Momentous Wealth Management, Inc.

CIK

2055574

Location

VANCOUVER, WA

Portfolio Value

Micro $19,392,597

Diversification

Diversified

Filing Date

Global Rank

#7,390 / 8,232 ▲ 165

Top Industry

Consumer Electronics 15.4%

3Y Alpha vs SPY

-7.9%

Period ended 2 months ago

Filed May 11, 2026 · 34d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.5%

SPY

+23.4%

Annualised alpha

-7.9%

Max drawdown

−22.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 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	Exxon Mobil 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 positions · $19,392,597 total · 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	Exxon Mobil 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	Rumble 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%