Momentous Wealth Management, Inc.

Q3 2025 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
40
Total value ($000)
$157,707
Net value change ($000)
+2,950 (1.9%)
New positions
1
Sold out positions
7
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 2,320 7.7%
DFAX 1,307 5.9%
META 609 82.6%
DFSU 589 8.9%
VCRB 485 1.9%
SCHWAB STRATEGIC TRUST 443 3.1%
AAPL 383 14.9%
DFCF 318 1.9%
DFLV 308 4.9%
DFSB 253 3.1%
Top Reduces (Value $000, Stocks/ETFs)
CVBF -2,325 -100.0%
XOM -348 -51.5%
BRK-B -339 -47.7%
ADP -271 -100.0%
GLD -254 -100.0%
JNJ -217 -100.0%
MA -208 -100.0%
MSFT -147 -6.2%
HD -131 -38.2%
JPM -96 -18.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type