Momentous Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$206,401
Net value change ($000)
+11,271 (5.8%)
New positions
7
Sold out positions
6
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CVBF 2,560 NEW
VCRB 1,305 4.2%
DFAC 1,177 2.3%
DFCF 997 4.8%
EXXONMOBIL HOLDINGS CORP 931 NEW
DFSB 870 8.8%
MSFT 822 51.3%
DFAX 750 2.7%
NVDA 603 29.0%
DFSU 454 5.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -785 -100.0%
GLW -283 -100.0%
HWM -270 -100.0%
ALK -241 -100.0%
GE -211 -100.0%
VGT -206 -100.0%
DFLV -75 -11.8%
GOOGL -57 -4.2%
HD -46 -14.6%
GD -44 -9.3%
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