MONTZ HARCUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HBCP | 100K | $6.06M |
 | BFST | 41K | $1.10M |
 | AAPL | 34K | $8.75M |
 | CLST | 30K | $496.80K |
 | AMZN | 24K | $4.97M |
 | NVDA | 19K | $3.23M |
 | JPM | 17K | $4.98M |
 | MSFT | 14K | $5.21M |
 | XOM | 13K | $2.24M |
 | KO | 8K | $624.60K |
 | BAC | 8K | $390.51K |
 | WMT | 7K | $848.83K |
 | NEM | 6K | $665.82K |
 | GOOGL | 5K | $1.58M |
 | META | 5K | $2.69M |
 | NFLX | 5K | $435.66K |
 | GOOG | 4K | $1.23M |
 | CVX | 3K | $720.62K |
 | BRK-B | 3K | $1.66M |
 | BA | 3K | $676.45K |
Home Bancorp, Inc.
HBCP
Shares Held
100K
Value
$6.06M
Business First Bancshares, Inc.
BFST
Shares Held
41K
Value
$1.10M
Apple Inc.
AAPL
Shares Held
34K
Value
$8.75M
Catalyst Bancorp, Inc.
CLST
Shares Held
30K
Value
$496.80K
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$4.97M
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.23M
JPMorgan Chase & Co.
JPM
Shares Held
17K
Value
$4.98M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$5.21M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$2.24M
The Coca-Cola Company
KO
Shares Held
8K
Value
$624.60K
Bank of America Corporation
BAC
Shares Held
8K
Value
$390.51K
Walmart Inc.
WMT
Shares Held
7K
Value
$848.83K
Newmont Corporation
NEM
Shares Held
6K
Value
$665.82K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.58M
Meta Platforms, Inc.
META
Shares Held
5K
Value
$2.69M
Netflix, Inc.
NFLX
Shares Held
5K
Value
$435.66K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.23M
Chevron Corporation
CVX
Shares Held
3K
Value
$720.62K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.66M
The Boeing Company
BA
Shares Held
3K
Value
$676.45K