Momentous Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$195,130
Net value change ($000)
+20,127 (11.5%)
New positions
9
Sold out positions
2
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,157 19.3%
DFAX 2,832 11.4%
SCHWAB STRATEGIC TRUST 2,308 14.9%
VCRB 1,711 5.8%
DFCF 1,452 7.6%
DFSU 1,087 13.6%
MU 653 NEW
AAPL 463 15.5%
DFAI 355 96.5%
DFSB 345 3.6%
Top Reduces (Value $000, Stocks/ETFs)
CVBF -2,277 -100.0%
NFLX -248 -100.0%
XOM -190 -19.5%
DFLV -70 -9.9%
MSFT -62 -3.7%
COST -38 -5.7%
TSLA -27 -8.3%
NVDA -26 -1.2%
WMT -15 -5.7%
TJX -12 -4.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type