Managed by Montz Harcus Wealth Management Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
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| $30.5M |
| 419.6K |
| 0.00% |
| — |
| 6 | S SPY — | $28.8M | 46.7K | 0.00% | — |
| 7 | S SPY — | $27.7M | 47.3K | 0.00% | — |
| 8 | D DIA — | $27.4M | 398.1K | 0.00% | — |
| 9 | S SPY — | $26.9M | 46.8K | 0.00% | — |
| 10 | D DIA — | $26.6M | 403.9K | 0.00% | — |
| 11 | S SPY — | $26.1M | 46.6K | 0.00% | — |
| 12 | D DIA — | $25.9M | 383.5K | 0.00% | — |
| 13 | S SPY — | $25.5M | 46.9K | 0.00% | — |
| 14 | S SPY — | $23.7M | 45.3K | 0.00% | — |
| 15 | S SPY — | $21.8M | 46.0K | 0.00% | — |
| 16 | D DIA — | $21.8M | 341.2K | 0.00% | — |
| 17 | D DIA — | $21M | 341.2K | 0.00% | — |
| 18 | S SPY — | $20.5M | 48.1K | 0.00% | — |
| 19 | S SPY — | $20.4M | 46.1K | 0.00% | — |
| 20 | D DIA — | $20M | 358.5K | 0.00% | — |