Montz Harcus Wealth Management LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 97 separate positions held by the firm, with the total number of shares held across all positions reported as 28,526,694.
The portfolio includes a mix of large-cap technology and consumer staples companies. Microsoft Corporation is the largest holding, with 7,130,663 shares. Other significant positions include NVIDIA Corporation (4,197,911 shares), Apple Inc. (35,987 shares), and Alphabet Inc. Class A and Class C shares (5,364 and 4,111 shares, respectively). The filing also lists substantial stakes in Amazon.com Inc. (23,851 shares), Meta Platforms Inc. (4,380 shares), and Procter & Gamble Co. (1,448 shares).
Montz Harcus Wealth Management LLC is headquartered in New Orleans, Louisiana. The filing was signed by Alexander B. Harcus, Vice President and Chief Compliance Officer, on October 9, 2026.
