Long-term investor
Montz Harcus Wealth Management LLC @montzharcuswealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001918613).
Record
- Tracked since 2025-06-30 (448 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +12.4% · 6 months n/a · 1 year +19.3% · all +19.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 14.2% · long · since 2025-06-30
- 78462F103 · 12.7% · long · since 2025-06-30
- 46137V613 · 6.6% · long · since 2025-06-30
- 78464A847 · 6.2% · long · since 2025-06-30
- 78468R853 · 5.7% · long · since 2025-06-30
- 46432F842 · 4.9% · long · since 2025-06-30
- 78463X889 · 4.6% · long · since 2025-06-30
- 78467Y107 · 4.0% · long · since 2025-06-30
- 921946406 · 3.9% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- 78464A409 · 2.8% · long · since 2025-06-30
- HBCP · 2.3% · long · since 2025-06-30