Momentous Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$175,003
Net value change ($000)
-1,369 (-0.8%)
New positions
2
Sold out positions
7
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 909 2.2%
VCRB 725 2.5%
DFSB 555 6.2%
DFAI 368 NEW
XOM 291 42.5%
DFCF 253 1.3%
LRCX 230 NEW
CVBF 92 4.2%
COST 85 14.6%
JNJ 84 30.9%
Top Reduces (Value $000, Stocks/ETFs)
DFAX -708 -2.8%
MSFT -550 -24.8%
SCHWAB STRATEGIC TRUST -473 -3.0%
USDGBX -446 -100.0%
AAPL -352 -10.5%
GLD -313 -100.0%
CRM -289 -100.0%
ALK -232 -100.0%
ADP -225 -100.0%
DFAU -220 -100.0%
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