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Akre Focus Etf shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of Akre Focus Etf shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Montz Harcus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 168k 65.51

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust State Street Spd (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPSM)
Profesionally Managed Portfo Akre Focus Etf
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Home Ban (HBCP)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Montz Harcus Wealth Management

Top funds holding Akre Focus Etf

Cambridge Investment Research Advisors
UBS Group
Wealth Enhancement Advisory Services
Affiance Financial
Miracle Mile Advisors
Assetmark
Parisi Gray Wealth Management
Stratos Wealth Partners
Aprio Wealth Management
Urban Financial Advisory Corp
Lighthouse Wealth Management
Canal Capital Management
Montz Harcus Wealth Management
Perigon Wealth Management
Compton Wealth Advisory Group

View all funds holding Akre Focus Etf