3 UnitedHealth Group UNH	Sold	679.0 → 0 −$212.0K
4 Invesco S&P 500 Equal Weight ETF RSP	-17.94%	3.6K → 3.0K −$122.6K
5 J.P. Morgan Nasdaq Equity Premium Income JEPQ	-17.39%	4.8K → 4.0K −$48.4K