Momentous Wealth Management, Inc.

CIK

2055574

Location

VANCOUVER, WA

Portfolio Value

Micro $19,392,597

Diversification

Diversified

Filing Date

Global Rank

#7,777 / 8,624 ▲ 25 · as of Mar 2026

Top Industry

Consumer Electronics 15.4%

3Y Alpha vs SPY

-4.9%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+16.5%

SPY

+23.4%

Annualised alpha

-4.5%

Max drawdown

−22.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

27 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.4%

−0.4 pts

Top 5

51.6%

−0.0 pts

Top 10

73.6%

+2.7 pts

HHI

741

Diversified+20

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.1%	$7,381,461	5
Financial Services	19.2%	$3,723,680	4
Communication Services	10.9%	$2,111,402	4
Consumer Cyclical	9.0%	$1,754,862	4
Industrials	8.5%	$1,652,191	4
Energy	5.0%	$975,375	1
Consumer Defensive	4.8%	$931,704	2
Healthcare	4.4%	$861,922	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+713	12,070	$2,105,008
AMZN	Amazon Com Inc	+219	4,081	$849,949
GOOGL	Alphabet Inc.	+193	3,189	$917,028
JNJ	Johnson & Johnson	+140	1,456	$355,904
BRK-B	Berkshire Hathaway Inc	+104	1,425	$682,860
NFLX	Netflix Inc	+95	2,575	$247,586
TSLA	Tesla, Inc.	+71	878	$326,396
XOM	ExxonMobil Holdings Corp	+69	5,749	$975,375
PH	Parker-Hannifin Corp	+52	1,054	$943,582
AVGO	Broadcom Inc.	+39	1,263	$390,911
HWM	Howmet Aerospace Inc.	+9	1,002	$230,920
LLY	ELI LILLY & Co	+6	256	$235,461
CVBF	Cvb Financial Corp	+4	117,455	$2,277,452
TJX	Tjx Companies Inc /De/	+2	1,802	$287,779
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−512	11,783	$2,990,407
WMT	Walmart Inc.	−343	2,117	$263,100
V	Visa Inc.	−255	913	$275,945
JPM	Jpmorgan Chase & Co	−110	1,657	$487,423
ABBV	AbbVie Inc.	−87	1,244	$270,557
MSFT	Microsoft Corp	−83	4,498	$1,665,024
HD	Home Depot, Inc.	−46	884	$290,738
GD	General Dynamics Corp	−38	1,318	$452,363
META	Meta Platforms, Inc.	−29	1,530	$875,358
COST	Costco Wholesale Corp /New	−5	671	$668,604
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
LRCX	Lam Research Corp	1,077	$230,111
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	791	$313,481
CRM	Salesforce, Inc.	1,091	$289,016
ALK	Alaska Air Group, Inc.	4,607	$231,732
ADP	Automatic Data Processing Inc	876	$225,333
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $19,392,597 total · filing declares 41 positions · $175,003,338 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	11,783	-512	$2,990,407	−10.5%	15.42%
CVBF	Cvb Financial Corp Financial Services	Added	117,455	+4	$2,277,452	+4.3%	11.74%
NVDA	Nvidia Corp Technology	Added	12,070	+713	$2,105,008	−0.6%	10.85%
MSFT	Microsoft Corp Technology	Reduced	4,498	-83	$1,665,024	−24.8%	8.59%
XOM	ExxonMobil Holdings Corp Energy	Added	5,749	+69	$975,375	+42.7%	5.03%
PH	Parker-Hannifin Corp Industrials	Added	1,054	+52	$943,582	+7.1%	4.87%
GOOGL	Alphabet Inc. Communication Services	Added	3,189	+193	$917,028	−2.2%	4.73%
META	Meta Platforms, Inc. Communication Services	Reduced	1,530	-29	$875,358	−14.9%	4.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,081	+219	$849,949	−4.7%	4.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,425	+104	$682,860	+2.8%	3.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	671	-5	$668,604	+14.7%	3.45%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,657	-110	$487,423	−14.4%	2.51%
GD	General Dynamics Corp Industrials	Reduced	1,318	-38	$452,363	−0.9%	2.33%
AVGO	Broadcom Inc. Technology	Added	1,263	+39	$390,911	−7.7%	2.02%
JNJ	Johnson & Johnson Healthcare	Added	1,456	+140	$355,904	+30.7%	1.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	878	+71	$326,396	−10.1%	1.68%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	884	-46	$290,738	−9.1%	1.50%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,802	+2	$287,779	+4.1%	1.48%
V	Visa Inc. Financial Services	Reduced	913	-255	$275,945	−32.6%	1.42%
ABBV	AbbVie Inc. Healthcare	Reduced	1,244	-87	$270,557	−11.0%	1.40%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,117	-343	$263,100	−4.0%	1.36%
NFLX	Netflix Inc Communication Services	Added	2,575	+95	$247,586	+6.5%	1.28%
LLY	ELI LILLY & Co Healthcare	Added	256	+6	$235,461	−12.4%	1.21%
HWM	Howmet Aerospace Inc. Industrials	Added	1,002	+9	$230,920	+13.4%	1.19%
LRCX	Lam Research Corp Technology	NEW	1,077	NEW	$230,111	NEW	1.19%
RUM	RUM Group Inc. Communication Services	Held	14,006	0	$71,430	−19.3%	0.37%
POWW	Outdoor Holding Co Industrials	Held	12,600	0	$25,326	+17.5%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.